Managing Strategic Risk

An example using Talent Review

<SE Presenter Name>

<Presenter’s Role>
HCM Cloud
<Date>
Today’s Demo Persona

• Richard has been contacted by the head of HR Risk. She is concerned to see that the
organization is beginning to see a slight upwards trend in the number of open positions and a
downwards trend in the number of applicants per position. There appears to be a drop in the
diversity of the applicants and that, combined with the brand scores that show a brand that is not
perceived as dynamic or modern is raising concerns that there is a reputational risk here. The
situation is compounded by internal data showing a slight rise in management attrition due to a
perceived lack of opportunities. The head of risk wants these risks addressed before they
become a real issue and has asked Richard to take ownership.

Richard Macintyre • Richard knows that strategically they need to attract and retain the best talent to remain
HR Specialist competitive, and they need to make sure that everyone knows that potential and performance
will be recognised and that opportunities to build a great career by staying at Vision exist for
everyone.

• Richard decides on several actions, one of which is to run talent reviews with the business to
ensure everyone is developed in a fair and equal way. We join him as he is running a talent
review meeting for Potential Future Leaders

2 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

 DEMO STORY CHARACTER
HR Reporting Specialist in organization – Richard Macintyre

- Facilitate the talent review

- Identify that there are no successors in the CHRO succession plan
- Reviews potential candidates from the Future Leaders talent pools
- Looks at their entire profile and the succession plans for their current roles
- Compares their profile and decides on the best successor
- All done based on data and open and fair to all

3 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

Talent Review Demo Checklist
PREWORK STEP
Ensure that Brian and Philip are NOT in the Chief HR Officer Succession Plan – remove them if they are 1

Note – the slides that follow show the set up for this demo to be available
– this setup is already done in master and so does not need to be repeated,
but could be shown if a more detailed demo is required.

4 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

Background Information
Setup Steps in Master to support this story (no need to repeat)
Unarchive the catalog used for Demo
 How to proceed?
 Log in as Richard Macintyre and Navigate to My Reporting -> Build a Report
 Click on Browse Catalog Button on top Right corner
 Under Folder Section Navigate to shared -> custom -> HCM -> HCM Embedded -> Talent Review -> Talent Review Source Population
 Under Tasks Section , Click unarchive and upload Executive TR.catalog against Archive file and click ok
 You will see Executive TR in the Analysis List
 Close the Window
 Logout as Richard Macintyre

Assign Build Succession Plans

 How to proceed?
 Log in as Curtis Feitty and Navigate My Client Groups -> Succession Plans
 Add Richard Macintyre as an owner for the below plans with Administrator privileges and click ok
 The Plans are Chief Executive Officer(CEO), Chief Financial Officer (CFO), Chief HR Officer and Chief Information Officer (CIO)
 Logout as Curtis.Feitty

Create a New Talent Pool

 How to proceed?
 Log in as Richard.Macintyre and Navigate My Client Groups -> My Client Groups -> QUICK ACTIONS -> Show More -> Talent -> Create Talent Pool
 Enter the Pool Name as Future Executives and set Status as Active
 Click Add under Members section and enter Brian James against Name and set Status to Active and click ok
 Click Add under Members section and enter Philip Peters against Name and set Status to Active and click ok
 Click Save and Close
tty
5 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted
Background Information
Setup Steps in Master to support this story (no need to repeat)
Manage Succession Plans
 How to proceed?
 Log in as Richard Macintyre and Navigate to My Client Group -> Succession Plans
 Click on the Brian James succession plan in the Available Plan List
 Under Candidates section click on edit against Helen Bowman and check the Interim Successor and click ok
 Under Candidates section click on edit against Marie Hope and check the Interim Successor and click ok
 Click Save and Close

