Oracle – Filtering Data in the Performance Management Work Area

Hello, my name is Mike. In this tutorial I'll show you how to 
filter data in the Performance Management Work Area. I'm a 
manager, and I want to look at my organization's performance 
ratings. 

[No Audio: User selects the My Team icon, then Performance]

The analytics displayed here compare the actual ratings versus 
the target ratings.

[No Audio: User clicks the Filter button] 

Here I can select all the performance documents for the current 
evaluation cycle for which all my directs are eligible. This 
allows me to have a holistic view across my organization. I can 
view only my direct reports, or all of my reports. I can also 
review each manager. 

Now I'll look at my organization performance summary. I can see 
that some of the performance evaluations are complete. I'm 
looking at my direct managers. If I want to see their direct 
reports, I can expand this view and drill down. Right now I want 
to look at Frank's team. Here I can see any completed and in 
progress evaluations, ratings, and comments. I can also open an 
evaluation and see the details. I can click on the section to 
see the different components of the evaluation, like overall 
summary, goals, competencies, and feedback. 

I'd like to take a quick look at the evaluation for 2014. For 
the 2014 annual evaluations, I can see that all tasks are 100% 
complete for the whole organization. I can also change the view 
and see these tasks by a manager's org. Now I want to look at 
the performance and potential for my direct reports. If I hover 
over these icons, I can see more details about these people. 
Let's look at my whole organization. Looks like I have some 
people I need to think about realigning, as well as a couple who 
are ready for new opportunities.

I'd like to look at the details for the in progress reviews, 
which I can see on manager evaluations tab. I'll expand this 
view to get more information on the overall completion progress. 
In the first analytics sunburst, I can see the total number of 
documents completed overall. To the right, I can see completed 
reviews from different evaluations. Here, I can see the details 
for each of my direct reports and the progress they made on each 
of the evaluations. I can also expand this view and drill down 
to get details about the current status of an evaluation. Here, 
I can see completed tasks and completion dates. 

Right now I'm looking at evaluations for my whole organization. 
If I want to focus on specific evaluations, or a particular 
document status, or worker, I can do all of that by using the 
filter. This concludes the tutorial on filtering data in the 
Performance Management Work Area. You can find more information 
and learning resources in your Oracle Fusion help application, 
the Oracle Learning Library, and at Oracle University. Thank 
you.