BR100_PMS_V1.0

BR.100 Setup Document

BR.100 Application SetupPerformance Management SystemPerformance Management ImplementationAuthor:Pradeep RoutCreation Date:25-Feb-2013

Last Update Date:

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Document Control

Change Record9DateAuthorVersionChange Reference

25-Feb-2013Pradeep RoutV1.0No Previous Document

Document Approval

RoleNameSignatureDate

Project Manager- AKIMr. Numair Samih Nasrawi

Project Manager- MannaiMr. Mohammed Ali

Reviewers

NamePosition

Distribution

Copy No.NameLocation

1 Library MasterMannai Project Library

2 Library MasterQIA Project Library

Note: The copy numbers referenced above should be written into the Copy Number space on the cover of each distributed copy. If the document is not controlled, you can delete this table, the Note To Holders, and the Copy Number label from the cover page.

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Contents

2Document Control

51. Introduction

51.1 Purpose

51.2 Background

51. Scope and Application

6Setup (Configuration) Flowchart

7Application (Configuration) Setup

81.Design KFF Competence Flexfield

8Value Set

9Value Set Values

102.Attach Competence Flexfield to Business Group Information

113.Set Profile Options

124.Define Rating Scales

12Performance Rating Scale

13Proficiency Rating Scale

145.Competencies

166.Define Competence Requirements

187.Fast Formula to Calculate Objective Line Score

208.Fast Formula to Calculate Competence Line Score

229.Fast Formula to Calculate Total Score

2410.Define/Identify Functions

24Performance Management (Employee)

24Performance Management (Manager)

24Performance Management (Plan Administrator)

25Manage Appraisal Template

25Manage Competence Template

25Manage Objective Template

26Rating Scales

3011.Define Menus

30AKI Employee Self Service

31AKI Manager Self Service

32HR Professional

3312.Request Group

33HR Professional Request Group

3413.Define Responsibilities

34AKI Employee Self Service

34AKI Manager Self Service

3614.Define Objective Template

3815.Define Competence Template

4016.Define Appraisal Template

4317.Application Utilities Lookups

43Lookup: HR_WPM_WEIGHTING

4418.User Defined Tables (UDTs)

44Competency & Objective Weightage Control

46Merit Increase & Bonus Control

48Mid Year Review Alert Control

49PMS Department Managers

5119.Set Action Parameter

5220.Approval Management Engine (AME)

52Attributes

52Conditions

53Action Types

53Approval Groups

5721.PL/SQL Package Used

58Open and Closed Issues

58Open Issues

58Closed Issues

1. Introduction

1.1 Purpose

The purpose of this Application Configuration document is to define the setup steps and configure the Oracle Performance Management Application.

1.2 Background

The Operations Analysis phase of an application implementation project operates to identify business requirements. The business requirements are typically expressed in the form of process flows. Users requirements are also used in defining business requirements. These business requirements are then mapped to:

Future Process Model Business Requirements Mapping Form Application configuration document; (This document)

AKI is already using the Oracle Application and the business requirements are documented. 1. Scope and Application

This document relates to the setup of the Performance Management module of Oracle Applications. It does not include any modifications to the application so as to meet requirements over and above the standard functionality of the application.

Setup (Configuration) Flowchart

Application (Configuration) Setup

You need to define following things for the PMS Implementation.1. Design KFF - Competence Flexfield2. Attach Competence Flexfield to Business Group Information

3. Set Profile Options

4. Define Rating Scales

5. Define Competencies

6. Define Competency Requirement

7. Fast Formula to calculate Objectives Line score

8. Fast Formula to calculate Competencies Line score

9. Fast Formula to calculate total score10. Define/Identify Functions11. Define Menus

12. Define Request Group

13. Define Responsibilities14. Define Objective Template

15. Define Competency Template

16. Define Appraisal Template

17. Application Utilities Lookups

18. Design AME for approval1. Design KFF Competence Flexfield

You need to design your Competence felxfield segments to suit your business requirement.

Path: System Administrator > Application > Flexfield > Key > Segment

Value Set

Below value set is used for the Competence Flexfield.

Path: System Administrator > Application > Validation > Set

Name: AKI_COMPETENCY

List Type: Poplist

Security Type: No Sesurity

Format Type: Char

Maximum Size: 30

Validation Type: Independent

Value Set Values

Define Value Set Values for your value set

Path: System Administrator > Application > Validation > Values

2. Attach Competence Flexfield to Business Group InformationAttach your Competence flexfield to your Business Group information

Path: AKI HRMS Super User > Work Structure > Organization

Query for the Business Group

Click on Others

Click on Business Group Info.

