Oracle EBS R12 Performance Management

Created on Wednesday, September 10, 2014

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Training Guide
Oracle EBS R12 Performance Management
+able o" Contents
ntrod!ct"on#######################################################################################################################"$
Sett"ng %p &ppra"sals########################################################################################################1
Creating and 5anaging Appraisal +eplates.............................................................................'
Creating and 5anaging Copetency +eplates........................................................................7
Creating and 5anaging Ob,ectives +eplates..........................................................................'(
Adinistering ;#estionnaires..................................................................................................2<
Performance Management Plans###################################################################################'1
!etting #p Per"orance 5anageent Plans*Cascading and Parallel........................................='
Ob(ect"$es Management##################################################################################################)1
5eas#ring Ob,ectives...............................................................................................................7'
Cascading Ob,ectives...............................................................................................................7<
+rac:ing and 3ecording Ob,ectives Progress...........................................................................()
De"ining .ligibility "or Ob,ectives.........................................................................................''0
0pdating Ob,ectives...............................................................................................................''<
De"ining Ob,ectives in Ob,ective &ibrary...............................................................................''(
Manag"ng &ppra"sals#####################################################################################################12'
Creating a !tandard and a 3>0 Appraisal +eplate................................................................'2=
!haring an Appraisal with the Appraisee................................................................................'3>
Adding Participants and 3e?#esting @eedbac:.......................................................................'<2
0pdating the Appraisal and share with the ain appraiser.....................................................'70
.ntering @inal 3atings............................................................................................................2=0
Approving an Appraisal..........................................................................................................27)
Sett"ng %p Performance Management#########################################################################2*+
Creating Copetencies...........................................................................................................2)3
Creating a Copetency Pro"ile...............................................................................................2)7
Creating 3ating !cales...........................................................................................................302
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Oracle EBS R12 Performance Management
ntrod!ct"on
!#ccess"#l enterprises set ob,ectives "or their wor:ers that are consistent with the enterprise
strategy and that contrib#te to b#siness goals. +o s#pport enterprise*directed ob,ective setting,
anageent, and assessent, Oracle 635! provides an integrated set o" Aor:"orce
Per"orance 5anageent "#nctions. .nterprises can1
B De"ine ob,ectives consistently and allocate the e""iciently thro#gho#t the enterprise.
B Align wor:er ob,ectives with the strategy and goals o" the b#siness.
B +rac: wor:er achieveent o" ob,ectives.
B Assess wor:er per"orance in the delivery o" ob,ectives.
Aor:ers can participate in the ob,ective*setting process and #nderstand how their per"orance
contrib#tes to b#siness o#tcoes.
0sing Oracle 635!, yo# anage wor:"orce per"orance "or a speci"ied period o" tie, s#ch as
a calendar or "inancial year, and "or a speci"ied wor:"orce, s#ch as all wor:ers in a s#pervisor
hierarchy or in an organiCation.
+o de"ine per"orance*anageent activities, the 63 Pro"essional creates a Per"orance
5anageent Plan DP5PE, a con"ig#rable control doc#ent that can de"ine1
B Ob,ective*setting processes.
B Ob,ective*trac:ing processes.
B Appraisal*anageent processes.
Fo# select both options in yo#r P5P to ta:e "#ll advantage o" the per"orance*anageent
"#nctions. Alternatively, yo# can de"ine a P5P to anage ob,ectives only or appraisals only. Fo#
can de"ine as any P5Ps as the enterprise re?#ires, and a wor:er can belong to #ltiple P5Ps.
0pon copletion o" this od#le, yo# will be able to1
B !et #p appraisals.
B !et #p per"orance plans.
B !et #p ob,ectives plans.
B 5anage appraisals.
B !et #p per"orance anageent
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Sett"ng %p &ppra"sals
+he appraisal process is a :ey coponent o" the talent anageent "#nction. D#ring a typical
appraisal, yo# assess a wor:erGs copetencies and ob,ectives and identi"y developent
opport#nities "or the ne/t appraisal period. +he appraisal provides a snapshot o" the wor:erGs
achieveents and s#pplies inp#t to related processes, s#ch as training and copensation
planning. 5ost enterprises cond#ct appraisals at reg#lar intervals D"or e/aple, yearlyE, priarily
to assess copetencies and ob,ectives and in"l#ence copensation plans. 6owever, yo# can also
#se appraisals "or other p#rposes.
0pon copletion o" this lesson, yo# will be able to1
Creat"ng and Manag"ng &ppra"sal ,emplates
+he appraisal teplate is the design doc#ent "or an appraisal. -ts ain "#nction is to con"ig#re
all sections o" the appraisal to s#it the appraisal p#rpose or enterprise re?#ireents. Fo# can #se a
single appraisal teplate thro#gho#t the enterprise.
Ahen yo# create an appraisal teplate, yo# can1
!peci"y validity dates1 O#tside these dates, the teplate is not available "or #se.
!peci"y the teplate scope1 $lobal teplates are available in all enterprise b#siness gro#ps.
-ncl#de instr#ctions to appraisal participants1 +hese instr#ctions appear, "oratted as yo# speci"y,
on the Appraisal Overview page.
-n this topic, yo# will create and anage appraisal teplate.
Proced!re

