Oracle HCM Cloud: Native Reporting Using BIP for Talent ...

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Oracle HCM Cloud: Native

Reporting Using BIP for Talent

Acquisition

Activity Guide

D97812GC10

Edition 1.0 | November 2017 | D101600

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Author

Bengt Skillen

Publisher

Joseph Fernandez


Oracle HCM Cloud: Native Reporting Using BIP for Talent Acquisition – Table of Contents iii

Table of Contents

Practices for Lesson 1: Course Overview ..................................................................................... 5

Practices for Lesson 1 .................................................................................................................... 6

Practices for Lesson 2: Examining Native Reporting ................................................................... 7


Practice 2-1: Configuring User Types ............................................................................................. 9

Practices for Lesson 3: Using Native Reporting as Report Consumers .................................... 13


Practice 3-1: Running and Saving Standard Reports ..................................................................... 15

Practices for Lesson 4: Using Native Reporting As Report Authors .......................................... 19


Practices for Lesson 5: Starting with Oracle Talent Acquisition ................................................ 21


Practice 5-1: Creating Data Models ................................................................................................ 23

Practice 5-2: Sampling Data ........................................................................................................... 26

Practices for Lesson 6: Using BI Publisher ................................................................................... 29


Practice 6-1: Uploading XML Files.................................................................................................. 31

Practice 6-2: Configuring Pages ..................................................................................................... 32

Practice 6-3: Constructing Tables ................................................................................................... 34

Practices for Lesson 7: Building Charts and Tables in BI Templates ........................................ 39


Practice 7-1: Inserting Pie Charts into Native Reporting Templates .............................................. 41

Practice 7-2: Inserting Bar Charts into Native Reporting Templates .............................................. 43

Practices for Lesson 8: Creating Calculations in BI Templates .................................................. 47


Practice 8-1: Concatenating the Risk of Loss and Potential ........................................................... 49

Practice 8-2: Working with If-Statements ........................................................................................ 51

Practices for Lesson 9: Uploading BI Templates into Oracle Talent Acquisition ..................... 55


Practice 9-1: Uploading User-Defined Templates into Oracle Talent Acquisition .......................... 57

Practice 9-2: Testing User-Defined Templates ............................................................................... 59

Practices for Lesson 10: On Your Own .......................................................................................... 63

Practices for Lesson 10 .................................................................................................................. 64

Practices for Lesson 11: Course Summary ................................................................................... 65


iv Oracle HCM Cloud: Native Reporting Using BIP for Talent Acquisition – Table of Contents

Practices for Lesson 11 .................................................................................................................. 66

Practices for Lesson 1:

Course Overview


6 Practices for Lesson 1: Course Overview

Practices for Lesson 1

Overview

There are no practices for this lesson.


Examining Native Reporting


8 Practices for Lesson 2: Examining Native Reporting


Overview

In these practices, you learn how to configure user types.


Practices for Lesson 2: Examining Native Reporting 9

Practice 2-1: Configuring User Types

Scenario

In preparation of full adoption of the Native Reporting solution, your supervisor has asked that

you duplicate an existing user type and change the Access Reports setting before activating

the user type.

Assumptions

Time: Approximately 10 minutes

Tasks

1. The first step is to log in to the solution.

a. Log in to Oracle Talent Acquisition using the URL and credentials provided by the

instructor.

Note: If you are taking the course as training on demand (TOD), use the URL and

credentials provided for your labs.

b. Click the Sign In link.

Result: The Welcome page appears.

c. Click the Configuration option.

Result: The Configuration module opens.

2. The next task is to locate the correct user type.

a. Locate the SmartOrg heading in the right-hand column.

b. Click the Administration link.

Result: The SmartOrg Administration page displays.

c. In the left-hand column under the Users heading, locate the User Types link.

d. Click the User Types link.

Result: The User Types page opens.

e. Click the Refine by drop-down menu.

f. Click the Keyword list item.

Result: The Contains field displays.

g. Enter the following information into the Contains field:

manager



h. Click the Refresh button.

i. Locate the PM.Manager.All user type.

j. Click the Duplicate link for the PM.Manager.All user type on the right-hand side of the

row.

