PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Plan Careers And .
PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Plan Careers and Successions November 2010
PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Plan Careers and Successions SKU hrms91hhcs-b1110 Copyright 1988, 2010, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Hazardous Applications Notice This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. Third Party Content, Products, and Services Disclaimer This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services.
Contents Preface PeopleSoft Enterprise Human Resources Plan Careers and Successions Preface . vii PeopleSoft Applications . vii PeopleSoft Enterprise HRMS Application Fundamentals . vii PeopleBooks and the PeopleSoft Online Library . vii Chapter 1 Getting Started with Plan Careers and Successions . 1 Plan Careers and Successions Overview . Plan Careers and Plan Successions Business Processes . Plan Careers and Successions Integrations . Plan Careers and Successions Implementation . 1 1 2 2 Chapter 2 Planning Careers . 3 Understanding Plan Careers . 3 Plan Careers . 3 (USF) Plan Careers . 4 Prerequisites . 5 Setting Up Human Resources Job Data . 6 Setting Up Profiles . 6 Setting Up Training Programs . 7 Creating Career Paths . 7 Understanding Career Paths . 7 Page Used to Create Career Paths . 8 Defining Career Paths for Job Codes . 9 Creating Career Plans . 10 Understanding Career Plans . 10 Pages Used to Create Career Plans . 11 Entering Employee Job, Location, and Availability Preferences . 13 Defining an Employee Career Path . 14 (USF) Submitting and Printing the Career Plan . 17 (USF) Adding Career Path Information . 18 Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. iii
Contents Ranking Employee Potential . Entering Career Goals . Entering Career Mentoring Data . (USF) Adding Career Goal Information . Evaluating Employee Strengths and Developmental Areas . Entering and Updating Training Programs . Adding Career Development Plans . (USF) Adding Information About a Career Developmental Goal . (USF) Approving the Career Plan . Reviewing Employee Career Data . Understanding Employee Career Data . Pages Used to Review Employee Career Data . Viewing Employee Job Paths . Viewing Summary Information . Reviewing Career Progression . Understanding the Career Progression Chart . Page Used to View the Career Progression Chart . Viewing Career Progression . Running Career Reports . Pages Used to Run Career Reports . Creating Career Details by Population Reports . (FRA) Rating Employees . Managing Career Planning Self-Service . Understanding Career Planning Self Service . Self Service Pages Used to Manage Career Plans . Defining Career Paths . Reviewing Internal Resumes . 19 20 21 22 23 25 27 28 29 30 30 30 31 32 32 32 33 33 35 35 36 41 42 42 42 43 45 Chapter 3 Planning Successions . 49 Understanding Plan Successions . Plan Successions . (USF) Plan Successions . Prerequisites . Setting Up HRMS Core Data . Setting Up Job Data . Defining Key Positions . Defining Key Job Codes . Identifying Key Employees . Setting Up Profiles . Setting Up Career Plans . Identifying Potential Candidates . iv 49 49 50 50 51 51 51 51 52 52 52 53 Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.
Contents Setting Up Succession Planning . Pages Used to Setup Succession Planning . Defining Succession Planning Default Values . Defining Ratings Boxes . Creating Succession Plans . Pages Used to Create Succession Plans . Entering Succession Plan Data . Selecting Candidates . Comparing Succession Criteria . Viewing Candidates for Specific Positions . Managing Talent Pools . Understanding Talent Pools . Pages Used to Create Talent Pools . Setting Up Talent Pool Categories . Managing Talent Pools . Evaluating Talent Rating Assignments . Associating Learning Programs with Talent Pools . Managing Succession Trees . Building Succession Trees . Adding and Viewing Details in Succession Trees . Managing Succession Plans . Understanding Succession 360 . Pages Used to Manage Succession 360 . Configuring Succession 360 Default Search Criteria . Configure Succession 360 Organizational Chart Hierarchies . Configure Succession 360 Profile Content . Configuring Succession 360 Succession Readiness Legend . Accessing Succession 360 . Reviewing Career Summaries . Pages Used to Review Career Summaries . Running Succession Reports . Understanding Succession Reports . Pages Used to Run Succession Reports . Key People/Job Codes/Positions . Succession Planning Self-Service . Self Service Pages Used in Succession Planning . 53 53 54 56 58 59 60 61 64 66 67 67 68 68 69 71 72 73 73 74 76 76 77 77 79 81 83 83 88 88 89 89 90 90 93 94 Index . 95 Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. v
PeopleSoft Enterprise Human Resources Plan Careers and Successions Preface This preface discusses: PeopleSoft applications. PeopleSoft Enterprise HRMS Application Fundamentals. PeopleBook structure. PeopleSoft Applications This PeopleBook refers to the following PeopleSoft application: PeopleSoft Enterprise Human Resources Plan Careers and Successions. PeopleSoft Enterprise HRMS Application Fundamentals Additional, essential information describing the setup and design of your system appears in a companion volume of documentation called PeopleSoft Enterprise HRMS Application Fundamentals PeopleBook. Each PeopleSoft line of applications has its own version of this documentation. Note. One or more pages in Plan Careers and Successions operate in deferred processing mode. Deferred processing is described in the preface in the PeopleSoft Enterprise HRMS Application Fundamentals PeopleBook. See Also PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, "PeopleSoft Enterprise HRMS Application Fundamentals Preface" PeopleBooks and the PeopleSoft Online Library A companion PeopleBook called PeopleBooks and the PeopleSoft Online Library contains general information, including: Understanding the PeopleSoft online library and related documentation. How to send PeopleSoft documentation comments and suggestions to Oracle. Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. vii
Preface How to access hosted PeopleBooks, downloadable HTML PeopleBooks, and downloadable PDF PeopleBooks as well as documentation updates. Understanding PeopleBook structure. Typographical conventions and visual cues used in PeopleBooks. ISO country codes and currency codes. PeopleBooks that are common across multiple applications. Common elements used in PeopleBooks. Navigating the PeopleBooks interface and searching the PeopleSoft online library. Displaying and printing screen shots and graphics in PeopleBooks. How to manage the locally installed PeopleSoft online library, including web site folders. Understanding documentation integration and how to integrate customized documentation into the library. Application abbreviations found in application fields. You can find PeopleBooks and the PeopleSoft Online Library in the online PeopleBooks Library for your PeopleTools release. viii Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.