Training Guide
Oracle EBS R12 Performance Management

Step &ct"on
'. Hegin by navigating to the Manage &ppra"sal ,emplates page.
Clic: the -R Profess"onal .4#0 lin:.
2. Clic: the Manage &ppra"sal ,emplates lin:.
3. +he Manage &ppra"sal ,emplates page enables yo# to create an appraisal
teplate.
Fo# can de"ine as any appraisal teplates as yo# need to eet yo#r enterprise
re?#ireents. Alternatively, yo# can #se a single appraisal teplate "or all
appraisals.

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Step &ct"on
<. Clic: the Create &ppra"sal ,emplate b#tton.

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Step &ct"on
=. Clic: in the ,emplate "ield.
>. .nter the desired in"oration into the ,emplate "ield. .nter I/00)10ear End
&ppra"sal ,emplateI.
7. Clic: in the .al"d /rom "ield.
). .nter the desired in"oration into the .al"d /rom "ield. .nter I0112&31200)I.
(. Clic: in the .al"d ,o "ield.
'0. O#tside these dates, the teplate is not available "or #se.
.nter the desired in"oration into the .al"d ,o "ield. .nter I011May1200*I.
''. Clic: in the /"nal1Rat"ng Scale "ield.
'2. !elect a per"orance*rating scale to allocate a "inal rating to the appraisee.
.nter the desired in"oration into the /"nal1Rat"ng Scale "ield. .nter I4lobal
PerformanceI.
'3. Clic: in the 5escr"pt"on "ield.
'<. .nter the desired in"oration into the 5escr"pt"on "ield. .nter I/00)10ear End
&ppra"sal ,emplate 6"t7 4lobal Performance rat"ng scaleI.
'=. Clic: in the nstr!ct"ons for &ppra"sal Part"c"pants "ield.
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Step &ct"on
'>. .nter the desired in"oration into the nstr!ct"ons for &ppra"sal Part"c"pants
"ield. .nter IEnter t7e nstr!ct"ons for &ppra"sal Part"c"pantsI.
'7. Clic: in the &ppra"sal ,otal Score /orm!la "ield.
'). Fo# can select an &ppra"sal ,otal Score /orm!la to identi"y the appropriate
"inal rating "ro the selected per"orance*rating scale. +he "or#la, which yo#
write, can base any calc#lations on the wor:erGs total scores "or copetencies and
ob,ectives. +he rating identi"ied by the "or#la appears as the wor:erGs !#ggested
Overall 3ating on the @inal 3atings page o" the appraisal.
.nter the desired in"oration into the &ppra"sal ,otal Score /orm!la "ield.
.nter IS%M8COMP8&358OB2I.
'(. Clic: the $ert"cal scrollbar.
20. Clic: the &ssess Competenc"es option.
2'. +o apply a copetency teplate to assess copetencies d#ring an appraisal, yo#
#st select or create a copetency assessent teplate in the appraisal teplate.
Otherwise, the Copetencies region
does not appear in appraisals.
Clic: in the Competency ,emplate "ield.
22. .nter the desired in"oration into the Competency ,emplate "ield. .nter I/00)1
0ear End &ppra"salI.
23. +he %pdate Competency Prof"le option deterines whether the application
#pdates copetency pro"iles a#toatically a"ter the appraisal.
Clic: the %pdate Competency Prof"le option.
2<. Clic: the Competency Prof"le So!rce ,ype list.
2=. Clic: the Ot7er list ite.
2>. +o assess the ob,ectives d#ring an appraisal, yo# #st select or create an ob,ective
assessent teplate in the appraisal teplate. Otherwise, the Ob,ectives region
does not appear in appraisals.
Clic: the &ssess Ob(ect"$es option.
27. Clic: the $ert"cal scrollbar.
