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AB OPM Training Manual
AB OPM Training Manual
TRAINING MANUAL
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Table of Contents
1 DOCUMENT PURPOSE...............................................................................................................................4
4.1 OVERVIEW.............................................................................................................................................7
4.2 DEFINING RATING SCALES.....................................................................................................................7
4.3 DEFINING COMPETENCIES......................................................................................................................9
4.4 DEFINING COMPETENCE REQUIREMENTS...............................................................................................11
5.1 OVERVIEW...........................................................................................................................................12
5.2 DEFINING COMPETENCY TEMPLATE.......................................................................................................12
5.3 DEFINING OBJECTIVE TEMPLATE..........................................................................................................15
5.4 DEFINING APPRAISAL TEMPLATE...........................................................................................................17
5.5 PERFORMANCE PLAN............................................................................................................................18
6 PERFORMANCE MANAGEMENT.................................................................................................. 21
6.1 OVERVIEW...........................................................................................................................................21
6.2 PERFORMANCE MANAGEMENT...............................................................................................................21
6.3 REOPENING WORKER SCORED..............................................................................................................25
6.4 ENROLL WORKER IN PLAN....................................................................................................................25
7 ANNUAL APPRAISAL.................................................................................................................... 27
7.1 OVERVIEW...........................................................................................................................................27
7.2 ANNUAL APPRAISAL..............................................................................................................................27
8 PROBATION APPRAISAL............................................................................................................. 33
8.1 OVERVIEW...........................................................................................................................................33
8.2 PROBATION APPRAISAL........................................................................................................................33
9 BOTTOM PERFORMANCE............................................................................................................. 36
9.1 OVERVIEW...........................................................................................................................................36
9.2 BOTTOM APPRAISAL.............................................................................................................................36
10.1 OVERVIEW...........................................................................................................................................41
10.2 RUWWAD APPRAISAL............................................................................................................................41
11.1 OVERVIEW...........................................................................................................................................44
11.2 Grievance Request...........................................................................................................................44
1 Document Purpose
The purpose of this document is to facilitate the Arab Bank PLC staff with a simple step-by-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:
Understand all kinds of performance
Prerequisites:
Required Prerequisites
Understand how to navigate Oracle Applications
Suggested Prerequisites
R12 Oracle Human Resource Management
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
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
Use the Rating Scales window to define performance, proficiency, and weighting scales
4. Select Default Rating Scale to make this rating scale the default of its type
either within the business group or globally.
5. To make this rating scale available to all enterprise business groups, select
Global.
Note: You cannot change this selection after saving the rating scale. You can
create global rating scales only if the HR: Cross Business Groups profile option
is set to Yes.
6. Enter the first level and level name. For example, enter 1 in the Level field
and Below Expectations in the Name field,(with mention that level 2 is
greater than level 1)
7. In the Behavioral Indicator field, describe the behaviors that define this
performance level (for example, the worker cannot work unsupervised). You
can enter up to 2000 characters in this field.
9. Repeat Steps 5 through 7 for subsequent levels until the rating scale is
complete.
5. On the Valid Date, enter the dates between which the competency is valid.
You must enter a start date, but you can leave the end date blank
6. On Proficiency tab you can either select a general rating scale or a Rating
Scale under proficiency levels that you defined on Rating scale window.
7. Repeat the previous steps in order to create all the competencies that you
want
Core competencies are those required by every member of a business group, and you
define them for the business group, and you can identify the competencies that workers in
an organization or holders of jobs or positions must possess.
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
To group all competency settings and to group more than one competency in one template,
Competency Template should be initiated.
1. Follow the Navigation Path
2. Click on Create Appraisal Template button
3. In Template field, type a unique name for the Template
4. Fill Valid From field with the date that you want this template to be
available, Valid From field is required but you can leave Valid To field
blank.
5. Uncheck the Global check box, New field will occurred once you unchecked
the Global check box, the new field prompt is Business Group
6. Fill the Business Group with the Business Group that you want for this
template
7. Choose the Rating Scale type for this template
NOTE: - listed Template Rating Scales are the Rating Scales under Proficiency
Rating Scale type
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
To group all Objective settings and to group more than one Objective in one template,
Objective Template should be initiated.
1. Follow the Navigation Path
2. Click on Create Objective Template Button
3. In Name field, type a unique name for the objective Template
4. Fill Valid From field with the date that you want this template to be
available, Valid From field is required but you can leave Valid To field
blank.
5. Uncheck the Global check box, New field will occurred once you unchecked
the Global check box, the new field prompt is Business Group
6. Fill the Business Group in the Business Group field, that you want for this
template to
7. Line Score Formula is the name of the created formula that your template
depend on
8. In Performance Scale field select the Scale Rate you want for this template
9. 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
10. Save your work
To start the appraisal, Appraisal Template should be created first, included with all settings
for the appraisal, and assigned the Competency and Objective Templates.
