Setting Up the Content Catalog

This chapter provides an overview of the content catalog and discusses how to:

• Set up content types and properties.

• Define content items.

• Define content groups.

• Define rating models.

Understanding the Content Catalog`

The content catalog is a repository of the data that can be associated with person and non-person profiles, and is used by other applications such as PeopleSoft Enterprise ePerformance, Talent Acquisition Manager, Candidate Gateway, and Learning Management.

In PeopleSoft Enterprise HRMS, the content catalog provides a generic structure for setting up different types of information. The following diagram illustrates the generic structure in which the content catalog contains multiple content types and the content types contain content items. It also illustrates a specific example of this where the content catalog contains content types for language skills, degrees, and competencies:

PeopleSoft HRMS generic content catalog structure

With the content catalog you define the different types of information (competency, degrees, languages, and so on) as content types and then set up the data for each content type as content items. For example, within the content type DEG (Degrees), a Bachelor of Arts degree (BA) is a content item.

The structure of the content catalog enables you to easily extend the content types that are available to add to your organization's profiles.

Content Catalog System Data

The PeopleSoft application delivers the content catalog already populated with a set of content types. You can add content types and content items to the content catalog to suit your organizational requirements.

Note. PeopleSoft delivers content items as sample data only.

The following content types are delivered as system data:

Note. The RANK content type is for military customers to record rank in profiles. You can integrate Manage Profiles with Job Data using the Event Manager, so that when a person's rank is updated in Job Data, the profile is automatically updated.

See Entering Salary Plan Information.

See Setting Up Events.

Understanding Content Catalog Setup

To set up the content catalog you define the following:

• Content types.

• Content items.

• (Optional) Content group types and groups.

  Content groups enable you to categorize content items within a content type.

Note. If you want to use rating models with your content catalog, you must define these on the Rating Model page before you can associate content items with rating models.

See Defining Rating Models.

The first step in setting up the content catalog is to set up content types. After this, the order in which you set up content groups and content items does not matter. If you know how you want to group your content items, create the content groups first and then set up your content items. Conversely if you know which content items you want to add but haven't decided how to group those items, you can set up the content items first, then create the groups and add the items to the groups.

This diagram illustrates the two ways in which you can set up your content catalog: setting up content groups before setting up items, or setting up the items before the content groups:

Setting up the content groups before content items or setting up content items first

Content Types and Content Items

The Content Type component (JPM_CAT_TYPES) has two pages:

• The Content Types page lists the properties (fields) for that content type.

  For each property, you define the attributes of the field as it appears on the Item Details page.

• The Relationship Rule page defines how the content type is related to other content types in the catalog.

The component for setting up content items is the same for all content types, but the pages and the fields that appear are determined by the content type definition. The Content Items component (JPM_CAT_ITEMS) has three pages:

• The Item Details page is where you set up the main details for the content item.

• The Relationships page defines relationships between content items.

  The system hides this page if there are no relationship rules defined for the content type.

• The Group Memberships page defines the groups to which the content item belongs.

  The system hides this page if there are no groups for the content type.

The fields on the Item Details page are entirely dependent on the properties selected on the Content Types page. The following diagram shows property selections on the Content Type page flowing though to become fields on the Item Details page. The diagram includes a generic content type and two example content types (competencies and goals):

Properties of content types flow through to become fields for content item definitions

Setting Up Content Types and Properties

To set up content types and properties, use the Custom List Values (JPM_C_LIST_VALUES) and Content Types (JPM_CAT_TYPES) components.

This section provides overviews of content type properties, custom list values, free form content types, and discusses how to:

• Define custom list values.

• Define content type properties.

• Define content type relationship rules.

Understanding Content Type Properties

A content type is a broad definition of a group of items that can be added to the content catalog. Within a content type, specify the properties that all items of this type can or must have. The system displays the properties you define for a content type as fields on the Item Details page. You can override the default label text, select default values, and indicate if the field should be available for entry, unavailable for entry, or hidden on the Item Details page.

See Also

Content Type Properties

Understanding Custom List Values

The fields displayed on the Content Item - Item Details page are determined on the Content Types page as properties. Many of these fields are associated with a list of values defined on the Translate Table, however, the PeopleSoft application enables administrators the ability to define a customer list of values for the EP_SUB_LEVEL and EP_ITEM_STATUS fields. This means that the same field, such as the Level field, may have different prompt values in content items of different content types. For example, in one content item a person may have the choice of selecting a level of difficulty Advanced, Basic, or Intermediate, while in another content item a person may have the choice of selecting from the values Minimum, Basic, or Stretch. The Custom List Values page enables organizations to change or add prompt values for these fields. On the Content Types page: Property Attributes tab you select which custom list to use for the EP_SUB_LEVEL content item property.

Note. Manage Profiles uses the EP_SUB_LEVEL field only. ePerformance uses the EP_SUB_LEVEL and EP_ITEM_STATUS fields.