2). Clic: in the Ob(ect"$e ,emplate "ield.
2(. .nter the desired in"oration into the Ob(ect"$e ,emplate "ield. .nter I/00)1
0ear End &ppra"salI.
30. Clic: the ncl!de 9!est"onna"res option.
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Step &ct"on
3'. Fo# can incl#de the appraisee and ain appraiser ?#estionnaires in the appraisal.
Appraisers can coplete the ?#estionnaire yo# identi"y "or the appraisee.
Clic: in the &ppra"see 9!est"onna"re "ield.
32. .nter the desired in"oration into the &ppra"see 9!est"onna"re "ield. .nter
I9!est"onna"reI.
33. Clic: in the Ma"n &ppra"ser 9!est"onna"re "ield.
3<. .nter the desired in"oration into the Ma"n &ppra"ser 9!est"onna"re "ield. .nter
I9!est"onna"reI.
3=. Ahen the ain appraiser shares the appraisal with the appraisee, the ain
appraiser speci"ies which in"oration the appraisee can view and whether the
appraisee can #pdate the appraisal. +he S7ar"ng Opt"on enables this "#nctionality.
Clic: the Conf"g!re S7ar"ng Opt"ons option.
3>. Clic: the $ert"cal scrollbar.
37. Clic: the &dd"t"onal 5eta"ls option.
3). Clic: the Competency Rat"ng and Comments option.
3(. Clic: the Completed 9!est"onna"re option.
<0. Clic: the O$erall Comments option.
<'. Clic: the Part"c"pant 5eta"ls option.
<2. Clic: the Ob(ect"$e Rat"ngs and Comments option.
<3. Clic: the O$erall Rat"ngs option.
<<. Clic: the Part"c"pant 3ames option.
<=. Clic: the Part"c"pants Rat"ngs option.
<>. Clic: the Pro$"de /eedbac: on O$erall Rat"ngs option.
<7. Clic: the &dd Part"c"pant option.
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Step &ct"on
<). -n the ;earn"ng Pat7 region o" an appraisal, yo# can identi"y training co#rses "or
the appraisee.
Clic: the ncl!de ;earn"ng Pat7 option.
<(. Clic: the &pply b#tton.
=0. Fo# have copleted the Creating and 5anaging Appraisal +eplates proced#re.
End of Proced!re#
Creat"ng and Manag"ng Competency ,emplates
+he copetency assessent teplate speci"ies how to assess copetencies in appraisals.
Ahen yo# create a copetency assessent teplate, yo# can1
!peci"y validity dates1 O#tside these dates, yo# cannot #se the teplate.
!peci"y the teplate scope1 $lobal teplates are available in all enterprise b#siness gro#ps.
&ocal teplates are available only in the b#siness gro#p in which yo# create the.
-ncl#de instr#ctions to participants1 +hese instr#ctions appear, "oratted as yo# speci"y, in the
Copetencies region o" the Appraisal Overview page.
-denti"y copetencies that yo# want to assess1 Fo# can incl#de copetencies re?#ired by a
wor:erGs ,ob in the appraisal.
-n this topic, yo# will create and anage copetency teplate.
Proced!re

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Step &ct"on
'. Hegin by navigating to the Manage Competency ,emplates page.
Clic: the -R Profess"onal .4#0 lin:.
2. Clic: the Manage Competency ,emplates lin:.
3. +he Manage Competency ,emplate page enables yo# to create a copetency
assessent teplate.
Fo# de"ine as any copetency assessent teplates as yo# need to eet yo#r
enterprise re?#ireents. Alternatively, yo# can de"ine an assessent teplate "or
yo#r enterpriseGs core copetencies, and the ain appraiser or appraisee can
incl#de additional copetencies, s#ch as those appropriate to a ,ob or an
individ#al, d#ring the appraisal.

