BP080 PMS V1.1

BP.
080 FUTURE PROCESS MODEL RAILTEL

Oracle Human Resources Performance Management System
Author: Creation Date: Last Updated: Release Date: Document Ref: Version: RCIL_BP080_PMS Version 1.0 Amitesh Singh March 08, 2013
RAILTEL / Wipro
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Document Control
Change Record
Date 08-Mar-13 Author Amitesh Singh Version 1.0 Change Reference Initial Version
Reviewers
Name Swarup Ghoshal Amit Kumar Gupta Position Project Manager Program Manager
Distribution
Copy No. 1 2 Name RAILTEL Wipro Ltd Location Gurgaon, India Bangalore, India
Note To Holders: If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes. If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
Doc Ref: Wipro/RAILTEL
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Contents
Document Control ............................................................................................................... ii Introduction ........................................................................................................................... 5 Purpose ............................................................................................................................ 5 Approach ......................................................................................................................... 5 Dependency on Other Modules ............................................................................... 5 Event Catalog ....................................................................................................................... 6 PMS Process Description ........................................................................................... 6 Objective Library ................................................................................................................. 7 Competency Repository .................................................................................................... 9 Goal Setting ........................................................................................................................ 11 Competency Setting ......................................................................................................... 13 Goal Sheet Changes ......................................................................................................... 15 KRA Sheet Review ............................................................................................................ 17 Mid Year Review ................................................................................................................ 19 Year End Appraisals.......................................................................................................... 21 Performance Management Plans ................................................................................. 25 Appraisal Template ........................................................................................................... 27 Future State for Actual achievement value of KRAs ............................................ 29 Reports .................................................................................................................................. 30 Alerts...................................................................................................................................... 32 Annexure-1 Approval Matrix ......................................................................................... 33 Open and Closed Issues for this Deliverable .......................................................... 35
Doc Ref: Wipro/RAILTEL Confidential Page iii of 35
Open Issues.................................................................................................................. 35 Closed Issues ............................................................................................................... 35
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Introduction
Purpose
The purpose of this document is to define the future business model related to Oracle Performance Management (PMS) & to map RAILTEL business requirements, as established in the discussions with the RAILTEL Oracle HR (PMS) implementation team members and to map it to standard Oracle functionality and best practices. Further, this document aims to highlight gaps (high level GAP analysis) wherever they exist and to agree on workarounds or customized solutions, if any. In addition to the system functionality, the Future Design model for the PMS module takes into account the evaluation and understanding of the Current Business Baseline that was discussed during the requirement gathering sessions. The future design will enhance current processes in order to have more timely, efficient and relevant data. During this process, Wipro and RAILTEL team members will attempt to map RAILTELs business processes to enable the best practices. This means that based on inherent processes available within Oracle applications, RAILTEL will decide whether or not to adopt these practices or what alternative to implement. Note: A workaround may involve solutions ranging from using the Oracle Applications in a non -standard way or changed business policies and procedures.
Approach
The project is divided into Five Stages viz. Plan, Analyze, Design, Develop and Go-Live. The future state processes have been designed on the basis of the requirements/ future state discussions.
Dependency on Other Modules

Oracle Performance Management has dependencies with Oracle Core HR, Self Service HR and Learning Management system modules. Oracle PMS shares the employee data, work structure, band, position, jobs, locations, Organizations, Competencies, Learning Courses etc. with the other modules.
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Event Catalog
This component lists all events to which the business responds.
PMS Process Description

