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100 APPLICATION SETUP DOCUMENT

XYZ Corporation

Performance Management System

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Creation Date:
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OCUMENT

stem
Module Step Description Definiti
on Level

PMS PMS-1 Responsibility

PMS PMS-2 Profile Options
PMS PMS-3 Core Competency Rating Scale
PMS PMS-4 Specific Competency RatingScale
PMS PMS-5 Performance Rating Scale
PMS PMS-6 Competencies
PMS PMS-7 Competency Requirements
PMS PMS-8 Mandatory KPI
PMS PMS-9 Eligibility Profiles
PMS PMS-10 Templates
Setup Ability to Change Status Notes
Optional/ Required/ Easy/Medium/Complex/Reinstall (E/M/C/R)
Default (O/R/D)

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R
R
R
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Step PMS-1

Module
Navigation Path:
Definition:

Created And Attached Responsibilities

S.No
1
 Responsibility

Performance Management System

System Administrator > Security>Responsibility>Define

Attached Responsibilities

Responsibility Name
XYZ Performance Management Administrator
Application Responsibility Key Effective Date From Effective Date To
Human Resources XYZ Performance Management 1-Jan-51
Menu Data Group Name Data Group Application
HR Professional Standard Human resources
Step PMS-2 Profile Options

Module Performance Management System

Navigation Path: System Administrator > Profile > System

Definition:

Responsibility Level

S.No Responsibility
1
XYZ HRMS Manager

XYZ Performance Management Administrator

2

3 XYZ Employee Self Service

4 XYZ Manager Self Service

Site Level

S.No Profile Option Name

1 HR: Appraisee Can Add Participants
2 HR: Worker Appraisals Menu
3 HR: Manager Appraisals Menu
4 FND: Personalization Region Link Enabled
5 Personalize Self-Service Defn
6 Disable Self-Service Personal
7 FND:OA:Enable Defaults
Profile name Site Application Responsibility

HR:Business Group XYZ

HR:Security Profile XYZ
HR:User Type HR With Payroll User
HR:Cross Business group Yes

HR:Global Competence Flex Structure Competence FlexField

HR:Business Group XYZ
HR:Security Profile
XYZ
HR:User Type HR With Payroll User
HR:Business Group XYZ
HR:Security Profile XYZ
HR:User Type HR With Payroll User
HR:Business Group XYZ
HR:Security Profile XYZ
HR:User Type HR With Payroll User

Application Responsibility User

Site
Yes
Employee Appraisals Menu
Manager Appraisals Menu
Yes
Yes
No
Yes
User Server Server + Organization
Responsibility

Server Server + Responsibility Organization

Step PMS-3 Core Competency Rating Scales

Module Performance Management

Navigation Path: HRMS Manager >Career Management > Rating Scales

Definition:

S.No Name Type

1 XYZ Core Competencies Rating Scale Proficiency

Default Rating Global Levels
Scale
Level Level Name
No Yes 1 Weak
2 Average
3 Meets Expectation
4 Exceeds Expectation
5 Outstanding
Step PMS-4 Specific Competency Rating Scales

Module Performance Management

Navigation Path: HRMS Manager >Career Management > Rating Scales
Definition:

S.No Name

1 XYZ Specific Competencies Rating Scale

Type Default Rating Scale Global Levels
Level Level Name
Proficiency No Yes 1 Weak
2 Average
3 Meets Expectation
4 Exceeds Expectation
5 Outstanding
Step PMS-5 Performance Rating Scales

Module Performance Management

Navigation Path: HRMS Manager >Career Management > Rating Scales
Definition:

S.No Name Type

1 XYZ Performance Rating Scale Performance

Default Rating Scale Global Levels
Level Level Name
No Yes 1 Weak
2 Average
3 Meets Expectation
4 Exceeds Expectation
5 Outstanding
Step PMS-6 Competencies

Module Performance Management

Navigation Path: HRMS Manager >Career
Management > Competencies

Definition:

SPECIFIC COMPETENCIES

S:No Scope

1 Global
2 Global
3 Global
4 Global
5 Global

CORE COMPETENCIES

S:No Scope

1 Global
2 Global
3 Global
4 Global
5 Global
6 Global
 Name Description
Competency Title Competency Level
Specific Judgement
Specific Planning Skill
Specific Interpersonal Skills
Specific Communication Skills
Specific Delegating

