Using Analytics and Reports Cloud Human Capital Management · For Oracle Human Capital Management...

OracleHuman Capital ManagementCloudUsing Analytics and Reports

Release 9 This guide also applies to on-premiseimplementations

Oracle® Human Capital Management Cloud Using Analytics and Reports

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Oracle Human Capital Management CloudUsing Analytics and Reports

Contents

Preface i

1 Introduction 1About This Guide ...................................................................................................................................................... 1

Related Documents and Training .............................................................................................................................. 1

2 Understanding Analytics and Reports 3Analytics and Reports for HCM: Overview ................................................................................................................ 3

Printing and Sharing HCM Reports: Overview ........................................................................................................... 5

Printing and Sharing HCM Analyses: Overview ......................................................................................................... 6

Reports and Analytics Pane: Explained ..................................................................................................................... 7

3 Benefits Analyses and Reports 9Participant Enrollment Results - Weekly Report: Explained ....................................................................................... 9

Person Enrollment Summary Report: Explained ...................................................................................................... 11

Enrollment Kit Report: Explained ............................................................................................................................. 12

Totals by Life Event - Weekly Report: Explained ..................................................................................................... 13

Totals by Life Event Status for Potential Life Events - Weekly Report: Explained ...................................................... 15

Totals by Life Event Name for Potential Life Events - Weekly: Explained ................................................................. 16

Totals by Location - Potential Life Events- Weekly Report: Explained ...................................................................... 18

4 Compensation Analyses and Reports 20Salary Details Report: Explained ............................................................................................................................. 20

Salary Components Report: Explained .................................................................................................................... 21

Salary Basis Report: Explained ............................................................................................................................... 23

Stock Detail Report: Explained ................................................................................................................................ 25


5 Human Resources Analyses and Reports 27Human Resources Data Integrity Reports: Explained .............................................................................................. 27

Headcount Report: Explained ................................................................................................................................. 29

Assignment Headcount by Department Report: Explained ...................................................................................... 30

Headcount and Mobility by Department: Explained ................................................................................................. 32

Workforce Mobility Report: Explained ...................................................................................................................... 33

Position Incumbents Report: Explained ................................................................................................................... 36

Position Occupancy Report: Explained ................................................................................................................... 38

6 Payroll Analyses and Reports 40Balance Exception Report: Explained ...................................................................................................................... 40

Deduction Report: Explained ................................................................................................................................... 41

Element Result Report: Explained ........................................................................................................................... 42

Gross-to-Net Report: Explained .............................................................................................................................. 42

Payment Register: Explained ................................................................................................................................... 43

Payroll Activity Report: Explained ............................................................................................................................ 45

Payroll Balance Report: Explained .......................................................................................................................... 46

Payroll Register: Explained ...................................................................................................................................... 46

Payslip: Explained ................................................................................................................................................... 48

Third-Party Payments Register: Explained ............................................................................................................... 49

7 Talent Management Analyses and Reports 50Goal Management Reports ..................................................................................................................................... 50

Performance Management Reports ......................................................................................................................... 55

Profile Management Reports ................................................................................................................................... 62

8 Using Briefing Books 65Creating Briefing Books: Procedure ........................................................................................................................ 65

Adding the Salary Details Report to a Briefing Book: Worked Example ................................................................... 66

9 Scheduling Analytics and Reports 68Scheduling Reports: Procedure .............................................................................................................................. 68

Scheduling Analytics and Briefing Books: Procedure .............................................................................................. 69

Creating an Agent to Deliver the Salary Details Report: Worked Example ................................................................ 69

10 Troubleshooting Reports and Analytics 71Why do I see amounts of zero in analyses? ........................................................................................................... 71


Preface

i

PrefaceThis Preface introduces information sources available to help you use Oracle Applications.

Oracle Applications HelpUse the help icon to access Oracle Applications Help in the application.

Note

If you don't see any help icons on your page, click the Show Help button in the global area. Not all pages havehelp icons.

You can also access Oracle Applications Help at https://fusionhelp.oracle.com/.

Oracle Applications GuidesTo find other guides for Oracle Applications, go to:

• Oracle Applications Help, and select Documentation Library from the Navigator menu.

• Oracle Help Center at http://docs.oracle.com/

Other Information Sources

My Oracle SupportOracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if youare hearing impaired.

Oracle Enterprise Repository for Oracle Fusion ApplicationsOracle Enterprise Repository for Oracle Fusion Applications (http://fusionappsoer.oracle.com) provides details on assets (suchas services, integration tables, and composites) to help you manage the lifecycle of your software.

Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! - Send e-mail to:[email protected]. - Click your user name in the global area of Oracle Applications Help,and select Send Feedback to Oracle.

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Chapter 1Introduction

1

1 Introduction

About This GuideThis guide explains how to view and work with Oracle HCM Cloud analytics and reports. It is intended for HCM end userswho use predefined existing analytics and reports to assist them in their day-to-day activities. HCM end users include:

• Benefits managers

• Compensation managers and analysts

• Human resource (HR) managers and specialists

• Line managers

• Payroll managers

Subject AreasThis guide also includes information to help report authors who want to edit the delivered analytics and reports. To edit adelivered analysis or dashboard, report authors need the subject area that was used to create it. A subject area is a collectionof functional reporting metadata organized by dimension and metric folders for ad-hoc reporting. The report-specific topicsin this guide provide the subject area that was used to create the analysis. If more detailed documentation is available for thatsubject area, then a link is also included. You can find more detailed information on subject areas in general in the OracleFusion Human Capital Management Cloud Creating and Editing Analytics and Reports guide.