Create a Talent Review Meeting

 How to proceed?
 Log in as Richard.Macintyre and Navigate My Client Group -> Talent Review -> Click + Add
 Under Meeting Info Section , enter Executive Future Potential 20xx (where xx is current or future year) against Talent Review Meeting
 Select Standard Talent Review Meeting Template against Template Name
 Enter Robert Jackman as the Business Leader
 Enter Meeting Date as current date or as directed by SE
 Select In Progress for Meeting Status and click Continue
 Under Review Content , enter 1/1/10 as Prior Ratings Start Date. and 31/3/19 as Prior Ratings End Date
Note : These will change as time moves on and data gets updated
 Select Updated Within Previous Year for Data Validity Guideline
 For Succession Plans Include the following Plans - Chief Executive Officer (CEO), Chief Financial Officer (CFO), Chief HR Officer, Chief Information Officer (CIO)
 For Talent Pool Include the following Pools - Future Executives , Emerging Leaders and Click Continue
 Under Review Participant section , Add Richard Macintyre as a reviewer and click Continue
 Under Population Selection , Select Find by analysis for Employees to Include. and select Executive TR as Analysis Name

6 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted

Background Information
Setup Steps in Master to support this story (no need to repeat)
 Under Workers, Select all 29 rows and click Add to Review Population Button , click ok and Continue
 Under Review Population , see all the 29 Workers and click Submit, Click Yes for warning messages

Conduct the Meeting

 How to proceed?
 Log in as Richard.Macintyre and Navigate My Client Groups -> Talent Review -> Click 3dots(…) against Executive Future Potential 20xx and select Conduct Meeting in the popup menu
 Click on Succession Plans icon in Executive Future Potential 20xx dashboard, you will see 0 against all the succession plans
 Drag and Drop Elizabeth Mavery, Kyle Lorenson, Anthony Brecek from 9-Box into Chief Executive Officer Succession Plan
 Drag and Drop Anthony Wesley, Morgan Zu from 9-Box into Chief Financial Officer Succession Plan
 Drag and Drop Elizabeth Mavery, Kyle Lorenson, Anthony Brecek, Armando Belli, Sarah Smith from 9-Box into Chief Information Officer Succession Plan
 Click on the Talent Pools icon in Executive Future Potential 20xx dashboard, you will see only 2 persons (Brian James and Philip Peters ) in Future Executives Pool
 Update the locations on the 9 box as shown below and Save the meeting

7 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted

Talent Review Story Line – only the final box is shown in the demo

Curtis Feitty is an HR Richards adds himself  as  a Richard select  the  review
Admin. He adds Richard reviewer for the said talent population from the Executive TR
MacIntyre as Admin for the Analyses
CEO, CFO, CHRO and CIO
review meeting  
Succession Plans 

Richard MacIntyre is HR Richard includes Future Richard  conducts the  TR 

Specialist creates a Future meeting and moves  appropriate
Executives talent pool with Executives and Emerging
people to CEO, CFO and CIO
Brian James and Philip Leaders talent pools in the Succession Plans
Peters above meeting

Richard access Brian James Richard creates Executive

Future Potential 2020 meeting Richard sees no candidates
Succession Plan and updates from this talent pool are in the
Helen Bowman and Marie with Robert Jackman as
business leader Chief HR Office plan – and
Hope to be interim runs the meeting to update the
successors succession plan

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Managing Strategic Risk
An example using Talent Review

<SE Presenter Name>

<Presenter’s Role>
HCM Cloud
<Date>
Today’s Demo Persona

• Richard has been contacted by the head of HR Risk. She is concerned to see that the
organization is beginning to see a slight upwards trend in the number of open positions and a
downwards trend in the number of applicants per position. There appears to be a drop in the
diversity of the applicants and that, combined with the brand scores that show a brand that is not
perceived as dynamic or modern is raising concerns that there is a reputational risk here. The
situation is compounded by internal data showing a slight rise in management attrition due to a
perceived lack of opportunities. The head of risk wants these risks addressed before they
become a real issue and has asked Richard to take ownership.

Richard Macintyre • Richard knows that strategically they need to attract and retain the best talent to remain
HR Specialist competitive, and they need to make sure that everyone knows that potential and performance
will be recognised and that opportunities to build a great career by staying at Vision exist for
everyone.

• Richard decides on several actions, one of which is to run talent reviews with the business to
ensure everyone is developed in a fair and equal way. We join him as he is running a talent
review meeting for Potential Future Leaders

23 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

 DEMO STORY CHARACTER
HR Reporting Specialist in organization – Richard Macintyre

- Facilitate the talent review

- Identify that there are no successors in the CHRO succession plan
- Reviews potential candidates from the Future Leaders talent pools
- Looks at their entire profile and the succession plans for their current roles
- Compares their profile and decides on the best successor
- All done based on data and open and fair to all

24 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

Talent Review Demo Checklist
PREWORK STEP
Ensure that Brian and Philip are NOT in the Chief HR Officer Succession Plan – remove them if they are 1

Note – the slides that follow show the set up for this demo to be available
– this setup is already done in master and so does not need to be repeated,
but could be shown if a more detailed demo is required.