1. Follow the Navigation Path
2. Click on Create Appraisal Template Button
3. In Name field, type a unique name for the objective Template
4. Fill Valid From field with the date that you want this template to be
available, Valid From field is required but you can leave Valid To field
blank.
5. Uncheck the Global check box, New field will occurred once you unchecked
the Global check box, the new field prompt is Business Group
6. Fill the Business Group in the Business Group field ,that you want for this
template to
7. Select Final Rating Scale for this template
8. In Appraisal Total Score Formula select the name of the fast-formula that you
want this template to be based on ((ex) Appraisal Total Scoring)
9. In Configure Appraisal Template sub-window
a. check Assess Competencies and link it with the Competency
template that you created in the previous steps
b. check Assess Objective and link it with the Objective template
that you created in the previous steps
c. if your appraisal include questions for the appraisee check
Include Questionnaires check box
d. if you want to share the Appraisee with the result check
Configure Sharing Options check box and select the wanted
points that you want to share
To group a group of employees together in one plan, and to start an appraisal for
employees, performance plan can help us to initiate appraisal with a certain objectives and
determine the period of adding and update the objectives for employees.
10. Hierarchy Levels is to determine how many level this plan will include
depending on the included employees
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intellectual property. No printing, copying or transmissions in any form
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of this material are allowed without the expressed written permission
of Intracom Jordan.
R12 Oracle OPM HR Super User – Training Manual
11. Assignment types is to filter the included employees according to there type
12. Check primary Assignments Only check box if employees have more
than one assignment and they don’t have to be under this plan more than
once
13. Press on Next Button
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. include Objective , this check box used to add new objective
B. Allow changes outside this period ( if needed )
C. Notify plan notification to send notifications ( if needed )
D. Appraisal Process and choose the appraisal Template name
6 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
To start your appraisal you have to group and add the objectives that you want to apply it
to your employees.
1. Follow the Navigation Path
2. Tree will be shown including all the plans you have created , expand the Plan
that you want
If you added an appraisal by selecting appraisal check box while you are
creating the plan , and you selected annual appraisal template for example ,
new line will be created in you plan for the you appraisal , and go to task
will be enable just between 15-nov-2009 and 25-dec-2009 according to the
bellow snapshot
Administrator can open the worker scorecard, following section of this document describe
the steps to re-open worker score card.
1. Performance Management > Plan Administration
2. Select the plan name
3. Click on reopen scorecard
4. Click continue
5. Search for employee
6. Apply the changes.
Administrator can enroll new hired employee to plan, following section of this document
describe the steps to enroll worker.
1. Performance Management > Plan Administration
2. Select the plan name
3. Click on enroll worker
4. Click continue
5. Search for employee
6. Apply the changes.
7 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
3. A list of employees will occurs, press on the action button for the employee
that you want to do appraisal for
20. You can add another competencies by click on add competency if you want
to
21. Here you will find the appraisee objectives which the manager and the
employee agreed to set it before
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
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. Additional details will enable all other check boxes by checking it
43. Participant Names will be shown to the appraise if you checked it
44. Participant Ratings will be shown to the appraise if you checked it
This material is subject to applicable copyrights and laws governing
intellectual property. No printing, copying or transmissions in any form
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of this material are allowed without the expressed written permission
of Intracom Jordan.
R12 Oracle OPM HR Super User – Training Manual
45. Overall Rating and Comments will be shown if check these check boxes
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
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 bank’s 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
53. Choose AB Load Report
8 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
3. A list of employees will occurs, press on the action button for the employee
that you want to do appraisal for
8. Click Next
9. 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
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
After completing the Probation Appraisal, the manager, and using the Manager
Self Service, should send a confirmation to Hire, Terminate, or Transfer to
another department for the PM Department and Personnel Officer. To send the
confirmation:
9 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
3. A list of employees will occurs, press on the action button for the employee
that you want to do appraisal for
20. You can add another competencies by click on add competency if you want
to
21. Here you will find the appraisee objectives which the manager and the
employee agreed to set it before
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
This material is subject to applicable copyrights and laws governing
intellectual property. No printing, copying or transmissions in any form
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of this material are allowed without the expressed written permission
of Intracom Jordan.
R12 Oracle OPM HR Super User – Training Manual
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
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
3. A list of employees will occurs, press on the action button for the employee
that you want to do appraisal for
19. You can add another competencies by click on add competency if you want
to
This material is subject to applicable copyrights and laws governing
intellectual property. No printing, copying or transmissions in any form
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of this material are allowed without the expressed written permission
of Intracom Jordan.
R12 Oracle OPM HR Super User – Training Manual
20. You can enter the Overall rating for that appraisee
21. Click continue
22. View Page will be viewed, either you save as draft or click on apply
23. By this you have the appraisal finished, and you can share it with appraisee
24. Click Give Final Rate to give final rate to you appraisal
25. You can see all competencies results
26. Click Continue
27. The final result is shown
28. Click Submit to send the appraisal to a workflow
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
9. Click Apply
10. Click Next