Chapter 1 Getting Started with Plan Careers and Successions This chapter provides an overview of the Plan Careers and Successions processes and discusses: Plan Careers and Successions business processes. Plan Careers and Successions integrations. Plan Careers and Successions implementation. Plan Careers and Successions Overview Plan Careers and Successions are two separate, but integrated, business processes in Human Resources. The Career Planning business process enables you to create default career paths and to design individual career plans for workers in an organization. The Succession Planning business process enables you to build graphical succession trees by using PeopleSoft Tree Manager and to create successions plans that identify key positions and target key candidates. This diagram illustrates the Plan Careers and Plan Successions business processes in Human Resources: Plan Careers and Plan Successions business processes Note. The Plan Careers and the Plan Successions business processes can be implemented separately. Plan Careers and Plan Successions Business Processes Plan Careers and Successions provides these business processes: Manage career plans. Manage succession plans. Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. 1
Getting Started with Plan Careers and Successions Chapter 1 This documentation covers these business processes in the business process chapters in this PeopleBook. Plan Careers and Successions Integrations Plan Careers and Successions integrates with these PeopleSoft applications: HRMS applications. Other PeopleSoft applications. Third-party applications. This documentation discusses integration considerations in the implementation chapters in this PeopleBook. Supplemental information about third-party application integrations is located on the My Oracle Support website. See Also PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, "Working with Integration Points in Enterprise HRMS" Plan Careers and Successions Implementation PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation. Other Sources of Information In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation documentation, table-loading sequences, data models, and business process maps. See Also PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook Enterprise PeopleTools PeopleBook: PeopleSoft Setup Manager 2 Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.
Chapter 2 Planning Careers This chapter provides an overview of plan careers, lists prerequisites, and discusses how to: Create career paths. Create career plans. Review employee career data. Review career progression. Run career reports. (FRA) Rate employees. Manage Career Planning self-service Understanding Plan Careers This section discusses: Plan careers (USF) Plan careers Plan Careers Retaining and motivating employees are important aspects of an organization's success. Use the Plan Careers business process in Human Resources to ensure the organization uses employee talents to their fullest. Career planning enables you to assess and rank workers, record job preferences, create career paths, develop longterm goals, assign mentors, identify competencies, devise training plans, and create development plans. To implement the Plan Careers business process: 1. Perform the prerequisite tasks. 2. Create the career paths. 3. Create the career plans. Once everything is set up, review employee data and run the career reports on a regular basis to manage organizational growth and to adjust career paths and career plans as requirements change over time. Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. 3
Planning Careers Chapter 2 Integrations The Plan Careers business process integrates with: The Manage Profiles business process in Human Resources. See PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Profiles, "Managing Profiles." The Administer Training business process in Human Resources. See Chapter 2, "Planning Careers," Setting Up Training Programs, page 7. (USF) Plan Careers The Plan Careers business process for U.S. Federal Government users enables you to set up career plans and produce Individual Development Plans (IDPs) for employees' career development paths. You can track IDP progress, job move costs, training, employee appraisals, mentoring, and self-implemented career development activities. An employee or supervisor can request to work on a career plan at any time. Once you create a career plan, the system: 1. Routes the plan along the agency's path of review and approval. 2. Tracks costs and activities associated with the plan. 3. Generates the IDP output form. Use career plans to complement performance reviews and training programs or to prepare employees to become key managers. Career plans help you develop backup personnel for open positions. Note. Using the Plan Careers business process is optional, and is intended to work with merit staffing practices as established by law, regulation, or internal policy. Career Plan Tracking The Plan Careers business process includes a sequence of steps that enable you to track the request, approval, and completion of career plans. For example, a path might include: Creating a career plan. Submitting it as a request. Giving reviews and approvals. Completing an authorized career plan. Producing an IDP. PeopleSoft workflow manages routing and tracking. You assign a status, and workflow tracks and routes the career plan through the approval cycle. Reviewers change the status to either continue the review process or disapprove the plan. The system then shows the career plan status on the Career Plan page. 4 Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.