Add your Competence Flexfield and save

3. Set Profile Options

Set profile options both required and optional. Profile Options specify how PMS controls access. Profile options can be set at one or more of the following levels: site, application, responsibility, and user. Path: System Administrator > Profiles > System

Profile NameValueSiteApplicationResponsibilityUser

HR:Global Competence Flex StructureStructure for BG-0

HR: Worker Appraisals MenuEmployee Appraisals Menu

HR: Manager Appraisals MenuManager Appraisals Menu

HR:Apply Assessment Competencies to PersonYes

HR: Allow Updates to Objective Details Added by AppraiseeYes

HR : Round Off Decimals in Total Competency and Objective Scores2

HR:Performance Management Source TypeAppraisal

Personalize Self-Service DefnNo

FND: Personalization Region Link EnabledNo

Disable Self-Service PersonalNo

HR:Business GroupSetup Business GroupAKI Employee Self ServiceAKI Manager Self ServiceHR Professional V4.0

HR: Security ProfileSetup Business GroupAKI Employee Self ServiceAKI Manager Self ServiceHR Professional V4.0

HR:User TypeHR with Payroll UserAKI Employee Self ServiceAKI Manager Self ServiceHR Professional V4.0

Note: Values for the profile option HR:Performance Management Source Type flows from the lookup type PROFICIENCY_SOURCE which is a user defined value and it can be any thing.4. Define Rating ScalesDefine your Rating Scales using Rating Scales window. Rating scales are used to measure the performance of Competencies and Objectives.Path: AKI HRMS Super User > Career Management > Rating Scales

Performance Rating Scale

Name: AKI Performance Rating Scale

Type : Performance

Access: Global

LevelNameBehavioral Indicator

1ExcellentPerformance is outstanding and far exceeds expectations. Consistently demonstrates excellent standards in all job requirements.

2Very GoodPerformance is consistent, and exceeds expectations in all job requirements.

3GoodPerformance is consistent. Clearly meets expectations in all job requirements.

4AveragePerformance is inconsistent. Meets requirements of the job occasionally. Supervision and training is required for most problem areas.

5Needs ImprovementPerformance is below the minimum requirements for the job. Significant improvement is required in order to remain in current role.

Proficiency Rating Scale

Name: AKI Proficiency Rating Scale

Type : Proficiency

Access: Global

Note: Levels are same as AKI Performance Rating Scale5. CompetenciesDefine your Competencies using Competencies window. Rating scales are used to measure the performance of Competencies and Objectives.

Path: AKI HRMS Super User > Career Management > Rating Scales

Name: Name of the competence

From: 01-Jan-1950

Proficiency: Scale

Rating Scale: AKI Proficiency Rating ScaleNameBehavioral Indicator

Job knowledge and expertiseHas relevant knowledge/expertise required for the job and ability to learn concepts quickly and enhance performance by applying these learning to job situations.

CommunicationAbility to communicate effectively. Clarity of thought and competence in expressing concisely and with confidence. Regularity and quality of periodic reporting on relevant matters.

Team SkillsAbility to work effectively as a team player.

Quality ConsciousnessFocus on details that affect the accuracy, quality of work and image of the organization.

FlexibilityWilling to take on extra responsibilities outside core role in the interest of the department/organization.

Ownership & ResponsibilityAssumes ownership and responsibility for assigned tasks to achieve desired results.

Continuous improvementSeeks opportunities to improve performance, quality of work and learning related to the role and department.

Systematic problem solvingSeeks solutions to complex situations through systematic analysis.

Health and

Safety AwarenessHas relevant knowledge of the safety, health and environmental aspects and measures followed by the company and continually strives to improve them.

IntegrityAdherence to moral and ethical principles. Possesses a strong moral character, acts as a role model, inspires others and sets example in ethical behavior.

SupervisionSupervises team members effectively. Communicates the objectives set by management to subordinates and achieves results using the most optimal method. Helps team to realize its full potential through appropriate mentoring and coaching.

Result OrientationAbility to prioritize work, organize resources to achieve results and meet the deadlines set.

LeadershipMotivates, inspires and influences subordinates to attain organizational and project goals. Leads by example and delegates effectively.

People ManagementSeeks to improve and optimize man-management effectively.

Team ManagementAbility to manage team members and the team's activities effectively to achieve the team's and department's objectives.

Note: Except competence name all other informations are same for all competencies

6. Define Competence RequirementsDefine Competence Requirements based on job so that the competencies assigned to a particular job will appear automatically to the employee based on the job assigned to him/her.

