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 artefacts 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 analytics workbook that enables users to explore questions around the performance goal plans, goals and development goals and ask natural-language questions about goal insights.
Application: Fusion HCM Analytics
Fusion Module: Oracle Talent Cloud
Target Persona: HR Manager, Line Manager
Subject Areas: HCM - Goals and Career Development, Goals LSA
Business Use Case/Questions: This Workbook along with the AI Agent can answer business questions like below
- How many performance goals and development goals are currently recorded?
- What percentage of workers have completed their performance goals?
- Which business units have the highest percentage of workers with incomplete goals?
- Show performance-goal completion by month for the current review period.
- Compare performance and development goal completion across departments.
- How many goal plans were assigned by month?
- Which goal plans have the most assignments?
- How many unique goal plans are assigned by business unit?
- Which departments have goal-plan assignments without goals?
- What percentage of goal-plan assignments contain goals?
- Compare assignments with goals and without goals by legal employer.
- Which worker categories have the lowest goal-plan assignment coverage?
- How many goal plans are approved, rejected, pending approval, or in draft?
- What is the goal-plan approval rate by business unit?
- Which managers have the most goal plans pending approval?
- Show rejected goal plans by department and goal-plan name.
- How has the number of goal plans pending approval changed by month?
- Show goal-plan approval status and transaction status for a specified worker.
- Which goal-plan types have the highest rejection rate?
- How many workers have performance goals by department?
- Which departments have the most workers with incomplete performance goals?
- What is the performance-goal completion rate by manager?
- Compare performance-goal completion for full-time and part-time workers.
- Show performance-goal status distribution by goal category.
- Which performance goals are due in the next 30 days?
- Which performance goals were completed after their target date?
- How many published and unpublished performance goals are there?
- Which goal sources contribute the most performance goals?
- Show goal completion by review period.
- How many performance goals are aligned?
- Which departments have the highest proportion of aligned goals?
- How many workers have goals aligned to their manager’s goals?
- Which business units have the most workers aligned to organization goals?
- Show aligned-goal status by aligned-goal type.
- List a worker’s performance goals and the goals they align to.
- Show goal tasks and their current statuses.
- Which goal tasks have the highest priority?
- Which goal tasks are overdue and incomplete?
- List goal-task progress by department.
- Show goal-task progress by task type.
- How many workers have development goals by business unit?
- What is the development-goal completion rate by department?
- Which development-goal categories have the most goals in progress?
- Show completed, in-progress, and total development goals by manager.
- Which locations have the most workers with incomplete development goals?
- Compare performance-goal completion rates by gender.
- Compare performance and development goal participation by job.
- Which grades have the highest number of incomplete goals?
- Give me an executive goal-health summary by business unit.
Pre-Requisites: Goals Functional Area must be enabled
Download: Available in the FDI Content Library.
Best Practices:
- Be Specific About What You Want
Good Examples:
1. Display Counts of Completed vs In-Progress Performance Goals by Manager
2. What is the Goal Completion Rate by Department?
Avoid:
1. Display Performance Goals
2. How do i complete my development goals
We’d love to get your feedback and business use cases to help build a more sample FDI content.