Name Description
Competency Title Competency Level
Core Service Excellence
Core Integrity
Core Passion
Core Respect
Core Innovative
Core Teamwork
 Valid Date and Proficiency
Valid Date From Valid Date To Proficiency Rating Scale
31-AUG-1957 XYZ Specific Competences Rating Scale
31-AUG-1957 XYZ Specific Competences Rating Scale
31-AUG-1957 XYZ Specific Competences Rating Scale
31-AUG-1957 XYZ Specific Competences Rating Scale
31-AUG-1957 XYZ Specific Competences Rating Scale

Valid Date and Proficiency

Valid Date From Valid Date To Proficiency Rating Scale
31-AUG-1957 XYZ Core Competences Rating Scale
31-AUG-1957 XYZ Core Competences Rating Scale
31-AUG-1957 XYZ Core Competences Rating Scale
31-AUG-1957 XYZ Core Competences Rating Scale
31-AUG-1957 XYZ Core Competences Rating Scale
31-AUG-1957 XYZ Core Competences Rating Scale
Behavioral Indicator

Behavioral Indicator
Step PMS-7

Module
Navigation Path:
Definition:

S.No

8
Competency Requirement

Performance Management
HRMS Manager >Career Management > Competency Requirement

Competency Requirement

The Competency Requirement of the Competence i.e., Business

Group/Job/Position/Organization

BUSINESS GROUP

JOB

JOB
 Name Competence Name

Name of the Requirement ( Job Name, Position Competence Title Comptetence Level
Name, Organization Name, Business Group
Name)

XYZ Group Core Service Excellence

Core Passion
Core Integrity
Core Respect
Core Innovative
Core Teamwork

General Manager Specific Judgement

Specific Interpersonal Skills
Specific Communication Skills

Deputy General Manager Specific Judgement

Specific Interpersonal Skills
Specific Communication Skills
Minimum Rating Maximum Rating Essential Grade Date Date To
From
Choose from the Choose from the
List of Values List of Values

3-Jun-10
3-Jun-10
3-Jun-10
3-Jun-10
3-Jun-10

3-Jun-10
3-Jun-10
3-Jun-10

3-Jun-10
3-Jun-10
3-Jun-10
Step PMS-8 Eligibility Profiles

Module Performance Management

Navigation Path: XYZ HRMS Manager>Total Compensation>General
Definitions>Eligibility Profiles>Participant
Definition:

S.NO Name
2 XYZ Eligibility Profile For Executive & Above

2 XYZ Eligibility Profile For Mandatory Objectives

Description Assignment Type Status Applies To
Any Assignment Active Benefits Profile

Any Assignment Active Benefits Profile

Job Name Enable Exclude
General Manager
Deputy General Manager

Senior Manager
General Manager
Deputy General Manager
Manager
Deputy Manager
Step PMS-9

Module
Navigation Path:
Definition:

Mandatory KPI
Key Performance Indicators (KPI)
1
2
3
 Key Performance Indicators

Performance Management
XYZ Performance Management Administrator -> Performance Management -> Objective Library

datory KPI
Key Performance Indicators (KPI)
To achieve 16 training hours for self development purposes within job competencies in year 2016
To participate in 5 Employees Engagement activities in year 2016
To complete 2016 Year-end Review before 27th January 2017
 Threshold Stretched Mid-Year
Weightage
Target Target Rating
3.00% 16 hours 20 hours
3.00% 5 activities 6 activities
2.00% 1/27/2017 1/13/2017
Scoring
0.0000
0.0000
0.0000
Step PMS-10 Templates

Module Performance Management

Navigation Path: XYZ Performance Management>performance
Management>Manage Objective Template

XYZ Performance Management>performance

Management>Manage Competency Template

XYZ Performance Management>performance

Management>Manage Appraisal Template

Definition:

S.No Template Type

1 Objective Template
2
Competency Template
3 Appraisal Template
4 Appraisal Template
Template Name Valid From Rating Scale Type
XYZ Objective Template 1-Jan-16 Performance

XYZ Competency Template 1-Jan-16 Proficiency

XYZ Appraisal Template For Non-Executive 1-Jan-16 Performance
XYZ Appraisal Template For Executive & Above 1-Jan-16 Performance
Rating Scale Name
XYZ Performance Scale
This Scale name comes by default
depending on competency
XYZ Performance Scale
XYZ Performance Scale