Adobe Captivate - Oracle€¦ · Web viewOracle Human Resources Analytics provides HR, business executives and line managers the critical workforce information to analyze workforce

Transaction_Business_Intelligence Sunday, May 21, 2023

Slide 3 - Oracle Human Capital Management Cloud Release 9

Slide notesHello, my name is Raghavendra. Welcome to the Release 9 Training for Oracle Fusion Transactional Business Intelligence for Human Capital Management

Cloud Enhancements. In this session, we’ll cover the Subject area, Reports, attributes, and metrics enhancements we have made in this release.

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Slide 4 - Agenda

Slide notesFor the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, and what business value they bring.

Next we’ll explain what you need to consider before enabling these features in your business.

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Slide 5 - New Subject Areas

Slide notesOracle Fusion Transactional Business Intelligence (OTBI) is a real time, self service reporting solution offered to all Oracle Fusion application users to create ad hoc reports and analyze them for daily decision-making. Oracle Business Intelligence Enterprise Edition (Oracle BI EE) is the standard Oracle query and reporting tool. This provides the business users an easy-to-use interface to perform current state analysis of their business applications.

Oracle Human Resources Analytics provides HR, business executives and line managers the critical workforce information to analyze workforce staffing, Payroll, Benefits, Compensation, Absence and workforce productivity.

In Release 9, a new set of HCM Functions are included to strengthen the reporting capabilities related to Vacancies, and Salary History of the Workers.

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Slide 6 - What is Enhanced in OTBI?

Slide notesThe Existing Functions in HCM OTBI are enhanced with new dimensions, attributes, metrics to improve reporting requirements related to the following

• Additional Attributes for the Worker Dimension

• Additional Attributes in Work Relationship Real Time Subject Area

• New Attributes in Department and Location Dimensions

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Slide 7 - What is Enhanced in OTBI?(continued)

Slide notesWe have included new attributes/metrics in the following subject areas

Employment Contract real Time

Worker Assignment Real Time

The attributes include Projected End Date which would capture the potential end date of the worker contract

The new metrics in the Assignment Event subject areas include the counts of events like Promotion Count, Transfer Count, Hire Count etc

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Slide 8 - What is Enhanced in OTBI?(continued)

Slide notesEnhanced the Subject Areas related to Goals

Added New Attributes in the following Subject Areas

Goal Status Overview Real Time

Goals Tasks Real Time

Goal Alignments Real Time

Target Outcomes Real Time

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Slide 9 - What is Enhanced in OTBI?

Slide notesAdded Two New Analyses as part of the Out of the box offering.

Headcount analysis provides the users to view the worker headcount by departments or managers

Position Occupance analysis provides the users to analyze the headcount metrics by position, department etc

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Slide 10 - What Is New in OBIEE

Slide notesThe OBIEE Answers Tool has enhancements that aids in OTBI reporting requirements.

New Flag to enable the cross subject area queries to render data – This enhancement eliminates the need for the users to enter the prefix to the queries manually

Error messages displayed in a user friendly manner – Reports users have a better insight into the report errors through this enhancement. This allows them to correct the report queries to render the data.

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Slide 11 - Slide 9

Slide notesNew Subject Areas added to HCM OTBI

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Slide 12 - Reporting on Vacancies

Slide notesVacancy Real Time subject area can be used to report on the openings, and hires by various dimensions like Job, Department, Location etc

This can also be used to report on hires during a month, quarter, year etc

Few of the Key Measures and Attributes Include ‘Number of Openings’, ‘Number of Hires’, ‘Vacancy Status’, ‘Requisition Status’ etc

The vacancy details can be obtained through sources like Organization Charts, Managers, HR Executives etc

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Slide 13 - Reporting on Vacancies

Slide notesThe information related to vacancies is crucial for the hiring teams to raise new requisitions for jobs and positions specified. The HR and Line Managers would have the insight into the vacancies that exist and also would occur in the near future.

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Slide 14 - Reporting on Salary History

Slide notesTrending of Salary Details like ‘Annualized Salary’, ‘Adjustment Amount’, ‘Prior Salary’ etc of Worker can be Reported Using the Salary History and Time Dimensions in this Subject Area. Salary History of Workers is essential in understanding the trend of salaries that have changed or unchanged over a period of time for the workers.

This subject area aids the Line Managers and HR Managers in revising the salaries or adjusting various salary components of the workers in the organization. Decisions can be made based on historical and with the current data.

