Slide 3 - Oracle Talent Review and Succession Management Release 11
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Hello, my name is Nancy. Welcome to training for Release 11 up to and including Update Bundle 7. In this session we will talk about what’s coming in Oracle Talent Review and Succession Management Cloud for Extending User Control.
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Slide 4 - Agenda
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[For the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, and what business value they bring.
Then we’ll walk you through a demonstration.
Next we’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up.]
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Slide 5 - Enhancements Overview
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In Release 11, you are no longer limited to the delivered criteria for creating your review population. You can now create OTBI analyses to define the lists of workers you want to include in your review populations. This OTBI solution allows you to create analyses using information about your workers from anywhere in your Fusion system, even information from outside of the HCM Cloud.
We have added new review population criteria and dashboard filters to simplify your search for workers when configuring and conducting your review meeting.
Empower managers to manage succession directly from the directory. They can assess at a glance whether their succession planning is sufficient for their organization, and if they have adequate bench strength to fill crucial vacancies.
The new Succession Management OTBI Subject Area for Position Plans supports reporting on incumbents in positions specified in position succession plans.
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Slide 6 - Review Population Selection with OTBI
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Prior to Release 11, you were limited to the search criteria delivered by Oracle to create your review population. You can now create your own OTBI analysis which will define your talent review population. You can leverage all the attributes that are delivered in OTBI, including data from outside of HCM, to define an analysis that meets your business requirements.
First you must create your analysis in OTBI and save it in the shared directory you indicated in a new Talent Review profile option. Next you create a new talent review meeting, but instead of manually selecting individual workers to add to your review population, you select the analysis you created in OTBI. The system retrieves the workers who meet the analysis criteria.
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Slide 7 - Review Population Selection with OTBI
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Once the system has retrieved the analysis results, you can review the list of workers. If you are satisfied with the list, you can do the Fusion standard ‘select all’ by clicking on the box in the upper left corner of the results table. You can also just select a subset of the results. Or you can cancel the dialog box and none of the workers will be selected. You can then select another analysis if desired.
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Slide 8 - Additional Filters and Criteria in the Review Meeting
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Three new criteria have been added to the search dialog to assist you with finding the right workers for your review population. The new criteria are:
• Job Family
• Job Function
• Management Level
Job Family, Job Function, and Management Level are job and assignment attributes configured in Global HR. Using the new criteria is optional.
Additionally, the search dialog defaults to Advanced search now, but you can still switch to the Basic search if that criteria suffices.
We have also added the option to view direct reports vs. indirect reports in the search results.
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Slide 9 - Additional Filters and Criteria in the Review Meeting
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Four of the most commonly requested filters have been added to the talent review dashboard to provide more ways to filter your review population.
The new filters are:
• Reviewers and Participants
• Job Family
• Job Function
• Management Level
The Reviewers and Participants filter will display the list of pre-defined reviewers and participants for the review meeting. Selecting a manager from the filters list will display the manager’s hierarchy who are in the review population.
Job Family, Job Function, and Management Level are job and assignment attributes configured in Global HR.
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Slide 10 - Manager Self-Service for Succession Planning
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Managers want to be able to manage the succession process within the organization chart. They want to be able to quickly see who a worker’s potential successors are to ensure a smooth transition when the worker moves on to another role. In Release 11, managers and HR Specialists can add workers to a succession plan in addition to creating a succession plan from the organization chart in the directory.
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Slide 11 - Manager Self-Service for Succession Planning
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Managers and HR Specialists can add a worker to a succession plan from the organization chart. They must be the owner or candidate manager for the plan to add a worker to the plan. They can also create a new succession plan for a selected worker. Some details about the worker populate the succession plan automatically to make creating the plan quicker and easier.
The actions appear in the main directory. In Release 11 update bundle 7, the updated directory will also appear in the Succession Planning and Talent Review work areas.
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Slide 12 - Manager Self-Service for Succession Planning
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The Succession Candidates region in the organization chart provides a count of interim successors, the number of candidates who are ready now, and the total candidates count. The updated directory with this region displays in the Talent Review and Succession Management work areas (as of Release 11 update bundle 7). This region is also available in the main directory, however it is turned off by default. Use Page Composer to make it visible in the main directory.
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Slide 13 - Manager Self-Service for Succession Planning
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Managers and HR Specialists can drill directly into the organization chart in the directory to view succession candidates’ information. They can also group candidates by plan or readiness. This information helps managersand HR Specialists determine the bench strength.
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Slide 14 - New Subject Area: Succession Plans Based on Position
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If you use position based succession plans, you can now leverage a new OTBI subject area to create an analysis for this type of succession plan. The Workforce Succession Management – Position Plans Real Time subject area supports reporting on incumbents in positions specified in position succession plans. Incumbent dimensions such as worker, job, department, as well as succession plan details, and plan owners are provided in this subject area.
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Slide 15 - Extending User Control
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In Release 11, we are extending user controls by delivering more tools for you to leverage throughout your talent review and succession planning process.
