Fusion HCM Analytics - Performance Management Analysis Workbook

Anitha Ramarao-Oracle

Fusion HCM Analytics – Performance and Evaluation Overview

Oracle Fusion Analytics (Fusion Analytics), a part of the Oracle Fusion Data Intelligence Platform, is a family of pre-built, cloud-native analytics applications for Oracle Fusion Cloud Applications that provide ready-to-use insights to help improve decision-making. It’s extensible and customizable, allowing customers to ingest data and expand the base semantic model with additional content.

In addition to the pre-built content FDI offers in each pillar, we have an ongoing effort to provide more reusable artifacts for FDI which is described in this blog.

In this post we are sharing a reusable workbook that provides an overview of various metrics and details related to performance evaluation. The targeted audience are the Line Managers and higher management personnel who can get summarized view or detailed view for a specific manager.

NOTE: If you experience any issues importing this workbook or running it, it may be likely that your environment is on a version of FDI and/or OAC that is lower than the version used for developing this workbook. Update/upgrade timings are dependent on the data center your instance is in. We recommend waiting until your instance is upgraded to the latest version before importing and using this workbook.

Functional Areas
Performance Management and Check-ins

Subject Areas
HCM – Performance Management

Business Use Case
Empower mangers, both top-level executive and line managers, to get comprehensive views of the appraisal cycle – ranging from completed appraisal and tasks to the rating details. This is a one-stop comprehensive view to the relevant metrics and attributes related to the performance and appraisal cycle.

Pre-Requisites:
Review the Help page of the workbook and ensure appropriate values are set for the filters.
Validate the data for accuracy before rolling out to business users.

Attachments

FDI - Performance Management Overview.dva

“FDI – Performance Management Overview” - workbook details
The workbook based on the HCM – Performance Management subject area, provides an overview and status of various performance data points for the selected review period. Please note, the review period is mandatory filter for this workbook. The canvases “Evaluation Overview” and “Tasks Overview” provides data points aggregated at the manager level. This is useful for a line manager who has managers reporting to him/her to get an overview at the organization level.

The “Evaluating Manager Details” canvas, on the other hand, provides a more detailed report for the direct reportees of the selected manager. This is useful to get a detailed analysis for each individual reporting to a manager, for all the aspects related to Ratings, Competencies and Goals.

General Guidelines and Best Practices
Here some guidelines and recommendations to adapt these workbooks to your environment. Additionally, review the information provided on the workbook Help page (if any) to ensure the workbook renders data after you select the appropriate options and filters.

• Download the workbook from the above attachment section and import the workbooks to your instance. Note: These workbooks don’t have passwords, in general. Password, if any will be explicitly called out.
• Ensure you download only the workbooks relevant to the pillar and functional areas activated for your FDI instance.
• All the workbooks will have a Help page containing required information and guidance on how to use the workbook. Be sure to follow these instructions before using the workbooks on your instance.
• Note, workbooks cover only generic use case / business scenario. Review the workbook content, make any changes as needed, and set the appropriate filters – especially those related to time dimensions and other dimensions based on the pillar / functional area.
• While making modifications, follow the best practices and generic / pillar specific authoring tips. Here are the pillar specific authoring tips link. Ensure to use the latest FDI documentation links for latest information on authoring tips and guidelines - Fusion CX Analytics Authoring Tips - Fusion ERP Analytics Authoring Tips - Fusion HCM Analytics Authoring Tips - Fusion SCM Analytics Authoring Tips
• It is highly recommended that you perform basic sanity checks and data validity before rolling out workbooks to business users and analysts.

Bhaskar Konar

Very helpful.

Thanks for sharing @Anitha Ramarao-Oracle!