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Fusion Talent Management Cloud Service 2016 Implementation Practice Workshop Student Guide

Fusion Talent Management Cloud Service 2016


Implementation Practice Workshop

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Fusion Talent Management Cloud Service 2016 Implementation Practice Workshop Student Guide

Background

Vision Corporation is in the process of configuring Talent Management which it has licensed. It plans
to use Goals Management, Performance Management, Talent Review and Succession Planning. .
Vision Corporation has chosen your company to provide services related to this implementation.

You have been provided with Visions business requirements and have been asked to make any
necessary changes to ensure these are met. Vision Corp. also wants you to validate the functionality
once configuration is completed.

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Table of Contents:

Background ........................................................................................................................................... 2
Change Manage Worker Goal Setting Profile Options ..................................................................... 4
Add a Flexfield to the My Goal page ................................................................................................... 5
Add a Goal to the Goal library ............................................................................................................. 9
Create a Goal Plan .............................................................................................................................. 10
Create Organization Goals ................................................................................................................ 11
Create Questions and Answers ........................................................................................................ 12
Create a Questionnaire Template ..................................................................................................... 13
Create Questionnaire ......................................................................................................................... 15
Create a Succession Plan .................................................................................................................. 17
Create a Talent Pool ........................................................................................................................... 19
Configure the Talent Review Dashboard ......................................................................................... 21
Create Talent Review Meeting ........................................................................................................... 25
Complete Data Preparation Activity For Talent Review ................................................................. 26
Conduct Talent Review Meeting ....................................................................................................... 27
Create a Performance Eligibility Profile ........................................................................................... 28
Create a Performance Process Flow ................................................................................................ 29
Create a Performance Template........................................................................................................ 31
Run Eligibility Batch Process ............................................................................................................ 33
Complete Performance Review Process .......................................................................................... 34
Setup Requirements: ......................................................................................................................... 36
Data: ..................................................................................................................................................... 41

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Lab TM - Change Manage Worker Goal Setting


Profile Options
1
Objective: To change some of the settings for Manage
Worker Goal Setting Options to meet Vision
15 minutes
Corporations business requirements

Instructions:

In this exercise, you will make changes to the settings in Manager Worker Goal Setting Profile
Options.

Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
Vision Corporation has indicated that it requires all performance and development goals to be
approved by the line manager. In addition, the line manager must approve any updates to key goal
attributes. Finally, Vision Corp. has decided not to use personal goals.

Task 1: Turn on goal approval workflow for goal creation


Task 2: Turn on goal approval workflow for updates to key attributes
Task 3: Hide the Personal Goals tab on the My Goals page

Expected Result:
1. Goal approval workflow will be enabled for goal creation and update.
2. The Personal Goals tab will not be visible.

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Hint:
You have to make the changes in FSM.

Lab TM - Add a Flexfield to the My Goal page


2
Objective To demonstrate the knowledge to add flexfield
30 minutes
to the Goal page

Instructions:

In this exercise you will create a Goal Management flexfield and use Value Set Table Validation to
derive a pick list from a Fusion table

Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:

Vision Corporation has indicated that it has a requirement to identify development goals linked to
Succession Planning. You are proposing use of a Goal Management flexfield and Value Set Table
Validation to derive the picklist from a Fusion table.

Expected Result:
The Goal flexfield is added to to the Development Goal page as indicated in the screen shot
below:

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Solution:
In order to complete the exercise, you have been given the following information:
In order to complete the exercise, you have been given the following information:
1. You will need to create 3 Value Sets in FSM. Please search for the task called Manage
Value Sets
2. Once you have completed your Value Sets you will need to create 3 segments for the
Manage Goal Management Descriptive flexfield called HRG_GOALS. The FSM task is
Manage Descriptive Flexfields.
3. Note: Once the segments of the flexfield are completed be sure to deploy the flexfield

Value Set #1

- Choose Create and enter 'XXPER_HRG_JOBS'


- Select Module Oracle Middleware Extensions for Applications
- Choose Validation Type Table
- Choose Value Data Type Character