Result: The User Type Editor - Manager - Global page appears.

k. Click in the Code field.

l. Change the existing code to:

performance_manager_only_[Your Initials]

m. Click in the Description field.

n. Change the description to:

Reporting Access

o. Click in the Name field to change the name to:

Global Manager [Your Initials]

p. Click the Save button.

Result: The User Type – [Your Initials]_Global Manager page opens.

3. In this next series of tasks, you need to activate the Access Reporting option.

a. Locate and expand the Performance section.

b. Locate the Team Management section.

c. Click the Edit link.

Result: The Permissions Editor - Performance - Team Management displays.

d. Select the Access Reporting checkbox.

e. Click the Save button.

Result: The User Type – [Your Initials]_Global Manager page reappears.

4. For the final task in this practice, activate the option.

a. Click the Activate button.

Result: The Deactivate button displays to show that the duplicated and newly configured user type is now active.

b. Click the User Types link.


Practices for Lesson 2: Examining Native Reporting 11

c. Click the Home button.



Completing Your Practices

If this is a virtual session, then click the green checkmark in the participant window to let the

instructor know that you have completed the practices and the Apply It! section. If the

checkmark is not available, then let the instructor know via the chat window. If time permits,

complete any Explore More! items.

Apply It!

Which users in your organization are you planning to give access to Native Reporting?

Explore More!

Check to see what other user types, if any, have the Access Reporting option activated on

them.

Practices for Lesson 3: Using

Native Reporting as Report

Consumers


14 Practices for Lesson 3: Using Native Reporting as Report Consumers


Overview

In these practices, you learn how to set up and open standard reports so that they can be

saved.


Practices for Lesson 3: Using Native Reporting as Report Consumers 15

Practice 3-1: Running and Saving Standard Reports

Scenario

A manager requests that you run the Talent Profile report, a standard Native Report, using the

R&D Talent Pool. The output should be RTF, and saved as a Word document to your desktop

for later distribution.

Assumptions


Tasks

1. First access the Performance tool from the Welcome page.

a. Locate the Performance link.

b. Click the Performance link.

Result: The Performance solution displays.

2. Although you can use the Reports option listed in the menu, this practice uses a different

method to queue the report.

a. Click the More menu.

b. Click the Talent Pools list item.

Result: The Talent Pools page opens.

c. Under the Name column, locate the Recruiting option.

d. Place the cursor in the Recruiting row to activate the View Available Actions drop-

down button.

Result: The View Available Actions drop-down button displays.

e. Click the Go to drop-down button.

Result: A drop-down menu with several choices appears.

3. Now use the Talent Profile to generate a standard report.

a. Click the Run Report option.

Result: The Run a report dialogue box opens. In the left-hand Employee column, the Talent Pool radio button is already selected.

b. Locate the Select a report column.



c. If necessary, expand the Talent Profile section by clicking the Talent Profile tree item.

d. Select the Talent Profile option.

Result: The Customize the report column activates. It is now possible to specify a name and the report output format.

e. Locate the Name field.

f. Add your initials to the end of the name. Enter the following information into the Name

field:

Talent Profile – [Your Initials]

g. Click the RTF option.

h. Click the Run Report button.

Result: A dialogue box appears, explaining that report processing is under way.

4. After running the report, it is then possible to access its contents.

a. On the dialogue box, click the Go to "My Reports" link.

Result: The My Reports dialogue box opens.

b. If the Status column does not display a value of Ready then click the Refresh button.

Note: It may be necessary to click the Refresh button several times before the status

changes from Running to Ready.

c. Click the Report Title link.

d. Result: The Opening Reporting.RTF dialogue box most likely appears. Depending on

your browser and preferences that you have configured for it, the system may send the

report straight to MS Word. Depending on your browser, it might also be necessary to

click OK. Depending on the browser, the Opening Reporting.RTF dialogue box may

show up at the bottom of the screen as a download.

e. On the Opening Reporting.RTF dialogue box, click the OK button.

Result: The report opens in MS Word.

5. With the document opened in MS Word, it is possible to take actions on it.

a. Examine the report. Observe that the end result is modifiable, if required.

b. Use the Save As option.


Practices for Lesson 3: Using Native Reporting as Report Consumers 17

c. Select Word Document (*.docx) option.

d. Provide the document with the following name:

Talent Pool_(your initials)

Note: This guarantees that the resulting file is truly an MS Word document, and not just

Rich Text File (RTF).

e. Save the document in a location that you can remember.

