Oracle Succession Planning Implementation and User Guide Release 12.1 Part Number E16346-04

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Configuring the Talent Profile Function

Configuring Talent Profile

Setting up Self-Service Actions on the Talent Profile Page

The Talent Profile page has an Action drop down that lists the actions that a logged in user (worker or manager) can perform when viewing the talent profile.

The Action list includes:

• Self-Service or SSHR Actions

• Talent Profile Actions

Add Self-Service or SSHR Actions

SSHR defines the list of self-service actions that a manager or worker can perform.

To enable managers or workers perform self-service actions, you must add the following menus to the Succession Planning (HR_SUCCESSION_MGMT) menu:

• Personal Actions (or your configured copy of this menu). This menu displays a list of available functions for the worker.

• Manager Actions Menu (or your configured copy of this menu). This menu defines the self-service actions that managers can perform.

For information on SSHR functions and menus, see: Predefined Self-Service Responsibilities and User Menus, Oracle SSHR Deploy Self-Service Capability Guide

Configuring the Default XML Templates

Managers can print talent profiles of their workers. They can also generate a comparison report of the talent profiles of their workers.

Configure the Print Profile Default XML Template, if Required

Oracle Succession Planning delivers the Single Person Profile Template (PEREMPTP) to print the talent profile of a worker.

You can create custom print profile templates based on your business requirements. Your custom print profile template must be based on the predefined Single Person Profile Template (PEREMPTP). Whenever you create a custom template to generate the Printable Profile (Full) report, you must set the custom template code as the value of the 'FullProfileTemplateCode' parameter value in the relevant Talent Profile launch function so that the application uses the custom print profile template.

To create and use a custom template of the Printable Profile (Full) report, follow these steps:

1. Log in to the XML Publisher Administrator responsibility.

2. Create a XML template based on the predefined PEREMPTP template. For example, name the custom template as Custom template for Talent Profile and code as PEREMPTPCUST.

3. Navigate to the Form Functions window using the System Administrator responsibility.

4. Query the relevant Talent Profile launch function to which you want to add the custom print profile template. For example, query the Talent Profile (HR_TALENTPROFILE_SS) function.

5. Click the Form tab. You view the existing parameter definitions.

6. Add the following parameter:

   FullProfileTemplateCode=PEREMPTPCUST

   Important: The parameter value must be same as the code of the custom template that you created in the earlier step.

7. Save your work.

Configure the Compare Profile Default XML Templates, if Required

By default, managers can compare either two or three workers using the following predefined templates:

• Name: Talent Profile Comparison Report of 2 Employees

  Default File: PERCM2TP.rtf

  Code: PERCM2TP

• Name: Talent Profile Comparison Report of 3 Employees

  Default File: PERCM3TP.rtf

  Code: PERCM3TP

Oracle Succession Planning supplies the PERTPDDF data definition source file that contains all the data tags that compare profile templates use. To enable your managers to compare the profiles of more than two or three workers, you must create templates using the predefined data definition source. You must also create a new function with the same name as the template name and grant the function. You can create custom templates using Oracle XML Publisher. This enables managers to select the custom template when they compare profiles.

Configuring the Quick Search and Hierarchy Regions

By default, the Talent Profile page displays two regions: Quick Search and Hierarchy that managers can use to navigate between talent profiles of workers. These regions are configurable and can be removed from the Talent Profile page.

The following sections explain the regions and how you can configure them.

Configuring the Quick Search Region

The Quick Search region displays two search options:

• Search Profile

  Displays profiles that logged in user can access. Users can select one of the profiles and click the Show Profile button to view the talent profile details.

• Recently Visited Profile

  This option displays recently viewed profiles. Currently, the visited profiles information is stored only during a transaction and this information is lost once the transaction ends.

To display the region, you must grant the HR_TP_VIEW_GBL_SEARCH_SS function to the user.

Details of the Function

• User Function Name: Talent Profile Global Search Enabled

• Type: SUBFUNCTION

Configuring the Hierarchy Bean

The hierarchy bean appears at the top of the profile below the Quick Search region. The hierarchy bean lists the workers in the supervisor hierarchy of the logged in user.