Definition:
FROM Clause PER_JOBS_F_TL pjft INNER JOIN PER_JOBS_F pjf USING (job_id)
Value Column Name SUBSTR(pjft.name,1, 150)
ID Column Name to_char(job_id)
WHERE Clause TRUNC(SYSDATE) BETWEEN pjft.effective_start_date AND
pjft.effective_end_date
AND TRUNC(SYSDATE) BETWEEN pjf.effective_start_date AND
pjf.effective_end_date
AND pjft.language = 'US'
AND pjf.active_status <> 'I'

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Value Set #2
- Choose Create and enter 'XXPER_HRG_JOB_FUNC'
- Select Module 'Oracle Middleware Extensions for Applications'
- Choose Validation Type 'Table'
- Choose Value Data Type 'Character'

Definition:
FROM Clause fnd_lookup_values_vl
Value Column Name meaning
Description Column Name description
ID Column Name lookup_code
WHERE Clause lookup_type='JOB_FUNCTION_CODE'

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Value Set #3
- Choose Create and enter 'XXPER_YES_NO'
- Select Module 'Oracle Middleware Extensions for Applications'
- Choose Validation Type 'Table'
- Choose Value Data Type 'Character'

Definition:
FROM Clause HCM_LOOKUPS
Value Column Name MEANING
ID Column Name LOOKUP_CODE
Start Date Column Name to_date(null)
End Date Column Name to_date(null)
WHERE Clause LOOKUP_TYPE='HRC_YES_NO' AND ENABLED_FLAG='Y'

Search for the task Manage Descriptive Flexfields in FSM


-Search Flexfield Code: HRG_GOALS

Segment 1

Field Value
Name Next Job Up Name
Code Next_Job_Up_Name
APL Name NextJobUpName
Enabled Checkbox Checked
Value Set XXPER_HRG_JOBS
Bi Enabled Yes

Segment 2

Field Value
Name Next Job Up Function
Code Next_Job_Up_Function
APL Name NextJobUpFunction
Enabled Checkbox Checked
Value Set XXPER_HRG_FUNC
Bi Enabled Yes

Segment 3

Field Value
Name Succession Plan Candidate
Code Succession_Plan_Candidate
APL Name successionPlanCandidate
Enabled Checkbox Checked
Value Set XXPER_YES_NO
Bi Enabled Yes

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Lab TM - Add a Goal to the Goal library


3
Objective: To add a performance goal to the Goal library 15 minutes

Instructions:
Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
Vision Corp. would like to test the Goal library functionality and has asked you to add a Performance
goal which can be accessed by the HR Specialist, managers and workers. Please create the goal as
an HR Specialist.

Expected Result:
A performance goal is successfully added to the Goal library.

Information:
Enter the values as indicated below: Create any additional information in order to complete
the task.
Goals Tab Value
Goal Name Increase Pipeline by 300%
External ID
Type Performance
Subtype Group Level Goals
Priority High
Start Date 1/1/1951

Target Completion Date


Category Market Penetration

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Lab TM - Create a Goal Plan


4
Objective: To create a performance Goal plan which has
30 minutes
some goals assigned

Instructions:
In this exercise you shall create a performance goal plan for the Sales Marketing UK Department

Assumptions
You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
The VP of Sales UK, Sam Brown wants you, as HR Specialist, to create a Performance goal plan for
the Tele-Sales UK and Government Sales departments to be used as part of the 2014 end cycle
performance review. He wants you to add some goals that meet the organization objectives to
increase sales and cut expenses.
Note: Please create your own meaningful information for the goals.
Expected Result:
A performance goal plan is created that meets Vision Corporations requirements.

Field Name Data


Name of Goal Plan Sales UK <previous year>
Performance Goal
Start Date January 1 of previous year
End Date December 31 of previous year
Create an organization assignment? No
Departments Government Sales and Tele-Sales UK
Performance Goal Data Participant to create

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Lab TM - Create Organization Goals


5
Objective: To create organization goals 30 minutes

Instructions:
In this exercise, you will create some organization goals and publish and assign them to your direct
and indirect reports

Assumptions:
You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
As Manager, you want to set some goals for your organization. In this exercise you will add, publish
As Manager, you want to set some goals for your organization. In this exercise you will add, publish
and assign a goal for your organization to your direct and indirect reports from the goal library and
then add another goal which you will publish. Once this has been completed, please proceed and
complete the following activities: Make the start date of the goals 1/1/ of the previous year and the
target completion dates 12/31 of the previous year.