The ePerformance business process also uses the Content Catalog to obtain content items. Through this integration, administrators can create custom lists for the EP_ITEM_STATUS and the Level of Difficulty (EP_SUB_LEVEL) fields on the ePerformance template and document.

This tables shows the custom lists delivered as system data:

Note. The EP_SUB_LEVEL field is delivered in the Content Catalog in the SUB_COMP (Sub-Competencies) content type only. You can create or update other content types to include this property, or field, if necessary.

See Also

Defining Sections

Understanding Free Form Content Types

Depending on your organization's requirements, you may find that certain types of profile content are not suitable for storing in the content catalog due to the quantity or maintainability of the data. For example, you may want to include a section in person profiles for recording an employee's previous employers. However, employers are not stored in the database and the information is applicable to person profiles only. For this type of information, you can define free form content types that are basically empty placeholders. Free form content types do not include fields and you cannot create content items for them.

When you add a free form content type to a profile type, you add the properties (fields) that define the information entered for that specific profile type. This diagram illustrates how you could use free form content types to record previous employers and associated information such as the employment dates and a job description:

Example free form content type for capturing previous employment information in a person profile

In the example, the content type definition for previous employers has no fields or content items. When this content type is added to the profile type, fields are added for employer name, job start and end dates, and a descriptive field for the job description. On the Person Profiles page, employees add their previous employers information in these fields. There is no validation of the employers because it isn't defined as a record in the database.

To create a free form content type, select the Free Form Type Only check box on the Content Types page.

Note. You cannot include free form content sections when you use the search and compare profiles feature.

Pages Used to Set Up Content Types and Properties

Defining Custom List Values

Access the Custom List Values page (Set Up HRMS, Product Related, Profile Management, Content Catalog, Custom List Values, Custom List Values).

Field Name

Select a field that will serve as a field property of a content type where a person can select from the list of values that you define on this page. Valid fields are EP_SUB_LEVEL and EP_ITEM_STATUS.

List Values

Use this section to enter the valid values you want to include in your custom list.

Defining Content Type Properties

Access the Content Types page (Set Up HRMS, Product Related, Profile Management, Content Catalog, Content Types, Content Types).

System Data	Content types with this check box selected are delivered with the system.
Free Form Entry Only	Select this check box if you want to create a free form content type. You cannot define properties or content items for free form content types. See Understanding Free Form Content Types.

Properties Tab

The system displays the properties that you select in this scroll area as fields on the Items Details page. Use the properties to define content items for this content type.

All content types must have the following five properties:

• Content Type (JPM_CAT_TYPE)

• Content Item ID (JPM_CAT_ITEM_ID)

• Effective Date (EFFDT)

• Status as of Effective Date (EFF_STATUS)

• Description (JPM_DESCR90)

When you create a new content type, the system automatically populates the grid with these properties and you can only edit the label text and the maximum length of the Content Item ID and the Description.

Add other properties to the content type that are required to track items of this type. For example, you can add a rating model to types whose items must be rated (such as competencies or language skills) or a duration property to types whose items are tracked by duration.

Property Attributes Tab

Access the Property Attributes tab on the Content Types page.

Display	Select whether the property should be available for entry (Editable), unavailable for entry (Display Only), or hidden (Hidden) on the Items Details page.
Max Len (maximum length)	Enter the field length of this property.
Minimum and Maximum	For numeric properties, enter the minimum and maximum values.
List	Select a custom list defined in the Custom List Values table. This field appears only when there is a custom list defined for the field (as delivered, EP_SUB_LEVEL). When a list value is selected, the Default field values are dynamically built from the list values associated with the custom list value assigned. See Defining Custom List Values.
Default	Enter the default value for this property. On the Item Details page, the system populates the field with this value. You should select a default value if the property is display only or hidden. The Default field is available for properties that have predefined values or are associated with a prompt table only.

Defining Content Type Relationship Rules

Access the Relationship Rule page (Set Up HRMS, Product Related, Profile Management, Content Catalog, Content Types, Relationship Rule).

If a content type is related to other content types, define the relationship on this page. Leave the page blank if there are no relationship rules for the content type.

When you create a relationship here and save the content type, the system enters the opposite relationship for the related content type. For example, suppose you set up content type A and define the relationship:

Content type A Is a parent of content type B.

The system updates the content type B definition to define the relationship:

Content type B Is a child of content type A.

You cannot create two kinds of relationships between two types or create a relationship between a type and itself. The system displays a duplicate insert error when you attempt this. For example, the content type COMPETENCY cannot have both the relationship Is a parent of and the relationship Is a child of with the content type SUB_COMP.

Defining Content Items

To set up content items, use the Content Items (JPM_CAT_ITEMS) component.

This section discusses how to:

• Define content item details.

• Define proficiency descriptions.

• Set up and review content item relationships.

• Add content items to groups.

Pages Used to Define Content Items

Defining Content Item Details

Access the Item Details page (Set Up HRMS, Product Related, Profile Management, Content Catalog, Content Items, Item Details).