Chapter 2 Planning Careers Career Plan Approval Process This graphic presents an overview of the career plan approval process: Career plan approval process The following definitions describe the process of submitting and reviewing career plans. You can use these or adapt them to meet specific requirements. Status Career Plan Status Code Definition Under Development 1 Employee and supervisor create a career plan, assign this status, and work on the plan until submitting it to the second-level supervisor or manager. Submitted to Supervisor 2 Supervisor assigns this status to send the career plan to the second-level supervisor or manager. Approved by Manager 3 Manager or second-level supervisor assigns this status to send the plan to the human resources department. Disapproved by Manager 4 Manager or second-level supervisor assigns this status to send career plan back to originators for cancellation. Approved by HR 5 Human resources official approves request by assigning this status. Disapproved by HR 6 Human resources official disapproves request by assigning this status. Prerequisites Perform the following tasks before setting up the Plan Careers business process in Human Resources: 1. Set up HRMS basic data, such as department codes, business units and geographic locations. Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. 5
Planning Careers Chapter 2 2. Set up Human Resources job data for employees. 3. (optional) Set up job and employee profiles. 4. (optional) Set up training programs for employees. See Also PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, "Setting Up and Installing PeopleSoft HRMS" PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook, "Setting Up Jobs" PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Workforce, "Increasing the Workforce" Setting Up Human Resources Job Data Employee job data must exist in the Workforce Administration tables before you work with the Plan Careers pages. If you've implemented multiple business units and setIDs, the information that you use and create is determined by how business unit and setID functionality is set up for your user ID. You must define the job codes that you use in default career paths to populate identifying information from the Job Code table into the Career Path table. To enable you to easily view employee's prior work experience, the Prior Work Experience page is accessible from the Plan Careers business process. See PeopleSoft Enterprise HRMS 9.1 Application Fu
PeopleSoft Enterprise HRMS Application Fundamentals Additional, essential information describing the setup and design of your system appears in a companion volume of documentation called PeopleSoft Enterprise HRMS Application Fundamentals PeopleBook. Each PeopleSoft line of applications has its own version of this documentation. Note.
PeopleSoft Portal Solutions product family. PeopleSoft Enterprise Portal feature overview. PeopleSoft Enterprise Portal and PeopleTools. PeopleSoft Portal Solutions Product Family This section discusses the products that are part of the PeopleSoft Portal Solutions product family: PeopleSoft Enterprise Portal.
PeopleSoft Human Resources Base Benefits Business Process.1 Implementing PeopleSoft Human Resources Base Benefits.1 Setting Up PeopleSoft HRMS Fundamental Tables.2 Setting Up Core PeopleSoft Human Resources Base Benefits Tables.2 Setting Up Additional PeopleSoft Human .
This PeopleBook refers to the following PeopleSoft application: PeopleSoft Enterprise Human Resources Manage Positions. PeopleSoft Enterprise HRMS Application Fundamentals Additional, essential information describing the setup and design of your system appears in a companion volume of documentation called PeopleSoft Enterprise HRMS Application .
PeopleSoft Products This PeopleBook refers to the following PeopleSoft product: PeopleSoft Enterprise Human Resources Manage Profiles. PeopleSoft Enterprise HRMS Application Fundamentals Additional, essential information describing the setup and design of your system appears in a companion
Setting Up PeopleSoft HRMS Fundamental Tables.2 Setting Up Core PeopleSoft Human Resources Administer . PeopleSoft Human Resources Administer Training. PeopleSoft Human Resources Administer Training business processes. (MEX) Additional Administer Training Tables. and. General: (FRA) 4.
PeopleSoft Enterprise CRM Business Object Management The PeopleSoft Enterprise CRM 9.1 Business Object Management PeopleBook discusses how to create and manage customer and worker business objects in PeopleSoft CRM. The PeopleSoft Enterprise CRM 9.1 Business Object Management PeopleB
PeopleSoft HCM 9.2: Human Resources Manage Positions . Understanding the PeopleSoft Online Help and PeopleBooks The PeopleSoft Online Help is a website that enables you to view all help content for PeopleSoft applications and
PeopleSoft HCM 9.2: Human Resources Manage Profiles . Understanding the PeopleSoft Online Help and PeopleBooks The PeopleSoft Online Help is a website that enables you to view all help content for PeopleSoft applications and