6. The last task is to exit MS Word and then return to Performance.

a. Return to Oracle Talent Acquisition Performance.

b. On the My Reports dialogue box, click the Close button.

c. Click the Performance menu.

Result: The landing page for Performance reappears.








Apply It!

Which of the output options available for standard reports in Native Reporting do you plan to

use most often?

Explore More!

Run an additional standard report but this time, use the wizard.


Native Reporting As Report

Authors


20 Practices for Lesson 4: Using Native Reporting As Report Authors


Completing Your Activities


instructor know that you have completed the Apply It! and the Explore More! sections. If the

checkmark is not available, then let the instructor know via the chat window.

Apply It!

What value would implementing a scoping mechanism bring to your organization?

Explore More!

Who in your organization would take on the task of scoping user-defined reports for Taleo

Performance? Is it just one or more than one stakeholder? Would these same individuals also

create the user-defined template?


Starting with Oracle Talent

Acquisition


22 Practices for Lesson 5: Starting with Oracle Talent Acquisition


Overview

In these practices, you establish a data model and retrieve a data sample.


Practices for Lesson 5: Starting with Oracle Talent Acquisition 23

Practice 5-1: Creating Data Models

Scenario

This lesson covers creating the data samples you will use in building your report template. If

you are confident in your skills, create a data model from the Succession Data model that

attaches the position data model to the succession plan and the employee data model to the

successor. Use the Get Sample tools to download a set of sample data and save it.

Assumptions


Tasks

1. The first step involves accessing the portion of the software where data models can be

defined.

a. On the Oracle Talent Acquisition Welcome page, click the Configuration link.

Result: The Configuration module appears.

b. In the right-hand column, locate the Performance Administration link.

c. Click the Performance Administration link.

Result: The Performance Administration page opens.

d. In the lower part of the left-hand column, locate the Native Reporting Administration

link.

e. Click the Native Reporting Administration link.

Result: The Native Reporting Administration page displays.

f. Click the Data Model Definitions link.

Result: The Data Model Definitions for Deployment page appears.

2. Next create the new data model.

a. Click the Create link.

The Data Model Definition Editor page opens.

b. Enter the following information into the Code field:

[Your Initials]_succession_plan_data

c. Enter the following information into the Description field:

Succession Plan Data Information

d. Enter the following information into the Name field:



[Your Initials]Succession Plan Data

e. Locate the Base Data Model field and click the Search button.

Result: The Data Model Selector page displays.

f. Click the Succession Data Model option.

g. Click the Select button.

Note: Once you have clicked the Save button, you are no longer able to edit the Base Data

Model field. If you have chosen incorrectly, then you must delete the data model and begin

again.

h. Click the Save button.

Result: The Data Model Definition – [Your Initials]_Succession Plan Data page opens.

3. Now it is possible to edit the newly defined data model.

a. Next to the Data Model Content heading, locate the Edit link.

b. Click the Edit link.

Result: The Data Model Editor displays.

c. If necessary, click the Expand Tree link.

d. Click the Succession Plan Green Plus Sign object.

Result: The Data Model Selector page appears.

e. Details regarding position are required in the resulting report. Click the Position Data

Model option.

f. Click the Select button.

Result: The Position Data Model now appears under Succession Plan in the tree.

g. Within the Position Data Model, click the Position, the Position Location and the

Position Organization options.

h. Click the Successor Green Plus Sign object.

Result: The Data Model Selector page appears.

i. Click the Employee Data Model option.



j. Click the Select button.

Result: The Employee Data Model now appears under Successor in the tree.

k. Click the Employee, Employee Location, the Employee Metrics, and the Employee

Organization options.

l. Click the Save button.

Result: A dialogue box appears and asks if you are certain that you want to save the data model content.

4. Finally, it is necessary to return to the selections and activate the data model.




Practice 5-2: Sampling Data

Scenario

With a data model now in place, it is time to obtain some sample data to bring to life the

template that you are to create.

Assumptions


Tasks

1. First, access the portion of the solution where data can be sampled.

a. In the breadcrumb trail, click the Data Model Definitions link.

