This post shares Fusion HCM Analytics sample content as part of Oracle Fusion Data Intelligence (FDI), a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications. These sample artifacts are intended to demonstrate potential use cases, accelerate implementation efforts, and provide examples of how customers can extend and customize FDI content to meet their business needs. To explore additional reusable sample content, visit the FDI Content Library.
Content Description: An AI-enabled Performance Assessment Analytics Workbook that empowers users to analyze employee performance progress, ratings, and performance trends across managers, teams, and business units. The workbook provides actionable insights into performance distribution, historical rating patterns, and organizational performance trends to support data-driven talent and workforce decisions.
Application: Fusion HCM Analytics
Fusion Module: Oracle Performance Management
Target Persona: HRBP, Line Manager
Subject Areas: HCM - Performance Management, HCM - Workforce Core
Business Use Case/Questions: This Workbook along with the AI Agent can answerbusiness questions like below
- What is the total assessments for the current cycle?
- How is assessment distributed across business units for current review cycle?
- How many performance documents have been completed by business unit in the current year?
- What is the overall status for the current cycle?
- What is trend of documents created in last 5 years ?
- How many performance documents are in progress vs completed for the current year?
- How many managers have pending appraisals for the current year, include evaluation manager?
- What is the trends of workers with performance ratings for the last 3 years?
- How many pending performance tasks exist this year, include performance task name?
- List the tasks and their pending and completed count for a performance document for the current year?
- What is the distribution of evaluation status across performance documents for the current year?
- How many workers still have appraisals not started or in progress for the current year?
- For the current year, how does the number of performance documents completed compare to those created by document name?
- How does the number of workers with ratings compare to the number of documents for the current year?
- How is the current year rating trend compared to previous 3 years?
- Who are the top 5 managers with incomplete appraisals for the current year?
- How many workers are impacted by pending appraisals in the current year?
- What are the average manager ratings by year across the last three years?
- How many employees are impacted with pending <pick Performance Task from recommendation> <pick task name from the recommendation> in the current cycle?
- Are there any unrated employees or exceptions that need attention?
Pre-Requisites: Performance Management and Check-ins Functional Area must be enabled
Download: Available in the FDI Content Library.
Best Practices:
Be Specific About What You Want.
Always make sure to include the cycle information (current or previous or last N) you are looking for.
Good examples:
- How many managers have pending appraisals for the current year, include evaluation manager?
- How many employees are impacted with pending <pick Performance Task from recommendation> <pick task name from the recommendation> in the current cycle?
- What is the overall status for the review period <pick review period name from the recommendation>?
Avoid:
- Generic questions like, how many employees have completed?
- Including too many information together like, evaluation status, performance task, and rating.
- Querying for detail when the number of records are high.
We’d love to get your feedback and business use cases to help build more sample FDIContent.
