Professional Documents
Culture Documents
TRAINING MANUAL
Author:
INTRACOM (Jordan)
Creation Date:
1-Dec-09
Last Updated:
1-Dec-09
Control Ref:
Version:
1.0
Page 1
Document Control
Change Record
Date
Author
Version
Change Reference
Reviewers
Name
Position
Distribution
Copy No.
1
2
Name
Arab
Bank/INTRACOM
Hard
Copy Archive
Arab Bank/INTRACOM Soft Copy
Archive
Location
Project Library
EPM Portal
3
4
Note to Holders:
If you receive an electronic copy of this document and print it out, please write your
name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover,
for document control purposes.
Page 2
Table of Contents
1
DOCUMENT PURPOSE...............................................................................4
SIGNING ON............................................................................................................ 6
OVERVIEW............................................................................................................... 7
DEFINING RATING SCALES.......................................................................................... 7
DEFINING COMPETENCIES........................................................................................... 9
DEFINING COMPETENCE REQUIREMENTS......................................................................11
5
COMPETENCY TEMPLATE, OBJECTIVE TEMPLATE, APPRAISAL TEMPLATE AND
PERFORMANCE PLAN...................................................................................12
5.1
5.2
5.3
5.4
5.5
6
OVERVIEW............................................................................................................. 12
DEFINING COMPETENCY TEMPLATE.............................................................................12
DEFINING OBJECTIVE TEMPLATE.................................................................................15
DEFINING APPRAISAL TEMPLATE.................................................................................17
PERFORMANCE PLAN...............................................................................................18
PERFORMANCE MANAGEMENT................................................................21
6.1
6.2
6.3
6.4
OVERVIEW............................................................................................................. 21
PERFORMANCE MANAGEMENT....................................................................................21
REOPENING WORKER SCORED...................................................................................25
ENROLL WORKER IN PLAN.........................................................................................25
ANNUAL APPRAISAL...............................................................................27
7.1
7.2
OVERVIEW............................................................................................................. 27
ANNUAL APPRAISAL.................................................................................................27
PROBATION APPRAISAL..........................................................................33
8.1
8.2
OVERVIEW............................................................................................................. 33
PROBATION APPRAISAL.............................................................................................33
BOTTOM PERFORMANCE.........................................................................36
9.1
9.2
10
OVERVIEW............................................................................................................. 36
BOTTOM APPRAISAL................................................................................................36
RUWWAD / QEYADAT PERFORMANCE....................................................41
10.1
10.2
11
OVERVIEW............................................................................................................. 41
RUWWAD APPRAISAL...............................................................................................41
11.1
11.2
OVERVIEW............................................................................................................. 44
GRIEVANCE REQUEST.............................................................................................. 44
Page 3
1 Document Purpose
The purpose of this document is to facilitate the Arab Bank PLC staff with a simple stepby-step Oracle Performance Management super user training manual. The manual will
guide the user how to use the OPM processes tailored for Arab Bank PLC.
Learn To:
Super User
End User
Functional Implementer
Prerequisites:
Required Prerequisites
Understand how to navigate Oracle Applications
Suggested Prerequisites
R12 Oracle Human Resource Management
Page 4
Page 5
3.1
Signing On
Following section of this document will guide you step-by-step how to start
and login to oracle Performance web-applications
1. Open the web-browser and type the URL of application for example.
http://hrmsdev-srv.jordan.arabbank.plc:8003/
2. Enter username and password, if this is your first time to login to
oracle application, oracle will prompt you to change the password by
entering the current password and enter new password for security
reasons.
3. Click on login button
Following screenshot illustrate the login screen
Page 6
4.1 Overview
This section contains the following subjects which are needed to
understand and to use Competencies and Competency types.
Competencies will be under Global Super HRMS Manager
Responsibility
Defining Rating Scales
Defining Competencies
Defining Requirements
Page 7
Page 8
Page 9
Page 10
Page 11
5.1 Overview
This section contains the following subjects which used to complete the
full setup for the competencies for our appraisal. These steps will be
under HR Professional Responsibility
1. Defining Competency Template
2. Defining Objective Template
3. Defining Appraisal Template
4. Performance Plan
1.
2.
3.
4.
Page 12
8. In Rating Scale Type field, to specify how HRMS will calculate scores
for individual competencies, you select a Rating Scale type, HRMS
can calculate scores based on performance, proficiency, or both. In
addition, HRMS can apply a weighting value to either performance
or proficiency
9. Alternatively, you can select Fast-Formula-Based Line Scoring and
enter a formula name. The selected formula calculates a score for
each competency using specified performance, proficiency, and
weighting values
10.
In total Score filed, here you select the Calculate method you
want for your appraisal to be Sum or Average
The summation / Average calculated values based on the LEVEL in Rating Scale
Definition
11.
In Competencies to Assess Sub-window (in the bottom of the
window) Check Include Job Competencies check box in order to
derive job competencies in the appraisal, Job Competencies are the
competencies you linked to job in Competency Template
12.
Press on Add Competencies Button if you want to add
certain Competencies to this Template
13.
Repeat the pervious steps for all the Templates that you want
create
Page 13
Page 14
1.
2.
3.
4.
10.
Page 15
Page 16
1.
2.
3.
4.
Page 17
1.
2.
3.
4.
5.
6.
7.
8.
Page 18
10.