Editing ToolsFor report authors, each report-specific topic also lists whether to use Oracle Business Intelligence Answers or OracleBusiness Intelligence Publisher to edit the report. You can find more detailed information about these tools in the OracleFusion Human Capital Management Cloud Creating and Editing Analytics and Reports guide.

Related Documents and TrainingYou can find additional resources, including videos and documentation in Oracle Human Capital Management Clouddocumentation, on Oracle Help Center, and in the online help.

For Oracle Human Capital Management Cloud analytics and reports, consult the following guides:

• Oracle Human Capital Management Cloud - Getting Started with Analytics and Reports

This guide gives a quick overview of HCM analytics and reports and provides links to videos of the top 10 reports inaction.

• Oracle Human Capital Management Cloud - Creating Analytics and Reports

This guide contains information to help build analytics, reports, and dashboards.


Chapter 1Introduction

2

• Oracle Cloud - Administering Transactional Analyses

This guide describes general administrative procedures and concepts for reports and analytics.

• Oracle Human Capital Management Cloud - Subject Area Documents

Refer to Oracle Human Capital Management Cloud Subject Area Documents on the Oracle Help Center for moredetail on the use, security, dimensions, and calculations of HCM Cloud reports.


Chapter 2Understanding Analytics and Reports

3

2 Understanding Analytics and Reports

Analytics and Reports for HCM: OverviewBusiness intelligence involves analyzing data to gain insight that you can act on, or gathering information to meet specificrequirements. You can use different types of predefined analyses, reports, and dashboards, or create and edit them, tosupport your business needs.

AnalysesAn analysis is an interactive display of data, for example in a table or graph. You use analyses to:

• Summarize or break down simple, real-time data.

• Help you make short-term decisions.

ReportsA report is output of data in a predefined format that provides little or no interaction. Print reports in these situations:

• To get high-volume data in a high-fidelity output optimized for printing.

• For documents to support internal operations, statutory requirements, and other business needs.

Example of HCM reports include: Performance Document, Development Goals Report, and Talent Profile Summary report.



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The following figure is an example of the Development Goals report.

The following figure is an example of the Assignment Headcount by Department analysis.

DashboardsA dashboard is a collection of analyses and other content, presented on one or more pages, or tabs. Depending on your jobrole, you might use one or more of the following HCM dashboards:

• Human Resources dashboard

View analyses such as visa and work permit expiration, service anniversaries, onboarding bottlenecks, andassignments with no manager.

• Manager Resources dashboard

View an organization chart of your direct reports, and analyses such as worker availability, promotion potential,predicted performance, and voluntary termination.

• Payroll dashboard

View payroll flows that are in progress, including their activity and process status, and items requiring your attention.



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The following figure is an example of the Human Resources dashboard.

Creating and Editing Analyses and ReportsYou can create and edit analyses and reports for your own use. Or, if you have the appropriate roles, you can customizethem and make them available for others to use.

For example, you can:

• Add or remove columns from an analysis.

• Change the branding logo on report output.

• Create a dashboard to include your most commonly viewed analyses.

For more information on creating and editing analyses and reports, see the Oracle Fusion Human Capital Management CloudCreating and Editing Analytics and Reports guide.

Related Topics• Creating and Editing HCM Analytics and Reports: Overview

Printing and Sharing HCM Reports: OverviewSome HCM tasks require reports that are highly formatted. For example, during your annual performance appraisal cycle,your organization might print hard copies or generate PDFs of performance documents so that managers and workers canreview comments and ratings in a format that is easy to read.

Print OptionsWhen you print an HCM report, you are prompted to select certain details for the report. For example, when you print theDevelopment Goals report, you to select whether to print all goals or selected ones, and whether to include target outcomesand goal tasks.

The report-specific topics in this guide provide the print options for each report.

https://fusionhelp.oracle.com/helpPortal/faces/AtkHelpPortalMain?TopicId=FDF3C3557F922706E043B69BF40AA731



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Print FormatsYou can print most HCM reports in either PDF or HTML format. In some cases, such as the Talent Profile Summary report,you can also print in RTF or MHTML format. Talent review meeting participants can also print this report in spreadsheetformat.

Sharing ReportsThe following table explains tools for sharing reports.

Tool Description

Briefing book

A briefing book is a collection of updatable or staticanalyses or dashboard pages (which can containreports). The static snapshots give you a pictureof what's going on at the time that the analysis ordashboard page is added to the briefing book. You can download briefing books as PDF or MHTMLfor viewing or printing, and share them with others. ThePDF file includes a table of contents for the book.

Agent

An agent is an action that you set up to deliver ascheduled report or analysis and then define whoreceives it and the delivery method for it.