Event ID HR_PMS_01 HR_PMS_02 HR_PMS_03 HR_PMS_04 HR_PMS_05 HR_PMS_06 HR_PMS_07 HR_PMS_08 HR_PMS_09 HR_PMS_10 Name Objective Library Competency Library Goal Setting Competency Setting KRA Sheet Change Bulk Review of KRAs Mid Year Review Annual Appraisal Performance Management Plan Appraisal Template Actual achievement and KRA Mapping Reports Alerts Type Internal Internal Internal Internal Internal Internal Internal Internal Internal Internal Description Objective Library Creation for standardized KRAs Creation of Competencies in Library Goal Setting, Approval and Tracking Managerial & Functional/Competency Setting Change in KRA sheet during the Year KRA sheet review by Function Heads and P&A department Mid Year Performance Review Annual Performance Appraisal Performance Management Plans, creation/ update Appraisal Templates, creation/ update Future State for Actual achievement value of KRAs PMS Reports PMS Alerts Frequency As and When Required As and When Required As and When Required As and When Required As and When Required As and When Required As and When Required As and When Required As and When Required As and When Required As and When Required As and When Required As and When Required
Internal Internal
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Objective Library
RAIL TEL Process: Objective Library Control Number: HR_PMS_01 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
Process Number: HR_PMS_01 Event
Description: This process covers the creation of reusable KRAs in the common Objective Library. Description: This process is triggered every year before the Performance Management Plan is run for Goal Settings. Also Objective library can be updated as and when required based upon KRA changes.
Process ID # HR_PMS_01.01
Description Standardized goals and weight age are determined for each cadre (level) and function based on organizational goals along with Quantifiable targets & weightage wherever possible against the goals. Scales are defined for each goal and clear guidelines on evaluation as per scale are communicated to all concerned to make the appraisal process more objective. Finalized Standard Goals creation in the Objective Library before the kick off of performance appraisal cycle for each of the RAILTEL functions along with weightage & Target wherever its possible. This can be either bulk upload of KRAs or individual KRA creation in the library. Updating Objective Library KRAs attributes e.g. KRA Name, Weightage, Targets & other Details. Report for the KRAs in the library with KRA Details
Mode Manual
Requirement Fulfillment using ERP Approach NA
Responsibility RAILTEL Management board and P&A Department.
HR_PMS_01.02
System
Oracle PMS Administrator Objective Library
P&A Department
HR_PMS_01.03 HR_PMS_01.04
System System
Oracle PMS Administrator Objective Library Oracle PMS Administrator Reports(Customized)
P&A Department P&A Department
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Process Number: HR_PMS_01 Objective Library
Performance Management System HR_PMS_01
HR_PMS_01.01
HR_PMS_01.02 Upload/Create Finalized KRAs in the Library
HR_PMS_01.03 Update KRA attributes (name, weightage etc.) in library
ObjectiveLibrary Library Objective
Start
Finalization of Standardized KRAs
HR_PMS_01.04 Stop Review KRAs of the library on the report
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Competency Repository
RAIL TEL Process: Competency Repository Control Number: HR_PMS_02 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
Description: This process covers the creation of reusable Competencies(Functional, Managerial, Values & Potential) in the common Competency repository Description: This process is triggered every year before the Performance Management Plan is run for next Year. Also Competency Repository can be updated as and when required based upon Competency attribute changes.
Process ID # HR_PMS_02.01 HR_PMS_02.02
Description Standardized Functional/Technical, Managerial & Potential competencies are determined for each cadre (level) and functions based on organizational competence requirements. Finalized Standard Competencies creation in the Competency Repository before the kick off of performance appraisal.
Mode Manual System
Requirement Fulfillment using ERP Approach NA Oracle PMS Administrator Competence
Responsibility RAILTEL Management board and P&A Department. P&A Department
Updating Competency attributes in Competency Repository e.g. Name, Description, Behavioral Indicator. Report for the Competencies in the repository with all the configured details
System System
Oracle PMS Administrator Competence Oracle PMS Administrator Reports(Customized)
P&A Department P&A Department
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Process: HR_PMS_02 Competency Repository
CompetencyRepository Repository Competency