Defining the review population in OTBI gives you greater flexibility to define your population. You are no longer restricted to the list of delivered criteria. You can leverage the abundance of criteria that is available in OTBI.
The additional filters and criteria that have been added will assist you with defining your review population and then refining your population during the talent review meeting.
Empower managers to create succession plans for their workers with the Manager Self-Service for Succession Planning tool. Managers can easily do their succession planning directly in the organization chart with straightforward actions.
The new Position Plans Real Time subject area enables you to report on yet another succession plan type, along with job and incumbent plan types.
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Slide 30 - Summary of Enhancement Capabilities
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Here is the summary of the features I have talked about in this training:
• Review Population Selection with OTBI
Populate review population based on customer-defined criteria selected in an OTBI analysis.
• Additional Filters and Criteria in the Review Meeting
New review population criteria assists with finding the right workers more easily. New filters provide more options by which to filter the review population.
• Manager Self-Service for Succession Planning
Managers can manage succession plans and view a worker’s potential successors from the organization chart.
• New Subject Area: Succession Plans Based on Position
Create an OTBI analysis for position-based succession plans.
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Slide 31 - Additional Information
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If you want to leverage the Review Population Selection with OTBI feature, you can only use analyses created in OTBI. You cannot use BI Publisher reports.
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Slide 32 - Implementation Advice
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In this implementation advice section we will go through what you need to consider before enabling these features in your business, and what you need to know to set them up.
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Slide 33 - Feature Impact Guidelines
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This table depicts key upgrade information for the new features covered in this training.
It shows:
• Review Population Selection with OTBI and the new subject area are automatically available after the upgrade.
• Additional filters need to be configured in the talent review template.
• Manager Self-Service is automatically available in the Succession Planning and Talent Review work areas as of Release 11 Update Bundle 7. To make it visible in the main directory, you must use Page Composer.
• All features can be accessed using the shipped job roles – the exact job roles are detailed later in this section.
• Review Population Selection with OTBI and Additional Filters in the Review Meeting require additional setup associated with them – setup specifics are covered later in this section.
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Slide 34 - Setup Summary
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The setup for Review Population Selection with OTBI feature is achieved by navigating to the Define Talent Review Settings task list, Manage Talent Review Profile Options Values task in Functional Setup Manager. In this task, you enter the folder location in OTBI where all review population analyses will be stored.
The setup for Additional Filters in the Review Meeting features is achieved by navigating to the Define Talent Review Settings task list, Configure Talent Review Dashboard Options task in Functional Setup Manager. In this task, you select which filters you want to display in the dashboard.
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Slide 35 - Review Population Selection with OTBI Setup Detail
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In order for the list of analyses to display when you are creating your review population, you must enter the OTBI folder location where all of your custom review population analyses will be stored in the profile options task. Only one folder location can be entered.
It is important that the correct folder location format is entered to prevent an error when the end-user tries to retrieve the list of analyses. The profile value should start with a “/” (forward slash), but not end with a “/” (forward slash). To reduce the chance of typing errors, you can copy the folder path directly from OTBI by navigating to “Properties” for one of the analyses in the folder. The location that is displayed can be copied and then pasted into the profile value.
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Slide 36 - Additional Filters in the Review Meeting Setup Detail
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The new dashboard filters as wel as the existing fitlers can be selected In the talent review template. , select the filters you want to appear in the review meeting dashboard.
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Slide 37 - Manager Self-Service for Succession Planning Setup Detail
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Use Page Composer to enable the Succession Candidates region in the organization chart in the directory. Enabling the region is optional.
Steps to enable the Succession Candidates region in the main directory:
1. Create and activate a sandbox.
2. Navigate to the directory.
3. Search for a worker and select the organization chart for that worker.
4. Click the Customize Pages option in the user menu and choose the SITE level.
5. In Page Composer, enable ‘Source’ mode.
6. Click the directory area containing the child nodes and confirm that you want to edit the taskflow.
7. In the source pane, scroll down to the region tag that follows /images/func_arrowheadup_16_ena.png and click Edit on the customization toolbar.
8. Set the ‘Is Succession Flow’ property to true and click OK.
9. Close customization mode and review the change.
10. Publish the sandbox.
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Slide 38 - Implementation Decision Points
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For the Additional Filters in the Review Meeting feature, you need to consider which filters are relevant to your review population while you are configuring your review meeting template. The relevant filters need to be selected in the template in order to see them in the review meeting dashboard.
For the Review Population Selection with OTBI feature, work with your report writer to create an OTBI analysis which has the correct attributes to create the review population for a review meeting. You are not just restricted to HCM attributes. You can use any attribute in OTBI. Additionally, you need to create a folder in OTBI where all review population-related analyses will be stored.
The delivered Line Manager role will provide access to succession information in the organization chart. You need to decide whether or not your line managers should have access to succession information and configure your security roles accordingly.
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Slide 39 - Job Roles
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This table details the shipped job roles that will access the new capabilities covered in this training. These roles apply to all features with the exception of the Human Resource Analyst role which only applies to the Review Population Selection with OTBI feature.
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Slide 40 - Business Process Model Information