Result: The Data Model Definitions for Deployment page appears.

b. Click the Data Model Definition Sampling link.

c. In the Data Model Definition Sampling table, locate the row containing your newly

created data model.

d. On the right-hand side of the row containing your data sample, click the Get Sample

button.

Result: The Get Sample button vanishes and in its place appear a Refresh button and a message stating that sampling is in progress.

Note: The samples contain no more than 200 records, but if it seems to take too long, use

the Refresh button to refresh the build.

e. Click the Refresh button, if need be.

f. Click the Ready link.

Result: The Opening Sample_[Your Initials]_Succession_Plan_Data_[today’s date] dialogue box opens.

Note: Depending on your browser, its configurations and those of your computer, you may

or may not have to take several more steps to get to a location where it is possible save the

file on your computer. Ensure that the location is one that is easy to remember and access

as you need the data sample in the next lesson.

g. Click the Save File radio button.

h. Click the OK button.

i. Enter the desired information into the File Name field:

[Your Initials]_Succession Data Sample.xml



j. Click the Save button.

k. Sign out of the application.








Apply It!

Does your organization have a way for people to request that reports be created?

If yes, how do Native Reports now fit into that process?

If no, who determines what needs to be created?

Explore More!

Create another combination data sample and get the sample data for it.


BI Publisher


30 Practices for Lesson 6: Using BI Publisher


Overview

In these practices, you insert XML files into MS Word, change page layouts, and build tables.


Practices for Lesson 6: Using BI Publisher 31

Practice 6-1: Uploading XML Files

Scenario

Before you can create and alter a Native Reporting template, you first need to upload the XML

file retrieved in the practice from last lesson. Insert this file to provide data for the template.

Assumptions


Tasks

1. First, it is necessary to access MS Word and the BI Publisher tab.

Note: The BI Publisher tab must be installed by the time you are ready to start this lesson’s

practices.

a. Click the BI Publisher tab.

b. Click the Sample XML button.

c. Navigate to the location of the XML file from the previous exercise.

d. Click the Filename object.

e. [Your Initials]_Succession Data Sample.xml

f. Click the Open button.

g. Click the OK button.

Result: With the XML file and the data set that it contains now uploaded, it is possible to modify the template. The Insert, Preview, Tools, and Options sections are now active and ready for use.



Practice 6-2: Configuring Pages

Scenario

With the XML file in place, you can now begin to work on modifying the template to make it meet

the user-defined Succession Plan report for Performance data.

Assumptions


Tasks

1. The first step involves changing the page layout.

a. Locate the Page Layout tab.

b. Click the Page Layout tab.

c. Locate the Orientation button.

d. Locate the Landscape list item.

e. Click the Landscape list item.

f. Locate the Margins button.

g. Click the Margins button.

h. Locate the Narrow list item.

i. Click the Narrow list item.

2. The next step is to provide a report title, using a style.

a. Locate the Home tab.

b. Click the Home tab.

c. Locate the Title menu.



Click the Title menu.

d. Enter the following information:

Succession Plan Report

e. Press [Enter].

3. Return to the BI Publisher tab.

a. Locate the BI Publisher tab.

b. Click the BI Publisher tab.



Practice 6-3: Constructing Tables

Scenario

Continue to alter the template for the user-defined Succession Plan report for Performance data

by adding an information-rich table.

Assumptions


Tasks

1. The first step involves launching the Table Wizard on the BI Publisher tab.

Note: Ensure that you are on the BI Publisher tab.

a. Click the Table Wizard button.

Result: The Table Wizard opens.

b. Leave the default of Table selected.

2. The second task is to add fields related to succession planning.

a. Click the Next button.

b. Click the Data Set list.

c. Select the Succession Plan option at the top.

d. Click the Next button.

e. Click the SUCCESSIONPLANNUMBER list item.

f. Click the > button.

g. Scroll down and select the EMPLOYEELASTNAME list item.

h. Click the POSITIONNUMBER list item.

i. Click the > button.



j. Click the EMERGENCYREPLACEMENT list item.

k. Click the > button.

l. Click the SEQUENCE list item.

m. Click the > button.