HR_PMS_02.01 Start Finalization of Standardized Competencies
HR_PMS_02.02 Upload/Create Finalized Competencies in the Library
HR_PMS_02.03 Update Competency attributes in Repository
HR_PMS_02.04 Stop Review Competencies of on the report
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Goal Setting
RAIL TEL Process: PMS Goal Setting, Approval & Tracking Control Number: HR_PMS_03 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
Description: This process covers the creation of Goal Sheet. Cascading and Transfer of Goal Sheets and its updates approvals. Description: This process is triggered every year when the Performance Management Plan is run for Goal Settings.
Description Add KRAs From Objective Library & edit as required Create New KRAs which are not available in Objective Library & input weightage/Targets as agreed with Manager.
Mode System System
Requirement Fulfillment using ERP Approach Oracle PMS Employee Self-Service PMP Tasks Oracle PMS Employee Self-Service PMP Tasks
Responsibility Employee Employee
HR_PMS_03.03 HR_PMS_03.04 HR_PMS_03.05 HR_PMS_03.06 HR_PMS_03.07
Review KRA Sheet & Submit for Approval Review KRAs sheet submitted by the employee Send back KRA sheet to employee if any correction required e.g. change in KRA values, Deletion/addition of any KRA required Approve finalized KRA sheet. Post Approval, the goals can be updated to update the Completion% & Achievement date. Completion% of the goals will be updated by the employees before the Mid Year/Annual review and applied in the system. Goal Sheet Freeze Date reached. i.e. no update allowed on the Goal sheet. New Joinees will be enrolled in the plan automatically during the year and will update have to finalized KRAs as per deadlines set by HR team. All the KRA sheet finalization process remains same i.e. (HR_PMS_03.01 to HR_PMS_03.07)
System System System System System
Oracle PMS Manager Self-Service PMP Tasks Oracle PMS Manager Self-Service PMP Tasks Oracle PMS Manager Self-Service PMP Tasks Oracle PMS Manager Self-Service PMP Tasks Oracle PMS Employee Self-Service PMP Tasks Oracle PMS India HRMS Manager Performance Management Plan Oracle PMS Employee/Manager SelfService PMP Tasks
Employee Manager Manager Manager Employee
System System
HR Employee/Manager
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Process: HR_PMS_03 Goal Setting
Employee Employee
HR_PMS_03.01-.02 Copy KRAs from Objective Library & Create New KRAs. Add/Update -KRA Start Date -Target Date - Target Value HR_PMS_03.03 Verify KRA Details & submit for Managers Approval
Start
Return For Correction
Manager Manager
HR_PMS_03.06 Approve KRA sheet finalized
HR_PMS_03.04 Approve / Return For Correction Review KRAs Submitted by the employee
View& &Track TrackKRA KRA View Progress(Employee/ (Employee/ Progress Manager) Manager)
HR_PMS_03.07 Update KRA Completion% & Achivemnet date to track the progress
HR_PMS_03.08 Goals Sheet Freeze date reached Stop
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Competency Setting
RAIL TEL Process: Competency Setting Approval & Tracking Control Number: HR_PMS_04 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
Description: This process covers the creation of competency Profile & approvals. Description: This process is triggered every year before the Performance Management Plan but there is no restriction it can be set any time before Annual Appraisal review start.
Description Add Functional/Technical (Min 3 - Max4) in addition to 1 pre-existing Functional/Technical Competency from predefined Competency Repository. Add Managerial (Min 1 Max6) in addition to 6 pre-existing Managerial Competency from predefined Competency Repository.
Mode System System
Requirement Fulfillment using ERP Approach Employee Self-Service Competency Profile Employee Self-Service Competency Profile
Responsibility Employee Employee
HR_PMS_04.03 HR_PMS_04.04 HR_PMS_04.05 HR_PMS_04.06
Review Competency Profile & Submit for Approval Review Competency sheet submitted by the employee Send back Competency sheet to employee if any correction required Approve finalized Competency sheet.
System System System System
Employee Self-Service Competency Profile Manager Self-Service Competency Profile Manager Self-Service Competency Profile Oracle PMS Manager Self-Service PMP Tasks
Employee Manager Manager Manager
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Process: HR_PMS_04 Competency Setting
Employee Employee
HR_PMS_04.01-.02 Start Add Functional/technical & Managerial Competencies from the Competency repository.
HR_PMS_04.03 Verify Competency Details & submit for Managers Approval
HR_PMS_04.06
HR_PMS_04.04 Approve Approve / Return For Correction Review Competencies Submitted by the employee
Manager Manager
Competency Profile finalized
Stop
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Goal Sheet Changes