Printing and Sharing HCM Analyses: OverviewOracle Fusion Human Capital Management includes several analyses that provide real-time data for managers and HRspecialists to use on an ad hoc basis. Examples include: Salary Details, Assignment Headcount by Department, andWorkforce Mobility. You can find real-time analyses for these areas of HCM:

• Absences

• Benefits

• Compensation

• Payroll

• Talent management

PromptsMost analyses include prompts that enable you to select a specific department, year, and so on to narrow the results of theanalysis. The prompts are predefined, and only report authors can change them.

The report-specific topics in this guide provide the list of prompts for each report.



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Sharing AnalysesYou can share the results of analyses. For example, compensation managers can share the results of the Salary Details reportwith other compensation managers to prepare for a salary review meeting.

The following table explains tools for sharing analyses.

Tool Definition

Briefing books

A briefing book is a collection of updatable or staticanalyses or dashboard pages (which can containreports). The static snapshots give you a pictureof what's going on at the time that the analysis ordashboard page is added to the briefing book. You can download briefing books as PDF or MHTMLfor viewing or printing, and share them with others. ThePDF file includes a table of contents for the book.

Agents

An agent is an action that you set up to deliver ascheduled report or analysis and then define whoreceives it and the delivery method for it.

Reports and Analytics Pane: ExplainedThe Reports and Analytics pane is a central place for you to quickly view or run analytics and reports that are related to yourwork. This pane is on the left side of many work areas, including the Reports and Analytics work area (found under Tools onthe Navigator).

What's In the PaneThis table describes what's in the Reports and Analytics pane's top level folders.

Folder Content

My Folders

Any custom analytics or reports that you saved for yourown use only.



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Folder Content

Shared Folders

Predefined analytics and reports that are relevant to yourwork area. Any shared custom reports and analytics in the Customsubfolder.

Note The pane in the Reports and Analytics workarea has all the analytics and reports that youhave access to.

Business Intelligence CatalogThe business intelligence (BI) catalog stores all analytics, reports, and other BI objects. Each analysis, dashboard, or report inthe Reports and Analytics pane represents a mapping, or link, to the same object in the catalog. The Reports and Analyticspane also reflects the folder structure of the BI catalog.


Chapter 3Benefits Analyses and Reports

9

3 Benefits Analyses and Reports

Participant Enrollment Results - Weekly Report:ExplainedThe Participant Enrollment Results - Weekly report lists participants that are enrolled in benefit objects.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report?

Reports and Analytics pane - Shared Folders -Benefits - Transactional Analysis Samples

Who uses this report?

Benefits Manager



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FAQ Answer

When do I use this report?

On a weekly basis to review participants enrolled in eachplan.

What prompts can I use to narrow the results of thisreport?

• Department Name

• Program Name

• Plan Type Name

• Plan Name

How do I share this report?

• Add to briefing book

• Schedule an agent to run the report

What tool do I use to edit this report?

• Oracle Business Intelligence Composer

• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Benefits - Enrollments Real Time subject area. For more information, refer to Oracle Human CapitalManagement Cloud - Subject Area documentation on the Oracle Help Center.



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Person Enrollment Summary Report: ExplainedThe Person Enrollment Summary report lists the benefit enrollments for participants.


FAQ Answer


Benefits Self Service


Benefits Manager


When you want to provide employees with a printedcopy of their benefits elections.


Schedule an agent to run the report.


Oracle Business Intelligence Publisher



12

Enrollment Kit Report: ExplainedThe Enrollment Kit report creates an electable choice list of enrollments for the participants and allows for dependent andbeneficiary designations. You can use this report to verify eligibility of plan design for participants.


FAQ Answer


Navigator EnrollmentOn the Benefits Service Center page, start a life event fora worker and then on the Person Life Events page, clickPrint Enrollment Document in the upper-right corner.


Benefits Manager



13

FAQ Answer


When the benefits manager must send a report toemployees who do not have access to Oracle FusionBenefits.




What tool can I use to edit this report?


Totals by Life Event - Weekly Report: ExplainedThe Totals by Life Event - Weekly report lists participants that have a life event with a status code of Detected, Voided,Manual, Backed Out, Started, or Processed.




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FAQ Answer




• Benefits Specialist

• Benefits Manager

• Benefits Administrator


Throughout the payroll period to ensure properenrollments occur prior to running payroll.


Select a specific week.







Related Subject AreaThis report uses the Benefits Action Items- Real Time subject area. For more information, refer to Oracle Human CapitalManagement Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example



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Totals by Life Event Status for Potential Life Events -Weekly Report: ExplainedThe Totals by Life Event Status for Potential Life Events - Weekly report displays the status of potential life events and theircorresponding totals in table and graph formats; the table includes a grand, cumulative total of all life event statuses.


FAQ Answer











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FAQ Answer









Related Subject AreaThis report uses the Benefits - Potential Life Events Real Time subject area.

Totals by Life Event Name for Potential Life Events -Weekly: ExplainedThe Totals by Life Event Name for Potential Life Events - Weekly report lists participants that have potential life events perweek.




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FAQ Answer








Used most often throughout the payroll period to ensureproper enrollments occur prior to running payroll.






How can I edit this report?






