Goal Audit Report

Requirement Document

1
1.0 Document Control

1.1 Change Record

Date Author Version Change Reference

24th August 2020 Abhay Rai 1.0 Version 1.0

1.2 Reviewers
Name Position
Abhay Rai Functional Consultant (HCM)
Priyangshu Mahanta Deputy Manager (HR)
Satish Majji Deputy Manager (IT)

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Contents
1.0 Document Control.......................................................................................................................................................2
1.1 Change Record..............................................................................................................................................................2
1.2 Reviewers...................................................................................................................................................................... 2
2.0 Report Requirement Overview........................................................................................................................................4
2.1 Purpose of Report:........................................................................................................................................................4
2.2 Pre-Conditi on:...........................................................................................................................................................4
2.3 Data Access Level (If Applicable) :........................................................................................................................4
2.4 Scope:.........................................................................................................................................................................4
3.0 Source field details...........................................................................................................................................................5
3.1 Parameter Details.........................................................................................................................................................5
3.2 Report Source Information...........................................................................................................................................6
4.0. Business scenarios and Unit test case.............................................................................................................................9
5.0 Open and Close Issues....................................................................................................................................................10

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2.0 Report Requirement Overview

2.1 Purpose of Report: This report will be extracted to check the list of all the goals with all details for all the
employees in the organization.

2.2 Pre-Condition:
All Active and Inactive Employees

2.3 Data Access Level (If Applicable):

2.4 Scope:
1 Domain Healthcare

2 Module Global HR

Category Analysis

3 Report New Report

4 Reference Report (From

Repository)
5 Type of Report BI Publisher

6 Name of report Goal Audit Report

7 Sample Layout (Sample
Layout file(doc/excel))
Goal Audit Report
1.2.xlsx

8 Company Logo (If need No logo Required.

display logo on header of
output)

9 Grouping/Sorting Applicable If Yes, Column Name

Grouping : No
Sorting : No
10 Total / Sub Total (If Applicable If Yes, Column Name
Needed)
Total :  Yes  No
Subtotal :  Yes  No
11 Report Output Type  HTML  Excel  PDF  Word  XML  CSV
12 Report Delivery Type  Burst  FTP  E-Mail | As per system behavior.

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 Seeded report needs to be  Yes  No
13 Reconciled?
If Yes then Report name
14 Client Signoff ( In case of RD revision)

3.0 Source field details

3.1 Parameter Details
Report can be called with the following arguments:

Sr Parameter Prompt Required Required Validation

1) Review Period Yes Review Period. Should be able to choose multiple values.
2) Goal Plan Yes Goal plan in a particular Review Period
3) Goal Plan Status Yes Approval Status of Goal Plan
4) Vertical Yes Vertical of the employee
5) Legal Entity Yes Legal Entity of the employee
6) Business Unit No Business Unit of the employee
7) Department Name No Department of the employee
8) Person Number No Person Number of the employee
9) Goal Category No Category LOV in goals
10) Employee Category No Employee category of the employee
11) Grade No Grade of the employee

3.2 Report Source Information

Sheet 1

Sr Field Name Sources Comments

1 Sr. No.

5
 Field Name Sources Comments
Sr

Employee Name My Clients Group > Person Management > Search

2
employee > Manage Person
Employee ID My Clients Group > Person Management > Search
3
employee > Manage Person
Employee Category My Clients Group > Person Management > Search
4 employee > Manage Employment > Assignment
Details
Employee Status My Clients Group > Person Management > Search
5 employee > Manage Employment > Assignment
Details
Hire Date DD-MM-YYYY My Clients Group > Person Management > Search
6 employee > Manage Employment > Assignment
Details
Position Name My Clients Group > Person Management > Search
7 employee > Manage Employment > Assignment
Details
Position Code My Clients Group > Person Management > Search
8 employee > Manage Employment > Assignment
Details
Job Name My Clients Group > Person Management > Search
9 employee > Manage Employment > Assignment
Details
Department Name My Clients Group > Person Management > Search
10 employee > Manage Employment > Assignment
Details
Grade My Clients Group > Person Management > Search
11 employee > Manage Employment > Assignment
Details
Vertical DFF My Clients Group > Person Management > Search
12 employee > Manage Employment > Assignment
Details
Legal Entity My Clients Group > Person Management > Search
13 employee > Manage Employment > Assignment
Details
Business Unit My Clients Group > Person Management > Search
14 employee > Manage Employment > Assignment
Details
Line Manager ID My Clients Group > Person Management > Search
15
employee > Manage Person
Line Manager Name My Clients Group > Person Management > Search
16
employee > Manage Person
Dotted Line Manager My Clients Group > Person Management > Search
17 ID employee > Manage Person
Dotted Line Manager My Clients Group > Person Management > Search
18 Name employee > Manage Person