As Simon Watts, add a performance goal on the My Goals page.


Share this performance goal with Lucy Harris
Log in as Lucy Harris and add the shared goal to her performance goals

Expected Result:
You have created two organization goals, one which is published and the other which is assigned to
your reports and direct reports. Verify that the assigned organization goal is in the goal plan you
created earlier and that you have successfully completed all of the activities listed in the Task:
Confirm that Simon Watts was able to share a goal with Lucy Harris and that Lucy Harris was able to
add this goal to her list of performance goals.

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Lab TM - Create Questions and Answers


6
Objective: To create two types of questions and answers 20 minutes

Instructions:
In this exercise you will create some questions and answers to be used in the Participant Feedback
Questionnaire as part of the end cycle performance review process used at Vision Corporation.
These will include some multiple choice, single choice and text questions.
Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
Vision Corporation has indicated that it wants to use participant feedback as part of its performance
review process. It has provided you as HR Specialist with the questions and answers it wants used.
This information is provided below. Your task is to configure the questions and answers. Please note:
You do not need to access FSM to complete this task.
Question Answer Answer Answer Answer Answer Answer
What is your Peer Manager Direct Customer Project Mentor
Relationship to the report Leader
Employee? (This is
a required
Question: the
document will not
be submitted for
review unless it is
answered)
What is the Once Per Once Per Once Per Once Per N/A N/A
frequency of day Week Month Year
interaction with the

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Employee? Note.
This is a required
question.
Please indicate areas where mentorship for this Narrative answer using rich text format but not
employee would be useful. allowing attachments

Expected Results:
You are able to configure the questions to meet Vision Corporations requirements.

Lab TM - Create a Questionnaire Template


7
Objective: To create a questionnaire template 20 minutes

Instructions:
In this exercise you will create a questionnaire template which will include Vision Corporations
requirements. These will include the section presentation and question and response order
.
Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

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Task:
Vision Corporation has provided you as HR Specialist with its business requirements for a
questionnaire. You realize that you have to create a questionnaire template first. The following are the
requirements:
.
Business Requirements
The Questionnaire Template ID should be 100
The Questionnaire Template name should be Vision 360 Questionnaire Template
The section order should be sequential with stacked regions
There should be 1 column
There should be no more than 25 questions per page
There needs to be an introduction saying Please answer all questions and submit the
questionnaire when you have completed the answers. Your feedback is an important
part of the Vision Performance Review Process .

Managers should be allowed to add additional questions

There needs to be a section where participants can add additional information


The questions in the first section are the three created previously and all are required
to be answered.

Expected Result:
You are able to create a questionnaire template for Vision Corporation based on its requirements.

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Lab TM - Create Questionnaire


8
Objective: To create a questionnaire to be used for
20 minutes
participant feedback by employees

Instructions:
In this exercise you will create a questionnaire to allow Vision Corporation to obtain feedback from
employees and to provide a more rounded evaluation and view of a worker's performance.

Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
Vision Corporation wants to use participant feedback in its Performance Review process and wants
you to configure a questionnaire that will be used by associates.

Expected Results:
You are able to configure a questionnaire for Vision Corporation that meets its business requirements
and which will be used by the Sales Group as part of its end cycle performance review. Most of these
requirements were provided to you previously. (See Exercise 7 on Creating a Questionnaire
Template)

Information:
Use Questionnaire Template ID 100
Make the Questionnaire ID 100
Call the Questionnaire Vision Corporation 360 Questionnaire
Select Performance 360 as the Subscriber

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Use the questions created in Exercise 6 in a separate section called Basic Part
of Questionnaire and make them required
Use question #13 Provide general comments about performance in a section
called Additional Comments and dont make the question required.
Make sure the manager can add questions which are not required

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Lab TM - Create a Succession Plan


9
Objective: To create a succession plan attached to a
30 minutes
Talent Pool

Instructions:
In this exercise you shall create a succession plan for the Director of IT job held by Simon Watts who
is due to be promoted.

Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
Simon Watts is the Director of IT in Sales UK. and is been groomed to be promoted to another
executive position in the company within the next two years. Sam Brown, his manager wants to
make sure that Vision Corporation is taking the necessary steps to ensure that there will be a
qualified person able take over from Simon with minimal disruption.

Sam has asked you, as HR Specialist to set up a succession plan for Simon Watts,

Expected Result:
A Succession Plan is created for Simon Watts utilizing the information below. Once the plan has been
completed you are able to select the row for the Simon Watts Succession Plan and see the plan in
the Details: Simon Watts Succession Plan section.

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Information:
Name of Plan Simon Watts Succession Plan
Privacy Private
Risk of Loss High
Impact of Loss High
Reason For Departure Change of job
Estimated Remaining Months 12-24
Candidates Select at least 5 using Department search and
one using Best Fit
Readiness, Risk of Loss, and Impact of Update the Readiness, Risk of Loss, and
Impact of Loss fields for any candidates you
Loss
added.

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Lab TM - Create a Talent Pool


10
Objective: To create a talent pool that will be used in the
30 minutes
Talent Review process

Instructions:
In this exercise you shall create a talent pool called Vision Sales Talent Pool.

Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
Vision Corporation has asked you, as HR Specialist to create a talent pool to include
employees with sales background who have the potential to advance to a management
position in sales. The talent pool will track their goals and development. Please add a
Development Goal for Talent Pool Members and add the necessary information for Next
Job Up Name, Next Job Up Function and Succession Planning Candidate Checkbox.
These are the flexfields that you added in Exercise 2.

Information:
Talent Pool Name Vision Sales Team
Talent Pool Description Talent Pool to attract progress of Sales
employees.
Talent Pool Members You select using the Select and Add and Best
Fit functionality
Development Goal to be added Management and Leadership

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Expected Results:
You have successfully created a talent pool that meets Visions requirements based on the
information above. Please ensure that at the end of the exercise you are able to see the Development
goal that you added in the My Goals section of one of the Talent Pool members and that you are
able to Confirm that you can see the fields you added previously for Next Job Up Name, Next Job
Up Function and Succession Planning Candidate Checkbox and could add data to them.

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Lab TM - Configure the Talent Review


Dashboard
11
Objective: To configure a Talent Review template that
30 minutes
meets Vision Corporations business requirements

Instructions:
In this exercise you shall configure the Talent Review Dashboard so that it meets Vision
Corporations business requirements. It will be used during the Talent Review process.

Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
Vision Corporation has indicated that it believes that the Talent Review meeting is a key part of its
Talent Management process. You have been asked to configure a template that supports Visions
business needs. You have been advised that Vision wants to use Talent Pools and Succession Plans
during the Talent Review meeting.

Information:
Template Name Vision Talent Review Template <previous year>
Set Common Set
Owner Leave blank
Maximum Number of Records 500
Color Scheme Blue and white
Vision Corporation is okay with all data options except for the following which it does not want used:
Kudos
Compensation Plan Details

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Potential Assessment
Gender
Ethnicity
Religion

Vision Corporation wants to use the following box chart views:


View Comments
Risk vs. Impact of Loss (using Impact of
Loss as X-axis and Risk of Loss as Y-
axis)

Goals vs. Competencies (using Overall


Competencies as X-axis and Overall
Goals as Y-axis)

Performance vs. Potential (default) Indicate Ratings To Submit


(using Performance rating as X-axis and
Potential Rating as Y-axis)

Talent Score is a Single Rating View Indicate Ratings To Submit

Vision wants to use all of the Box Chart Matrix Options as follows:
Rating Label Rating Model
Impact of Loss Impact of Loss Impact of Loss Rating Model
Overall Competencies Rating Overall Competencies Rating Performance Rating Model
Overall Goals Rating Overall Goals Rating Performance Rating Model
Performance Performance Performance Rating Model
Potential Potential Potential Rating Model
Risk of Loss Risk of Loss Risk of Loss Rating Model
Talent Score Talent Score Talent Score Rating Model

The following are the labels to use for each 9 box:

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Expected Results:
You have successfully configured a Talent Review template that meets Visions stated needs. It will
be used in a later exercise.

