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Copyright © Sierra Atlantic, Inc. Material contained within this document is confidential and may not be reproduced without prior written consent.
System Validation of 100% Objective Weighting
Dashrath Rana
Sierra Atlantic, Inc.Presented By
Sasikanth Samudrala
19th January, 2010
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Agenda
About Sierra Atlantic Introduction Requirement Business Scenario Business Impact Solution Design Solution Description Q&A
About Sierra Atlantic
World class global delivery model for IT services
Deep focus in enterprise applications, business process integration and outsourced product development since inception
2000+ employees worldwide Over 200 active customers across 20
countries Superior process maturity: SEI CMM
Level 5, ISO 9001, ISO 27001 & SAS70
Copyright © Sierra Atlantic, Inc. Material contained within this document is confidential and may not be reproduced without prior written consent. 3
HCM Practice
HCM• 50 consultants strong HCM practice with over 200 person years
of shared work experience and with close to 100 shared implementation, upgrade and AMS support projects experience
Other Strengths
• An actively maintained re usable components repository from projects deployed to pass on the effort and cost benefit to clients.
• Multi Geography and Multi Industries expertise • Quality, flexibility and availability of highly skilled
resources
Solutions &
Offerings
• Implementation, Upgrade, Maintenance and Support
• Scoping, Process design & Re-engineering• HR KPI’s & Reports Factory• Integration and Interfaces with Third Party Systems• Health Check Assignments
Copyright © Sierra Atlantic, Inc. Material contained within this document is confidential and may not be reproduced without prior written consent.
Marquee Customers
Customer Logo I ndustry Geography Processes ModulesService
Offerings
Brunswick Mercury Marine
Manufacturing USA, NA
1. App to Hire2. Comp & Ben3. Leave4. Discip Action5. Griev Handling6. Separation
1. HR2. Payroll
Support
Arthur J Gallagher Co.
Insurance USA, NA
1. App to Hire2. Comp & Ben3. Leave4. Discip Action5. Griev Handling6. Separation
1. HR2. Payroll3. Advanced Benefits4. SSHR
Implementation
PowerOne Manufacturing USA, NA
1. App to Hire2. Comp & Ben3. Leave4. Discip Action5. Griev Handling6. Separation
1. HR2. Advanced Benefits
Support
BigBand Networks
Services USA, NA
1. App to Hire2. Discip Action3. Griev Handling4. Separation
1. HR Implementation
Marquee Customers cont…
Customer Logo I ndustry Geography Processes Modules Service Offerings
PPG Industries Manufacturing USA, NA 1. HR 2. Payroll Enhancement
Clopay Corporation Manufacturing USA, NA
1. App to Hire 2. Comp & Ben 3. Leave 4. Talent Mgmt 5. Discip Action 6. Griev Handling 7. Separation
1. HR 2. Payroll 3. AB 4. SSHR 5. TA
Implementation and
Support
Global Health Exchange Trading USA, MT
1. App to Hire 2. Comp & Ben 3. Leave 4. Griev Handling 5. Separation
1. HR 2. SSHR 3. Std Benefits 4. Payroll Outbound Interface
Support
Mercury Marine Manufacturing USA
1. HR 2. Payroll 3. Time and Labour
Support
Customer Logo I ndustry Geography Processes ModulesService
Offerings
Welch FoodsFoods and Beverages
USA, EA
1. App to Hire2. Comp & Ben3. Leave4. Griev Handling5. Separation
1. HR2. Payroll3. OAB
Support
Marquee Customers cont…
Introduction
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In TM, during the objective setting phase Employees can create any number of objectives Objectives may be associated with weighting at the time of
objective creation.
Application currently does not validate the sum of the objective weightings (to be 100%) - a requirement for most business cases. This requirement has been logged as an ER with Oracle and
can be tracked by monitoring BUG 5719201 & BUG 7364574
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Requirement
The sum of weightings of objectives in an employee’s scorecard, created either by the employee/supervisor or attached through objectives library
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Business Scenario
Objective setting is a crucial step in an appraisal process.
Most organizations expect to have sum of objective weighting to be 100% to reduce manual effort in validating the summation of weightings.