To display the hierarchy bean, you must the grant the HR_TP_VIEW_PER_HIERARCHY_SS function to the user.

Details of the Function

• User Function Name: Talent Profile Show Person Hierarchy Enabled

• Type: SUBFUNCTION

Personalizing Talent Profile

This topic provides information on personalizing Talent Profile regions and region columns.

See: Oracle Application Framework Personalization Guide for more information on personalizing OA Framework pages.

Talent Profile Regions

Use the information in the following table to create or rearrange regions on the Talent Profile page (/oracle/apps/per/talentprofile/webui/TMProfileRN):

Note: TMProfileRN represents the entire page. Therefore, you cannot add this region, for example, in the Appraisals region of the Talent Profile page.

Talent Profile Region Columns

You can personalize the supplied Talent Profile region columns to suit your business requirements. For example, by default, the Competencies region displays the following columns:

• Competency Name

• Current Proficiency Level

• Status

• Start Date

• End Date

If required, you can add columns to display different information. Using personalization, you can change labels, hints, tips, and messages.

See: Oracle Application Framework Personalization Guide, Extensibility chapter.

Display the Relevant Succession Plan Region on the Talent Profile Page of a Worker

Managers can view succession plan details of their workers when they navigate to the Talent Profile of workers. By default, the Talent Profile page of a worker displays the Succession Plan region (SuccessionPlanNewOverviewRN) that is part of the R12.1 HRMS RUP5 Succession Planning model.

The SuccessionPlanNewOverviewRN region contains the following columns:

• Successors Identified for

  • Name

  • Succession Status

  • Performance

  • Succession Potential

  • Retention Potential

  • Impact of Loss

  • Readiness Percent

• Succession Plans for

  • Worker/Role Name

  • Plan Status

  • Succession Status

  • Performance

  • Succession Potential

  • Retention Potential

  • Impact of Loss

  • Readiness Percent

If you are not using the Succession Planning model of R12.1 HRMS RUP5, then you must hide this version of the Succession Plan region and display the pre R12.1 HRMS RUP5 Succession Plan region (SuccessionPlanOverviewRN) on the Talent Profile page.

The SuccessionPlanOverviewRN region contains the following columns:

• Successor For

  • Successor

  • Potential Level

  • Earliest Succession Date

• As Successor

  • Succession Plan For

  • Name

  • Potential Level

  • Earliest Succession Date

Complete the following steps to display the pre R12.1 HRMS RUP5 Succession Plan region:

1. Navigate to the Talent Profile page of a worker.

2. Click the Personalize link.

3. Choose the appropriate context.

4. Click Complete View and Expand All options.

5. Navigate to the Flexible Layout row of the SuccessionPlanNewFlexRN region.

6. Click Remove Content and then select Yes. This action hides the R12.1 HRMS RUP5 Succession Plan region.

7. Navigate to the Flexible Layout row that does not have content.

8. Click Add Content (green plus icon). The Add Content page appears.

9. Click Next until you view the Succession Plans option.

10. Select this option and click Apply.

11. Click Return to Application. The worker’s Talent Profile page now displays the pre R12.1 HRMS RUP5 Succession Plan region.

Configuring the Region Icons

This topic explains how you can configure the region icons in the Talent Profile regions.

Configuring the Region Icon in the Talent Profile Regions

All the Talent Profile regions display icons that indicate the regions content in a graphical representation. You can add the required icons using the Personalization function. Each region is shared region and a separate XML document. Place the icons that are going to be used in the Talent Profile Regions in the OA_Media folder.

Locate the region icon item and navigate to the PhotoCellRN page element. The Photo item of PhotoCellRN is an image type item. This item has an Image URI property, which is set to a blank image, by default. To display another image, personalize this property to point to the required image to be used on the region by starting with /OA_Media/ followed by the icon file name of the icon being used for this region.

Displaying Person Extra Information Types (EITs) as Talent Profile Page Regions

To view additional details of workers, you can display the Person Extra Information Types (EITs) as regions on the Talent Profile page. You can display a maximum of 10 EIT regions. Use the Oracle Application Framework Personalization feature to display EITs as regions.

On the Talent Profile page, you can add the EIT region and then configure the Flex: Descriptive Flex (HrEitDescFlex) item in this region to display contexts and segments of your choice.