Note. The fields on the page vary depending on the properties of the content type. Each content type property is a field on the Item Details page and the system labels the fields using the label you entered in the Label Text field on the Content Types page.

See Also

Content Type Properties

Understanding Content Catalog Setup

Defining Proficiency Descriptions

Access the Content Item Proficiency Descriptions page (click the Proficiency Descriptions link on the Item Details page).

Review Rating

Select a review rating. The system prompts against the rating model that you assigned on the Item Details page. For example, you can define what it means to be an Expert in conflict management (a 5 rating), or Very Good in conflict management (a 4 rating). This helps ensure that everyone in the organization knows what each rating means.

Setting Up and Reviewing Content Item Relationships

Access the Relationships page (Set Up HRMS, Product Related, Profile Management, Content Catalog, Content Items, Relationships).

The Relationships page is displayed if there are relationship rules for the content type defined on the Content Types - Relationship Rule page. If there are no relationship rules for the content type, the system hides this page.

Note. It is not mandatory to define relationships at the content item level.

Related Items

Adding Content Items to Groups

Access the Group Memberships page (Set Up HRMS, Product Related, Profile Management, Content Catalog, Content Items, Group Memberships).

The Group Memberships page is available if content groups have been set up for the content type. If there are no content groups, the system hides this page. Content groups are defined on the Content Group Types page.

Defining Content Groups

To set up content groups, use the Content Groups (JPM_CAT_GROUPS) and the Content Group Members (JPM_CAT_GMEMB) components.

This sections discusses how to:

• Define content group types.

• Define content group members.

Pages Used to Define Content Groups and Members

Defining Content Group Types

Access the Content Group Type page (Set Up HRMS, Product Related, Profile Management, Content Catalog, Content Groups Types, Content Group Types).

Content Group Types

This group box lists all the content groups defined for the selected content group type.

Defining Content Group Members

Access the Content Group Members page (Set Up HRMS, Product Related, Profile Management, Content Catalog, Content Group Members, Content Group Members).

Use this page to view, add, or delete items that are members of the content group.

Defining Rating Models

To set up rating models, use the Rating Model (RATING_MDL_TBL) component.

This section provides overviews of rating models, (USF) rating models, and discusses how to:

• Set up rating models.

• Add review rating explanations.

Understanding Rating Models

Rating models define the values that can be used to rate an employee's performance or level of proficiency. The rating model defines the qualitative values, such as A, B, C, or D, that the system uses to rate or score an employee's performance. Each qualitative value can have a numeric rating, review points, and a review band (range of points).

Rating models are used by several applications within HRMS, including:

• Manage Profiles business process.

  In Manage Profiles, rating models are used to rate employees' proficiency level for items on their person profiles. In non-person profiles you can specify the proficiency levels expected for items in the profile. The RATING_MODEL property is associated with the rating model table. Add this property to your organization's content types and profile types that are measured using rating models and specify the rating model used at the content item level. The COMPETENCY content type includes the RATING_MODEL property.

• PeopleSoft Enterprise ePerformance.

  In ePerformance, rating models are used to define values for the rating sections of a performance document as well as rating overall performance. The calculation method that you select for the overall rating (the Overall Summary section of the document) determines which of these values you must define in rating models. When you design document templates, you select the rating model that applies to each section of the document and to each item that is rated. You can use the same rating model for the entire document or select a different rating model for each item and section.

• Manage Employee Reviews business process.

• Plan Careers and Successions business processes.

• Manage Base Compensation and Budgeting business process.

See Also

Working with Manage Profiles

Setting Up Employee Reviews

Evaluating Employee Strengths and Developmental Areas

(USF) Understanding Rating Models

The PeopleSoft HR product delivers two rating models that have specific uses:

• GUSF (goal status for USF).

• PIP (performance improvement plans).

These rating models define statuses, rather than ratings, that you can assign to goals and performance improvement plans in performance evaluations. GUSF values are Not Met, Met, and Exceeded. PIP values are In Progress, Satisfactory, and Unsatisfactory.

Pages Used to Define Rating Models

Setting Up Rating Models

Access the Rating Model page (Set Up HRMS, Product Related, Profile Management, Content Catalog Rating Model, Rating Model).

Rating Model Description

General Tab

Define all possible rating levels that can be used to evaluate an employee when this rating model is used. At least two rating levels are required. You can add as many rows as necessary.

Review Points Tab

Access the Rating Model page: Review Points tab.

Complete the fields on this tab if you want to associate a number of points, or a points range with each rating level defined on the General tab.

(USF) Federal Tab

Access the Rating Model page: Federal tab.

This tab appears only when Federal is selected on the Products page of the Installation table and the user is logged on as a U.S. Federal user.

See Selecting PeopleSoft Applications for Your Installation.

See Also

Matching Competencies to Roles

Maintaining Profiles

Adding Review Rating Explanations

Access the Review Rating Explanation page (click the Rating Explanation icon on the Rating Model page).

Explanation

Enter a description for the rating. You can enter up to 1325 characters. This description is used by ePerformance on the performance document.