BR.100 Setup Document
BR.100 Application SetupPerformance Management SystemPerformance
Management ImplementationAuthor:Pradeep RoutCreation
Date:25-Feb-2013
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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
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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
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
Supervision01-JAN-1950
Result Orientation01-JAN-1950
MANAGERJob 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
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
Effective Date: 01-Jan-1950
/****************************************************************
*
* 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
* 5) appraisal_id, number, always set
* 6) appr_template_id, number, always set
* 7) appr_system_type (e.g.. SELF,EMP360,MGR360TRANS), text,
always set
* 8) 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 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
Effective Date: 01-Jan-1950
/****************************************************************
*
* 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
* 3) appraisal_id, number, always set
* 4) appr_template_id, number, always set
* 5) appr_system_type (e.g.. SELF,EMP360,MGR360TRANS), text,
always set
* 6) 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) final_rating, 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
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
TypeSSWA jsp function
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
TypeSSWA jsp function
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
DescriptionHr Manager: Performance Management Page
TypeSSWA jsp function
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
DescriptionHr Manager: Performance Management Page
TypeSSWA jsp function
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
DescriptionHr Manager: Performance Management Page
TypeSSWA jsp function
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
SeqPromptSubmenuFunctionDescriptionGrant
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
SeqPromptSubmenuFunctionDescriptionGrant
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
Application Human Resources
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
Application Human Resources
Responsibility Key AKI_MANAGER_SELF_SERVICE
Data GroupStandard
Available FromOracle Self Service Web Applications
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
Application Human Resources
Responsibility Key HR_PROF_SELF_SERVICE_V4.0
Data GroupStandard
Available FromOracle Self Service Web Applications
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
Application Human Resources
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
3. Press Ctrl+F11 to execute
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
3. Press Ctrl+F11 to execute
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
4. Press Ctrl+F11 to execute
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
12. Press Ctrl+F11 to execute
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
4. Press Ctrl+F11 to execute
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_APPROVER2(p_transaction_id IN NUMBER)RETURN
NUMBER;
FUNCTION GET_PMS_APPROVER3(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; /