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Slide 15 - Reporting on Salary History

Slide notesHistory data is useful to understand the trends occurring by a time period. It would help the managers in making their decisions regarding the salary adjustments to their employees.

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Slide 16 - Slide 14

Slide notesEnhancements to the existing HCM OTBI Subject Areas

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Slide 17 - Enhanced Worker Dimension – Core HR Attributes

Slide notesThe New Attributes Include:

Termination Date

Standard Working Hours

Standard Working Hours Frequency

Normal Working Hours

Normal Working Hours Frequency

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Slide 18 - Work Relationship – Assignment Attributes

Slide notesThe Additional Assignment Attributes have been added under the Work Relationship Details folder in the Work Relationship Real Time subject area. The Attributes include: Worker Type, Rehire Denied Reason, Rehire Denied Authorizer, Rehire Recommendation, On Military Service, Last Working Day. These additional attributes assist in reporting on the Rehire data related to the worker.

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Slide 19 - Enhanced Location Dimension

Slide notesDetails of the New Attributes:

1. Description (Description represents the additional details on a location maintained by customer for information purposes)

2. Inventory Organization (Name of the Inventory Organization which is associated with the location)

3. Bill To Site (Indicates whether items can be billed to this location)

4. Action Reason (Represents the action reason for making an update to a location)

5. Geographic Hierarchy (Name of a structure that contains different regions or locations in a chain)

6. Main Phone (Main phone number of a location)

7. Main FAX (Fax number of a location)

8. Email Address (E-mail address of a location)

9. Other Phone (Additional phone number of a location)

10. Designated Receiver (Name of worker who is responsible for a location and is contact person for that location)

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Slide 20 - Employment Contract Real Time Enhancement

Slide notesThe Projected End Date is added to the Employment Contract Real Time to capture a probable date on which the contract of the worker would end. This is helpful in determining the projected headcount at any point in time based on the projected end date of the workers.

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Slide 21 - Position - Valid Grades Attribute

Slide notesThe allowed grades for a Position are available in the new attribute named ‘Valid Grades.

There can be one or multiple grades that are valid for the position.

All the allowed grades for the position is listed while reporting.

This has been enhanced in the Position dimension across all the subject areas and in the Position Details dimension in the Position Real Time subject area.

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Slide 22 - Assignment Event Details – Additional Metrics

Slide notesThe Worker Assignment Event Real Time subject areas has been enhanced to capture a few new metrics that are related to the assignment events like Hire, Transfer, Termination, Promotions , and Rehires.

The out of the box metrics eliminates the need for the users to get the counts of events by employing the assignment event, and assignment event count columns.

These metrics provide the users an insight into all the event counts over a time period when the time dimension is used in the report query.

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Slide 23 - Workforce Goals – Enhanced Goal Dimensions

Slide notesPerformance/Development Goals of Workers have various details that are not available in prior releases.

All the attributes related to goals have been added under a new folder named ‘Additional Attributes’ and have been added under the Performance/Development Goals dimension across all the goals subject areas containing this dimension.

These goal related attributes include details like Approval Status Code, Goal Plan start and end dates, Calculation Rule, Created date etc

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Slide 24 - Goals Status Overview – New Dimension

Slide notesWorkers with various goal plan sets, the goal plans under them, and the goals under the goal plans can be reported using this.

Goal Plan Sets contains the Goal Plans

Goal Plans contains the Goals

Goals contain the Goal Measures

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Slide 25 - Goals Status Overview – Additional Metrics

Slide notesThe Goal Status Overview Subject Area has been enhanced with additional metrics.

These metrics are related to Goal Plan Sets, Goal Plans, Goals etc

With these additional metrics reporting on Goal Management Subject area has become more informative and elaborate.

In prior releases users had to count the goals using the goal status attribute, and sum the goals against them. With the new metrics, the data related to goal measures are available out of the box.

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Slide 26 - Workforce Goals – Enhanced Common Dimensions

Slide notesThe Worker Dimension in the Goals Subject Areas have been enhanced with new attributes.

Also some of the attribute names were made in sync with the same attribute names in other subject areas wherever there was a mismatch.

The Worker dimension being a common dim across all the subject areas has to have uniformity in the attributes and the names of these attributes.

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Slide 27 - Workforce Goals – Enhanced Common Dimensions(continued)

Slide notesThe ‘Hourly/Salaried’ attribute related to the Worker has been added in the Target outcomes Real Time subject area.

The EFF’s and DFF’s are available in the Location Dimension in all the other subject areas.

