Setting Up Profile Management

This chapter provides an overview of profile management, lists common elements, and discusses how to:

• Configure Manage Profiles.

• Define education-related information.

• Define instance qualifiers.

• Set up profile identity and association options.

• Set up profile types.

• Create profile group types and profile groups.

• Set up to use XML Publisher reports and profiles.

Understanding Profile Management

Organizations typically use two types of profile:

• Non-person profiles

  These describe the competencies, qualifications, and responsibilities of a certain job code, position, job family, or salary grade, or other entities in the system.

• Person profiles

  These describe people's skills, competencies, accomplishments, and performance. Manage Profiles enables you to create profiles for employees, contingent workers, and persons of interest.

With the Manage Profiles business process, the content catalog provides the foundation for creating all profiles. This diagram shows how profiles are constructed by selecting from the content types and content items that are defined in the content catalog:

Relationship Between Profiles and the Content Catalog

In the same way that you configure the content catalog to suit your organization, you define a set of profiles that are configured to your requirements. When employees, managers, and administrators create profiles they select the profile type that they want to use.

The profile type controls the following aspects of the new profile:

• The type of entities to which users can link the profile.

• The content of the profile.

• Profile security (who can update the profile).

• Whether approval is required for changes to the profile.

Entity Types

Profiles fall into two categories:

• Non-person profiles (also known as job profiles).

  These are profiles that are created for a business entity, such as a position or a job code.

• Person profiles.

  A person profile is created for a specific person ID.

When you define a profile type, you specify the type of entities that the user can select when creating a profile. For example, suppose that you create a profile type and specify that it can be linked to job codes and salary grades. When users create a profile based on that profile type, they can only select job codes, salary grades, or both job codes and salary grades for the new profile. A profile type cannot be linked to both business entities and people.

The entities to which you can link a profile type are known as profile identity options. Use the Profile Identities Options page to maintain the list of profile identity options available.

In addition to profile identities, you can also link a profile type to entities outside the Manage Profiles business process. These entities are known as profile association options. ePerformance templates are linked to profile types in this way. The Profile Association Options page defines all the entity types that can be associated to profile types.

Profile Content

This diagram shows how the content of profile types (and profiles created from those profile types) is divided into tabs and content sections:

Profile Type Content Structure

When you set up a profile type you define the name of each tab and the order in which they are displayed in the profile. You add one or more content types to each tab to create content sections. For example, the previous diagram shows a tab labelled Qualifications that has three content sections for three different content types: Memberships, Degrees, Licenses & Certifications. When users create a profile using this profile type, they can only add content items of the type DEG (Degrees) to the Degrees content section. You define the order in which the content sections are listed within the tab.

When you add a content type to a tab, the properties and property attributes defined for the content type are copied to the content section. However, you can also add other properties to the content section or modify the attributes of the properties inherited from the content type definition.

Note. The profile type definition does not include content items. The purpose of the profile type is to provide the structure for the new profile and not the detailed content. Users add content items when they create a profile.

Profile Security

When you set up a content section, you specify the roles that can view that section of the profile. This enables you to display or hide sections to different types of users. There is an additional check box that enables you to control which roles can update the items in the section. There are three roles available:

• Administrator

  The administrator is any user who has access to the Profile Management menu in Workforce Development.

• Manager

  Managers are users that can access the self-service transactions for managing profiles, using the Manager Self Service menu.

• Employee

  Employees use employee self service to access the profile management self-service transactions.

The manager and employee self service transactions are delivered in PeopleSoft Enterprise eDevelopment.

See Maintaining My Profiles.

Profile Approvals

Approvals processing is an optional aspect of profile management. If you want to use approval workflow to control changes to profiles, you:

1. Set up approval processing using the standard HRMS approvals workflow engine.

2. Associate the approvals definition with the profile type.

   On the Profile Type —Attributes page, you define one approvals workflow transaction and approval definition for the profile type.

3. Specify whether identities require approval (non-person profile types only).

   You can specify that approvals workflow is triggered when users add or change the profile identities associated with a non-person profile. To do this, select the Approval Req'd for Identities check box on the Profile Type — Identities page. This applies to non-person profile types only. The check box is not available when you are working with person profile types.

4. Specify which content sections require approval.

   Each content section within a profile type has an Approval Required check box that controls whether changes to that content section require approval. However, approvals is only triggered if you have specified the approval at the profile level. If you have set up approval processing for a content section when users add items to a profile, delete existing items, or modify existing items, this initiates the approvals process.

5. (Optional) Add properties to content sections to track workflow status.

   We recommend you add the workflow status property (JPM_WF_STATUS) to content sections that require approval to enable users to view the status of profile items as they are processed by the approvals workflow engine. Other useful properties for tracking approval are the last updated date and time property (LASTUPDDTTM), and the last updated user ID property (LASTUPDOPRID).