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Totals by Location - Potential Life Events- WeeklyReport: ExplainedThe Totals by Location - Potential Life Events- Weekly report displays the status of the life events and their correspondingcounts in table and graph formats.


FAQ Answer











19

FAQ Answer











Chapter 4Compensation Analyses and Reports

20

4 Compensation Analyses and Reports

Salary Details Report: ExplainedThe Salary Details report displays salary details for a set of workers such as their name, location, job, grade, salary basis,currency, current salary amount, quartile, and so on.


FAQ Answer


Reports and Analytics pane - Shared Folders -Compensation - Transactional Analysis Samples


Compensation Manager



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FAQ Answer


When you want to view salary details by year anddepartment.


• Year

• Department







Related Subject AreaThis report uses the Compensation Salary Details Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.

Salary Components Report: ExplainedThe Salary Components report displays total adjustment amounts by salary component, the percentage of total salaries thecomponent comprises and the number of workers who received an adjustment for the specific component.


FAQ Answer







22

FAQ Answer


When you want an overview of salary components.


• Component

• Year







Related Subject AreaThis report uses the Compensation - Salary Details Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.



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Salary Basis Report: ExplainedThe Salary Basis report displays details about salary bases that are active within a specified period of time such as thefrequency, annualization factor, annualized hours, component usage, payroll element, and input value used to pay the salary.


FAQ Answer







24

FAQ Answer


When you need an overview of salary bases.


• Salary basis

• Salary frequency

• Payroll element

• Input value







Related Subject AreaThis report uses the Compensation Salary Details Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.



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Stock Detail Report: ExplainedThe Stock Detail report displays award details by grant such as the grant name, date, grant price, total shares granted, totalgrant value, exercise price, and expiration date.


FAQ Answer


Reports and Analytics pane - Shared Folders -Human Capital Management - Compensation -Transactional Analysis Samples





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FAQ Answer


When you want to review stock details by year andgrant.


• Grant Name

• Year







Related Subject AreaThe Stock Details report uses the Compensation - Stock Details Real Time subject area.


Chapter 5Human Resources Analyses and Reports

27

5 Human Resources Analyses and Reports

Human Resources Data Integrity Reports: ExplainedThe following reports provide details about the integrity of the data for your workforce structures:

• Assignment Details: List of workers with names, person numbers, assignment names, numbers and status, andadditional details such as manager flag, primary assignment flag, and job, department, location, and grade.

• Department Details: List of departments with name, address location, and status.

• Grade Details: List of grades with name, code, type and ceiling step.

• Job Details: List of jobs with code, name, active status, manager level, full time or part time, medical checkuprequired, and full time or part time.

• Location Details: List of locations with code, name, e-mail, phone number, location type, official language code, andaddress.

• Position Details: List of positions with code, name, type name, hiring status, and whether position is seasonal, fulltime, regular, or active.

Frequently Asked QuestionsThe following table lists frequently asked questions about these reports.

FAQ Answer

How do I find these reports?

Reports and Analytics pane - Shared Folders -Workforce Management - Transactional AnalysisSamples

Who uses these reports?

• Line Manager

• HR Analyst

When do I use these reports?

When you are implementing Oracle Fusion and thenperiodically afterwards to confirm data, if required.

What prompts can I use to narrow the results of thesereports?

• Assignment Details: Department Name andLocation Name

• Department Details: Department Name andLocation Name

• Grade Details: Grade Type and Grade Name

• Job Details: Department Name, Job FunctionName, and Job Family Name



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FAQ Answer

• Location Details: Department Name and JobName

• Position Details: Department Name, LocationName, and Job Name

How do I share these reports?



What tool can I use to edit these reports?



Related Subject AreasThese reports use the following subject areas:

• Assignment Details: Workforce Management - Worker Assignment Real Time

• Department Details: Workforce Management - Worker Assignment Real Time

• Grade Details: Workforce Management - Grade Rate Real Time

• Job Details: Workforce Management - Worker Assignment Real Time

• Location Details: Workforce Management - Worker Assignment Real Time

• Position Details: Workforce Management - Position Real Time

For more information, refer to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle HelpCenter.



29

Headcount Report: ExplainedThe Headcount report provides the headcount of the line manager hierarchy of the worker who is signed in. The report listsheadcount by system person type and employment category.

Frequently Asked QuestionsThe following table lists frequently asked questions about the Headcount report.

FAQ Answer




Line Manager


When you need to report on current headcount for yourhierarchy.



30

FAQ Answer







Related Subject AreasThis report uses the Workforce Management - Worker Assignment Real Time subject area. For more information, refer toOracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Assignment Headcount by Department Report:ExplainedThe Assignment Headcount by Department report displays headcount by department and worker category.



31


FAQ Answer




• Line Manager

• HR Analyst


When department headcount is required.


• Department Name

• Location


Scheduling and delivery options:





• Oracle Business Intelligence Answers.

Related Subject AreaThis report uses the Workforce Management - Worker Assignment Real Time subject area. For more information, refer toOracle Human Capital Management Subject Area documentation on the Oracle Help Center.