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Lab TM - Create Talent Review Meeting


12
Objective: To create a Talent Review Meeting 30 minutes

Instructions:
In this exercise you shall create a Talent Review meeting using the Talent Review Dashboard
template that you had configured in a previous exercise.
Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
As the HR Specialist, you have been asked by Vision Corporation to schedule a talent review meeting to
compare personnel and calibrate performance and potential ratings for the Sales UK and France organizations
as part of the current performance evaluation period. Please use the information below:

Information

Field Name Data


Talent Review Meeting Name <Previous Year> Vision Sales Talent Review
Template to use Vision Sales Talent Review Template
Business Leader Sam Brown
Facilitator Brian Joseph
Meeting Date Current Date
Data Submission Deadline Date Leave blank
Succession Plan Use the one created in a previous exercise
Talent Pool Use the one created in a previous exercise
Review Content Select all Use As Axis checkboxes
Review Population Select all of the Senior Sales Representatives, Sales
Representatives that are the employees of Sam
Brown, Laurent Dumont and Simon Watts.

Expected Results:

You should have created and submitted the 2014 Vision Sales Talent Review meeting to schedule
it, made the meeting appear in the calendars of the participants, and notified reviewers to prepare
content.

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Lab TM - Complete Data Preparation Activity


For Talent Review
13
Objective: Complete the data preparation phase of the
20 minutes
Talent Review process

Instructions:
In this exercise you will log on as two managers, rate your employees and submit the data which will
be used at the Talent Review meeting...
Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
Using the logon information provided, logon as managers Simon Watt and Laurent Dumont who
have been invited to a Talent Review meeting for Sales. Your task is to complete the ratings and
submit them.

You can choose you own rating values for this exercise.

Expected Results:
You will have been able to successfully submit prepared data content for the Sales staff of Simon Watt
and Laurent Dumont for the upcoming talent r

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eview meeting. You should also be able to see the 9 box when you click on the View button.

Lab TM - Conduct Talent Review Meeting


14
Objective: Conduct the Talent Review Meeting for Vision
60 minutes
Sales Marketing UK and France

Instructions:
In this exercise you will log on as the HR Specialist and confirm that your configuration of the Talent
Review Dashboard meets Vision Corporations business requirements and that the functionality is
working correctly. You will complete a series of activities including using the Succession Plan and
Talent Pool that you had created previously. These activities are described below.

Assumptions:
You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
In this activity, as HR Specialist, you will conduct the Talent Review meeting that you scheduled in a
previous exercise

Expected Results:
You are able to complete the following activities:
1. Conduct a talent review meeting
2. Move workers from one box to another and to the Holding Area
3. You are able to change the ratings for a worker when you move them to a different cell.
4. You are able to filter on teams using the Filter
5. You can confirm that all the 9 box labels for the various views are correct based on Visions
business requirements.
6. You are able to use the various filters and color codes and obtain correct results.
7. The Show Average functionality works correctly.
8. You can confirm that the Zoom In functionality works correctly
9. You are able to see participant names when you select the Show Names checkbox.
10. You are able to examine details for a worker and add a task.
11. You are able to add a worker on the 9 box to the Succession Plan you created earlier.
12. You are able to add a worker from the 9 box to the Talent Pool you created earlier.

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13. You are able to update the readiness of the worker that you have added to the Talent Pool.
14. You are able to submit the Talent Review meeting successfully.

Lab TM - Create a Performance Eligibility


Profile
15
Objective: To create a performance eligibility profile to be
used in the Vision Corporation performance end cycle 20 minutes
review process

Instructions:
In this exercise you will create a performance eligibility profile since Vision Corporation only wants
sales staff to participant in its end cycle performance review using a particular performance template.

Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
As the Implementation Specialist you have been asked to create a Performance Eligibility Profile in
FSM. Please call the profile Vision Sales Eligibility Profile This profile will identify only salaried
employees who have the jobs of Sales Representatives or Sales Managers or Sales Consultant
Channel. There are no Geographic restrictions.