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Step &ct"on
<. Clic: the Create Competency ,emplate b#tton.

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Step &ct"on
=. Clic: in the 3ame "ield.
>. .nter the desired in"oration into the 3ame "ield. .nter I/00)1Competency
,emplateI.
7. Clic: in the .al"d /rom "ield.
). O#tside these dates, the teplate is not available "or #se.
.nter the desired in"oration into the .al"d /rom "ield. .nter I0112!n1200)I.
(. Clic: in the 5escr"pt"on "ield.
'0. .nter the desired in"oration into the 5escr"pt"on "ield. .nter ICompetency
,emplate for /00) 0ear End &ppra"salI.
''. Clic: in the nstr!ct"ons for &ppra"sal Part"c"pants "ield.
'2. .nter the desired in"oration into the nstr!ct"ons for &ppra"sal Part"c"pants
"ield. .nter IEnter t7e nstr!ct"ons for &ppra"sal Part"c"pantsI.
'3. Clic: the Rat"ng Scale ,ype list.
'<. !elect a per"orance*rating scale to allocate a "inal rating to the appraisee.
Clic: the Prof"c"ency list ite.
'=. Clic: the ,otal Score list.
'>. Clic: the S!m list ite.
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Step &ct"on
'7. Clic: the $ert"cal scrollbar.
'). Clic: the ncl!de 2ob Competenc"es option.
'(. Fo# can add copetencies individ#ally to the pro"ile to pop#late a wor:erGs
copetency pro"ile.
Clic: the &dd Competenc"es b#tton.
20. -n the !earch region o" the &dd Competenc"es page, yo# can search "or e/isting
copetencies.


Step &ct"on
2'. Clic: the Competency ,ype list.

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Step &ct"on
22. Clic: the Comm!n"cat"on list ite.

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Step &ct"on
23. Clic: the 4o b#tton.

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Step &ct"on
2<. !elect the copetencies this wor:er possesses.
Clic: the Select option.

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Step &ct"on
2=. Clic: the Select option.

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Step &ct"on
2>. Clic: the &pply b#tton.

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Step &ct"on
27. Clic: the $ert"cal scrollbar.
2). Clic: the &pply b#tton.

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Step &ct"on
2(. Clic: in the 3ame "ield.
30. .nter the desired in"oration into the 3ame "ield. .nter I/00)1Competency
,emplateI.
3'. Clic: the 4o b#tton.
32. Clic: the %pdate b#tton.

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Step &ct"on
33. Clic: in the .al"d ,o "ield.
3<. .nter the desired in"oration into the .al"d ,o "ield. .nter I011May1200*I.
3=. Clic: the $ert"cal scrollbar.
3>. Clic: the &pply b#tton.
37. Fo# have copleted the Creating and 5anaging Copetency +eplates
proced#re.
End of Proced!re#
Creat"ng and Manag"ng Ob(ect"$es ,emplates
+he Ob,ective +eplate speci"ies how to assess ob,ectives in appraisals. Ahen yo# create an
ob,ective teplate, yo# can1
!peci"y validity dates1 O#tside these dates, yo# cannot #se the teplate.
!peci"y the teplate scope1 $lobal teplates are available in all enterprise b#siness gro#ps.
-ncl#de instr#ctions to participants1 +hese instr#ctions appear, "oratted as yo# speci"y, in the
ob,ectives section o" the appraisal.
-n this topic, yo# will create and anage ob,ectives teplate.
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Proced!re


Step &ct"on
'. Hegin by navigating to the Manage Competency ,emplates page.
Clic: the -R Profess"onal .4#0 lin:.

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Step &ct"on
2. Clic: the Manage Ob(ect"$e ,emplate lin:.
3. +he Manage Ob(ect"$e ,emplate page enables yo# to create a ob,ective
assessent teplate.
Fo# de"ine as any ob,ective assessent teplates as yo# need to eet enterprise
re?#ireents. Fo# ay also want to de"ine a di""erent ob,ective assessent
teplate "or each per"orance*anageent period.
<. Clic: the Create Ob(ect"$e ,emplate b#tton.

