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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

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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