Manager Talent

Dashboard

Rodolphe Pelletier
July 2019
Steps to enable the Manager Talent Dashboard
• Overview
• Install the BIP reports
1. Unarchive the report
2. Upload the css file
3. Download the .xsl file
4. Update the url paths in the .xsl file
5. Create a new report based on your .xsl file
• Embed the Analytic in My Team
1. update the analytic path in the “html markup”
2. Create a sandbox and add the “html markup” in “My Team”

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 2

Steps to enable the Manager Talent Dashboard
• Overview
• Install the BIP reports
1. Unarchive the report
2. Upload the css file
3. Download the .xsl file
4. Update the url paths in the .xsl file
5. Create a new report based on your .xsl file
• Embed the Analytic in My Team
1. update the analytic path in the “html markup”
2. Create a sandbox and add the “html markup” in “My Team”

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 3

Overview
This report is accessible to managers on their smartphones. It displays
information about their direct reports.
Managers access the report from “My Team / My Team” and appears in a
3rd tab next to the standards tabs (“overview” and “compensation”).

The report contains 3 different sections

1 - Global indicators about the team (headcount, FTE, number of managers
in the team, global competency level, number of active goals, number of
completed goals)
Note: the manager count is based on the tick box “Working as a
manager” in the employee assignment.

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Overview
The report contains 3 different sections
2 - The current 9 box. The boxes are interactive
so that when you click on a box, the employee
details are loaded in the 3rd section.
In the example below the box located in the
center has been selected and the information
about the 2 employees (Frank and Simon) are
dynamically loaded.
The “Load all employees” button loads all the
employees.

Note: The employee’s nine 9 position depends on

the “Talent score” metric value.

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Overview
The report contains 3 different
sections
3 - The employee details section
displays different data:
• Core HR data: assignment
information, base salary, seniority…
• Talent metrics: potential,
risk/impact of loss
• Competency levels
• Goals: global progression, goal
details
• Development actions
• Career of interest

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Overview
This analytics is presented in this video : http://bit.ly/2ErplNL

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Steps to enable the Manager Talent Dashboard
• Overview
• Install the BIP reports
1. Unarchive the report
2. Upload the css file
3. Download the .xsl file
4. Update the url paths in the .xsl file
5. Create a new report based on your .xsl file
• Embed the Analytic in My Team
1. update the analytic path in the “html markup”
2. Create a sandbox and add the “html markup” in “My Team”

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 8

Install the BIP reports: unarchive the reports
Unarchive the “manager_dashboard.catalog”, the archive contains 2 data models and 2 BIP reports:
- “mng_kips” is a BIP based on an .xsl template using the “employee_information_count” data model
- “employee_information_detail” is a BIP using the “employee_information_detail” data model. This BIP is the third
section of the Dashboard and is embedded as an iframe in the .xsl template.

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Install the BIP reports: unarchive the reports
Update the HCM Cloud environment root name in the “employee_information_count” data model (parameter
named “zone”)
• Root name : https://rootname/hcmUI/faces/FuseWelcome

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Steps to enable the Manager Talent Dashboard
• Overview
• Install the BIP reports
1. Unarchive the report
2. Upload the css file
3. Download the .xsl file
4. Update the url paths in the .xsl file
5. Create a new report based on your .xsl file
• Embed the Analytic in My Team
1. update the analytic path in the “html markup”
2. Create a sandbox and add the “html markup” in “My Team”

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 11

Install the BIP reports: upload the .css file
Upload the “circle102.css” file to a content server (UCM or any other server as long as the file is accessible).
This file is used by the .xsl template.

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 12

Steps to enable the Manager Talent Dashboard
• Overview
• Install the BIP reports
1. Unarchive the report
2. Upload the css file
3. Download the .xsl file
4. Update the url paths in the .xsl file
5. Create a new report based on your .xsl file
• Embed the Analytic in My Team
1. update the analytic path in the “html markup”
2. Create a sandbox and add the “html markup” in “My Team”

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 13

Install the BIP reports: Download the .xsl file
Edit the “mng_kpis” report
Download the “mng_002.xsl” (click “Edit” button)

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 14

Steps to enable the Manager Talent Dashboard
• Overview
• Install the BIP reports
1. Unarchive the report
2. Upload the css file
3. Download the .xsl file
4. Update the url paths in the .xsl file
5. Create a new report based on your .xsl file
• Embed the Analytic in My Team
1. update the analytic path in the “html markup”
2. Create a sandbox and add the “html markup” in “My Team”

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 15

Install the BIP reports: Update the url paths in the .xsl file
Edit the “mng_002.xsl” file in a text editor (for instance Notepad ++) and update the following urls.
Line 227
• link.href = 'https://'+varenviurl+'/001/circle102.css’;
 css file
Line 331, 345, 359, 373, 387, 401, 415, 429, 443, 447
• ele.innerHTML = ele.innerHTML +"<iframe style='display:block'
src='https://"+varenviurl+"/xmlpserver/Custom/HCM-
Country/France/manager_dashboard/employee_information_detail.xdo?_xpf=&_xpt=1&_xdo=%2FCustom%2FHCM-
Country%2FFrance%2Fmanager_dashboard%2Femployee_information_detail.xdo&_xmode=4&_paramstalentscore=
Under Performing&_xt=employee_information_detail&_xf=analyze&_xana=view' WIDTH=350 HEIGHT=1700
SCROLLING=NO FRAMEBORDER=0></iframe>";
 url path of the “employee_information_detail” BIP report embedded into the .xsl file

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Install the BIP reports: Update the url paths in the .xsl file
Note: the analysis is based on the following rating model for the “Talent Score”
If your “Talent Score” rating model is different then you need to adapt the .xsl file accordingly.