Path: AKI HRMS Super User > Career Management > Competence RequirementsJob CompetenciesHighLowDate FromDate To

ASSISTANTJob knowledge and expertise01-JAN-1950

Communication01-JAN-1950

Team Skills01-JAN-1950

Quality Consciousness01-JAN-1950

Flexibility01-JAN-1950

Ownership & Responsibility01-JAN-1950

Continuous improvement01-JAN-1950

Systematic problem solving01-JAN-1950

Health and Safety Awareness01-JAN-1950

Integrity01-JAN-1950

ANALYST/

OFFICERS/

Administrator/

HEADJob knowledge and expertise01-JAN-1950










Supervision01-JAN-1950

Result Orientation01-JAN-1950

MANAGERJob knowledge and expertise01-JAN-1950










Supervision01-JAN-1950

Result Orientation01-JAN-1950

Leadership01-JAN-1950

People Management01-JAN-1950

Team Management01-JAN-1950

7. Fast Formula to Calculate Objective Line ScoreAKI_OBJECTIVE_SCORE fast formula is used to calculate the Objective line score. This is a modified version of the seeded fast formula PERF_X_WEIGHTING.Path: AKI HRMS Super User > Total Compensation > Basic > Write Formula

Name: AKI_OBJECTIVE_SCORE

Type: Appraisal Objective Line Scoring

Effective Date: 01-Jan-1950

/****************************************************************

*

* Formula Name : PERF_X_WEIGHTING

*

* Description : For a objective appraisal line, this formula

* returns Performance and Weighting.

*

* Formula Type : Appraisal Objective Line Scoring

*

* Inputs : 1) performance, number, default required

* 2) weighting, number, default required

* 3) line_object_id (objective_id), number, always set

* 4) appraisal_id, number, always set

* 5) appr_template_id, number, always set

* 6) appr_system_type (e.g.. SELF,EMP360,MGR360TRANS), text, always set

* 7) appr_type, text

* Note : For appraisal_id, appr_template_id, appr_system_type, appr_type

* a) This is an input, not a context

* b) No seeded DBIs use this

* Outputs : 1) line_score, number

*

* Contexts : Business Group, Assignment, Organization,

* Person, Date Earned

*

* Example DBIs : ptu_per_person_type, asg_grade, asg_job,

* asg_status, asg_type, asg_primary,

* asg_position, asg_hours, asg_salary

*

* Change History

* --------------

* Who Date Description

* -------- ----------- ----------------------------------------

* dcasemor 09-Jan-2006 Created for WPM drop 6.

***************************************************************//* Defaults for optional inputs and database items */DEFAULT FOR performance IS 0DEFAULT FOR weighting IS 0/* Declare formula inputs */INPUTS ARE performance(number) ,weighting(number) ,line_object_id(number) ,appraisal_id(number) ,appr_template_id(number) ,appr_system_type(text) ,appr_type(text)/* Main body of formula */line_score = performance * (weighting/100)/* Return the line score */RETURN line_score8. Fast Formula to Calculate Competence Line ScoreAKI_COMPETENCE_SCORE fast formula is used to calculate the Objective line score. This is a modified version of the seeded fast formula PERF_X_PROF.Path: AKI HRMS Super User > Total Compensation > Basic > Write Formula

Name: AKI_COMPETENCE_SCORE

Type: Appraisal Competency Line Scoring


/****************************************************************

*

* Formula Name : PERF_X_PROF

*

* Description : For a competency appraisal line, this formula

* multiplies Performance and Proficiency.

*

* Formula Type : Appraisal Competency Line Scoring

*

* Inputs : 1) performance, number, default required

* 2) proficiency, number, default required

* 3) weighting, number, default required

* 4) line_object_id (competency_id), number, always set








* Outputs : 1) line_score, number

*



*




*

* Change History

* --------------


* -------- ----------- ----------------------------------------


***************************************************************//* Defaults for optional inputs and database items */DEFAULT FOR performance IS 0DEFAULT FOR proficiency IS 0DEFAULT FOR weighting IS 0/* Declare formula inputs */INPUTS ARE performance(number) ,proficiency(number) ,weighting(number) ,line_object_id(number) ,appraisal_id(number) ,appr_template_id(number) ,appr_system_type(text) ,appr_type(text)/* Main body of formula */line_score = performance/* Return the line score */RETURN line_score9. Fast Formula to Calculate Total ScoreAKI_COMP_OBJ_TOTAL_SCORING fast formula is used to calculate the Objective line score. This is a modified version of the seeded fast formula SUM_COMP_AND_OBJ.Path: AKI HRMS Super User > Total Compensation > Basic > Write Formula

Name: AKI_COMP_OBJ_TOTAL_SCORING

Type: Appraisal Total Scoring


/****************************************************************

*

* Formula Name : SUM_COMP_AND_OBJ

*

* Description : This sums the competency and objective scores,

* and then uses hard-coded bands to calculate

* a final rating.