Note: The EIT region does not support More link.

To display EITs as regions, complete the steps explained in this topic.

Prerequisites

1. Set up the following profile options to enable the Oracle Application Framework Personalization feature:

   • Personalize Self-service Defn

   • FND: Personalization Region Link Enabled

   • Self Service Accessibility Features

   For information on the profile options, refer to the Oracle Application Framework Personalization Guide

2. Set up descriptive flexfield segments to record EIT data. EITs are defined using descriptive flexfields.

   See: Extra Information Types in the Oracle HRMS Configuring, Reporting, and System Administration Guide

Displaying EITs as Regions

Example 1

In this example, you display the Passport Details region on the Talent Profile page. To display this region, you must have defined the required flexfield segments such as Country, Passport Number, Issue Date, and Expiry Date before carrying out these steps:

1. Navigate to the Talent Profile page.

2. Click the global Personalize Page link. As you have set the Self Service Accessibility Features profile option, the Page Layout Personalization page appears.

3. Select the required Personalization level and click Go.

4. Click the Content tab and select a layout where you want to add the EIT region.

5. Click the Add Content icon to add the new region.

   The Add Content page appears.

6. Select any one of the available Extra Information Types regions. 10 EIT predefined regions are available for Talent Profile. Oracle recommends that you select only one EIT region for each flexible layout.

7. Click Apply. You can view this region on the Talent Profile page.

   As a next step, configure the EIT region to enter the title.

8. Click the Personalize icon for that region.

9. Scroll to the EitFlexRN<#>.TextCellRN row and click the Personalize icon of the Static Styled Text item.

10. Change the Prompt field with the desired title such as Passport Details and click Apply.

    You specify the required flexfield context to see the EIT data for that context.

11. Click the Personalize icon of the Flex:Descriptive Flex item.

12. Enter the EIT context and the flexfield segments that you want to display. Use the following format when specifying the context and segments:

    For example:

    ContextName|SegmentName1|SegmentName2

    Passport Details|Country|Status|Passport Number|Date of Issue|Expiry Date

13. Click Apply to save your changes.

Example 2

In this example, you display multiple EITs: Employee Succession Planning Information and Tenure Status Details. Note that you must have defined the required segments for these flexfields before carrying out these steps:

1. Navigate to the Talent Profile page.

2. Click the global Personalize Page link. As you have set the Self Service Accessibility Features profile option, the Page Layout Personalization page appears.

3. Select the required Personalization level and click Go.

4. Click the Content tab and select a layout where you want to add the EIT region

5. Click the Add Content icon to add the new region.

   The Add Content page appears.

6. Select any one of the available Extra Information Types regions. 10 EIT predefined regions are available for Talent Profile. Oracle recommends that you select only one EIT region for each flexible layout.

7. Click Apply. You can view this region on the Talent Profile page.

   As a next step, configure the EIT region to enter the title.

8. Click the Personalize icon for that region.

9. Scroll to the EitFlexRN<#>.TextCellRN row and click the Personalize icon of the Static Styled Text item.

10. Change the Prompt field with the desired title such as Passport Details and click Apply.

    You specify the required flexfield context to see the EIT data for that context.

11. Click the Personalize icon for the Flex:Descriptive Flex item.

12. Enter the multiple EIT contexts and the flexfield segments that you want to display. Use double pipe || to enter two different contexts while the segments can be separated by single pipe |

    For example:

    ContextName|SegmentName1|SegmentName2||ContextName2|SegmentName1|SegmentName2

    Employee Succession Planning Information|Succession Potential|Retention Potential||Tenure Status| Tenure Status|Date Determined

13. Click Apply to save your changes.

Restricting Access to Sensitive EIT Information

When you display EIT regions, there may be some information that is sensitive, which requires to be hidden from users who log in to the application. For example, if you configure an EIT to display additional succession planning information, managers can view such additional succession planning information when they navigate to their Talent Profile page as workers. To restrict the display of such sensitive information, use the 'ShowLoggedInDtls' formvalue available with every EIT on the Talent Profile page. To control the display of EIT information for the logged in manager, you must specify the value using the OAF Personalization feature. If the value of this formvalue is set to 'Y', then the EIT information is visible to the logged in manager. If the value of this Form Value is set to 'N', then the EIT information is not displayed to the logged in manager.