The users would be able to report on the Location Flex fields with this enhancement.

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Slide 28 - Workforce Goals – Enhanced Common Dimensions(continued)

Slide notesThe EFF’s and DFF’s are available in the Position Dimension in all the other subject areas.

The users would be able to report on the Position Flex fields with this enhancement.

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Slide 29 - Common HCM/Goal Management Attribute/Metrics Enhancements

Slide notesThe rehire of a worker can be accepted or rejected by the managers or the organization. This enhancement helps in understanding the reasons behind the acceptance or rejecting of a worker rehire.

The complete set of attributes related to location provides further insight into the worker’s location that can be useful in reporting. For example: Designated receiver attribute helps to know the person responsible for the specific location.

The various assignment event counts like hire, transfer, promotion etc can be reported using the out of the box metrics available. This enhancement eliminates the need to join the assignment event attribute with the assignment event count to get the values of various assignment events.

The additional attributes related to performance goals provides the users to report on all the detailed level information of performance goals.

And it provides users with multiple out of the box metrics that can be used in reporting on goals data.

Goal Plan sets can be assigned instead of individual goals to workers.

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Slide 30 - Slide 28

Slide notesNew Analyses added.

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Slide 31 - Headcount Report

Slide notesThis report is a tabular report displaying the managers or departments, and the respective headcounts, vacancies, and future terminations.

The report can be run for a specific time period.

The Headcounts are displayed by various categories like Full Time, Part Time, Contingent, Pending and Absent Workers.

In addition, the Vacancies, and also the Terminations Count of Future dated will be displayed.

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Slide 32 - Position occupancy

Slide notesThis report can be used to compare/view the headcounts by various positions or departments.

It provides the users an intuitive report to understand the headcounts by Position or Department.

The ‘Position Occupancy’ Analysis displays the Headcount metrics like Incumbent Headcount, Open Headcount, FTE Headcount, Open FTE Headcount.

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Slide 33 - Slide 31

Slide notesOBIEE Enhancements

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Slide 34 - Enable ‘Dimensionality’ Flag

Slide notesOn Selection of this Check Box, a Pre-Fix is added to the Logical Query as SET VARIABLE ENABLE_DIMENSIONALITY = 1;

In earlier releases the pre fix that enables the cross subject area query to run had to be added manually in the Advanced -> Prefix column.

The cross subject area queries run without error with this prefix value.

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Slide 35 - Enable ‘Dimensionality’ Flag

Slide notesIn the prior releases, the users had to enter the prefix manually in the ‘Prefix’ column in the Advanced Tab.

On Selection of this Check Box, a Pre-Fix is added to the Logical Query as SET VARIABLE ENABLE_DIMENSIONALITY = 1;

With this enhancement the need to add the prefix manually to the query has been eliminated.

This prefix enables the Cross Subject Area Queries to render data.

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Slide 36 - Modified Error Messages

Slide notesWhenever a query involving multiple subject areas fails, the error message displayed will be user understandable instead of an ORA error message.

The ORA error message displayed earlier was not easy for the user to understand and tackle the query.

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Slide 37 - Modified Error Messages

Slide notesIn prior releases, the results tab displayed just the error details which were not user friendly.

In a Cross Subject Area Query, if Incompatible columns are pulled up, then the results displays a meaningful message prompting the user to take corrective actions to get the results.

With this enhancement, the users have more information on the error rather than the ORA error message that displayed earlier.

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Slide 38 - Slide 36

Slide notesOBIEE Enhancements

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Slide 39 - Security Enhancement

Slide notesBefore Release 9, OTBI Duty Roles inherit BI Author role which allows all OTBI users to create or edit reports.

Release 9 introduced these security changes to allow users to have read-only access to reports.

All OTBI Duty Roles inherit BI Consumer role instead of BI Author role.

BI Author role is assigned to other HCM job roles, e.g. HR Analyst, Compensation Analyst, Compensation Manager, Benefit Manager & Payroll Manager.

Line Manager job role have read-only access to reports.

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Slide 40 - New Subject Areas & Associated Duty Roles

Slide notesNew Duty Roles added.

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Slide 41 - Summary of Enhancement Capabilities

Slide notesNew Duty Roles added.

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Slide 42 - Feature Impact Guidelines

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Documents

Adobe Captivate - Oracle€¦ · Web viewOracle Human Resources Analytics provides HR, business executives and line managers the critical workforce information to analyze workforce