*

* Formula Type : Appraisal Total Scoring

*

* Inputs : 1) competency_score, number, always set

* 2) objective_score, number, always set








*

* Outputs : 1) final_rating, number

*



*




*

* Change History

* --------------


* -------- ----------- ----------------------------------------


***************************************************************//* Defaults for optional inputs and database items */DEFAULT FOR competency_score IS 0DEFAULT FOR objective_score IS 0/* Declare formula inputs */INPUTS ARE competency_score(number) ,objective_score(number) ,appraisal_id(number) ,appr_template_id(number) ,appr_system_type(text) ,appr_type(text)/* Main body of formula. */total_score = round((competency_score * 0.4 + objective_score * 0.6)/(0.4 + 0.6),2)/*total_score = round((competency_score * l_comp_weight_percent + objective_score * l_obj_weight_percent)

/(l_comp_weight_percent + l_obj_weight_percent),2)*//* Band the total score to give a final rating */IF total_score>0.20 and total_score=1.00 and total_score < 1.50 THEN final_rating = 6 /*Rating Level Id of 1-Excellent */IF total_score>=1.51 AND total_score < 2.50 THEN final_rating = 7 /*Rating Level Id of 2-Very Good */IF total_score>=2.51 AND total_score < 3.50 THEN final_rating = 8 /*Rating Level Id of 3-Good */IF total_score>= 3.51 AND total_score < 4.50 THEN final_rating = 9 /*Rating Level Id of 4-Average */IF total_score>=4.51 then final_rating = 10 /*Rating Level Id of 5-Needs Improvement *//* Return the final rating */RETURN final_rating10. Define/Identify FunctionsA function is a part of an application's functionality that is registered under a unique name for the purpose of assigning it to, or excluding it from, a responsibility. This section describes the functions designed for PMS Implementation.

Performance Management (Employee)

FunctionHR_EMP_TALMGMT_SS

User Function NameEmployee: Performance Management Page

DescriptionEmployee: Performance Management Page

TypeSSWA jsp function

Parameters

HTML CallOA.jsp?page=/oracle/apps/per/selfservice/talentmanagement/webui/EmpTalentManagementPG&OAFunc=HR_EMP_TALMGMT_SS&OAHP=HR_EMP_TALMGMT_HMPAGE_SS&OASF=HR_EMP_TALMGMT_SS

Performance Management (Manager)

FunctionHR_MGR_TALMGMT_SS

User Function NameManager: Performance Management Page

DescriptionManager: Performance Management Page


Parameters

HTML CallOA.jsp?page=/oracle/apps/per/selfservice/talentmanagement/webui/MgrTalentManagementPG&OAFunc=HR_MGR_TALMGMT_SS&OAHP=HR_MGR_TALMGMT_HMPAGE_SS&OASF=HR_MGR_TALMGMT_SS

Performance Management (Plan Administrator)

FunctionHR_HRMGR_TALMGMT_SS

User Function NameHr Manager: Performance Management Page

DescriptionHr Manager: Performance Management Page


Parameters

HTML CallOA.jsp?page=/oracle/apps/per/selfservice/talentmanagement/webui/HrTalentManagementPG&OAFunc=HR_HRMGR_TALMGMT_SS

Manage Appraisal Template

FunctionHR_MANAGE_APPR_TEMPLATE_SS

User Function NameManage Appraisal Templates



Parameters

HTML CallOA.jsp?page=/oracle/apps/per/selfservice/apprtemplate/webui/SearchApprTemplatePG&akRegionApplicationId=800

Manage Competence Template

FunctionHR_MANAGE_ASMNT_TEMPLATE_SS

User Function NameManage Competency Templates



Parameters

HTML CallOA.jsp?page=/oracle/apps/per/selfservice/asmnttemplate/webui/SearchAsmnttemplatePG&akRegionApplicationId=800

Manage Objective Template

FunctionHR_MANAGE_OBJ_TEMPLATE_SS

User Function NameManage Objective Templates



Parameters

HTML CallOA.jsp?page=/oracle/apps/per/selfservice/asmnttemplate/webui/SearchObjectiveTemplatePG&akRegionApplicationId=800

Rating Scales

FunctionPERWSRSC

User Function NameRating Scales

Description

TypeForm

Parameters

HTML Call

Competencies

FunctionPERWSCPN

User Function NameRating Scales

Description

TypeForm

Parameters

HTML Call

Competence Requirements

FunctionPERWSCEL_REQUIREMENTS

User Function NameCompetence Requirements

Description

TypeForm

ParametersFORM_MODE="REQUIREMENT"