32

Headcount and Mobility by Department: ExplainedThe Headcount and Mobility by Department report includes information such as headcount, unfilled vacancy openings,headcount of pending hires, full-time employee headcount, part-time employee headcount, contingent labor headcount,headcount of future terminations, and headcount of workers who are currently absent.

Frequently Asked QuestionsThis table lists frequently asked questions about this report.

FAQ Answer




• Human Resources Analyst

• Line Manager



33

FAQ Answer


Used when budgeting for headcount.







Related Subject AreasThis report uses these subject areas:

• Workforce Management - Vacancy Real Time

• Workforce Management - Absence Real Time

• Workforce Management - Worker Assignment Event Real Time

• Workforce Management - Worker Assignment Real Time


Workforce Mobility Report: ExplainedThe Workforce Mobility report provides headcount of assignment events. You can view information by action type, linemanager, team, or department and you can view the data in a table or a bar chart. This report lists assignment events that



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occurred in the last 12 months separately from and events that will occur in the future. Not all action types are included in thisreport.

Key InsightsView workforce mobility for the previous year and view future mobility.


FAQ Answer




Line Manager


When you need to report on mobility.



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FAQ Answer

What view options are available?

View options:

• Action Type

• Team

• Department

You can view the report data in a table or graph format.







Related Subject AreaThis report uses the Workforce Management - Worker Assignment Event Real Time subject area. For more information, referto Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.



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Position Incumbents Report: ExplainedThe Position Incumbents report lists each position and the incumbent in each position.

Frequently Asked QuestionsThis table lists frequently asked questions about this report.

FAQ Answer





• Line Manager



37

FAQ Answer


When you want to review incumbents in each positionand identify positions with no occupant.







Related Subject AreasThis report uses these subject areas:

• Workforce Management - Position Real Time





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Position Occupancy Report: ExplainedThe Position Occupancy report lists positions, and their headcount, the incumbent headcount, and the calculated openheadcount. You can also review FTE values.




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FAQ Answer





• Line Manager


When you need to determine which positions are over orunder utilized.


• Department

• Position







Related Subject AreaThis report uses these subject areas:


• Workforce Management - Position Real Time



Chapter 6Payroll Analyses and Reports

40

6 Payroll Analyses and Reports

Balance Exception Report: ExplainedThe Balance Exception Report identifies values that vary compared to other values for the same balance dimension. Thisvariance could indicate potential overpayments or underpayments.


FAQ Answer


• Payment Distribution work area

• Payroll Checklist work area


Payroll Manager


After calculating the payroll run or QuickPay run.

How do I run this report?

• Submit the report process from the PayrollCalculation work area.

• Schedule an agent to run the report.





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Deduction Report: ExplainedThe Deduction Report displays details of payroll deductions processed for the specified payroll period. You can use thisreport to validate the deduction amounts being processed.


FAQ Answer



• Payroll Calculation work area


Payroll Manager


Used during every payroll cycle to validate the deductionamounts that are being processed.








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Element Result Report: ExplainedThe Element Result Register displays a listing of the elements and pay values processed for each payroll relationship action.Use this report as a diagnostic tool when you are reviewing results with other reports, such as the balance results andstatement of earnings on the Person Process Results page and the Payroll Activity Report.


FAQ Answer





Payroll Manager


Usually every pay period after running the Payroll ActivityReport.






Gross-to-Net Report: ExplainedThe Gross-to-Net Report displays a listing of the total results calculated in the payroll run, such as the total earnings,deductions, and employer charges. Use this report to review totals for the results calculated from payroll runs, QuickPay



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runs, and payroll reversals by earnings, deductions, and other elements of pay. These balances are used by the prepaymentsprocess.


FAQ Answer


Reports and Analytics pane - Shared Folders -Human Capital Management - Payroll - PayrollCalculation


Payroll Manager


After each payroll run or, at a minimum, on a quarterlybasis.



• Submit the report process from the PayrollCalculation work area

What tool do I use to edit the format of this report?


Payment Register: ExplainedThe Payment Register displays results used to verify and audit payment distributions. The report lists payment details, suchas the payment amount for a payment category, payment type, payment method, and bank information. You can print either



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a summary or detail report. The summary report lists the total amounts paid by payment category, type, and method. Thedetail report lists payments for each employee, including the payment amount, bank, and check information.


FAQ Answer





Payroll Manager


After calculating prepayments and running the paymentprocess.



• Submit the report process from the PayrollDistribution work area





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Payroll Activity Report: ExplainedThe Payroll Activity report lists details about payroll runs, such as balance adjustments, taxes, payment information, andemployer liabilities. Use this report independently of other processes, such as prepayments.


FAQ Answer





Payroll Manager


When you want to verify, validate, and audit run resultsbefore processing payments.



• Submit the report process from the PayrollDistribution work area





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Payroll Balance Report: ExplainedThe Payroll Balance Report displays balance results of the payroll run. The report extracts the run balance results for aspecific period. It also supplies detailed balance information for a specific employee over a defined period of time. Use thisreport to verify the values of other reports and to report to research a problem discovered by another diagnostic report.


FAQ Answer


Payment Distribution work area


Payroll Manager


As needed for diagnostic purposes.



• Submit the report process from the PayrollDistribution work area.