14. Two main sub window Objective Setting and appraisal sub window
will be in this next page, the first one ( Objective Setting ) to
control Objectives and start stop date for the adding or deleting
or update objectives, and the second sub-window (appraisals) to
include and add the appraisals that you want for this employee
15. Fill the start date , Deadline dates for this Plan
16. Check these following check boxes
A.
B.
C.
D.
Page 19
Page 20
Performance Management
6.1 Overview
From this step, the document will illustrate how to use the appraisal and
how to add objectives and to determine the rate of competencies /
objective where the default rate for competencies is 40% and for
objectives 60%, these steps will be under Manager Self-Service
Responsibility
Page 21
Page 22
Page 23
Page 24
1.
2.
3.
4.
5.
6.
1.
2.
3.
4.
5.
6.
Page 25
Page 26
Annual Appraisal
7.1 Overview
Now you can start the annual appraisal for the employee after creating
the performance plane and determine the Rates and creating employee
objectives, these steps will be under Manager Self-Service
Responsibility
1.
2.
3.
A list of employees will occurs, press on the action button for the
employee that you want to do appraisal for
Page 27
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
Page 28
24.
25.
26.
27.
28.
29.
30.
Page 29
34. You can view the Gap Competency by click on View Gap
Competency
35. To determine the employee learning path, you can add any course
to the employee, or you can search for courses based on the
competency gap
This material is subject to applicable copyrights and laws
governing intellectual property. No printing, copying or
transmissions in any form of this material are allowed without
the expressed written permission of Intracom Jordan.
Page 30
40. Click Apply, so that this employee will be attached to that course,
and you can see his learning path on Oracle Learning Management
41. You can set all details to be shared with appraisee, by check all
required check boxes
42.
43.
44.
45.
Page 31
46. And you have the appraisee feedback if you checked the Provide
Feedback on Overall Rating
47. Click on Continue to see the final draft for you appraisal
48. Click on Submit to Submit the appraisal, and to send this appraisal
for approval
Once the Annual Appraisal is completed, the Performance Department
needs to add its final rating (as per the Performance Rating Guidelines
for Exceptional, On Target, Improvement Needed, Below Expectation).
To do so, two requests need to be executed. To execute the first
request, go to:
49. View Request Submit New Request Single Request and clock
OK
50. Choose AB Appraisal Report
51. Enter the Organization, Appraisal Template (Annual), and the
Appraisal Date.
An Excel sheet will be generated for review of new ratings. The above
process can be executed several times, where the performance rating
guidelines are set to satisfy the banks requirements. Once finalized,
the second request should be executed to post the information to the
employees profiles, under the Special Information Type dedicated for
this purpose. To execute this request, go to:
52. View Request Submit New Request Single Request and clock
OK
This material is subject to applicable copyrights and laws
governing intellectual property. No printing, copying or
transmissions in any form of this material are allowed without
the expressed written permission of Intracom Jordan.
Page 32
Page 33
Probation Appraisal
8.1 Overview
Now you can start the Probation appraisal for the employee after finish
the Probation period, and the first Line
manager
will
receive
a
notification to notify him that his employee had finished the Probation
period, these steps will be under Oracle Performance Responsibility
1.
2.
3.
A list of employees will occurs, press on the action button for the
employee that you want to do appraisal for
Page 34
4.
5.
6.
7.
8.
9.
Click Next
You will see the derived competencies for the Probation Template
10. Click on update details, and rate each competency for that
employee
11. You can add participants to either view or update the current
appraisal
Page 35
12. Click Add if you need to add participants, and choose the
employee name and choose the function for him
13. Click continue
14. View page will be shown
15. Click Apply
Page 36
Bottom Performance
9.1 Overview
Now you can start the Bottom appraisal for the employee after finish the
annual appraisal, and having all employees who got below expectations.
These steps will be under Oracle Performance Responsibility /
Performance Management
1.
2.
3.
A list of employees will occurs, press on the action button for the
employee that you want to do appraisal for
4.
Page 37
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
Page 38
24.
25.
26.
27.
28.
29.
30.
Page 39
34. You can set all details to be shared with appraisee, by check all
required check boxes
35. Additional details will enable all other check boxes by checking it
36. Participant Names will be shown to the appraise if you checked it
37. Participant Ratings will be shown to the appraise if you checked it
Page 40
38. Overall Rating and Comments will be shown if check these check
boxes
39. And you have the appraisee feedback if you checked the Provide
Feedback on Overall Rating
40. Click on Continue to see the final draft for you appraisal
41. Click on Submit to Submit the appraisal, and to send this appraisal
for approval
Page 41
10.1 Overview
Now you can start the Ruwwad appraisal for the employees who join this
program, the appraisal will be initiated for all employees who joined the
program.
These steps will be under Oracle Performance Responsibility /
Performance Management
1.
2.
3.
A list of employees will occurs, press on the action button for the
employee that you want to do appraisal for
4.
Page 42
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
Page 43
20.
21.
22.
23.
24.
25.
26.
27.
28.
Page 44
11.1 Overview
After Completing the Annual Appraisal, and after two weeks, the employee
can enter the employee self service and send a grievance about his last
appraisal.
These steps will be under Employee Self Service / Grievance
2. Click on Grievance
3. Click Add
4.
5.
6.
7.
8.
Page 45
9. Click Apply
10. Click Next
Page 46