Complete the following steps to restrict access to sensitive EIT information:

1. On the Talent Profile page, click the Personalize page link.

2. Select the 'Content' tab.

3. In the EIT region, click the Personalize properties (pencil) icon.

4. Select the Complete View radio button.

5. Click the Expand All link.

6. Click the Personalize icon for the Form Value personalization item.

7. Set the value to "Y' or 'N' as required.

8. Click Apply to save your work.

Displaying Person Special Information Types (SITs) as Talent Profile Page Regions

To view additional details of workers, you can display the person Special Information Types (SITs) as regions on the Talent Profile page. You can display a maximum of 10 SIT regions. Use the Oracle Application Framework Personalization feature to display SITs as regions.

On the Talent Profile page, you can add the SIT region and then configure the Flex: Key flex for Sit (HrSitKeyFlex) item to display contexts and segments of your choice.

Note: The SIT region does not support More link.

To display SITs as regions, complete the steps explained in this topic.

Prerequisites

1. Set up the following profile options to enable the Oracle Application Framework Personalization feature:

   • Personalize Self-service Defn

   • FND: Personalization Region Link Enabled

   • Self Service Accessibility Features

   For information on the profile options, refer to the Oracle Application Framework Personalization Guide

2. Set up key flexfield segments to record SIT data. SITs are stored in a key flexfield combination table where the combination of segments must be unique.

   See: User Definable Key Flexfields in the Oracle HRMS Configuring, Reporting, and System Administration Guide

Displaying SITs as Regions

Example 1

In this example, you display the Visa Details region on the Talent Profile page. To display this region, you must have defined the required flexfield segments such as Visa Type and Purpose of Visa.

1. Navigate to the Talent Profile page.

2. Click the global Personalize Page link. As you have set the Self Service Accessibility Features profile option, the Page Layout Personalization page appears.

3. Select the required Personalization level and click Go.

4. Click the Content tab and select a layout where you want to add the SIT region.

5. Click the Add Content icon to add the new region.

   The Add Content page appears.

6. Select any one of the available Special Information Type regions. 10 SIT predefined regions are available. Oracle recommends that you select only one SIT region for each flexible layout.

7. Click Apply. You can view this region on the Talent Profile page.

   As a next step, configure the SIT region to enter the title.

8. Click the Personalize icon for that region.

9. Scroll to the SitFlexRN<#>.TextCellRN row and click the Personalize icon of the Static Styled Text item.

10. Change the Prompt field with the desired title such as Visa Details and click Apply.

    You specify the required flexfield context to see the EIT data for that context.

11. Click the Personalize icon of the Flex:Descriptive Flex item.

12. Enter the SIT context and the flexfield segments that you want to display. Use the following format when specifying the context and segments:

    For example:

    ContextName|SegmentName1|SegmentName2

    Visa Details|Visa Type|Purpose of Visa

13. Click Apply to save your work.

Example 2

In this example, you display multiple SITs: Vehicle Profile and Work Environment. Note that you must have defined the required segments for these flexfields.

1. Navigate to the Talent Profile page.

2. Click the global Personalize Page link. The Page Layout Personalization page appears.

3. Select the required Personalization level and click Go.

4. Click the Content tab and select a layout where you want to add the SIT region

5. Click the Add Content icon to add the new region.

   The Add Content page appears.

6. Select any one of the available Extra Information Types regions. 10 SIT predefined regions are available for Talent Profile. Oracle recommends that you select only one SIT region for each flexible layout.

7. Click Apply. You can view this region on the Talent Profile page.

   As a next step, configure the SIT region to enter the title.

8. Click the Personalize pencil icon for that region.

9. Scroll to the EitFlexRN<#>.TextCellRN row and click the Personalize icon of the Static Styled Text item.

10. Change the Prompt field with the desired title such as Passport Details and click Apply.

    You specify the required flexfield context to see the EIT data for that context.