Payroll Register: ExplainedThe Payroll Register displays details used to verify, validate, and audit payroll calculations. Compare this report to the PayrollActivity Report to ensure that payroll results have been archived correctly. You can print a summary or a detail report. Verifytotal payment amounts with the summary report for each balance category included in a payroll run for a specific payroll



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period, payroll statutory unit and tax reporting unit. Use the detailed report to review the complete payroll run details for eachemployee.


FAQ Answer





Payroll Manager


After calculating payroll and archiving periodic payrollresults for payroll balancing and reconciliation purposes,and to compare the payment values to previous periods.



• Submit the report process from the PaymentDistribution work area.





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Payslip: ExplainedThe Payslip provides a record of individual payroll payments received, including pay amounts, deductions taken, andaccruals. You can generate payslips for all employees as a record of payments made, and employees can view or print theirpayslips from the Portrait page.


FAQ Answer


• Payment Distribution work area


• My Portrait - Actions - View Payslip


• Payroll Manager

• Employee

When do I generate payslips?

After generating payments and archiving periodic payrollresults.

How do I generate payslips?


• Submit the payslips process from the PaymentDistribution Work area



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FAQ Answer

What tool do I use to edit the format of payslips?


Third-Party Payments Register: ExplainedThe Third-Party Payments Register provides details of all payments made to a third-party person or organization, includinginvoluntary and voluntary deductions. This report lists payments made to an external party for a given period. The parties canbe an organization or a person such as a union, court, or pension trustee.


FAQ Answer





Payroll Manager


After generating payments.



• Submit the report process from the PaymentDistribution work area




Chapter 7Talent Management Analyses and Reports

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7 Talent Management Analyses and Reports

Goal Management Reports

Goal Plan Development Goal Report: ExplainedThe Goal Plan Development Goal report displays a list of worker's development goals belonging to a development goal plansuch as career statement, career preferences, and development needs and actions.




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FAQ Answer


Navigator - Goals - My Worker's Goals -Development Goals - Worker's NameYou can also access this report from the Reports andAnalytics pane. Shared Folders - Human CapitalManagement - Career - Goals


• Line Manager

• Employee


When you want to produce a hard copy of a worker'sgoals for a performance review, for example.

What filtering and printing options are available for thisreport?

Print Options:

• Include all goals or selected goals.

• Include target outcomes, goal tasks, or both.

• Print PDF or HTML format.







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Goal Plan Performance Goals Report: ExplainedThe Goal Plan Performance Goals report is a printable report that shows the details of selected performance goals within agoal plan for a person. This report includes the target outcomes and tasks associated to the performance goals.




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FAQ Answer


Navigator - Goal Management - My Worker'sGoals tab - Performance Goals tabSelect a worker and then click Print Goals.You can also access this report from the Reports andAnalytics pane. Shared Folders - Human CapitalManagement - Career - Goals


• Line Manager

• Employee


When you want to produce a hard copy of a worker'sgoals for a performance review, for example.



• Include target outcomes, goal tasks, or both.






Related Topics

• Creating and Editing Reports: Explained

https://fusionhelp.oracle.com/helpPortal/faces/AtkHelpPortalMain?TopicId=EA4F15C5956C3372E040D30A68810C03



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Personal Goals Report: ExplainedThe Personal Goal report displays a list of personal goals for a worker.


FAQ Answer


Navigator - Goals - My Goals - Personal Goals


Employee



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FAQ Answer


When you want to produce a hard copy of your personalgoals.



• Include goal tasks.






Performance Management Reports

Identify Top Talent Report: ExplainedThe Identify Top Talent (using Performance and Potential) report displays workers that have both a high potential rating and ahigh performance rating for a given period.



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FAQ Answer


Reports and Analytics pane - Shared Folders - Human Capital Management - Career -Performance - Transactional Analysis Samples


• Line Manager

• HR Specialist


When reviewing worker succession to identify highperformers who also have high potential in theorganization.

What prompts can I use to narrow the results of thereport?

• Year

• Performance Document Period Name

• Department Name

• Location Name

• Job Name







Related Subject AreaThis report uses the Workforce Performance - Performance Rating Real Time subject area. For more information, refer toOracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.



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Identify Risk of Loss Reasons Report: ExplainedThe Identify Risk of Loss Reasons report displays the most common reasons for leaving of workers with a high performancerating for a given period. Examples of reasons are family event, leaving voluntarily, planned retirement, voluntary attrition, andso on.


FAQ Answer


Reports and Analytics pane - Shared Folders - Human Capital Management - Career -Performance - Transactional Analysis Samples


• Line Manager

• HR Specialist



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FAQ Answer


When reviewing worker attrition to gain insight into whyhigh performers have left the organization.


• Year

• Performance Document Period Name

• Risk Reason







Related Subject AreaThis report uses the Workforce Performance - Performance Rating Real Time subject area. For more information, refer toOracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.



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Performance Document Worker Ratings Report: ExplainedThe Performance Document Worker Ratings report is a printable performance document that shows performance documentdetails for a worker when only worker ratings exist.




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FAQ Answer


Navigator - Performance - My ManagerEvaluations


• Line Manager

• HR Specialist

• Employee


When you want to produce a hard copy of theperformance document.