Expected Results:
You are able to create and save a performance eligibility profile that meets Vision Corporations
requirements. This will be used in a later exercise.

Information:
Please use the Implementer role to create the eligibility role in FSM.
1. Log in with the user id/password as given by instructor for the Application Implementation
Manager or Application Implementation Consultant role

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2. From Functional Setup Manager (FSM), search for the Task Manage Eligibility Profiles

Lab TM - Create a Performance Process Flow


16
Objective: To create a performance process flow that will
allow the correct tasks to be included in the performance
30 minutes
document in the sequence requested by Vision
Corporation.

Instructions:
In this exercise you will create a performance process flow based on Vision Corporations business
requirements.
Assumptions:
You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
Vision Corporation has completed its internal meetings held to decide on all of the steps that will be
used in its end cycle performance review. You have been presented with Visions business
requirements and asked to configure a process flow.

Expected Results:
You have successfully configured a business process flow which will be used to create the end cycle
performance template in a later exercise.

Visions Business Requirements


Name of Process Vision End Cycle Performance Process Flow
From Date 01/01/1951
To Date 12/31/2020
There needs to be a set goals task with both the worker and manager able to set goals but

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only the manager can complete the task


Both the worker and manager must perform an evaluation
No system calculations will be used to determine various ratings
Participant feedback will be used in the process with the worker having to identify at least one
participant
Participants will be asked to complete a questionnaire but not to evaluate or provide
comments on a workers competencies or goals
Only managers can add questions to the questionnaire
Although the worker can suggest a participant, only the manager can make the request
At no time should the worker have access to any of the participants feedback or the name of
any participant requested by the manager
Before the managers evaluation is shared with the worker, it must be approved by the
managers manager
Once approved, the managers evaluation and comments must be share with the worker and
the worker must acknowledge receipt
The manager must hold a review meeting to discuss the evaluation and must indicate the
date the review meeting was held on the system.
The worker must acknowledge the date of the review meeting and as a last step must provide
final feedback.

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Lab TM - Create a Performance Template


17
Objective: To create an end cycle performance template
60 minutes
that meets Vision Corporations business requirements

Instructions:
In this exercise you will create a performance template based on Vision Corporations business
requirements.
Assumptions:

You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.

Task:
You have been asked by Vision Corporation to configure a performance template to be called Vision
End Cycle Performance Review 2014 You have been provided with the following business
requirements.

Business Requirements:
1. There needs to be a period prior to the start of the evaluation where the manager and
employee can agree on the goals and competencies to be used
2. Employees are required to self evaluate their goals and competencies and may choose
to provide comments
3. The manager is required to evaluate each of the employees goals and competencies
and provide comments if they wish.
4. There needs to be an overall section rating for competencies and goals with an overall
Performance rating.
5. On the Overall Summary tab, there is to be a comments section only for the overall
performance rating.
6. Use the Vision End Cycle Performance Process Flow created in Lab TM-15
7. No calculations will be used to determine ratings in the performance review
8. Participants will be able to provide feedback by way of a questionnaire.

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9. Employees will not be able to see participants comments


10. Managers and not employees can add questions to the questionnaire
11. The performance review has to be approved by the managers manager.
12. The managers evaluation has to be shared with the employee and the employee has to
acknowledge receipt
13. The manager must meet with the employee to discuss the review and must indicate on
the system the date that the review meeting was held.
14. The employee must acknowledge receipt of the information re: the review meeting
15. The employee must provide final feedback
16. The Overall Performance rating must update the employees profile once the
performance review is completed.
17. There will only be a questionnaire for participants
18. The performance period will be from January 1, of the previous year to December 31, of
the previous year.
19. The eligibility profile that is to be used is called Vision Sales Eligibility Profile
20. Please use the questionnaire called Vision Corporation 360 Questionnaire.
21. Use Performance Rating model throughout the performance template

Expected Results:
You are able to successfully configure and save the performance template meeting the business
requirements provided. You will have an opportunity to test the configuration in a later exercise.

