Cascading Objectives - TEST

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Test Document

Purpose of Test

Test History
Date Tester Pass/Fail Notes

Time to Test
Estimated Time
Actual Time

Test Setup

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Test Procedure

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1. Begin by navigating to the Performance
Management page.

Click the Employee Self-Service link.

2. Click the Performance Management


link.

3. The Performance Management page lists


the Performance Management Task List,
which includes an entry for each
Performance Management Plan (PMP) to
which you belong. Under each PMP entry
appears a list of tasks that the application
generates automatically. The tasks are
those appropriate to the PMP and can vary
from one PMP to another. The application
enables these tasks at appropriate times
during the performance-management
period. You can also view notifications.

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4. Click the Go to Task button.

5. Use the Set Objectives task to update your


personal scorecard of objectives. This task
is usually enabled during the objective-
setting period only, unless the Allow
Changes Outside This Period check box
is selected for the performance 
management plan.

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6. Click the Create Objective button.

7. Use the Create Objective page to create


individual objectives. The definition of an
individual objective is the same as the
definition of an objective in the Objectives
Library, except that an individual
objective, is for worker only, does not
have validity dates, and includes tracking
values such as start date, complete %, and
achievement date.

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8. Click in the Objective Name field.
9. Enter the desired information into the
Objective Name field. Enter a valid value
e.g. "Increase Revenue by 30 Million
Dollars".
10. Click the Priority list.

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11. Click the High list item.

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12. Click the Appraise option.

13. Click in the Start Date field.

14. Enter the desired information into the


Start Date field. Enter a valid value e.g.
"01-Jan-2008".
15. Click the Group list.

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16. Click the Financial list item.

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17. Click the Measurement Style list.

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18. Click the Quantitative list item.

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19. Click in the Measure Name field.
20. Enter the desired information into the
Measure Name field. Enter a valid value
e.g. "Revenue by 30 Million Dollars".
21. Click the Unit Of Measure list.

22. Click the Currency list item.

23. Click the Type list.

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24. Click the Minimum list item.

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25. Click in the Target Value field.

26. Enter the desired information into the


Target Value field. Enter a valid value
e.g. "30,000,000".
27. Click the Apply button.

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28. Click the Return to Performance
Management link.

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29. Click the Go to Task button.

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30. Click the Finish button.

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31. Click the Home link.

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32. Log in as a manager using the Manager
Self-Service responsibility.

Click the Manager Self-Service link.

33. Click the Performance Management


link.

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34. Click the Go to Task button.

35. The Set Worker Objectives page enables


you to set objectives for workers in your
hierarchy.

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36. Click the Cascade Objectives button.
37. Use the Mass Cascade Objectives page to
cascade one or more objectives to a single
worker or multiple workers.  Managers can
cascade their objectives to their workers,
either by duplicating their objectives or
creating new objectives that are linked to
their own objectives.

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38. Click the Crowley, Mrs. Linda option.

39. Click the James, Robert option.

40. Click the Palmer, Mr. Blair D. (Blair)


option.

41. Click the Add Objectives to Cascade


button.

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42. Click the Show option.

43. Click the Duplicate and Align button.

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44. Click the Add Objectives to Cascade
button.

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45. Click the Show option.

46. Click the Select to show information


button.

47. Click the Add New and Align button.

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48. Click the Update button.

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49. Click in the Objective Name field.
50. Enter the desired information into the
Objective Name field. Enter a valid value
e.g. "Increase Revenue from Product
Sales by 10 Million Dollars".
51. Click the Group list.

52. Click the Financial list item.

53. Click the Priority list.

54. Click the High list item.

55. Click the Measurement Style list.

56. Click the Quantitative list item.

57. Click in the Measure Name field.


58. Enter the desired information into the
Measure Name field. Enter a valid value
e.g. "Revenue from Product Sales by 10
Million Dollars".
59. Click the Unit Of Measure list.

60. Click the Currency list item.

61. Click the Type list.

62. Click in the Minimum field.

63. Click in the Target Value field.

64. Enter the desired information into the


Target Value field. Enter a valid value
e.g. "10,000,000".
65. Click the Apply button.

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66. Click the Finish button.

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67. Click the Return to Performance
Management link.

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68. Click the Go to Task button.

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69. Click the Crowley, Mrs. Linda option.

70. Click the James, Robert option.

71. Click the Palmer, Mr. Blair D. (Blair)


option.

72. Click in the Notification Message field.


73. Enter the desired information into the
Notification Message field. Enter a valid
value e.g. "Please review scorecards.".
74. Click the Transfer button.
75. You have successfully cascaded
objectives.
End of Procedure.

Additional Validation

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