Fusion Applications: Talent Management Implementation Student Guide

Transcription

1 Fusion Applications: Talent Management Implementation Student Guide D75501GC10 Edition 1.0 April 2012 D77109

2 Author Richard Kellam Technical Contributors and Reviewers Mike Laverty, Megan Wallace, Claudia Roberts- Hawkins, Kennneth Klaus, Andrew Gillibrand, Nancy Lang, Eric Tomanek, Sweta Bhagat, Amy Kust, Paul Lake Editor Vic Mitchell Copyright 2012, Oracle and/or its affiliates. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

3 CONTENTS Lesson 1: Oracle Fusion Talent Management Course Overview... 1 Lesson Objectives... 1 Course Objectives... 2 Course Schedule... 3 Course Approach... 4 Instructor Presentation... 5 Course Hands-On Activities... 6 Course Scope... 7 Fusion Implementation Resources... 8 Demonstration: Explore the Fusion Applications Help Oracle Fusion Applications Overview Oracle Fusion Applications Terminology Foundation Oracle Fusion Home Page User Interface Shell Dashboard Navigation Work Areas Recent Items Oracle Fusion Applications Terminology Data Sharing Business Units Effective Dates Oracle Fusion Deployment Options Oracle Fusion Talent Management Overview Oracle Fusion Human Capital Management (HCM) Overview Oracle Fusion HCM Talent Management The InFusion Corporation Story InFusion Global Enterprise Model Lesson 2: Functional Setup Manager Overview Functional Setup Manager Objectives Lesson Agenda Overview of the Functional Setup Manager Functional Setup Manager Terminology Offerings, Options and Features Implementation Job Roles Implementation Task Flow Planning and Configuring Offerings Gathering Implementation Requirements for Offerings Using the Getting Started Page Viewing FSM Provided Reports and Documents Demonstration: Browsing Offerings Configuring Offerings Using Implementation Projects Implementation Manager Responsibilities Understanding the Implementation Project Page Adding Resources to an Implementation Project and Assigning Tasks Viewing Task List and Task Reports Performing Setup Tasks Performing Setup Tasks Flow Viewing and Performing Assigned Implementation Projects and Tasks Completing Tasks in the Appropriate Sequence Demonstration: Create an Implementation Project Activity: Create an Implementation Project Activity: Assign Setup Tasks Functional Setup Manager Highlights i

4 Lesson 3: Define Common Applications Configuration for Human Capital Management Define Common Applications Configuration Objectives Common Applications Configuration Overview Define Workforce Profiles Oracle Fusion Profile Management Profile Management Terminology Describe Oracle Fusion Profile Management Integrations Profile Management Considerations Profile Management Setup Configure Talent Profile Settings Profile Management Lookups Profile Management Notifications Profile Management Descriptive Flexfields Set Up Talent Profile Content Content Library Demonstration: Content Types Content Types Free-Form Content Types Content Type Properties Content Subscribers Demonstration: Content Items Content Items Demonstration: Educational Establishments Educational Establishments Demonstration: Rating Models Rating Models Rating Model Components Rating Models and Model Profiles Set Up Talent Profiles Demonstration: Profile Types Profile Types Profile Type Components Summary Text Instance Qualifier Demonstration: Instance Qualifier Set Instance Qualifier Sets Settings for Qualifier Sets Demonstration: Where Instance Qualifier Sets Are Used Activity Introduction: Creating a New Content Type and Items Activity: Creating a New Content Type Activity: Creating Content Items Activity: Adding a New Content Type to the Person Profile Type Activity: Adding the New Content Section to a Profile Talent Profile Quiz Talent Profile Question Talent Profile Question Talent Profile Question Talent Profile Question Talent Profile Quiz Answers Define Workforce Profiles Highlights Define Social Networking Social Networking in Action Define Common Applications Configuration Highlights Lesson 4: Define Worker Goal Setting Define Worker Goal Setting Objectives Oracle Fusion Goal Management Overview Demonstration: Goal Management ii

5 Goal Management Concepts Goal Management Actions Goal Management Setup and Maintenance Goal Management Setup Considerations Configuring Goal Setup Options Manage Worker Goal Setting Lookups Manage Value Sets and Worker Goal Descriptive Flexfields Demonstration: Goals Profile Options Manage Worker Goal Setting Profile Option Values Manage Goal Management Notification Settings Managing the Goal Library Goal Library Overview Goals Managing Goal Plans Goal Plan Overview Goal Plan Actions Activity: Create a Goal in the Library Activity: Create a Goal Plan Worker Goal Setting Quiz Worker Goals Question Worker Goals Question Worker Goals Question Worker Goals Question Worker Goals Quiz Answers Define Worker Goal Setting Highlights Lesson 5: Define Questionnaires Define Questionnaires Objectives Oracle Fusion Questionnaires Concepts Demonstration: Questionnaire Lookups Manage Questions Demonstration: Questions Questionnaire Question and Response Types Rating Models Manage Questionnaires and Templates Questionnaire Template Overview Questionnaire Considerations Questionnaire Controls Activity: Create Questions Activity: Create a Questionnaire Template Activity: Create a Questionnaire Questionnaires Quiz Questionnaires Question Questionnaires Question Questionnaires Question Questionnaires Question Questionnaires Quiz Answers Define Questionnaires Highlights Lesson 6: Define Worker Performance Define Worker Performance Objectives Oracle Fusion Performance Management Overview Demonstration: Performance Document Performance Manager Overview Example Worker Evaluation Example Worker Performance Setup and Maintenance Performance Management Considerations Configuring Performance Setup Options Configure Performance Profile Settings iii

6 Manage Performance Roles Manage Process Flow Definitions Tasks and Subtasks Task Sequence and Names Manage Performance Template Sections Section Types Section Ratings and Weighting Manage Performance Document Types Manage Performance Templates Performance Template Overview Defining Processing Roles for Performance Template Sections Manage Performance and Potential Box Chart Labels Demonstration: Performance and Potential Demo Manage Target Ratings Distribution Activity: Create a Performance Role Activity: Create a Process Flow Definition Activity: Create a Profile Content and a Goals Performance Template Section. 245 Activity: Create a Performance Template Worker Performance Quiz Worker Performance Question Worker Performance Question Worker Performance Question Worker Performance Question Worker Performance Quiz Answers Define Worker Performance Highlights Lesson 7: Define Talent Review Define Talent Review Objectives Oracle Fusion Talent Review Overview Talent Review Setup and Maintenance Oracle Fusion Talent Review Integrations Demonstration: A Talent Review Manage Talent Review Setup Options Demonstration: Talent Review Setup Configure Talent Review Dashboard Options Creating Templates for Specific Requirements Talent Review Template Example Determine Design and Layout of the Box Chart Select the Data Options Activity: Create a Talent Review Template Talent Review Quiz Talent Review Question Talent Review Question Talent Review Question Talent Review Question Talent Review Quiz Answers Define Talent Review Highlights Lesson 8: HCM Talent Management Course Summary HCM Talent Management Course Summary Highlights iv