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Lab TM - Run Eligibility Batch Process


18
Objective: To run the Manage Eligibility Batch process 15 minutes

Instructions:
In this exercise you will run the eligibility batch process for the performance document that you
created in the last exercise.
Assumptions:
You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.
Task:
Now that you have created a performance template for Vision Corporation, you will need to run the
Performance Eligibility Batch process using the performance eligibility profile that you attached to the
Vision End Cycle Performance Review 2014 performance template.

Expected Results:
The process runs to success and sales staff in the Sales departments at Vision Corporation can see
the Vision End Cycle Sales 2014 Performance Review. Confirm this by logging on as one of the
employees you have been given who is in Sales and navigate to My Information>Performance. You
should see the performance document.

Information:
1. Run the Eligibility Batch Process from FSM
2. Select the Vision Sales End Cycle (previous year) as the Performance Document Name.
3. Select January 1 of previous year as the Start Date

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Lab TM - Complete Performance Review


Process
19
Objective: To create and complete the Vision Corporation
60 minutes
End Cycle Review

Instructions:
In this exercise you will create a performance document and complete it using various roles in order
to confirm that there are no issues with your Performance configuration.
Assumptions:
You must have access to an HCM Cloud HRMS GSE environment with which to complete
this lab session.
Log in details will be provided in the class.
Task:
Vision Corporation has asked you to confirm that your configuration of the end cycle performance
template meets its business requirements. In order to do this, you have been asked to performance a
test which is, as the employee to create the end cycle performance document using the performance
template that you configured in an earlier exercise. Your task is to complete all aspects of the
performance document using the roles and user ids provided for any of the steps, as required.

Expected Results:
The task is complete when you have succeeded in achieving the following:
1. The employee and manager are able to review and share goals before the start of the
performance review
2. The employee is able to complete a self evaluation
3. The employee is able to select some participants
4. The manager is able to select some participants and add a question to the questionnaire
5. The manager is able to request feedback from the participants
6. At least two participants are able to submit feedback by answering the questionnaire
7. The manager is able to complete the manager evaluation
8. The managers manager is able to receive a notification request to approve the evaluation
9. The managers manager is able to approve the request
10. The manager is able to share the evaluation with the employee

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11. The employee is able to acknowledge that the evaluation has been shared
12. The employee is not able to see any participant feedback
13. The manager has indicated that a review meeting has been held and when
14. The employee is able to acknowledge that the review meeting was held
15. The employee is able to complete the Final Feedback step as the last task of the
performance document.
16. The performance rating of the employee is updated on the Career Planning card.

Please use the following user ids as required in order to complete the exercise.
Name Role User ID Department
Simon Watts Manager Simon.Watts Payroll
Lucy Harris Sales Representative Lucy.Harris Marketing UK
Neil Barlow Sales Representative Neil.Barlow Government Sales UK
Kate Davies Sales Representative Kate.Davies Government Sales UK
Paddy Joyce Sales Representative Paddy.Joyce Sales Support UK
Brian Joseph HR Specialist Brian.Joseph Director of Payroll

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Setup Requirements:
There are missing categories on the Impact of Loss Rating Model. Please add them. You will find
them in the second screen shot.
The FSM Task is Manage Profile Rating Models. Select rating model Impact o Loss Rating
Model.

The following Performance Section Templates need to be added. Please see screen shots
below.

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Worker Final Feedback


Questionnaire
Manager Final Feedback
Potential Assessment

Worker Final Feedback

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Questionnaire

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Manager Final Feedback

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Potential Assessment

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Data:
Sales UK Organization

Name User ID Role Job Title


Sam Brown Sam.Brown Manager Executive Vice President
Simon Watts Simon.Watts Manager Director of IT
Kate Davies Kate.Davies Employee Sales Representative
Alan Reed Alan.Reed Employee Sales Representative
Neil Barlow Neil Barlow Employee Sales Representative
Lucy Harris Lucy.Harris Employee Sales Representative
Paddy Joyce Paddy.Joyce Employee Sales Representative
Steve McIntyre Steve.McIntyre Employee Sales Representative
Brian Joseph Brian.Joseph HR Specialist Director of Payroll
N/A HCM_IMPL Implementation Specialist N/A

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