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Step &ct"on
=. Clic: in the 3ame "ield.
>. .nter the desired in"oration into the 3ame "ield. .nter I/00)1Ob(ect"$e
,emplateI.
7. Clic: in the .al"d /rom "ield.
). O#tside these dates, the teplate is not available "or #se.
.nter the desired in"oration into the .al"d /rom "ield. .nter I0112!n1200)I.
(. Clic: in the 5escr"pt"on "ield.
'0. .nter the desired in"oration into the 5escr"pt"on "ield. .nter IOb(ect"$e
template for /00) 0ear End &ppra"salI.
''. Clic: in the nstr!ct"ons for &ppra"sal Part"c"pants "ield.
'2. .nter the desired in"oration into the nstr!ct"ons for &ppra"sal Part"c"pants
"ield. .nter IEnter t7e "nstr!ct"ons for &ppra"sal part"c"pantsI.
'3. Clic: the Rat"ng Scale ,ype list.
'<. !elect a per"orance*rating scale to allocate a "inal rating to the appraisee.
Clic: the Performance list ite.
'=. Clic: in the Performance Scale "ield.
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Step &ct"on
'>. .nter the desired in"oration into the Performance Scale "ield. .nter I4lobal
PerformanceI.
'7. Clic: the ,otal Score list.
'). Clic: the S!m list ite.
'(. Clic: the &pply b#tton.
20. -n the !earch region o" the Manage Ob(ect"$e ,emplates page, yo# can search
"or e/isting teplates.


Step &ct"on
2'. Clic: the 3ame b#tton.
22. .nter the desired in"oration into the 3ame "ield. .nter IOb(ect"$e ,emplateI.
23. Clic: the 4o b#tton.
2<. Clic: the %pdate b#tton.
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Step &ct"on
2=. Clic: in the .al"d ,o "ield.
2>. .nter the desired in"oration into the .al"d ,o "ield. .nter I011May1200*I.
27. Clic: the &pply b#tton.
2). Fo# have copleted the Creating and 5anaging Ob,ectives +eplates proced#re.
End of Proced!re#
&dm"n"ster"ng 9!est"onna"res
+he ;#estionnaire Adinistration od#le helps to a#toate the creation o" ?#estionnaires "or
#se in appraisals or s#rveys.
63 Pro"essional #sers de"ine ?#estionnaires "or incl#sion in appraisal teplates #sing the sel"*
service Create ;#estionnaire "#nction. Appraisal ?#estionnaires can incl#de a list o" ,ob*based
career paths "or disc#ssion d#ring the appraisal.
-n this topic, yo# will create ?#estionnaire adinistration.
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Proced!re


Step &ct"on
'. Hegin by navigating to the 9!est"onna"re &dm"n"strat"on page.
Clic: the -R Profess"onal .4#0 lin:.

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Step &ct"on
2. Clic: the 9!est"onna"re &dm"n"strat"on lin:.
3. +o create a ?#estionnaire, yo# #se the 9!est"onna"re &dm"n"strat"on page.

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Step &ct"on
<. Clic: the Create 9!est"onna"re b#tton.

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Step &ct"on
=. Clic: in the 9!est"onna"re 3ame "ield.

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Step &ct"on
>. .nter the desired in"oration into the 9!est"onna"re 3ame "ield. .nter IMa"n
&ppra"ser 9!est"onna"reI.

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Step &ct"on
7. Clic: the P!bl"cat"on Stat!s list.

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Step &ct"on
). Any ?#estionnaire that yo# attach to an appraisal teplate #st have the stat#s o"
P!bl"s7ed# Fo# can p#blish a ?#estionnaire either when yo# create it or at a later
date.
Clic: the P!bl"s7ed list ite.

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Step &ct"on
(. Clic: the 4lobal 9!est"onna"re option.

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Step &ct"on
'0. Clic: in the B!s"ness 4ro!p "ield.

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Step &ct"on
''. ;#estionnaires are available only in the b#siness gro#p in which yo# create the.
+o incl#de the sae ?#estionnaire in all appraisals in the enterprises that #se
#ltiple b#siness gro#ps, de"ine the ?#estionnaire with a global scope.
.nter the desired in"oration into the B!s"ness 4ro!p "ield. .nter I."s"on
Corporat"onI.