25 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

Background Information
Setup Steps in Master to support this story (no need to repeat)
Unarchive the catalog used for Demo
 How to proceed?
 Log in as Richard Macintyre and Navigate to My Reporting -> Build a Report
 Click on Browse Catalog Button on top Right corner
 Under Folder Section Navigate to shared -> custom -> HCM -> HCM Embedded -> Talent Review -> Talent Review Source Population
 Under Tasks Section , Click unarchive and upload Executive TR.catalog against Archive file and click ok
 You will see Executive TR in the Analysis List
 Close the Window
 Logout as Richard Macintyre

Assign Build Succession Plans

 How to proceed?
 Log in as Curtis Feitty and Navigate My Client Groups -> Succession Plans
 Add Richard Macintyre as an owner for the below plans with Administrator privileges and click ok
 The Plans are Chief Executive Officer(CEO), Chief Financial Officer (CFO), Chief HR Officer and Chief Information Officer (CIO)
 Logout as Curtis.Feitty

Create a New Talent Pool

 How to proceed?
 Log in as Richard.Macintyre and Navigate My Client Groups -> My Client Groups -> QUICK ACTIONS -> Show More -> Talent -> Create Talent Pool
 Enter the Pool Name as Future Executives and set Status as Active
 Click Add under Members section and enter Brian James against Name and set Status to Active and click ok
 Click Add under Members section and enter Philip Peters against Name and set Status to Active and click ok
 Click Save and Close
tty
26 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted
Background Information
Setup Steps in Master to support this story (no need to repeat)
Manage Succession Plans
 How to proceed?
 Log in as Richard Macintyre and Navigate to My Client Group -> Succession Plans
 Click on the Brian James succession plan in the Available Plan List
 Under Candidates section click on edit against Helen Bowman and check the Interim Successor and click ok
 Under Candidates section click on edit against Marie Hope and check the Interim Successor and click ok
 Click Save and Close

Create a Talent Review Meeting

 How to proceed?
 Log in as Richard.Macintyre and Navigate My Client Group -> Talent Review -> Click + Add
 Under Meeting Info Section , enter Executive Future Potential 20xx (where xx is current or future year) against Talent Review Meeting
 Select Standard Talent Review Meeting Template against Template Name
 Enter Robert Jackman as the Business Leader
 Enter Meeting Date as current date or as directed by SE
 Select In Progress for Meeting Status and click Continue
 Under Review Content , enter 1/1/10 as Prior Ratings Start Date. and 31/3/19 as Prior Ratings End Date
Note : These will change as time moves on and data gets updated
 Select Updated Within Previous Year for Data Validity Guideline
 For Succession Plans Include the following Plans - Chief Executive Officer (CEO), Chief Financial Officer (CFO), Chief HR Officer, Chief Information Officer (CIO)
 For Talent Pool Include the following Pools - Future Executives , Emerging Leaders and Click Continue
 Under Review Participant section , Add Richard Macintyre as a reviewer and click Continue
 Under Population Selection , Select Find by analysis for Employees to Include. and select Executive TR as Analysis Name

27 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted

Background Information
Setup Steps in Master to support this story (no need to repeat)
 Under Workers, Select all 29 rows and click Add to Review Population Button , click ok and Continue
 Under Review Population , see all the 29 Workers and click Submit, Click Yes for warning messages

Conduct the Meeting

 How to proceed?
 Log in as Richard.Macintyre and Navigate My Client Groups -> Talent Review -> Click 3dots(…) against Executive Future Potential 20xx and select Conduct Meeting in the popup menu
 Click on Succession Plans icon in Executive Future Potential 20xx dashboard, you will see 0 against all the succession plans
 Drag and Drop Elizabeth Mavery, Kyle Lorenson, Anthony Brecek from 9-Box into Chief Executive Officer Succession Plan
 Drag and Drop Anthony Wesley, Morgan Zu from 9-Box into Chief Financial Officer Succession Plan
 Drag and Drop Elizabeth Mavery, Kyle Lorenson, Anthony Brecek, Armando Belli, Sarah Smith from 9-Box into Chief Information Officer Succession Plan
 Click on the Talent Pools icon in Executive Future Potential 20xx dashboard, you will see only 2 persons (Brian James and Philip Peters ) in Future Executives Pool
 Update the locations on the 9 box as shown below and Save the meeting