Performance Document Worker And Manager Ratings Report:ExplainedThe Performance Document Worker And Manager Ratings report is a printable performance document that showsperformance document details for a worker when only worker and manager ratings exist. You can review performance



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document content such as competencies, goals and questionnaires and the ratings and comments provided by workers andmanagers.


FAQ Answer


Navigator - Performance - My ManagerEvaluations


• Line Manager

• HR Specialist

• Employee



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FAQ Answer


When you want to produce a hard copy of theperformance document.





Related Topics

• Creating and Editing Reports: Explained

Profile Management Reports

Talent Profile Summary Report: ExplainedThe Talent Profile Summary report is a summarized version of a talent profile for a worker. You can print this report to useduring talent review meetings or for one-on-one performance or goal-setting meetings. Person details included in the reportinclude:

• Job assignments

• Performance evaluations

• Talent ratings

• Education and qualifications details

• Career interest

https://fusionhelp.oracle.com/helpPortal/faces/AtkHelpPortalMain?TopicId=EA4F15C5956C3372E040D30A68810C03



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• Goals




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FAQ Answer


You can access this report in three ways:Navigator - Person Management - Person -Manage Talent Profile - Actions - Print Profile

1. Access a worker's profile.

2. Click Actions.

3. Click Print Profile.

1. Access a talent review.

2. Click Print Profile.


• Line Managers

• Talent Review Meeting Members

• HR Specialists


Most often during talent review meetings, one-on-oneperformance meetings and goal-setting meetings.







Chapter 8Using Briefing Books

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8 Using Briefing Books

Creating Briefing Books: ProcedureA briefing book is a collection of updatable or static analyses or dashboard pages (which can contain reports). The staticsnapshots give you a picture of what's going on at the time that the analysis or dashboard page is added to the briefingbook.

You can download briefing books as PDF or MHTML for viewing or printing, and share them with others. The PDF fileincludes a table of contents for the book. Like analytics and reports, briefing books are stored in the business intelligence (BI)catalog.

Adding Content to New Briefing Books

1. Open the Reports and Analytics pane in any work area.

2. Click the Browse Catalog button.

3. Select your analysis, then click More and select Add to Briefing Book.

Or, find your dashboard and click Open.

a. Go to the page you want to add.

b. Click the Page Options button and select Add to Briefing Book.

4. Indicate if you want the analysis or dashboard results to change (Updatable) or not (Snapshot) whenever thebriefing book is downloaded or rerun.

5. Click Browse.

6. Name your briefing book and save it in My Folders.

Adding Content to Existing Briefing BooksTo add content to existing briefing books:


2. Click Browse Catalog.

3. Select your analysis, then click More and select Add to Briefing Book.

Or, find your dashboard and click Open.

a. Go to the page you want to add.

b. Click the Page Options button and select Add to Briefing Book.

4. Indicate if you want the analysis or dashboard results to change (Updatable) or not (Snapshot) whenever thebriefing book is downloaded or rerun.



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Downloading and Editing Briefing BooksTo download or edit a briefing book:


2. Click Browse Catalog to locate your briefing book.

NoteYou can find briefing books only in the BI Catalog.

Related Topics

• Reports and Analytics Pane: Explained

Adding the Salary Details Report to a Briefing Book:Worked ExampleThis example demonstrates how to add an analysis to a briefing book. In this example, a compensation analyst wants to addthe Salary Details report to a briefing book so that he can share the report in PDF format with other compensation analysts inhis organization. Compensation analysts can use the PDF to analyze salary information, such as salary review dates, salaryranges, and prior salary amounts.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which analysis to add to the briefing book?

Salary Details

Updateable or snapshot?

Updateable. This option refreshes the data in the briefingbook each time you download the briefing book or it'sscheduled for delivery.

Where to save the briefing book?

Shared Folders/ Custom

Adding the Analysis to a Briefing Book

1. In the Reports and Analytics pane, click Browse Catalog to open the Oracle Business Intelligence Catalog.

2. On the Catalog page, click Shared Folders.

3. Click Human Capital Management.



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4. Click Compensation.

5. Click Transactional Analysis Samples.

6. On the right-hand side of the page, click More under the Salary Details report.

7. Select Add to Briefing Book.

8. In the Save Briefing Book Content dialog, use the default value of Updateable for the Content Type.

9. Click Browse.

10. In the Save As dialog, click Shared Folders and then Custom to save the briefing book to your folders.

11. Enter a name and a description for the briefing book, and click OK.

12. In the Save Briefing Book Content dialog, click OK.

13. In the Briefing Book dialog, click OK.

14. On the Catalog page, click My Folders and locate your briefing book on the right-hand side of the page.

15. Click PDF under your briefing book to view the analysis in PDF format.

Related Topics

• Creating an Agent to Deliver the Salary Details Report: Worked Example


Chapter 9Scheduling Analytics and Reports

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9 Scheduling Analytics and Reports

Scheduling Reports: ProcedureReports can run based on a schedule that you define. You can set up other automated tasks, for example to deliver results tospecific recipients or send notifications.