3. The task now is to add fields related to employee information.

a. Click the EMPLOYEENUMBER list item.

b. Click the > button.

c. Scroll down, as needed. Click the EMPLOYEEFIRSTNAME list item.

d. Click the > button.

e. Click the > button.

f. Click the EMPLOYEETITLE list item.

g. Click the > button.

h. Scroll down, as needed. Click the EMPLOYEEORGANIZATIONNAME list item.

i. Click the > button.

j. Scroll down, as needed. Click the LOCATIONNAME list item.

k. Click the > button.

l. Scroll down, as needed. Click the EMPLOYEERISKOFLOSS list item.

m. Click the > button.



n. Scroll down and select the EMPLOYEE POTENTIAL list item.

o. Scroll down, as needed. Click the PROMOTABILITYREADINESS list item.

p. Click the LASTREVIEWSCORE list item.

q. Click the > button.

r. Click the PROMOTABILITYREADINESS list item.

s. Click the > button.

4. Now it is possible to group the selected items.

a. Click the Next button.

b. Click the Group By list.

c. Group by PositionNumber.

d. Click the Next button.

e. Click the Sort by Sequence button.

f. Click the Finish button.

5. As a final task, save, name, and close the template.

a. Click the Save As button.

b. Enter the following information into the field:

Succession Plan

c. Click in the File name: field.

d. Click the Save button.



e. Click the HTML button.

f. Review the data.

g. Click the Close button.








Apply It!

What types of branding do you plan to use in your reports?

Explore More!

Add some type of conditional format to your template.


Building Charts and Tables in

BI Templates


40 Practices for Lesson 7: Building Charts and Tables in BI Templates


Overview

In these practices, you add pie charts and bar charts to Native Reporting templates.


Practices for Lesson 7: Building Charts and Tables in BI Templates 41

Practice 7-1: Inserting Pie Charts into Native Reporting Templates

Scenario

For your new template, you and your manager have discussed the fact that a visual aide would

best present the data in a visually compelling manner. To this end, add a pie chart to the

template.

Assumptions


Tasks

1. The first step is to activate the Chart Wizard.

a. If you have closed it, open your Succession Plan report template again in MS Word.

Note: You may have to upload the XML file again. If the toolbar is grayed out, reload the

XML file.

b. Click under the table that you created in the last lesson in order to insert your cursor.

c. On the BI Publisher tab, click the Chart button.

Result: The Chart Wizard displays.

2. The next task requires the configuration of the details for the pie chart.

a. Drag the EMPLOYEEORGANIZATIONNAME object and drop it into the Labels area.

b. Drag the POSITIONNUMBER object and drop it into the Values area.

c. Click the Aggregation list.

d. Select the Count option.

e. Deselect the Group Data checkbox.

f. Click the Type list and select the Pie Chart option.

g. Click the Style list and select any option of your choice.

3. It is important to review and test the visual aide to ensure that it appears as expected.

a. Click the Preview button.

Result: A preview appears.

b. Click the OK button.



c. Test your report by clicking the HTML button.

Note: You may need to click Preview, depending on monitor size.

Note: You may be prompted to save your work first.

Result: The template opens as a data-rich report in HTML format.

4. With the pie cart configured and previewed, it is now possible to return to MS Word and

save it.

a. Go back to MS Word.

b. Click the Save button.



Practice 7-2: Inserting Bar Charts into Native Reporting Templates

Scenario

Your manager has seen the pie chart and believes it is a good addition to the template.

However, another type of visual aide seems fitting to accompany it. Next, add a bar chart to the

template.

Assumptions


Tasks

1. The first step is to activate the Chart Wizard.

a. Click under the table that you created in the last lesson in order to insert your cursor.

b. Click the Chart button.

Result: The Chart Wizard displays.

2. The next task requires the configuration of the details for the bar chart.

a. Scroll down to the POSITION section.

b. Drag the CRITICALITY object and drop it into the Labels area.

c. Drag the POSITIONNUMBER object and drop it into the Values area.

d. Click the Aggregation list.

e. Select the Count option.

f. Click the Type list and select the Bar Chart - Vertical option, if need be.

g. Review the various properties available by scrolling up and down the list.

h. Click the Style list and select any option of your choice.

.

3. It is important to preview and test the visual aide to ensure that it appears as expected.

a. Click the Preview button.