Summing up of objective weightings to 100 ensures that the objectives set during the appraisal process are in sync with the organizational goals.
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Business Impact
Before: Main Appraisers were required to manually add up the
sum of all objective weightings and ensure they be equal to 100%
This process is manual and error prone In many cases a single Main Appraiser could have many
being appraised. The Talent Management Administrator had the additional
task of verifying if sum of all objective weightings were equal to 100%
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Business Impact cont…
After: System would throw up error message to user attempting
to finish objective setting when the sum of objectives is not equal to 100%
The custom validation would allow submission of only those transactions where sum of objective weightings is equal to 100%
Highly time efficient as no manual check required, neither from the Main Appraiser nor the Talent Management administrator.
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Solution Design
The requirement of ensuring the sum of objective weightings is equal to 100% is achieved by personalizing the self service pages to trigger Custom Validation (developed using OA Framework) before proceeding with the standard task flow.
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Solution Description: Technical
Logic to calculate sum of Objective Weightings Case 1: Objective Setting process is on-going Case 2: Objective Setting process is complete Case 3: Appraisal process is on-going.
In all the above cases: When Objectives are attached from Objective Library they
are pre-approved and get stored in PER_OBJECTIVES table Personal Objectives (created by either the employee or the
supervisor), are not yet committed and temporarily stored in CLOB in HR_API_TRANSACTIONS
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Solution Description: OA Framework
The validation is to be applied to all self service pages where objectives could be added or updated. Two pages identified in this scenario are: Finish Objective Setting Page in the Objective Setting
Process Add Objectives in the Appraisal Process
The solution has three extensions Extension I: Extend the Application Module (AM) Extension II: Extend the page Controller (CO) Extension III: Deployment
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Extension I: Application Module (AM)
Extend the Application Module (AM) on the page: Create a new AM, and specify the original AM being
extended. In the new AM
Create new method getWeightingPercent(). Get an instance of the standard View Object which gets the
weighting percentage values from the page. Using this View Object, write custom logic to get the sum of
all the weighting percentages. Return the sum of all the weighted percentage values.
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Extension II: Controller (CO)
Extend the page Controller (CO) on the page: Create a new CO, and specify the original CO being
extended. In the new CO, add the following logic:
On click of Finish button, call the custom AM method getWeightingPercent() (described in previous slide).
Get the sum of weighted percentages from the above method.
If weighted percentages != 100, throw a custom error notifying the user that 100% Objective Weighting is not complete.
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Extension III: Deployment
Perform Substitution of the AM (which creates a .jpx file). Substitution creates a customization layer on top of base
view object. Upload the jpx file into database.
Run the jpximporter command from $APPL_TOP on the above .jpx file.
Deploy the custom BC4J to $JAVA_TOP by FTP'ing all files.
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Solution Description: Functional
Personalize pages to include custom validation: Finish Objective Setting screen, Manage Appraisals: Share with Main Appraiser Finish Objective Setting screen
Navigate to the Personalize Page link in the Finish Objective Setting Screen
Click on the Personalize Icon for the “Page Layout: Finish Objective Setting” row
Replace the ‘controller class’ with the new value containing the custom validation
Apply the changes
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Solution Description: Functional cont…
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Personalize pages to include custom validation: Manage Appraisals: Share with Main Appraiser
Under the region ‘Page Layout: Share Appraisal Details with Main Appraiser’, create a new item
Details of new item: Level: Site Item Style: Stack Layout AM Definition:
oracle.apps.per.selfservice.appraisals.server.PGObjectivesAM Apply the changes
Solution Description: Functional cont…
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Personalize pages to include custom validation: Manage Appraisals: Share with Main Appraiser
Click on the Personalize Icon for the “Page Layout: Share Appraisal Details with Main Appraiser” row
Replace the ‘controller class’ with the new value containing the custom validation
Apply the changes
Solution Description: Functional cont…
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Solution Description: Functional cont…
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Personalize Page
Create Item
Solution Description: Functional cont…
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Error Messages
Finish Objective Setting Page
Share With Main Appraiser Page
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Q & A
Contact DetailsEmail ids -Dashrath.Rana@SierraAtlantic.com;Sasikanth.Samudrala@SierraAtlantic.com
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