11. Click the Personalize icon for the Flex: Key Flex for Sit item.

12. Specify the multiple SIT contexts and the flexfield segments that you want to display. Use double pipe || to enter two different contexts while the segments can be separated by single pipe |

    For example:

    ContextName|SegmentName1|SegmentName2||ContextName2|SegmentName1|SegmentName2

    Vehicle Profile|Vehicle Type|Issue Date|Plate Number|State Issued||Work Environment|Location|Plant|Field|Home

13. Click Apply to save your work.

Displaying Custom Content as Talent Profile Page Regions

On the Talent Profile page, you can use custom regions to display business specific details. You can configure custom regions if you need to use information structures other than EITs or SITs. Use a SQL Statement to retrieve the business specific information from the database and then configure the custom regions to display the content. You can configure a maximum of 10 custom regions on the Talent Profile page.

Note: The custom region does not support More link.

To display custom content as regions, complete the steps explained in this topic.

Prerequisites

1. Set up the following profile options to enable the Oracle Application Framework Personalization feature:

   • Personalize Self-service Defn

   • FND: Personalization Region Link Enabled

   • Self Service Accessibility Features

   For information on the profile options, refer to the Oracle Application Framework Personalization Guide

2. Create a database view based on one or more tables in the database. Consider security and information requirements before creating a database view.

   You can use the Additional WHERE clause to display the data of the worker whose profile is being viewed, if the database view returns data for all workers. This clause uses specific parameters that are passed dynamically. Following are the parameters:

   • ##PERSON_ID## - Person ID of the currently viewed worker's profile

   • ##PRIMARY_ASSIGNMENT_ID## - Assignment ID of the currently viewed worker's profile

   • ##LOGIN_PERSON_ID## - Person ID of the logged in worker who is a manager

   • ##BUSINESS_GROUP_ID## - Business group ID of the currently viewed worker

   • ##EFFECTIVE_DATE## - Effective date in the format “YYYY-MM-DD HH24:MI:SS”

   Following rules apply when you create a database view:

   1. Views can be based on any database table.

   2. Create an alias starting with 'D_' or 'd_' for the view columns that you want to display on the Talent Profile page.

   3. Use the HR_TP_NAME_TRANSLATIONS lookup type to create a lookup for each column that is created as an alias in the previous step. The lookup code must be the same as the column alias. Provide a user friendly value in the Meaning column as this value appears as the column header in the custom region of the Talent Profile page.

      Example of Lookup Codes

      Code	Meaning
      D_FULL_NAME	Full Name
      D_PARTY_ID	Party Identifier

3. Write a SQL statement to retrieve data from the database view.

Displaying Custom Content as Talent Profile Regions

Example 1

In this example, you display the Worker Information region that has two columns: Name and Party Number. The Additional Where clause in this example has a person_id IN clause where the login_person_id and the person_id of the worker whose profile is being viewed are passed.

1. Navigate to the Talent Profile page.

2. Click the global Personalize Page link. As you have set the Self Service Accessibility Features profile option, the Page Layout Personalization page appears.

3. Select the required Personalization level and click Go.

4. Click the Content tab and select a layout where you want to add the custom region

5. Click the Add Content icon to add the new region.

   The Add Content page appears.

6. Select any one of the available Dynamic View regions. 10 Dynamic View predefined regions are available. Oracle recommends that you select only one dynamic region for each flexible layout.

7. Click Apply. You can view this region on the Talent Profile page.

   As a next step, configure the dynamic region to enter the title.

8. Click the Personalize icon for that region.

9. Scroll to the DyncVwFlexRN<#>.TextCellRN row and click the Personalize icon of the Static Styled Text item.

10. Change the Prompt field with the desired title such as Worker Information and click Apply.

    The Dynamic View has three parameters that you must configure to display data in the region:

    • Layout Style: Valid values are: TABLE - Table Layout and FORM - Message Component (Form) Style Layout

    • DyViewName: The database view name that you created to show the required data in the custom region.

    • DyWhereClause: Any additional where clause that is required to further filter the data retrieved from the view.

11. Click the personalize icon of the DyViewName item to specify the database view name.

12. Change the Prompt field with the desired database view name for the region and click Apply.

13. Click the personalize icon for the DyWhereClause item to specify the additional where clause.

14. Change the Prompt field with the desired additional Where Clause for the region and click Apply.

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