MPC Cloud Consulting: Line Manager Dashboard: User Guide and Configuration for Oracle BI Mobile Application

Many at times it gets challenging for the line manager to get the information related to the organization or even generate reports. Oracle has already provided a dashboard which is an interactive way of fetching the information. This dashboard includes seeded reports which simplify the job to fetch information related to organization like Headcount, Workforce Events, Workforce Trends, Absence, Workforce Trends, Absence, Time and Labor, Performance, Goals, Talent Review, Profile, Employee Competency and Succession Management. This will surely save lot of time and since it is delivered it includes all the best practices.

Now in this modern era it is not always feasible to always open a desktop/laptop in order to open the Line Manager Dashboard. So for this there is an application known as Oracle BI Mobile which is available for both android and IOS platform. Using this application is really handy and it does not matter whether you are in the car or you are just heading to the office or you are about to attend any meeting you can always keep an eye on your organization.

Prerequisite Roles:

· User should have Line Manager Role.

Steps to install and use the application:

Step 1: Search for Oracle BI Mobile in the Google play store or App store. Install and open it.

Figure 1: Click on Open button

Step 2: Enter the server address for example https://abc.test.oraclecloud.com/ in the server address area.

Figure 2: Select the Connect button

Step 3: After the following steps login page will open.

Enter the credentials.

Figure 3: Select the Sign In button

Step 4: The Landing Page in the Oracle BI Mobile application is the Recent tab.

· Recent tab displays the dashboards or reports viewed recently.

Figure 4: Select the Dashboard option

Step 5: To Open the Line Manager Dashboard navigate to Dashboards/Human Capital Management/Line Manager Dashboard.

Figure 5: Open the Line Manager Dashboard

Step 6: After opening the Line Manager Dashboard the interface will be as shown below.

Figure 6: Select the Page Filter button

As per the requirement filters can be set.

Step 7: After selecting the Page Filters button the interface will be as shown below.

Step 8: To select different tabs simply select the down arrow.

Step 9: To view the information’s in graph simply scroll and fetch the details.

Benefits:

· Interactive way to fetch organization information and get an overview of the information.

· Saves time and can be viewed in any android or IOS device.

· It includes all the best practices.

· Since it is a delivered one upgrade and patches are safe

Steps to customize Line Manager Dashboard -

Step 1: Navigate to Shared Folders>>Human Capital Management>>Dashboards>>Line Manager Dashboard

This is a seeded dashboard, you cannot edit. You can copy and paste it somewhere in the Custom folder

Step 2: Paste the Dashboard in your custom folder, you can edit content of it and save it in the same custom folder

Edit the Dashboard Objects in the following manner –

1. Calendar Prompt à Date prompt for returning past, present, and future dated results based on 'As Of' date, here if you want to customize prompt like add another date such that it will have two prompt From and To Date then that can be done.

2. Line Manager Dashboard Headcount Prompt à This are also the prompt, with basic employment details like Business Unit, Assignment Status. Here you can add your own field.

3. Headcount KPI – Workforce Assignment à Here you will get the details in Performance Tile, which will be clear and easy to understand, this is generally required to the higher officials. But if you want to see the details of the number. Say of Headcount (983), you can click it and it will navigate it to you another report with details. You can get the path as mentioned below.

gf 4. Headcount KPI – Workforce Assignment – Headcount Details à This is the detail report which will be visible after clicking the number.

Step 3: Go to the Performance Tile report in that select the field. Here it is Headcount>>Column Properties>>Interaction>>Select the Action Link>>Edit>>Edit Action à Here you will get the path.