RAIL TEL Process: Goal Sheet Changes Control Number: HR_PMS_05 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
Description: This process covers the changes in the finalized KRA sheet of the employee Description: This process will be triggered on the approval of Function/Department head and Manager of the employee if there are any changes required in the already frozen KRA sheet or KRA setting deadline has already passed.
Description Employee will submit request in the system to enable the KRA sheet for editing to Manger. Manger will verify the request and submit to Department Head for further approval.
Mode System System
Requirement Fulfillment using ERP Approach Employee Self-Service > PMP Task ERP Notification
Responsibility E Employee Manager
HR_PMS_05.03
Department Head will review the request and post approval from department head, intimation will go to HR department for unlocking the KRA sheet. HR Team reopens the KRA sheet of the employee For editing
System
ERP Notification
Department Head
HR_PMS_05.04
System
Oracle PMS Administrator Reopen KRA sheet
HR Department
HR_PMS_05.05
Rest of the Process flows as per Goal Setting Process (HR_PMS_03)
System
Employee/Manager SelfService PMS Task
Employee/Manager
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Process: HR_PMS_05 Goal Sheet Changes

Employee Employee
HR_PMS_05.01 Start Employee submits request in ERP to enable the KRA sheet along with justification.
Manager Manager
Stop
Reject
Approve / Return For Correction/ Reject
HR_PMS_05.02 Review Employee Request
Approve
DepartmentHead Head Department
Stop
Reject
Approve / Return For Correction
HR_PMS_05.03 Review Employee Request
Approve
HR/Employee HR/Employee
HR_PMS_05.04-5 Stop Unlocks Employees KRA Sheet & Rest procees flows as per HR_PMS_03
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KRA Sheet Review

RAIL TEL Process: KRA Sheet Review Control Number: HR_PMS_06 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department & Function Heads
Description: This process covers the review of KRA sheet for any specific Department/entire RAILTEL. Description: This process will be triggered during or after the KRA setting period by the Function Heads and P&A department. If there are any changes required in KRA sheet managers/employees will be communicated accordingly.
Description Department/Function Head Or HR department will review the Consolidated KRA sheet for a particular function in ERP during or after the KRA setting period. If changes required, HR Team reopens the KRA sheet of the employee for editing
Mode ERP System
Requirement Fulfillment using ERP Approach Oracle PMS Administrator KRA Report Oracle PMS Administrator Reopen KRA sheet
Responsibility Function/Department Head Or HR Department HR Department
HR_PMS_06.03
Rest of the Process flows as per Goal Setting/Goal sheet changes Process (HR_PMS_03 & HR_PMS_05)
System
Employee/Manager SelfService PMS Task
Employee/Manager
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Process: HR_PMS_06 Goal Sheet Review
DepartmentHead/HR Head/HR Department
HR_PMS_06.01 Review of KRA sheets of all the employees by Department Heads & HR Team Change Required in KRAs
Start
No
Stop
Yes
HR/Employee HR/Employee
HR_PMS_06.02-03 Stop Unlocks Employees KRA Sheet & Rest procees flows as per HR_PMS_03
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Mid Year Review

RAILTEL Process: Mid Year Review Control Number: HR_PMS_07 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
Description: This process covers the Mid Year review in Oracle PMS. Description: This process is triggered by the Performance Management Plan based upon the Midyear review dates being set by the HR team. When the Mid Year Start Date is reached, the PMP generates Mid Year reviews for the employees. Employees login to their Employee Self Service and initiate the Reviews to their Managers. Requirement Fulfillment using ERP Approach Oracle PMS PMS Administrator Performance Management Plan Oracle PMS Employee Self Service PMP Tasks Oracle PMS Employee Self Service PMP Tasks
Description HR department initiates the Mid Year Review Process(PMP Plan)
Mode System
Responsibility HR Department
HR_PMS_07.02
Employee initiates self review
System
Employee
HR_PMS_07.03
Reviews existing KRAs. Give Self review Ratings( Ahead of Target, On Target & Behind Target) and comments if any against each of the assigned KRAs Submit for Review to Manager Manager Reviews the details submitted by employee and return for the correction to employee if required.
System
Employee
System System
Oracle PMS Employee Self Service PMP Tasks Oracle PMS Manager Self Service PMP Tasks
Employee Manager
HR_PMS_07.06
Manager gives the rating and comment against each KRA and submits the review process for completion
System
Oracle PMS Manager Self Service PMP Tasks
Manager
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Process: HR_PMS_07 Mid Year Review
HR HR
HR_PMS_07.01 Start Mid Year Review Process Kick off by HR team by publishing PMP plan
Employee Employee
HR_PMS_07.02 Self Appraisal Initiation by Employee
HR_PMS_07.03 Self assessment on each of the KRAs (On Target, Ahead of Target & Behind Target)
HR_PMS_07.04 Review self assessment details and submit to manager
Yes
Manager Manager
HR_PMS_07.06 Stop Assess employees KRA & submit review for completion. No Correction required by employee
HR_PMS_07.05 Review details submitted by employee
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Year End Appraisals