Result: A preview appears.

b. Click the OK button.

c. Test your report by clicking the HTML button.



Result: The template opens as a data-rich report in HTML format.

4. With the bar cart configured and reviewed, it is now possible to return to MS Word and save

it.

a. Go back to MS Word.







checkmark is not available, then let the instructor know via the chat window. If time allows,


Apply It!

Which do you plan to use more often, charts or pivot tables? Why?

Explore More!

Include a pivot table in your template.


Creating Calculations in BI

Templates


48 Practices for Lesson 8: Creating Calculations in BI Templates


Overview

In these practices, you practice concatenation and working with if-statements.


Practices for Lesson 8: Creating Calculations in BI Templates 49

Practice 8-1: Concatenating the Risk of Loss and Potential

Scenario

Your manager has decided that having some indication of both risk of loss and potential in the

report would be valuable information. Create the concatenated field, change the field label and

remove the Employee Potential field that is no longer required.

Assumptions


Tasks

1. The first step is to edit the current EMPLOYEERISKOFLOSS field.

a. To get started, return to the table portion of the report template, if need be.

b. Double-click the EMPLOYEERISKOFLOSS line item.

c. Click in the Text to display field and remove the text currently in it.

d. Enter the following information into the field:

RISKANDPOTENTIAL

2. Next, move on to the Advanced tab to make more modifications.

a. Click the Advanced tab.

Note: Formulas and calculations are built here.

b. Click to place the cursor between the ? and the first E.

c. Begin building the formula by identifying a new calculation. Type xdofx: to identify this

as a calculation.

d. Click again to move the cursor to the end of the statement, in front of the final ?.

Note: The double pipe is the symbol used for indicating concatenation. The key is usually

produced with the Shift+Backslash combination on your keyboard.

e. Enter the following information into the After the 'S' and before the ? field:

|| ' / ' ||

f. Press [Caps Lock].

g. Enter the desired information into the Code field:

EMPLOYEEPOTENTIAL

h. Click the OK button.



3. It is essential to review and test the modification to ensure that it appears as expected.

a. Test your report by clicking the HTML button.

Result: The template opens as a data-rich report in HTML format. You may need to scroll down to review the responses.

4. With the concatenation now built and previewed, it is now possible to return to MS Word,

delete the EMPLOYEEPOTENTIAL column and save the changes to the template.

a. Go back to Microsoft Word.

b. Click in the EMPLOYEEPOTENTIAL column heading.

c. Activate the shortcut menu. Right-click the desired object.

d. Click the Delete Columns menu.

e. Click the Save button.



Practice 8-2: Working with If-Statements

Scenario

After reviewing the report design, the decision is made to include a column to identify whether

the direct report is ready or not ready to be promoted. To this end, you can use the decode

function for this analysis so that if the employee is 'Ready Now', it substitutes the word "Ready"

and all other options change to "Not Ready".

Assumptions


Tasks

1. It is first necessary to remove the word “readiness” to prepare the template for more end-

user definition.

a. Start by selecting only the PROMOTABILITYREADINESS field code.

Note: The final E is a separate code ending the repeats.

b. Double-click the PROMOTABILITYREADINESS object.

c. Click in the Text to display field.

d. Remove the word READINESS.

2. Next, move on to the Advanced tab to make more modifications.

a. Click the Advanced tab.

b. Using any combination of typing and /or text deletion, make your screen look the same

as the statement below:

<?xdofx: Decode(PROMOTABILITYREADINESS, 'Ready Now', 'Ready',

'Not Ready')?>

c. Click the OK button.

3. It is important to review and test the modification to ensure that it appears as expected.

a. Test your report by clicking the HTML button.

Result: The template opens as a data-rich report in HTML format. You may need to scroll down to review the responses.



4. With the if-statement now established and previewed, it is now possible to return to MS

Word and save it.

a. Go back to Microsoft Word.









Apply It!

What other kinds of calculations do you think you might need?

Explore More!

Instead of HTML, preview your newly altered template as a report in another format.


Uploading BI Templates into

Oracle Talent Acquisition


56 Practices for Lesson 9: Uploading BI Templates into Oracle Talent Acquisition


Overview

In these practices, you set user-defined templates up in Oracle Talent Acquisition and examine

them to ensure quality and that they function as expected.