HTML Call

Define User Table and Columns

FunctionPAYWSDUT

User Function NameDefine User Table and Columns

Description

TypeForm

Parameters

HTML Call

Define User Table and Columns

FunctionPAYWSDUT

User Function NameDefine User Table and Columns

Description

TypeForm

Parameters

HTML Call

Define User Values

FunctionPAYWSDUV

User Function NameDefine User Values

Description

TypeForm

Parameters

HTML Call

Messages

FunctionFND_FNDMDMSG

User Function NameMessages

Description

TypeForm

Parameters

HTML Call

Requests: Submit

FunctionFND_FNDRSRUN

User Function NameRequests: Submit

Description

TypeForm

Parameters

HTML Call

View All Concurrent Requests

FunctionFND_FNDCPQCR

User Function NameView All Concurrent Requests

Description

TypeForm

ParametersMODE="VIEW"

HTML Call

11. Define Menus

The menus are used to group together a number of functions. PMS includes predefined menus for employees, managers, and Plan Administrators, but it is recommend to create own user menus using the seeded menus as a basis. To create user menus, use the Menu window. The functions defined for appraisee and appraiser has been attached to the self service menu respectively.

Path: System Administrator > Application > MenuAKI Employee Self Service

Menu AKI EMPLOYEE SELF SERVICE

User Menu NameAKI Employee Self Service

Menu Type

Menu Description

Functions

SeqPromptSubmenuFunctionDescriptionGrant

5My NotificationsWorklist

10Personal InformationPersonal Information

15Payslip InformationPayslip Information

20My RequestMy Requests

30HR Return for Correction Page

70Performance ManagementEmployee: Performance Management Page

Appraisals Menu

Talent Management Embedded Notification Region Functions

AKI Manager Self Service

Menu (seeded)AKI_MANAGER_SELF_SERVICE

User Menu NameAKI Manager Self Service

Menu Type

Menu Description

Functions


10All Actions Awaiting Your AttentionAdvanced Workflow Worklist

20Manager Actions Tree View

30Manager Enter Process MenuManager Enter Process Menu

40Manager Actions MenuManager Actions Menu

50Personal Actions MenuPersonal Actions Menu

60My Employee InformationMy Employee Information

70Absence ManagementAbsence Management Mgr

75Subordinate Leave DetailsAKI Employee Leave DetailsAKI Employee Leave Details

80Personal InformationPersonal Information Mgr

90HR Return for Correction Page

100My Employee Information Functions MenuDelivers My Employee Information functions

110Performance ManagementManager: Performance Management Page

Appraisals Menu

Talent Management Embedded Notification Region Functions

HR ProfessionalMenu (seeded)HR_PROF_SELF_SERVICE_V4.0

User Menu NameHR Professional

Menu TypeStandard

Menu Description

Functions


140Performance ManagementHr Manager: Performance Management Page

145Manage Appraisal TemplatesManage Appraisal Templates

150Manage Competency TemplatesManage Competency Templates

155Manage Objective TemplatesManage Objective Templates

215Rating ScalesRating Scales

220CompetenciesCompetencies

225Competence RequirementsCompetence Requirements

230Table StructureDefine User Table and Columns

235Table ValuesDefine User Values

240MessagesMessages

245Submit RequestsRequests: Submit

250View RequestsView All Concurrent Requests

12. Request GroupRequest Group is used to groups the concurrent programs which can be used for giving access to these programs at responsibility level, so that all the employees assigned to this particular responsibility can access these concurrent programs as well.

Path: System Administrator > Security > Responsibility > Request

HR Professional Request GroupGroup HR Professional Request Group

Application Human Resources

Code HRPRG

RequestsTypeNameApplicationDescription

PragramAl Koot Annual Performance Appraisal Summary ReportHuman ResourcesAl Koot Annual Performance Appraisal Summary Report

13. Define ResponsibilitiesUse the Define Responsibility window to define responsibilities. Each application user is assigned at least one responsibility. Responsibility determines if the user accesses Oracle Applications or Oracle Self-Service Web Applications, which application functions a user can use, which reports and concurrent programs the user can run, and which data those reports and concurrent programs can access. Path: System Administrator > Security > Responsibility > DefineAKI Employee Self Service

Responsibility Name AKI Employee Self Service


Responsibility Key AKI_EMPLOYEE_SELF_SERVICE

Data GroupStandard

Available FromOracle Self Service Web Applications

Menu NameAKI Employee Self Service

Request Group Name

AKI Manager Self Service

Responsibility Name AKI Manager Self Service


Responsibility Key AKI_MANAGER_SELF_SERVICE

Data GroupStandard


Menu NameAKI Manager Self Service

Request Group Name

Note: Above two responsibilities has already been designed during SSHR implementation. Only Performance management function has been added to these responsibilities respectively in order to access employee and manager access for PMS activity.HR Professional V4.0Responsibility Name HR Professional V4.0


Responsibility Key HR_PROF_SELF_SERVICE_V4.0

Data GroupStandard


Menu NameHR Professional

Request Group NameHR Professional Request Group

14. Define Objective Template

Objective template defines the objective line score calculation process and access level.