28 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted

Talent Review Story Line – only the final box is shown in the demo

Curtis Feitty is an HR Richards adds himself  as  a Richard select  the  review
Admin. He adds Richard reviewer for the said talent population from the Executive TR
MacIntyre as Admin for the Analyses
CEO, CFO, CHRO and CIO
review meeting  
Succession Plans 

Richard MacIntyre is HR Richard includes Future Richard  conducts the  TR 

Specialist creates a Future meeting and moves  appropriate
Executives talent pool with Executives and Emerging
people to CEO, CFO and CIO
Brian James and Philip Leaders talent pools in the Succession Plans
Peters above meeting

Richard access Brian James Richard creates Executive

Future Potential 2020 meeting Richard sees no candidates
Succession Plan and updates from this talent pool are in the
Helen Bowman and Marie with Robert Jackman as
business leader Chief HR Office plan – and
Hope to be interim runs the meeting to update the
successors succession plan

29 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted

Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

42 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted

Managing Strategic Risk
An example using Talent Review

<SE Presenter Name>

<Presenter’s Role>
HCM Cloud
<Date>
Today’s Demo Persona

• Richard has been contacted by the head of HR Risk. She is concerned to see that the
organization is beginning to see a slight upwards trend in the number of open positions and a
downwards trend in the number of applicants per position. There appears to be a drop in the
diversity of the applicants and that, combined with the brand scores that show a brand that is not
perceived as dynamic or modern is raising concerns that there is a reputational risk here. The
situation is compounded by internal data showing a slight rise in management attrition due to a
perceived lack of opportunities. The head of risk wants these risks addressed before they
become a real issue and has asked Richard to take ownership.

Richard Macintyre • Richard knows that strategically they need to attract and retain the best talent to remain
HR Specialist competitive, and they need to make sure that everyone knows that potential and performance
will be recognised and that opportunities to build a great career by staying at Vision exist for
everyone.

• Richard decides on several actions, one of which is to run talent reviews with the business to
ensure everyone is developed in a fair and equal way. We join him as he is running a talent
review meeting for Potential Future Leaders

44 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

 DEMO STORY CHARACTER
HR Reporting Specialist in organization – Richard Macintyre

- Facilitate the talent review

- Identify that there are no successors in the CHRO succession plan
- Reviews potential candidates from the Future Leaders talent pools
- Looks at their entire profile and the succession plans for their current roles
- Compares their profile and decides on the best successor
- All done based on data and open and fair to all

45 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

Talent Review Demo Checklist
PREWORK STEP
Ensure that Brian and Philip are NOT in the Chief HR Officer Succession Plan – remove them if they are 1

Note – the slides that follow show the set up for this demo to be available
– this setup is already done in master and so does not need to be repeated,
but could be shown if a more detailed demo is required.

46 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

Background Information
Setup Steps in Master to support this story (no need to repeat)
Unarchive the catalog used for Demo
 How to proceed?
 Log in as Richard Macintyre and Navigate to My Reporting -> Build a Report
 Click on Browse Catalog Button on top Right corner
 Under Folder Section Navigate to shared -> custom -> HCM -> HCM Embedded -> Talent Review -> Talent Review Source Population
 Under Tasks Section , Click unarchive and upload Executive TR.catalog against Archive file and click ok
 You will see Executive TR in the Analysis List
 Close the Window
 Logout as Richard Macintyre

Assign Build Succession Plans

 How to proceed?
 Log in as Curtis Feitty and Navigate My Client Groups -> Succession Plans
 Add Richard Macintyre as an owner for the below plans with Administrator privileges and click ok
 The Plans are Chief Executive Officer(CEO), Chief Financial Officer (CFO), Chief HR Officer and Chief Information Officer (CIO)
 Logout as Curtis.Feitty