RAILTEL Process: Annual Appraisals Control Number: HR_PMS_08 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
Description: This process covers the Annual Appraisal functions in Oracle PMS. Description: This process is triggered by the Performance Management Plan. When the Annual Appraisal Start Date is reached, the PMP generates Employee Appraisals. Employees login to their Employee Self Service and initiate the Appraisals to their Managers. Requirement Fulfillment using ERP Approach Oracle PMS PMS Administrator Performance Management Plan Oracle PMS Employee Self Service PMP Tasks Oracle PMS Employee Self Service PMP Tasks
Description HR department initiates the Annual Appraisal Process(PMP Plan)
Mode System
Responsibility HR Department
HR_PMS_08.02
Employee initiates self review
System
Employee
HR_PMS_08.03
Reviews existing KRAs. Provide Self Assessment (Actual Achievement value) by the employees & Reasons for short fall in the target, if any. Submit for assessment by the Manager
System
Employee
HR_PMS_08.04
System
Oracle PMS Employee Self Service PMP Tasks Oracle PMS Manager Self Service PMP Tasks Oracle PMS Manager Self Service PMP Tasks
Employee
HR_PMS_08.05
Manager Reviews the details submitted by employee and return for the correction to employee if required. Provide Assessment (Actual Achievement by the employee ) against each of the KRAs & also the Reasons for short fall in the target, if any. System will automatically calculate the Marks for each KRA and also the overall KRA score as per calculation formula
System
Manager
HR_PMS_08.06
System
Manager
HR_PMS_08.07
Provide assessment on the Functional/Technical Competencies on the rating scale of (1-2-3-4-5) Confidential
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Process ID #
Description System will automatically calculate the overall Technical/Functional Competencies score as per calculation formula
Mode
Requirement Fulfillment using ERP Approach
Responsibility
HR_PMS_08.08
Provide assessment on the Managerial Competencies on the rating scale of (1-2-3-4-5) System will automatically calculate the overall Managerial Competencies score as per calculation formula
System
Manager
HR_PMS_08.09
Provide assessment on the RAILTEL Core Values on the rating scale of (1-2-3-4-5) System will automatically calculate the overall Core Values score as per calculation formula
System
Manager
HR_PMS_08.10
Provide assessment on the Potential Competencies on the rating scale of (1-2-3-4-5) System will automatically calculate the overall Potential Competencies score as per calculation formula
System
Manager
HR_PMS_08.11
Provide Assessment on Part-V General
System
Manager
HR_PMS_08.12
System will Display summarized score & also the Overall classification (Rating) based upon the Performance assessment given by manager in each sections. Provide Integrity inputs (Beyond Doubt/Doubtful) and also the details in case of Doubtful
System
Oracle PMS Manager Self Service PMP Tasks Oracle PMS Manager Self Service PMP Tasks Manager
HR_PMS_08.13
System
HR_PMS_08.14
Review entire appraisal details and submit to reviewing authority
System
Manager
HR_PMS_08.15
Review appraisal details submitted by the Manager. Return for Correction if any changes required else fill the required details and to submit the appraisal to Accepting Authority, Review appraisal details submitted by the Reviewer. Return for Correction if any changes required else fill the required details and to submit the appraisal to complete the Appraisal and enable it for Confidential
System
Oracle PMS Appraisal Notification
Reviewing Authority
HR_PMS_08.16
System
Oracle PMS Appraisal Notification
Accepting Authority
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Process ID #
Description Appraisee Feedback.
Mode
Requirement Fulfillment using ERP Approach
Responsibility
HR_PMS_08.17
Appraisee views appraisal details and submit feedback.
System
Oracle PMS Employee Self Service PMP Tasks
Employee
HR_PMS_08.18
Appraisee Feedback review by Department Head & HR team and take action accordingly.
Manual
NA
Department Head/HR Department
HR_PMS_08.19
Finalized Rating changes by HR team Post steering committee meeting on appraisee feedback
System
Oracle PMSPMS Administrator
HR Team
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Process: HR_PMS_08 Annual Appraisal