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Step &ct"on
'2. Clic: in the -,M; ,e<t "ield.

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Step &ct"on
'3. .nter the desired in"oration into the -,M; ,e<t "ield. .nter I=-,M;>
;"st ma(or accompl"s7ments
I.

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Step &ct"on
'<. Clic: the Cont"n!e b#tton.

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Step &ct"on
'=. Clic: the &pply b#tton.

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Step &ct"on
'>. Clic: in the 9!est"onna"re 3ame "ield.

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Step &ct"on
'7. .nter the desired in"oration into the 9!est"onna"re 3ame "ield. .nter IMa"n
&ppra"ser?I.

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Step &ct"on
'). Clic: the 4lobal 9!est"onna"re option.

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Step &ct"on
'(. Clic: in the B!s"ness 4ro!p "ield.

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Step &ct"on
20. .nter the desired in"oration into the B!s"ness 4ro!p "ield. .nter I."s"on
Corporat"onI.

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Oracle EBS R12 Performance Management

Step &ct"on
2'. Clic: the 4o b#tton.

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Oracle EBS R12 Performance Management

Step &ct"on
22. Clic: the %pdate list.

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Oracle EBS R12 Performance Management

Step &ct"on
23. Clic: in the -,M; ,e<t "ield.

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Oracle EBS R12 Performance Management

Step &ct"on
2<. .nter the desired in"oration into the -,M; ,e<t "ield. .nter I=-,M;>
;"st ma(or accompl"s7ments
I.

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Oracle EBS R12 Performance Management

Step &ct"on
2=. Clic: the Cont"n!e b#tton.

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Oracle EBS R12 Performance Management

Step &ct"on
2>. Clic: the &pply b#tton.
27. Fo# have copleted the Adinistering ;#estionnaires proced#re.
End of Proced!re#
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Performance Management Plans
Per"orance 5anageent incl#des in"oration on setting #p a per"orance anageent plan.
0pon copletion o" this lesson, yo# will be able to1
B !et #p a per"orance anageent plan*parallel and cascading.
Sett"ng !p Performance Management Plans1Cascad"ng and Parallel
+he Per"orance 5anageent Plan DP5PE de"ines the per"orance*anageent process "or a
speci"ied period, s#ch as a calendar year. -t identi"ies1
B 5ebers o" the plan.
B Ahether and how yo# will set ob,ectives "or plan ebers.
B Ahether the application will create appraisals a#toatically "or plan ebers.
B +as:s "or the wor:ers and anagers to per"or thro#gho#t the process.
63 Pro"essionals create and anage the P5P #sing the Per"orance 5anageent Plans
"#nction. Fo# can also speci"y the ob,ective setting process "or the P5P as either cascading or
parallel process.
-n this topic, yo# will create Per"orance 5anageent Plans with cascading and parallel
ob,ective setting processes.
Proced!re

Training Guide
Oracle EBS R12 Performance Management

Step &ct"on
'. Hegin by navigating to the Performance Management Plans page.
Clic: the %S S!per -RMS Manager lin:.
2. Clic: the $ert"cal scrollbar.
3. Clic: the Performance Management Plans lin:.
<. +he Performance Management Plans page enables yo# to create per"orance
anageent plans.

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Step &ct"on
=. Clic: in the Create Plan "ield.