Create a New Talent Pool

 How to proceed?
 Log in as Richard.Macintyre and Navigate My Client Groups -> My Client Groups -> QUICK ACTIONS -> Show More -> Talent -> Create Talent Pool
 Enter the Pool Name as Future Executives and set Status as Active
 Click Add under Members section and enter Brian James against Name and set Status to Active and click ok
 Click Add under Members section and enter Philip Peters against Name and set Status to Active and click ok
 Click Save and Close
tty
47 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted
Background Information
Setup Steps in Master to support this story (no need to repeat)
Manage Succession Plans
 How to proceed?
 Log in as Richard Macintyre and Navigate to My Client Group -> Succession Plans
 Click on the Brian James succession plan in the Available Plan List
 Under Candidates section click on edit against Helen Bowman and check the Interim Successor and click ok
 Under Candidates section click on edit against Marie Hope and check the Interim Successor and click ok
 Click Save and Close

Create a Talent Review Meeting

 How to proceed?
 Log in as Richard.Macintyre and Navigate My Client Group -> Talent Review -> Click + Add
 Under Meeting Info Section , enter Executive Future Potential 20xx (where xx is current or future year) against Talent Review Meeting
 Select Standard Talent Review Meeting Template against Template Name
 Enter Robert Jackman as the Business Leader
 Enter Meeting Date as current date or as directed by SE
 Select In Progress for Meeting Status and click Continue
 Under Review Content , enter 1/1/10 as Prior Ratings Start Date. and 31/3/19 as Prior Ratings End Date
Note : These will change as time moves on and data gets updated
 Select Updated Within Previous Year for Data Validity Guideline
 For Succession Plans Include the following Plans - Chief Executive Officer (CEO), Chief Financial Officer (CFO), Chief HR Officer, Chief Information Officer (CIO)
 For Talent Pool Include the following Pools - Future Executives , Emerging Leaders and Click Continue
 Under Review Participant section , Add Richard Macintyre as a reviewer and click Continue
 Under Population Selection , Select Find by analysis for Employees to Include. and select Executive TR as Analysis Name

48 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted

Background Information
Setup Steps in Master to support this story (no need to repeat)
 Under Workers, Select all 29 rows and click Add to Review Population Button , click ok and Continue
 Under Review Population , see all the 29 Workers and click Submit, Click Yes for warning messages

Conduct the Meeting

 How to proceed?
 Log in as Richard.Macintyre and Navigate My Client Groups -> Talent Review -> Click 3dots(…) against Executive Future Potential 20xx and select Conduct Meeting in the popup menu
 Click on Succession Plans icon in Executive Future Potential 20xx dashboard, you will see 0 against all the succession plans
 Drag and Drop Elizabeth Mavery, Kyle Lorenson, Anthony Brecek from 9-Box into Chief Executive Officer Succession Plan
 Drag and Drop Anthony Wesley, Morgan Zu from 9-Box into Chief Financial Officer Succession Plan
 Drag and Drop Elizabeth Mavery, Kyle Lorenson, Anthony Brecek, Armando Belli, Sarah Smith from 9-Box into Chief Information Officer Succession Plan
 Click on the Talent Pools icon in Executive Future Potential 20xx dashboard, you will see only 2 persons (Brian James and Philip Peters ) in Future Executives Pool
 Update the locations on the 9 box as shown below and Save the meeting

49 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted

Talent Review Story Line – only the final box is shown in the demo

Curtis Feitty is an HR Richards adds himself  as  a Richard select  the  review
Admin. He adds Richard reviewer for the said talent population from the Executive TR
MacIntyre as Admin for the Analyses
CEO, CFO, CHRO and CIO
review meeting  
Succession Plans 

Richard MacIntyre is HR Richard includes Future Richard  conducts the  TR 

Specialist creates a Future meeting and moves  appropriate
Executives talent pool with Executives and Emerging
people to CEO, CFO and CIO
Brian James and Philip Leaders talent pools in the Succession Plans
Peters above meeting

Richard access Brian James Richard creates Executive

Future Potential 2020 meeting Richard sees no candidates
Succession Plan and updates from this talent pool are in the
Helen Bowman and Marie with Robert Jackman as
business leader Chief HR Office plan – and
Hope to be interim runs the meeting to update the
successors succession plan

50 Confidential – © 2019 Oracle Internal/Restricted/Highly Restricted

Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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Talent Review Story Line – Setup Screenshots

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