Path: HR Professional V4.0 > Manage Objective Template

Click on Create Objective Template > Enter the details as below:

All the * marked fields are mandatory.1. Name of the Template2. Valid From 3. Valid To4. Uncheck Global Check Box5. Select Setup Business Group in the Business Group Field

6. Give the description of the Template7. Give instructions for the participants8. Rating Scale Type - Fast Formula based Line Scoring 9. Line score Formula - AKI_OBJECTIVE_SCORE10. Performance Scale - AKI Performance Rating Scale11. Total Score - Sum 12. Click on Apply to save the changes

15. Define Competence Template

Competence template defines the competence line score calculation process and access level. Path: HR Professional V4.0 > Manage Competence Template

Click on Define Competency Template > Create Competency Template

Enter the details as below: All the * marked fields are mandatory.1. Name of the Template2. Valid From 3. Valid To4. Uncheck Global Check Box5. Select Setup Business Group in the Business Group Field

6. Give the description of the Template7. Give instructions for the participants8. Rating Scale Type - Fast Formula based Line Scoring 9. Line score Formula - AKI_COMPETENCE_SCORE10. Performance Scale - AKI Performance Rating Scale11. Weighting Scale Leave it blank12. Total Score Average 13. Check the Include Job Competency Check Box 14. Click on Apply to save the Template

INCLUDEPICTURE "http://dxb-srv-119.dubaibank.ae:8000/OA_HTML/cabo/images/swan/t.gif" \* MERGEFORMATINET

16. Define Appraisal Template

Appraisal template defines the competence line score calculation process and access level.

Path: HR Professional V4.0 > Manage Appraisal Template

Click on Create Appraisal Template

Enter the details as below: All the * marked fields are mandatory.

1. Template Name2. Valid from date3. Valid to date is optional4. Uncheck the Global Check box5. Select Setup Business Group in the Business Group field6. Final Rating Scale AKI Performance Rating Scale7. Description of the Template Give some description8. Give the Instruction for the Appraisals9. Appraisal Total Score Formula AKI_COMP_OBJ_TOTAL_SCORING10. Check the Assess Competencies check Box 11. Attach the AKI Competency Template in the Competency Template field

12. Check the box Update Competency Profile13. Competency Profile Source Type Appraisal14. Check on Assess Objectives15. Attach the AKI Objective Template16. Check the Configure Sharing Options17. Select sharing options as you required18. Click on apply to save the template.

17. Application Utilities Lookups

Below are the lookups ahs been defined for the PMS application based on the requirements.Lookup: HR_WPM_WEIGHTING

This is a seeded lookup type. You need to add your codes and meanings in order to display the weight percent to the appraisee to select.TypeHR_WPM_WEIGHTING

MeaningObjective Weighting Scale Lookup


Description Objective Weighting Scale Lookup

CodeMeaningDescriptionFrom DateTo DateEnabled

11%01-JAN-1950Y

22%01-JAN-1950Y

33%01-JAN-1950Y

44%01-JAN-1950Y

55%01-JAN-1950Y

66%01-JAN-1950Y

77%01-JAN-1950Y

88%01-JAN-1950Y

99%01-JAN-1950Y

1010%01-JAN-1950Y

1111%01-JAN-1950Y

1212%01-JAN-1950Y

....

....

....

9999%01-JAN-1950Y

100100%01-JAN-1950Y

18. User Defined Tables (UDTs)

Below are the UDTs used for various purposes like to control weight percent in report, Merit and Bonus increments, Alerts for Mid Year Review and Department manager for appraisal approver

Competency & Objective Weightage Control View the Structure

Path: HR Professionals V4.0 > Table Structure

1. Press F11 for query mode2. Type AKI_COMP_OBJ_WEIGHT_PERCENT in the name field

3. Press Ctrl+F11 to execute

4. Click on the Columns button to view the columns defined for this UDTNote: The Table is already defined. So you need not do anything here & it is just for information.

5. Click on Rows button you can see the rows defined for Competency & Objective Weightage

View the Values

Path: HR Professionals V4.0 > Table Structure 1. Press F11 for query mode2. Type AKI_COMP_OBJ_WEIGHT_PERCENT in the name field


4. These values are used to calculate the PMS Rating and Suggested Overall Rating for the Al Koot Annual Performance Appraisal Summary Report. This value should change accordingly if there is change in future.