HR_PMS_08.01
HR HR
Start
Mid Year Review Process Kick off by HR team by publishing PMP plan
Employee Employee
HR_PMS_08.02 Self Appraisal Initiation by Employee
HR_PMS_08.03 Self assessment on each of the KRAs (Input actual achievement values & Reason shortfall)
HR_PMS_08.04 Review self assessment details and submit to manager
Yes
Manager Manager
HR_PMS_07.14 Review entire Appraisal Details and submit to Reviewing Authority
HR_PMS_07.06-.13 Assessment by Manager on KRAs, Competencies, Values, Potential, General questionnaire & Integrity. No Correction required by employee
HR_PMS_08.05 Review details submitted by employee
Yes
Reviewing Reviewing Authority Authority
Yes HR_PMS_07.15 Review Appraisal Details. Correction required NO HR_PMS_07.15' Input required comments & submit to accepting autority
Accepting Accepting Authority Authority
HR_PMS_07.16' Input required comments & submit to accepting autority Correction required
HR_PMS_07.16 Review Appraisal Details.
Feedback Feedback Process Process
HR_PMS_07.17 Appraisee views the appraisal details and submits feedback
HR_PMS_08.18 Discussions on appraisee Feedback in steering committee.
HR_PMS_07.19 Rating Change by HR team if required Stop
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Performance Management Plans

RAILTEL Process: Performance Management Plans Control Number: HR_PMS_09 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
Process Number: HR_PMP_01 Event
Description: This process covers the creation of Performance Management Plans in Oracle PMS. Description: This process explains the creation of Performance Management Plans in Oracle PMS. The Performance Management Plans are created to initiate the Goal Setting and Annual Appraisals of the Employees automatically thru the plan enrollments. Eligibility criteria are defined at the plan level and the eligible employees are enrolled in the plan/ their appraisals initiated. Requirement Fulfillment using ERP Approach Oracle PMS PMS Administrator Performance Management Plans Oracle PMS PMS Administrator Performance Management Plans Oracle PMS PMS Administrator Performance Management Plans Oracle PMS PMS Administrator Performance Management Plans Oracle PMS PMS Administrator Performance Management Plans
Description Enter Plan General Info: Enter Plan Name, Administrator Name, Plan Start Date & Plan End Date. Enter Plan Population Info: Hierarchy Type, Organization Hierarchy, Hierarchy Version, Top Organization. Enter Plan Process: Goal Settings. Include Objective setting in progress. Enter Start Date, Deadline. Select Method as Cascading, notify plan population, enable automatic allocation. Enter Plan Process: Annual Appraisals. Enter Appraisal template. Enter Start Date, End Date, Enter Task Start Date, Task End Date, Initiator, Appraisal Type and Appraisal Purpose. Publish the Performance Management Plan
Mode System
Responsibility HR
HR_PMS_09.02
System
HR
HR_PMS_09.03
System
HR
HR_PMS_09.04
System
HR
HR_PMS_09.05
System
HR
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Process: HR_PMS_09: Performance Management Plan
HR_PMS_09.01 Start Enter Plan General Info: Enter Plan Name, Administrator Name, Plan Start Date & Plan End Date.
HR_PMS_09.02 Enter Plan Population Info: Hierarchy Type, Organization Hierarchy, Hierarchy Version, Top Organization.
PerformanceManagement ManagementPlan Plan Performance
HR_PMS_09.04 Publish the Performance Management Plan Enter Plan Process: Annual Appraisals. Enter Appraisal template. Enter Start Date, End Date, Enter Task Start Date, Task End Date, Initiator, Appraisal Type and Appraisal Purpose.
HR_PMS_09.03 Enter Plan Process: Goal Settings. Include Objective setting in progress. Enter Start Date, Deadline. Select Method as Cascading, notify plan population, enable automatic allocation.
Sop
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Appraisal Template
RAILTEL Process: Appraisal Template Control Number: HR_PMS_10 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
Description: This process covers the creation/ update of Appraisal Template in Oracle PMS. Description: This process explains the creation/ updation of Appraisal templates in Oracle PMS. Appraisal templates are created and attached to the Performance Management Plans. The Annual Performance Appraisal is performed in the appraisal templates. The Appraisal template consists of the Objective Template, Objective Calculation fast formulae and Total Score formula. Requirement Fulfillment using ERP Approach Oracle PMS PMS Administrator Performance Management Plans Oracle PMS PMS Administrator Performance Management Plans Oracle PMS PMS Administrator Performance Management Plans
Description Enter Appraisal template details: Template Name, Valid From, Instructions for Appraisal Participants, Appraisal Total Score Formula. Configure Appraisal Template: Assess Objectives, include Objective template and include learning path. Publish Appraisal Template
Mode System
Responsibility HR
HR_PMS_10.02
System
HR
HR_PMS_10.03
System
HR
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Process: HR_PMS_10: Appraisal Template
HR_PMS_10.01 Enter Appraisal template details: Template Name, Valid From, Instructions for Appraisal Participants, Appraisal Total Score Formula.
HR_PMS_10.02 Configure Appraisal Template: Assess Objectives, include Objective template and include learning path.
Start
AppraisalTemplate Template Appraisal
Stop
Publish the Performance Management Plan
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Future State for Actual achievement value of KRAs