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 17

Steps to enable the Manager Talent Dashboard
• Overview
• Install the BIP reports
1. Unarchive the report
2. Upload the css file
3. Download the .xsl file
4. Update the url paths in the .xsl file
5. Create a new report based on your .xsl file
• Embed the Analytic in My Team
1. update the analytic path in the “html markup”
2. Create a sandbox and add the “html markup” in “My Team”

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 18

Install the BIP reports: create a new BIP report based on your .xsl file
Your new BIP report will be based on your new .xsl file
Select the “employee_information_count” data model for your report
Save the new report in the same directory as the other ones

Upload your .xsl file

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Install the BIP reports: create a new BIP report based on your .xsl file
Upload your new .xsl template

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Install the BIP reports: create a new BIP report based on your .xsl file
Edit the report properties
In the tab “Caching”, uncheck “Document Caching”

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Install the BIP reports: create a new BIP report based on your .xsl file
Open the myNewreport
If your are logged in with a user having the right data you will
get a result like this. The user needs to have direct reports
and those employees need to have the following data
defined:
- Core HR data: assignment information, base salary,
seniority…
- Talent metrics: potential, risk/impact of loss
- Competency levels (actual / required)
- Goals: global progression, goal details
- Development actions
- Career of interest

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 22

Steps to enable the Manager Talent Dashboard
• Overview
• Install the BIP reports
1. Unarchive the report
2. Upload the css file
3. Download the .xsl file
4. Update the url paths in the .xsl file
5. Create a new report based on your .xsl file
• Embed the Analytic in My Team
1. update the analytic path in the “html markup”
2. Create a sandbox and add the “html markup” in “My Team”

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 23

Embed the analytic in My Team: update the html markup
Edit the “htmlMarkup.txt” file and update it:
• HCM Cloud server rootName
• Report path
• Layout name (“myNewsxl »)

<iframe style="display:block" src="https://rootName/xmlpserver/Custom/HCM-

Country/France/manager_dashboard/mng_kpis.xdo?_xpf=&_xpt=1&_xdo=%2FCustom%2FHCM-
Country%2FFrance%2Fmanager_dashboard%2Fmng_kpis.xdo&_xmode=4&_paramszone=rootName&_xt=myNewsxl&_
xf=html&_xana=view" WIDTH=350 HEIGHT=2500
SCROLLING=NO FRAMEBORDER=0>
</iframe>

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 24

Steps to enable the Manager Talent Dashboard
• Overview
• Install the BIP reports
1. Unarchive the report
2. Upload the css file
3. Download the .xsl file
4. Update the url paths in the .xsl file
5. Create a new report based on your .xsl file
• Embed the Analytic in My Team
1. update the analytic path in the “html markup”
2. Create a sandbox and add the “html markup” in “My Team”

Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 25

Embed the analytic in My Team: create a sandbox and embed the report
Create a sandbox and select the following tools:
• Structure
• Page composer

Enter the sandbox and go to “Configuration / Structure”

• Go to “My Team / My Team”
• Go to Tab “Tabs”
• Click on the last tab (hidden by default)
– Name it as “My Dashboard”
– Change the icon
– Set the visibility to “Yes”
• Save and close
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Embed the analytic in My Team: create a sandbox and embed the report
Go to “My Team / My Team”
Go to the new tab “My Dashboard”
Enter the “Edit mode”
Add content : HTM Markup

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Embed the analytic in My Team: create a sandbox and embed the report
Select “View / Source”

Then expand the lower part of the screen

Click on the HTML Markup
Select the “OutputText” in the lower pare of the screen
Click on the cog to eidt the properties

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Embed the analytic in My Team: create a sandbox and embed the report
Click the arrow on the right of the “value” field
Select “Expression Builder”

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Embed the analytic in My Team: create a sandbox and embed the report
Copy and Paste your HTML Markup code

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Embed the analytic in My Team: create a sandbox and embed the report
Close the “Expression Editor”
Close the properties popup
Close the “Edit mode”
You should then see this

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Embed the analytic in My Team: create a sandbox and embed the report
Go back to “Configuration / Structure”
• Go to “My Team / My Team”
• Go to Tab “Tabs”
• Click on the last tab (hidden by default)
– Set the visibility to “EL Expression”
– Click the pencil
– Paste this code (this makes the new tab
visible only when using a mobile
device):
#{(applcoreShellBean.shellType eq
'simpleMobile') ? true:false}
• Save and close
• Publish your sandbox : Congrat, You’re done!
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Copyright © 2019, Oracle and/or its affiliates. All rights reserved. 33