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 Field Name Sources Comments
Sr

19 Goal Plan Name Directory > Search Person > KPI

20 Goal Plan Start Date DD-MM-YYYY My Clients Group > Goals > KPI Plans
21 Goal Plan End Date DD-MM-YYYY My Clients Group > Goals > KPI Plans
Performance Goal Directory > Search Person > KPI
22
Name
23 Description Directory > Search Person > KPI
24 Category Directory > Search Person > KPI
25 Goal Source Directory > Search Person > KPI
26 Start Date DD-MM-YYYY Directory > Search Person > KPI
Actual Completion DD-MM-YYYY Directory > Search Person > KPI
27
Date
Target Completion DD-MM-YYYY Directory > Search Person > KPI
28
Date
Goal Plan Approval Directory > Search Person > KPI
29 Status Or Worklist
30 Weight Directory > Search Person > KPI
31 Goal Status Directory > Search Person > KPI
32 Success Criteria Directory > Search Person > KPI
33 Alignment- Aligned To Directory > Search Person > KPI
Alignment - Goal Directory > Search Person > KPI
34
Name
Alignment - Directory > Search Person > KPI
35
Department Name
Alignment - Created Directory > Search Person > KPI
36 By
Employee ID
Alignment - Created Directory > Search Person > KPI
37 By
Name
38 Creation Date DD-MM-YYYY Directory > Search Person > KPI
39 Last Update Date DD-MM-YYYY Directory > Search Person > KPI
40 Shared with – Name Directory > Search Person > KPI
41 Shared with – ID
42 Q1 Achieved Value Directory > Search Person > KPI
43 Q1 Achieved Rating Directory > Search Person > KPI
44 Q2 Achieved Value Directory > Search Person > KPI
45 Q2 Achieved Rating Directory > Search Person > KPI
46 Q3 Achieved Value Directory > Search Person > KPI
47 Q3 Achieved Rating Directory > Search Person > KPI
48 Q4 Achieved Value Directory > Search Person > KPI
49 Q4 Achieved Rating Directory > Search Person > KPI

Sheet 2

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 Field Name Sources Comments
Sr

Sr. No.
1
Employee Name My Clients Group > Person Management > Search
2
employee > Manage Person
Employee ID My Clients Group > Person Management > Search
3
employee > Manage Person
4 Goal Plan Name Directory > Search Person > KPI
Performance Goal Directory > Search Person > KPI
5
Name
6 Measurement Name Unit of measure Directory > Search Person > KPI
7 Measurement Value Directory > Search Person > KPI
Measurement Start DD-MM-YYYY Directory > Search Person > KPI
8
Date
Measurement End DD-MM-YYYY Directory > Search Person > KPI
9
Date
Measurement Directory > Search Person > KPI
10
Comments

Sheet 3

Sr Field Name Sources Comments

1 Sr. No.

8
 Field Name Sources Comments
Sr

Employee Name My Clients Group > Person Management > Search

2
employee > Manage Person
Employee ID My Clients Group > Person Management > Search
3
employee > Manage Person
4 Goal Plan Name Directory > Search Person > KPI
Performance Goal Directory > Search Person > KPI
5
Name
6 Task Name Directory > Search Person > KPI
7 Task Status Directory > Search Person > KPI
8 Task Start Date DD-MM-YYYY Directory > Search Person > KPI
Task Target DD-MM-YYYY Directory > Search Person > KPI
9
Completion Date
10 Task Comments Directory > Search Person > KPI

4.0. Business scenarios and Unit test case

Functional Details Technical Details
Busines Numbe Instance Resul Sample Output / Comments/
s Case r t Request ID Attachment of Test cases

https://hcdt- Test Cases –

dev1.fa.us2.oraclecloud.co 144070
Goal Audit Report 147153
m 1.2.xlsx
147143

5.0 Open and Close Issues

Open Issues

ID Issue Resolution Responsibility Target Date Impact

Date

If any

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 Issue Resolution Responsibility Target Date Impact
Date
ID

Closed Issues

ID Issue Resolution Responsibility Target Date Impact

Date

If any

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