RAILTEL Process: Actual Achievement of KRA Targets Control Number: HR_PMS_11 Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
Description: This process covers reflection of Actual achievement against KRAs in PMS wherever it will be mapped across the module.
Description: This process covers reflection of Actual achievement against KRAs in PMS wherever it will be mapped across the
module.
Process ID # HR_PMS_11
Description In the current review mechanism employee & Manager will be filling Actual achievements and the scores will be calculated based upon the achievement value filled by Manager. But going forward such mechanism will be developed where KRA targets will be mapped to some ERP system values and while filling the assessment those values will reflect as actual achievement in the PMS application. e.g. If For KRA Sales Taaget , system will pull the actual sales made by that person in the financial year and will be available as actual achievement on the PMS form. Above mapping will strengthen the entire review process.
Mode System
Requirement Fulfillment using ERP Approach ERP
Responsibility RAILTEL/WIPRO
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Reports
RAILTEL Process: Reports Control Number: HR_PMS_REP Business Function: HR Mapping Team: Wipro Date: 08-Mar-2013 Process Owner: Human Resources Department
The Human Resource department will need specific reports to cater to the business reporting requirement. The most commonly used reports are mentioned below: Goal Setting Status Report (HR Team) Competency Setting Status Report (HR Team) Consolidated KRA Report (HR Team/Department Head) Mid Year Review Completion Status Report Annual Appraisal Completion Status Report Annual Appraisal Report as per APAR. KRA Librarys KRA details report
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Reports
Reports Generation of Reports process
Reports Generation of Reports
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Alerts
Alerts Trigger of Alerts
S#
1
Alert
Appraisal initiation Alert. Inform the Employees that their Appraisals /Reviews have been initiated by the Performance Management Plan.
Alert Type
Periodic
Recipients
Employees,Managers
2 3 4 5 6
Goal Sheet Due Date intimation Alert. Inform the employees and Periodic Managers about the Goal Sheet due date and that the Goal Sheet will become non-editable post the due date. Periodic Escalation Alert to the 1o1 Manager that the Appraisal of an
Employees, Managers 1o1 Manager 1o1 Manager Employees, Managers Employees, Managers
employee has not been completed by a specific date. Escalation Alert to the 1o1 Manager that the Goal Sheet of an Periodic employee has not been completed by a specific date. Periodic Competency Profile Completion Alert Appraisee Feedback submission alert for closure of Year End Periodic Appraisal Process
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Annexure-1 Approval Matrix

As of now Appraisals Approvals will route to respective Reviewing authority & Accepting authority as per below supervisor hierarchy. This will be reviewed further by RAILTEL management.
Channel of submission/writing of APARs (A): Post 1 AM DM Manager Ch.Manager AGM/JGM/DGM GGM/GM RGM Applicable for the Executives working in Regions Reviewing Officer 3 Ch.Mgr./DGM DGM/JGM/AGM/GM DGM/JGM/AGM/GM JGM/AGM/GM Director concerned Director concerned MD Accepting Officer 4 JGM/AGM/GM RGM RGM RGM MD MD MD
Reporting Officer 2 DM/Mgr. Mgr/Ch.Mgr Ch.Mgr DGM GGM countersigned by RGM RGM All Directors
Note: 1) In respect of those AGM/JGM/DGM who are looking after both marketing and project activities reviewing officer will be D/POM, countersigned by D/NPM. 2) Whereever the prescribed level of officer is not posted/available, the available officer at a higher level can exercise power as Reporting/Reviewing or both authorities. (B): Post 1 AM DM Manager Ch.Manager DGM/JGM/AGM ED/GGM/GM Doc Ref: Wipro/RAILTEL Applicable for the Executives working in CO Reviewing Officer 3 Ch.Mgr./DGM DGM/JGM/AGM GGM/GM GGM/GM Director concerned MD Confidential Accepting Officer 4 JGM/AGM/GM GGM/GM Director concerned Director concerned MD MD Page 33 of 35
Reporting Officer 2 DM/Mgr Mgr./Ch.Mgr. Ch.Mgr/DGM DGM/JGM GGM/GM Director concerned
Note: Whereever the prescribed level of officer is not posted/available, the available officer at a higher level can exercise power as Reporting/Reviewing or both authorities.
(C): Applicable for the Executives working directly under MD Post 1 CVO Company Sectt. and others, if any Reporting Officer 2 MD MD Reviewing Officer 3 Chairman MD Accepting Officer 4 CVC MD
Note: the level of posts stated above is - AM (E-0), DM (E-1), Mgr (E-2), Ch.Mgr (E-3), DGM (E-4), JGM (E-5), AGM (E-6), GM (E-7), GGM (E-8), RGM (E-8/E-9), ED (E-9)
Confidential
Page 34 of 35
Open and Closed Issues for this Deliverable