You submit a report with the schedule and criteria for other automated tasks defined. Some reports are set up as scheduledprocesses, in which case you submit the process as you would any scheduled process.

Submitting a Report or Scheduled ProcessTo schedule a report or scheduled process:

1. Open the Reports and Analytics pane in any work area where the report is available.

2. Click the name of your report.

3. Click Schedule if the option is there. The report is set up as a scheduled process.

a. Enter any parameters to avoid unnecessarily large results.

b. Click Advanced to enter a schedule, deliver results to a specific destination (including e-mail or printer), ordefine criteria for sending notifications.

4. If you don't see Schedule, then click View.

a. Click the Actions button for the report and select Schedule.

b. Enter information similar to step 3.

NoteFor reports set up as scheduled processes, you can also:

• Schedule them from any work area where there's a link to the report.

• Use the Navigator to open the Scheduled Processes work area, where you can submit all processes that youhave access to.

Related Topics• Scheduled Processes: Explained

• Reports and Analytics Pane: Explained

• Managing Scheduled Processes That You Submitted: Points to Consider

https://fusionhelp.oracle.com/helpPortal/faces/AtkHelpPortalMain?TopicId=96D9675F3D4CC07DE040D30A68813CF9

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• Submitting Scheduled Processes

Scheduling Analytics and Briefing Books: ProcedureAnalytics and briefing books can run based on a schedule that you define. You can set up other automated tasks, forexample to deliver results to specific recipients or send notifications.

You create what's called an agent to set this all up for an analysis, dashboard, or briefing book. The agent itself is saved asan object in the business intelligence (BI) catalog.

Creating an Agent


2. Click the Browse Catalog button.

3. Click New and select Agent under Actionable Intelligence.

4. Ensure that you enter information on the Delivery Content tab to specify the analysis, dashboard, or briefing book torun.

5. Save the agent in My Folders.

NoteTo edit an agent, browse the BI Catalog to find the agent.

Related Topics• Reports and Analytics Pane: Explained

Creating an Agent to Deliver the Salary DetailsReport: Worked ExampleThis example demonstrates how to create an agent to deliver a briefing book containing salary details to compensationanalysts. In this example, a compensation analyst added the Salary Details report to a briefing book, and now wants to createan agent to deliver the briefing book once a month to all compensation analysts.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Scenario

Frequency to deliver agent?

First Monday of every month.

Who should receive the content?

Deliver to all compensation analysts.

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Decisions to Consider In This Scenario

How to deliver the content?

Deliver by e-mail.

Creating an Agent

1. From the Reports and Analytics pane, click Browse Catalog.

2. On the Catalog page, click New and then select Agent under Actionable Intelligence.

3. On the Overview page, click the Schedule tab.

4. Click in the Frequency field, and select Monthly.

5. Select first and Monday and then select all months so that the agent runs the first Monday of every month.

6. Click the Delivery Content tab.

7. Enter Monthly Salary Details Report in the Subject field.

8. In the Content field, select Briefing Book.

9. Click Browse.

10. In the Choose Delivery Content dialog, locate and select the briefing book that contains the Salary Details report.

11. Click OK.

12. Click the Recipients tab.

13. Add the names of the compensation analysts who you want to receive the analysis.

14. Click the Destinations tab.

15. Clear the Home Page and Dashboard option.

16. Under Devices, select Email.

17. In the upper-right corner of the page, click the Save this Agent icon.

18. In the Save Agent dialog, enter a name for the agent and save it either to My Folders or to the Custom folder inShared Folders.

Related Topics

• Adding the Salary Details Report to a Briefing Book: Worked Example


Chapter 10Troubleshooting Reports and Analytics

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10 Troubleshooting Reports and Analytics

Why do I see amounts of zero in analyses?If you're not expecting to see zero amounts in an analysis, it's possible that exchange rates aren't properly set up.

For example, you choose EUR as your preferred currency in general preferences, and your corporate currency is USD.Amounts in analyses are displayed in EUR after conversion from USD, based on the current exchange rate. But if theexchange rate between EUR and USD isn't set up, or if the conversion fails for any reason, then the amounts show as zero. Ifthis happens, contact your help desk.


Glossary

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Glossary

analysis

A graph or table displaying select data to provide answers to business questions.

analytics

Business intelligence objects such as analyses and dashboards that provide meaningful data to help with decision making.

briefing book

A collection of static or updatable analyses or dashboard pages that you can download, print, and share with others.

business intelligence catalog

The repository where all business intelligence objects, including analytics, reports, briefing books, and agents, are stored. Thecatalog contains separate folders for personal, shared, and custom objects.

dashboard

A collection of analyses and other content, presented on one or more pages to help users achieve specific business goals.Each page is a separate tab within the dashboard.

proposed finish date

Suggested date by a resource to complete work on a task.

report

An output of select data in a predefined format that's optimized for printing.

scheduled process

A program that you run to process data and, in some cases, generate output as a report.

subject area

A set of columns, or pieces of data, related to a specific business object or area.

work area

A set of pages containing the tasks, searches, and other content you need to accomplish a business goal.

Using Analytics and Reports Cloud Human Capital Management · For Oracle Human Capital Management...

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