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Step &ct"on
>. .nter plan 3ame. As this nae is also the nae o" each personal scorecard, devise
a eaning"#l naing standard to identi"y the plan clearly.
Clic: in the 3ame "ield.
7. .nter the desired in"oration into the 3ame "ield. .nter IPlan for /00)10*I.
). Clic: in the Start 5ate "ield.
(. .nter the desired in"oration into the Start 5ate "ield. .nter I011&pr1200)I.
'0. Fo# can enter the Plan Adinistrator, who anages the plan Dwho can #pdate it,
"or e/apleE and is the signed*on #ser, by de"a#lt. Fo# can select a di""erent plan
adinistrator "ro the list o" people yo#r sec#rity pro"ile enables yo# to access.
''. Clic: in the End 5ate "ield.
'2. .nter the desired in"oration into the End 5ate "ield. .nter I+11Mar1200*I.
'3. Clic: the 3e<t b#tton.
'<. On the Create Plan@ Pop!lat"on page, yo# identi"y the plan ebers by selecting
part or all o" a hierarchy D"or e/aple, an organiCation hierarchyE. @or wor:ers
belonging to this hierarchy, 635! a#toatically generates the personal
scorecards o" ob,ectives when
yo# p#blish the plan.
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Step &ct"on
'=. Clic: the -"erarc7y ,ype list.
'>. Clic: the S!per$"sor list ite.
'7. Clic: in the S!per$"sor "ield.
'). .nter the desired in"oration into the S!per$"sor "ield. .nter IEr"c:son, BarryI.
'(. Clic: in the -"erarc7y ;e$els "ield.
20. .nter the desired in"oration into the -"erarc7y ;e$els "ield. .nter I1I.
2'. Clic: the 3e<t b#tton.
22. On the Create Plan@ Process page, yo# tailor the per"orance*anageent
process to s#it enterprise re?#ireents. Hrie"ly, yo# can1
B -ncl#de both the ob,ective setting and a#toatic appraisal creation
B ./cl#de the ob,ective setting
B ./cl#de the a#toatic appraisal creation

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Step &ct"on
23. Clic: the ncl!de Ob(ect"$e Sett"ng "n Process option.
2<. Clic: in the Start 5ate "ield.
2=. .nter the desired in"oration into the Start 5ate "ield. .nter I011&pr1200)I.
2>. Clic: in the 5eadl"ne "ield.
27. .nter the desired in"oration into the 5eadl"ne "ield. .nter I+012!n1200)I.
2). Clic: the &llo6 C7anges O!ts"de ,7"s Per"od option.
2(. Fo# can select the ob,ective setting ethod.
30. Clic: the 3ot"fy Plan Pop!lat"on option.
3'. Fo# can select to enable a#toatic ob,ective allocation.
Clic: the &!tomat"c &llocat"on option.
32. Fo# can select to share and align ob,ectives. +hese "eat#res enable wor:ers to
constr#ct a hierarchy o" related ob,ectives.
Clic: the S7ar"ng and &l"gnment option.
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Training Guide
Oracle EBS R12 Performance Management
Step &ct"on
33. -" yo# select the -ncl#de Appraisals in Process option, the application can create
appraisals a#toatically "or plan ebers.
Clic: the ncl!de &ppra"sals "n Process option.
3<. +he appraisal teplates that yo# incl#de in a per"orance anageent plan
DP5PE #st1
B He valid thro#gho#t the relevant appraisal period.
Assessent teplates that yo# incl#de in the appraisal teplate #st also be valid
thro#gho#t the appraisal period.
B He valid "or the plan pop#lation.
B -ncl#de an ob,ective*assessent teplate, i" yo# incl#de the ob,ective setting in
yo#r P5P. Otherwise, 635! cannot con"ig#re the Ob,ectives section o" the
appraisal.
Clic: the C7oose E<"st"ng ,emplate b#tton.


Step &ct"on
3=. Clic: in the Searc7 By "ield.
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Step &ct"on
3>. .nter the desired in"oration into the Searc7 By "ield. .nter I/010) 0ear End
&ppra"salI.

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Step &ct"on
37. Clic: the 4o b#tton.

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Step &ct"on
3). Clic: the Select option.

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Oracle EBS R12 Performance Management

Step &ct"on
3(. Clic: the Select b#tton.

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Step &ct"on
<0. Clic: in the Per"od Start 5ate "ield.
<'. .nter the desired in"oration into the Per"od Start 5ate "ield. .nter I011&!g1
200)I.
<2. Clic: in the Per"od End 5ate "ield.
<3. .nter the desired in"oration into the Per"od End 5ate "ield. .nter I+115ec1
200)I.
<<. @or each appraisal, the tas: start date #st be a"ter the appraisal*period start date.
Clic: in the ,as: Start 5ate "ield.
<=. .nter the desired in"oration into the ,as: Start 5ate "ield. .nter I0'15ec1
200)I.
<>. Clic: in the ,as: End 5ate "ield.
<7. .nter the desired in"oration into the ,as: End 5ate "ield. .nter I+115ec1200)I.
<). Clic: the &ppra"sal ,ype list.
<(. Clic: the Standard &ppra"sal list ite.
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