Open Issues
ID
1 2
Issue
SLA incorporation for the processes wherever its required.
Resolution
Responsibility
RAILTEL HR Team/Wipro
Target Date
Impact Date
Closed Issues
ID
Issue
Resolution
Responsibility
Target Date
Impact Date
Confidential
Page 35 of 35

BP080 PMS V1.1

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080 FUTURE PROCESS MODEL RAILTEL

Doc Ref: Wipro/RAILTEL

Open Issues.................................................................................................................. 35 Closed Issues ............................................................................................................... 35

Doc Ref: Wipro/RAILTEL

Dependency on Other Modules

Doc Ref: Wipro/RAILTEL

PMS Process Description

Doc Ref: Wipro/RAILTEL

Process Number: HR_PMS_01 Event

Requirement Fulfillment using ERP Approach NA

Responsibility RAILTEL Management board and P&A Department.

Oracle PMS Administrator Objective Library

Oracle PMS Administrator Objective Library Oracle PMS Administrator Reports(Customized)

P&A Department P&A Department

Doc Ref: Wipro/RAILTEL

Process Number: HR_PMS_01 Objective Library

Performance Management System HR_PMS_01

HR_PMS_01.02 Upload/Create Finalized KRAs in the Library

HR_PMS_01.03 Update KRA attributes (name, weightage etc.) in library

ObjectiveLibrary Library Objective

Finalization of Standardized KRAs

HR_PMS_01.04 Stop Review KRAs of the library on the report

Doc Ref: Wipro/RAILTEL

Process Number: HR_PMS_02 Event

Process ID # HR_PMS_02.01 HR_PMS_02.02

Mode Manual System

Requirement Fulfillment using ERP Approach NA Oracle PMS Administrator Competence

Responsibility RAILTEL Management board and P&A Department. P&A Department

Oracle PMS Administrator Competence Oracle PMS Administrator Reports(Customized)

P&A Department P&A Department

Doc Ref: Wipro/RAILTEL

Process: HR_PMS_02 Competency Repository

Performance Management System HR_PMS_02

CompetencyRepository Repository Competency

HR_PMS_02.01 Start Finalization of Standardized Competencies

HR_PMS_02.02 Upload/Create Finalized Competencies in the Library

HR_PMS_02.03 Update Competency attributes in Repository

HR_PMS_02.04 Stop Review Competencies of on the report

Doc Ref: Wipro/RAILTEL

Process Number: HR_PMS_03 Event

Process ID # HR_PMS_03.01 HR_PMS_03.02

Mode System System

Responsibility Employee Employee

HR_PMS_03.03 HR_PMS_03.04 HR_PMS_03.05 HR_PMS_03.06 HR_PMS_03.07

System System System System System

Employee Manager Manager Manager Employee

Doc Ref: Wipro/RAILTEL

Process: HR_PMS_03 Goal Setting

Performance Management System HR_PMS_03

Return For Correction

HR_PMS_03.06 Approve KRA sheet finalized

HR_PMS_03.08 Goals Sheet Freeze date reached Stop

Doc Ref: Wipro/RAILTEL

Process Number: HR_PMS_04 Event

Process ID # HR_PMS_04.01 HR_PMS_04.02

Mode System System

Responsibility Employee Employee

HR_PMS_04.03 HR_PMS_04.04 HR_PMS_04.05 HR_PMS_04.06

System System System System

Employee Manager Manager Manager

Doc Ref: Wipro/RAILTEL