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LINKING EMPLOYEE
OBJECTIVES TO THE
STRATEGIC AND
OPERATIONAL PLANS IN
PMS
أهداف لربط المستخدم دليل
بالخطط الموظفين
التشغيلية و االستراتيجية
االلكتروني األداء نظام في
FEDERAL GOVERNMENT
REF: HRMS/MOE/DO070/1.2
CREATED: 26-MAR-2016
UPDATED: 03-APR-2016
VERSION: 1.3
االتحادية الحكومة
HRMS/MOE/DO070/1.2 مرجع:
MAR-2016-26 في: كتبة
APR-2016-03 في: تعديل أخر
1 .3 اإلصدار:
الهيئة االتحادية للموارد
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Strategic & Operational Plans User Guide Page 2
Contents
1. Document Control ............................................................................................................... 3
2. Introduction ......................................................................................................................... 4
3. Creating the operational and strategic plans ....................................................................... 5
A.Entering the Strategic Plan .............................................................................................. 5
B.Uploading the Strategic Plan ............................................................................................ 7
C.Creating the Operational Plan .........................................................................................10
D.Uploading the Operational Plan ......................................................................................12
E.Objective Setting within the Employee’s Performance ....................................................13
4. Excel and IE Setups for Oracle Web ADI ...........................................................................14
الهيئة االتحادية للموارد
البشرية الحكومية
Strategic & Operational Plans User Guide Page 3
1. Document Control
Involvement
Name Specialization Involvement
BIT Team Vendor Creator
Muneer Abid Oracle HRMS Consultant, FAHR
Review
Prajith Moorikkaran Oracle HRMS Consultant, FAHR
Review
Changes
Date Author Version Changes
Reviewers
Name Position
Muneer Abid Oracle HRMS Consultant, FAHR
Prajith Moorikkaran Oracle HRMS Consultant, FAHR
Approvers
Name Position Date Signature
Muneer Abid Oracle HRMS Consultant, FAHR
Mahmood A. Abdulrahman
Head of Development Section
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2. Introduction This PMS improvement will allow the link between the strategic plans and operational plans for
the entity within Bayanati. The reason for this improvement is to automate the objectives of each
job, including the special jobs, based on documented objectives in line with inputs from the
strategic and operational plans for the projects and initiatives planned to be executed within the
different departments/divisions at the entities using Bayanati.
The objective of this improvement is to:
Automate the objectives for each job in an organized, structured, and simplified manner
within PMS by permitting the extraction and use of special jobs’s objectives from the
operational plans of the Federal entities using Bayanati.
Improve the quality of the PMS application for the Federal entities using Bayanati, by
ensuring the creation of precise objectives rather than depending on manual entry by
users.
Permit the dependency on documented objectives in line with inputs from the strategic
and operational plans for the projects and initiatives that are being executed within the
different departments/divisions at the entities using Bayanati.
A set of new screens have been developed into the system to support the procedure of creating
strategic and operational plans:
Screen to enter the strategic plan by entering the details of the strategic plan or
uploading the details of the plan.
Screen to enter the operational plan by entering the details of the operational plan or
uploading the details of the plan.
Screen to insert the objectives from the operational plan in the employee performance
management screen.
الهيئة االتحادية للموارد
البشرية الحكومية
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3. Creating the operational and strategic plans
A. Entering the Strategic Plan
Login to Bayanati
Choose the PMS Administrator then Strategic and Operational Plan Setting and click
on Strategic Plan.
The screen to add a strategic plan is displayed:
Clisk on the Add button to initiate the creation of a strategic plan by entering the main information.
الهيئة االتحادية للموارد
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After entering the main information of the strategic plan and saving it, the user should enter the remaining details of the strategic plan by clicking on the details button.
The below image displays the strategic plan. Click on Add to re-open the data entry screen.
The data entry screen will open, through which the objectives are entered consecutively and by
clicking Apply or Apply and Add Another as per the number of objectives.
الهيئة االتحادية للموارد
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The entered objectives and initiatives are then listed in the fields of the strategic plan.
B. Uploading the Strategic Plan
Login to Bayanati
Choose the PMS Administrator then Strategic and Operational Plan Setting and click
on Upload Strategic Plan.
الهيئة االتحادية للموارد
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Click to open the file.
The file will be opened in MS Excel.
The relevant details will be displayed.
الهيئة االتحادية للموارد
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The relevant details will be displayed.
Export the data by following the below steps
الهيئة االتحادية للموارد
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C. Creating the Operational Plan
Login to Bayanati
Choose the PMS Administrator then Strategic and Operational Plan Setting and click
on Create Operational Plan.
Note: the same steps will be followed as when creating the strategic plan.
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After clicking Next the details of the plan will be displayed.
Click on Add to fill the details of the operational plan and click on Apply.
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D. Uploading the Operational Plan
Login to Bayanati
Choose the PMS Administrator then Strategic and Operational Plan Setting and click
on Upload Operational Plan.
Note: the same steps will be followed as when uploading the strategic plan.
الهيئة االتحادية للموارد
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E. Objective Setting within the Employee’s Performance In the objective setting screen: Choose the PMS Self-Service Enter the performance management screen. Choose the performance phase and update the appraisal.
Click on the copy button to insert the objectives from the strategic and operational plans.
Choose the KPI as the objective and click on choose.
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4. Excel and IE Setups for Oracle Web ADI To setup Excel and IE, please follow the below steps in the screenshots. For Excel:
الهيئة االتحادية للموارد
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الهيئة االتحادية للموارد
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For Internet Explorer:
الهيئة االتحادية للموارد
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