Note: These values are not used to calculate the Suggested Overall Rating during appraisal cycle. Need to change accordingly in the Fast Formula AKI_COMP_OBJ_TOTAL_SCORING to calculate Suggested Overall Rating correctly as per new weightage during appraisal cycle. You can edit same process to change any value for other UDTs.

Merit Increase & Bonus Control

Path: HR Professionals V4.0 > Table Structure 1. Press F11 for query mode2. Type AKI_BONUS_MERIT_INCREAMENT in the name field


4. These values are used to figure out the Merit Increase (in %) and Bonus (in months) for the appraisee based on their Overall Rating. If Overall Rating is not given by his/her main appraiser then system will take the Suggested Overall Rating to calculate the Merit Increase and Bonus.

5. Click on the Column name as shown above and press Down Arrow to view the Performance Bonus details as per the performance rating scored during appraisal

Note: The values are in the Exact fields are nothing but the Overall Ratings which are used to tally the Overall Rating or Suggested Overall Rating (if Overall Rating is not entered by the Main Appraiser)

Mid Year Review Alert Control

To control the Mid Year Alert you need to follow below steps

1. Navigate to HR Professionals V4.0 > Table Structure2. Press F11 for query mode3. Type AKI_PMS_ALERT_CONTROL in the name field


5. Click on the Rows button to view the rows defined for this UDT

Note: These rows are nothing but the Performance Management Plan names.

6. Date Track to the year start date (e.g. If you are doing for 2012 the date rack to 01-Jan-2012).

Note: To date track please follow Date Tracking Process

7. Copy the exact plan name (e.g. Performance Appraisal 2012) from the system and paste in the rows as shown below

8. Save your changes

9. Navigate to HR Professionals V4.0 > Table Values10. Press F11 for query mode11. Type AKI_PMS_ALERT_CONTROL in the name field


13. Select the Plan name in the Exact field for which you want to set the Mid Year Review Date

14. In the Value field enter the Mid Year Review Date in DD-MON-YYYY format (e.g. 01-Jun-2012)

15. Save your work

PMS Department Managers

This is used to control Department Managers approval in appraisal approval process. Follow the below steps to maintain the department manager for the PMS approval.

1. Navigate to HR Professionals V4.0 > Table Values2. Press F11 for query mode3. Type AKI_PMS_DEPT_MANAGER_LIST in the name field


5. Date Track to the date from which your changes need to effect (follow date track process)

6. Select the Department Name in the Exact field for which you want to change the department manager7. In the Value field enter the employee number of the new department manager

8. System will ask you to chose option Update or Correction

9. Select update if you want to keep history of previous record or select correction if you do not want to keep history previous record. In correction process the current record will take effect from the last update date10. Save your work

19. Set Action ParameterYou need to setup Parameter to avoid error in Mass Appraisal Creation Concurrent program.Path: AKI HRMS Super User > Other Definition > Action Parameter

20. Approval Management Engine (AME)This section lists various AME components used for Alkoot Self Service Approval Hierarchy.

Attributes

Seeded attribute WORKFLOW_PROCESS_NAME is used in AME for Approval.

Path: System Administrator > Approval Management Business Analyst > Oracle Self Service Human Resource > Setup > Attributes

1. WORKFLOW_PROCESS_NAMEThis attribute is used to check the workflow process name based on the transaction id. If the name is HR_APPRAISAL_DETAILS_JSP_PRC then the approval hierarchy will generate.

ConditionsBelow is the Conditions used in AME.

Path: System Administrator > Approval Management Business Analyst > Oracle Self Service Human Resource > Setup > Conditions

Action Types

Action Type used in AME is approval-group chain of authority.

Path: System Administrator > Approval Management Business Analyst > Oracle Self Service Human Resource > Setup > Action TypesNote: approval-group chain of authority is the seeded Action Type provided by the Oracle.Approval GroupsBelow are the Approver Groups used in AME to retrieve correct approver.

Path: System Administrator > Approval Management Business Analyst > Oracle Self Service Human Resource > Setup > Approver Groups

1. AKI PMS Approver1 GroupThis Approver Group is used to get the current PMS Approver1 of the requester which is defined in the Additional Assignment Details of Assignment screen.

2. AKI PMS Approver2 Group

This Approver Group is used to get the current PMS Approver2 of the requester which is defined in the Additional Assignment Details of Assignment screen.

3. AKI PMS Approver3 GroupThis Approver Group is used to get the current PMS Approver3 of the requester which is defined in the Additional Assignment Details of Assignment screen.

4. AKI PMS Department Manager

This Approver Group is used to get the current PMS Department Manager of the requester which is defined in the UDT AKI_PMS_DEPT_MANAGER_LIST.