Practices for Lesson 9: Uploading BI Templates into Oracle Talent Acquisition 57

Practice 9-1: Uploading User-Defined Templates into Oracle Talent

Acquisition

Scenario

Having completed all of the alteration activities, it is now time to upload your template into

Oracle Talent Acquisition, configure it and then activate it for use.

Assumptions


Tasks

Note: To complete this practice, you need to log back in to Oracle Talent Acquisition and

navigate to Configuration > Performance [Administration]. If necessary, refer to the

URL, login and password provided by the instructor.

1. The first set of tasks involves accessing Native Reporting Administration.

a. In the left-hand column, scroll down to locate the Native Reporting Administration

link.

b. Click the Native Reporting Administration link.

Result: The Native Reporting Administration page opens.

c. Click the Report Definitions link.

Note: This link contains all of the standard and user-defined report definitions.

Result: The Report Definitions page appears.

2. Next, it is necessary to specify some details for the user-defined template to be used to

generate Native Reports for Performance data.

a. Click the Create link.

b. Enter the following information into Name the field:

[Your Initials] - Succession Plan Updates

c. Enter the following information into the Category Field field:

Employee Details

d. Enter the following information into the Description field:

This report displays detailed and summary succession plan

information by position.

3. The next set of tasks now focuses on selecting and uploading items to bring the template to

life.

a. Click the Data Model Definition list.



b. Click the [your initials] - Succession Plan Data list item.

c. Select the data model that you created earlier in the course. In the Template File

section, click the Browse button.

d. Navigate to the RTF file you have worked with throughout the course.

e. Click the filename object.

f. Click the Open button.

Result: In the Template File section, the name of the template now appears.

g. Select all of the File Format options.

h. Click the Save button.

- Result: The Report Definition – [Your Initials] - Success Plan Updates page displays. Now that you have created the base properties, you see the options for User Groups and User Roles.

4. The following group of tasks links specific individuals to the template.

a. Scroll down to the User Roles heading and the click the Add link next to it.

Result: The User Role Selector page opens.

b. Select the High Level Manager, HR Administrator, Manager, and Matrix Manager

options.

c. Click the Select button.

Result: The Report Definition – [Your Initials] - Success Plan Updates page displays again.

5. Finally, it is now possible to complete the upload process and activate the template within

Oracle Talent Acquisition.


b. Click the Go to the homepage link.



Practice 9-2: Testing User-Defined Templates

Scenario

As a best practice, conduct a trial run of the template to examine it and ensure that it works as

expected.

Assumptions


Tasks

1. Testing a template to ensure that it behaves properly when it generates a report follows the

identical process for generating standard Native Reports for Oracle Talent Acquisition

Performance data.

a. Click the Performance menu.

b. Click the Reports menu.

Result: The My Reports dialogue box opens.

c. Click the Run Report link.

Note: As this report is a Succession Report, which is based on positions, it is necessary to

work from that tab.

d. Click the Positions tab.

e. Click the Positions in my coverage area option.

Result: The Select a report column activates.

f. Click the Succession Plan Updates list item.

Note: Do not click the test list item.

g. Hover over the balloon to review the description.

h. Add your initials to the end of the report name. Enter the following information into the

Name field:

[your initials]

2. Next, it is necessary to generate the report from the user-defined template.

a. Review the output options.

b. Click the Run Report button.



Result: A dialogue box appears, stating that the report is being run.

c. Click the Go to "My Reports" link.

d. Click the Refresh button, if need be.

e. Click the Succession Plan Updates link.

Result: The report opens up in HTML format.

f. Review the report in HTML format. What about this format is advantageous? Is

detrimental?

g. Close the browser window that the report appears on.

h. On the My Reports dialogue box, click the Close button.

i. Click the Home button.





instructor know that you have completed the practices, the Apply It! and the Explore More!

items. If the checkmark is not available, then let the instructor know via the chat window.

Apply It!

How does the PowerPoint format fit into your reporting plans?

Explore More!

Run the report in different output formats. Is one format better than the others for displaying

succession data?

Practices for Lesson 10: On

Your Own


64 Practices for Lesson 10: On Your Own


Overview



Course Summary


66 Practices for Lesson 11: Course Summary


Overview


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