1. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -1- Oracle E-Business Suite R12 Human Capital Management (HCM) Essentials Partner Boot Camp Training Courseware Performance Management Plan (PMP)

2. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -2- The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Safe Harbor Statement

3. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -3- Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions: 1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties. 2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials. 3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and non-infringement. 4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the Materials. 5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent. Oracle Training Materials – Usage Agreement

4. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -4- Key Content Contributors Contributing Companies

5. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -5- R12: Oracle HRMS

6. Module: Talent Management

7. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -7- Module Objectives Overview of Performance Management Plan(PMP) Define a PMP Create a PMP Update a PMP Performance-Management Tasks Manager Performance-Management Tasks Worker Performance-Management Tasks Manager Cascading and Setting Objectives Manager Set Worker Objectives

8. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -8- Module Objectives (Contd….) Manager Transfer Scorecards to Worker for Action Employee Set Objectives Manager Review Worker Changes Line of Sight Manager Initiating the Appraisal Process Competency and Objective Scores in Notifications Appraisal Approval Notifications Employee Feedback to Appraisal Appraisal Rating Summary Performance Management Plan Administration

9. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -9- Overview of Performance Management Plan(PMP) The Performance Management Plan (PMP) defines the performance-management process for a specified period, such as a calendar year. PMP Members Tasks Create Appraisals Objectives

10. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -10- Define a PMP

11. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -11- Define a PMP(Contd….) Selecting the Plan Members Identify the plan members by selecting part or all of a hierarchy (for ex, an organization hierarchy). For workers belonging to this hierarchy, HRMS automatically generates personal scorecards of objectives when you publish the plan. For the plan, you could select assignment type for Employees, Contingent Workers or both and include primary assignments only. The following hierarchy Types can be supported by PMP: Supervisor Assignment Supervisor Position Organization

12. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -12- Define a PMP (Contd….) Specifying the PMP Process You can tailor the performance-management process to suit enterprise requirements to: Include/Exclude objective setting. Include/Exclude automatic appraisal creation.

13. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -13- Define a PMP (Contd….) Include Objective Setting During the Creation of a PMP, checking the “Include Objective Setting” process enables the following : To specify When objective setting must occur. Whether you will use the cascading or parallel objective- setting process. Whether personal scorecards will automatically include objectives from the Objectives Library for which workers are eligible Whether personal scorecards will include incomplete objectives Whether sharing and alignment of objectives are enabled.

14. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -14- Define a PMP (Contd….) Include Appraisals in Process Include Appraisals in Process, the application can create appraisals automatically for plan members. Select an appraisal template. Specify when the application will generate the appraisals Specify whether the application will allocate appraisals to the main appraiser or the appraisee.

15. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -15- Define a PMP (Contd….) Selecting the Appraisal Template Appraisal templates that you include in a PMP must: Be valid throughout the relevant appraisal period. Be valid for the plan population(Members). Include an objective-assessment template, if you include objective setting in your PMP.

16. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -16- Define a PMP (Contd….) Reviewing & Publishing the Plan The Creator of the plans needs to review the plan before it is published When you publish the plan, HRMS automatically generates personal scorecards for all plan members A list of PMP tasks is visible with processes, their start and end dates and so on, to guide plan members

17. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -17- Create a PMP (N)Career Management >Performance Management Plans

18. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -18- Create a PMP (Contd….) Population

19. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -19- Create a PMP (Contd….) Process

20. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -20- Create a PMP (Contd….) Process – Mass Cascading of Objectives Check the following to use this feature

21. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -21- Create a PMP(Contd….) Review Click “Publish” to Publish the PMP

22. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -22- Update a PMP You can update a published Performance Management Plan (PMP) and republish it to disseminate relevant changes to plan members. If you update a published plan to include objective setting, the application generates personal scorecards and objectives-related tasks when you republish the plan. Some restrictions apply to the changes that you can make.

23. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -23- Performance-Management Tasks Talent Management Task List includes an entry for each Performance Management Plan (PMP) to which you belong. Application generates tasks when the HR Professional publishes the PMP. Objective-setting and objective-tracking tasks in their task list, if the PMP includes objective setting. Manage appraisals tasks, if the PMP includes appraisals.

24. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -24- Manager Performance-Management Tasks Cascade or Set Objectives Transfer Scorecards to Workers for Action Align Objectives Finish Objective Setting Manage Appraisals View and Track Objective Progress Review Worker Changes Manager

25. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -25- Worker Performance-Management Tasks Set Objectives Align Objectives Finish Objective Setting Manage Appraisals View and Track Objective Progress Share Objectives Worker

26. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -26- Manager Cascading and Setting Objectives (N)Talent Management Click “Action” to Set Objectives

27. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -27- Manager Set Worker Objectives Parallel Method Click “Action” for the selected Employee

28. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -28- Manager Set Worker Objectives (Contd….) Parallel Method Click “Create Objective” to create an objective

29. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -29- Manager Set Worker Objectives (Contd….) Parallel Method Enter details and click on Apply to set the Objective

30. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -30- Manager Set Worker Objectives Mass Cascade Objectives The Mass Cascading of Objectives feature enables Managers to Cascade objectives to a single or a group of worker A Manager can cascade one or more objectives to a single employee or multiple employees Managers can cascade their objectives either by duplicating their own objectives or creating new objectives linked to their own. To use this feature, a Cascading Performance Management Plan (PMP) needs to be created and Published

31. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -31- Manager Set Worker Objectives (Contd….) Mass Cascade Objectives (N) Employee Self Service>Performance Management

32. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -32- Manager Set Worker Objectives (Contd….) Mass Cascade Objectives (N) Manager Self Service>Performance Management

33. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -33- Manager Set Worker Objectives (Contd….) Mass Cascade Objectives (N) Manager Self Service>Performance Management

34. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -34- Manager Set Worker Objectives (Contd….) Mass Cascade Objectives (N) Manager Self Service>Performance Management

35. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -35- Manager Transfer Scorecards to Worker for Action (N) Talent Management Click “Action” to Transfer Scorecard Select the employees and click on Transfer

36. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -36- Employee Set Objectives (N)Talent Management Click on Set Objectives to view and update objectives

37. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -37- Employee Finish Objective Setting Click on Finish to transfer Score Card to manager

38. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -38- Manager Review Worker Changes Click on Approve to Freeze Objectives

39. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -39- Line of Sight Line of sight enables a hierarchical representation of upward and downward alignment of Objectives Based on the business requirement upward alignment of objectives,downward alignment of objectives or both can be displayed Quantitative objectives can be tracked with the help of this feature

40. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -40- Line of Sight (Contd….) View Alignment of Objectives Line of sight icon enabled for aligned objectives and disabled for non-aligned objectives

41. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -41- Line of Sight (Contd….) View Alignment of Objectives

42. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -42- View and Track Objective Progress Manager Employee

43. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -43- Manager initiating the Appraisal Process (N)Talent Management Click on Manage Appraisals Action Icon

44. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -44- Manager initiating the Appraisal Process (Contd….) Manager would be able to see the list of subordinates Manager chooses the subordinate to be appraised by clicking on the Appraise button

45. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -45- Manager initiating the Appraisal Process (Contd….) Rating Competencies Manager rates Competencies using the performance rating scale. This completes “rating competencies”

46. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -46- Manager initiating the Appraisal Process (Contd….) Rating Objectives Manager would see a list of Objectives for the subordinate Click on Update details button

47. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -47- Manager initiating the Appraisal Process (Contd….) Rating Objectives

48. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -48- Manager initiating the Appraisal Process (Contd….) Review Page

49. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -49- Manager initiating the Appraisal Process (Contd….) Overall Rating and Comments

50. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -50- Appraisal Approval Notifications Approval Notification (N) Workflow User Web (New) > Notifications

51. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -51- Appraisal Approval Notifications (Contd….) Competency and Objective Scores in Approval Notification

52. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -52- Appraisal Approval Notifications (Contd….) Approval Notification – Reject Appraisal Click on the reject button

53. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -53- Appraisal Approval Notifications (Contd….) Approval Notification – Reject Appraisal (N) Manager Self Service > Performance Management The rejected appraisal in the ‘In Progress’ table

54. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -54- Employee Feedback to Appraisal The Employee receives a notification once the manager completes the appraisal and Submits it. The can view the details of competency and objective detailed scores. If the Employee needs any clarification from his/her manager about the appraisal he/she can use the “request for Information” option. To provide feedback employee has to click on the “Update Action” button and choose the “Provide overall feedback” button.

55. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -55- Employee Feedback to Appraisal (Contd….)

56. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -56- Employee Feedback to Appraisal (Contd….) Click on Submit to Accept Appraisals

57. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -57- Appraisal Rating Summary Run Concurrent Request – Refresh Appraisal Summary (N)HRMS Manager>Processes and Reports>Submit Processes and Reports

58. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -58- Appraisal Rating Summary (Contd….) View Appraisal Summary Report (N)HR Professional Responsibility> Performance Management> Switch as Manager Click on “Appraisal Summary” link

59. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -59- Appraisal Rating Summary (Contd….) View Appraisal Summary Report

60. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -60- Appraisal Rating Summary (Contd….) View Appraisal Summary Report

61. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -61- Performance Management Plan Administration The PMP administration feature provides effective capability to administer PMPs. With this you can – Enroll workers into published plans remove worker scorecards reopen worker scorecard refresh worker scorecard reopen appraisals of workers Monitor performance management plans roll back published plans send mass notifications.

62. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -62- Performance Management Plan Administration (Contd….) Enroll New Employee (N) HR Professional > Performance Management> Plan Administration Select Plan, Select Enroll Workers, click Continue

63. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -63- Performance Management Plan Administration (Contd….) Enroll New Employee Search for and select worker to be added, click Submit When you click on Submit a Concurrent request is submitted to enroll the worker into the selected plan

64. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -64- Performance Management Plan Administration (Contd….) Remove Worker Scorecard. Select Plan, Select remove scorecards, click Continue Search for and select worker to be added, click Submit. When you click on Submit a Concurrent request is submitted to remove worker from the plan

65. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -65- Performance Management Plan Administration (Contd….) Reopen Appraisals Completed Appraisal for employee Select plan, Reopen Appraisals, and click continue Search for and select appraisal to be reopened, click Submit

66. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -66- Performance Management Plan Administration (Contd….) Reopen Appraisals When you click on Submit a Concurrent request is submitted to enroll the worker into the selected plan

67. For Oracle employees and authorized partners only. Do not distribute to third parties. © 2009 Oracle Corporation – Proprietary and Confidential -67- Performance Management Plan Administration (Contd….) Rollback Published Plan (N) HR professional responsibility >Performance Management > Performance Management homepage >Administration> Performance Management Plans Click on Rollback. All plan members will be notified.