5. AKI PMS BD & HR Manager Group

This Approver Group is used to get the current BD and HR Manager for PMS approval which is defined in the UDT AKI Approval Hierarchy under PMS Approval column.

6. AKI PMS Plan Administrator

This Approver Group is used to get the current PMS Plan Administrator for PMS approval which is defined in the UDT AKI Approval Hierarchy under PMS Approval column.

21. PL/SQL Package Used

XX_ALKOOT_TM Package is used for Alkoot PMS Application to get the approver during AME transaction and in the report as well. The Package body and specifications are attached below.

Open and Closed Issues

Open and Closed Issues are being tracked using a separate issue log.

Open Issues

IDIssueResolutionResponsibilityTarget DateImpact Date

Closed Issues

IDIssueResolutionResponsibilityTarget DateImpact Date

PAGE BR100 Performance Management Application Setup V1.0

Doc Ref: QIA_TM_Setup_BR100

_1423806475/XX_ALKOOT_TM_Spec.pksCREATE OR REPLACE PACKAGE APPS.XX_ALKOOT_TM IS

/*********************************************************************************-- Author : Pradeep Rout-- Created : 16-Dec-2012 -- Last Update On : 16-Dec-2012 -- Version : V1.0-- Change Reason :-- Purpose : This package is used in Alkoot Talent Management **********************************************************************************/

FUNCTION GET_OBJ_WEIGHT_PERCENTRETURN NUMBER;

FUNCTION GET_COMP_WEIGHT_PERCENTRETURN NUMBER;

FUNCTION GET_OBJECTIVE_LINE_SCORE (p_appraisal_id NUMBER, p_objective_id NUMBER )RETURN NUMBER;

FUNCTION GET_COMPETENCE_LINE_SCORE ( p_appraisal_id NUMBER, p_competence_id NUMBER )RETURN NUMBER;

FUNCTION GET_APPRAISAL_TOTAL_SCORE (p_appraisal_id NUMBER) RETURN VARCHAR2;

FUNCTION GET_TM_SUPERVISOR(p_transaction_id IN NUMBER)RETURN NUMBER;

FUNCTION GET_2ND_SUPERVISOR(p_transaction_id IN NUMBER)RETURN NUMBER;

FUNCTION GET_PMS_APPROVER1(p_transaction_id IN NUMBER)RETURN NUMBER;



FUNCTION GET_PMS_DEPT_MANAGER(p_transaction_id IN NUMBER)RETURN NUMBER;

FUNCTION GET_PMS_BD_HR_MANAGER (p_transaction_id IN NUMBER)RETURN NUMBER;

FUNCTION GET_DEPT_MANAGER(p_transaction_id IN NUMBER)RETURN NUMBER;

FUNCTION GET_BD_HR_MANAGER (p_transaction_id IN NUMBER)RETURN NUMBER;

FUNCTION GET_PLAN_ADMINISTRATOR (p_transaction_id IN NUMBER)RETURN NUMBER;

FUNCTION XX_ALK_PMS_COMPETENCY_RATE(p_asign_id IN NUMBER) -- p_asign_id is employee assignment idRETURN VARCHAR2;

FUNCTION XX_ALK_PMS_OBJECTIVE_RATE(p_asign_id IN NUMBER)RETURN VARCHAR2;

FUNCTION XX_ALK_PMS_RATING(p_appr_id IN NUMBER)RETURN VARCHAR2;

FUNCTION XX_ALK_SUGGESTED_RATING(p_appr_id IN NUMBER)RETURN VARCHAR2;

FUNCTION XX_ALK_PMS_OVERALL_RATING(p_appr_id IN NUMBER,p_plan_id IN NUMBER)RETURN VARCHAR2;

FUNCTION XX_ALK_PMS_MERIT_INCREASE(p_appr_id IN NUMBER,p_plan_id IN NUMBER)RETURN VARCHAR2;

FUNCTION XX_ALK_PMS_BONUS(p_appr_id IN NUMBER,p_plan_id IN NUMBER)RETURN VARCHAR2;

FUNCTION XX_ALK_PMS_PerMerit_RATING(p_appr_id IN NUMBER,p_person_id IN NUMBER)RETURN VARCHAR2;

FUNCTION XX_AKL_ALERT_PLAN_FUNC(p_obj_id IN NUMBER)RETURN VARCHAR2;

FUNCTION XX_AKL_ALERT_DATE_FUNC(p_obj_id IN NUMBER)RETURN DATE;

FUNCTION XX_AKL_ALERT_REVIEWDATE_FUNC(p_score_name IN varchar2) -- RETURN DATE;

END XX_ALKOOT_TM; /

Documents

BR100_PMS_V1.0