See Setting Up and Working with Approvals.

See Defining Content Sections.

Setting Up Manage Profiles

This diagram illustrates the steps for setting up profile management:

Setting up profile management

To set up profile management you define the following:

• (Optional) Instance qualifiers.

  Typically instance qualifiers are used to identify who updated the profile or the type of evaluation. You can also use instance qualifiers to restrict the profile item rows that are visible to employees and managers using self-service transactions.

• Profile Identity Options.

• (Optional) Profile Association Options.

  Note. You do not need to define profile association options for the Manage Profiles business process. However, if you have installed ePerformance and you want to use profile content to create performance or development documents, you must define profile association options for ePerformance.

• Profile Types.

• (Optional) Profile Group Types and Profile Groups.

  Profile group types and profile groups enable you to categorize profile types. You can use profile groups as search criteria in the search and compare profiles feature to filter the search results.

Note. Before you can use Manage Profiles, you must also set up the installation settings on the Profile Management Installation page. This is described in the next section.

See Also

Searching and Comparing Profiles

Common Elements Used in This Chapter

Configuring Manage Profiles

This section discusses how to configure Manage Profiles installation.

Page Used to Configure Manage Profiles

Configuring Manage Profiles Installation

Access the Profile Management Installation page.

Profile ID Length	Enter the number of characters in the profile ID. The maximum profile ID length is defined in Application Designer and the system displays an error message if you enter a length that exceeds this maximum.
Last Profile ID Used	To let the system assign numbers for profile IDs, enter the last number that you used. The system automatically increases the number in this field each time that it assigns a new profile ID. You can manually assign profile IDs to non-person profiles when you create the profile. Note. To avoid maintaining two different sets of numbers, either always assign profile IDs manually or always let the system do it.
Last Item Key ID Used	Displays the last number used to identify items on profiles. The system automatically assigns an item key ID to each content item added to a profile. The field is set to 1 at installation and the system automatically increases the number in the field each time you add content items to a profile. Note. The item key ID is not visible to users when setting up or using profiles.
Last Approval Transaction Used	Displays the last approval transaction number. The system automatically increases the number in the field each time that an approval transaction for Manage Profiles is generated. See Setting Up and Working with Approvals.
Supervisor Navigation Method	Select the method that is used by the Build Manager List process to determine supervisor relationships. Select from these options: 2 — Supervisor Id, 3– Department Manager Id, 4–Reports to Position, 5– Position/Supervisor Id, or 6–Position/Dept Manager. See Setting Up Search and Compare Profiles.
Days of Approval History	Enter the number of days of approval history that is available from the Person or Non-person Profile pages. Links on the profile pages indicate how many profile items have been approved or denied approval over a period that is determined by the setting of Days of Approval History field. When users view a profile, the system checks the approval history for the period between the system date (current date) and the system date minus the number of days you specify in this field. For example, if you enter 31 days in this field and the system date is August 2, the system checks for profile items that have been approved or denied in the period July 2 to August 2.

Employee Photos on Profile

See Also

Managing Profiles

Defining Education-Related Information

This section provides an overview of education-related information and discusses how to:

• Track schools.

• (JPN) Define faculty information.

Understanding Education-Related Information

To set up information about educational establishments and areas of study use the School Types (SCHOOL_TYPE_TABLE), Schools (SCHOOL_TABLE), Majors (MAJOR_TABLE), and Faculty Table JPN (FACULTY_TABLE_JPN) components.

If you want to include school type, school, major, or faculty codes in profiles, add the appropriate property to content sections in your profile types. These are the properties that are associated with the education tables:

• SCHOOL_TYPE

• SCHOOL_CODE

• MAJOR_CODE

• FACULTY_CODE

• SUBFACULTY_CODE

The delivered PERSON profile type is configured to enable you to record employees' education information. The Education tab in this profile type has content sections for School Education, Degrees and Areas of Study that use the information in the education tables.

See Also

Profile Type Properties

Pages Used to Define School Information

Tracking Schools

Access the School Table page.

Country	Select the country code for the school. The Country codes are stored in the Country Table. Depending on the country that you select, the system displays an associated field (State, Province, or County) for defining the area of the country in which the school is located.
Public, Private	Select to indicate whether the school is a public school or privately-funded.

(AUS) Australia

(JPN) Defining Faculty Information

Access the Faculty Table JPN page.

Major Category	Select a major category value. The value that you select here is the default major category wherever you select this faculty on a profile. You can also override the default.
Sub-Faculty Code	Enter a code for the sub-faculty. You can enter multiple sub-faculties. Only sub-faculties that you enter for this faculty can be selected wherever you select the faculty on a profile.

Defining Instance Qualifiers

This section provides an overview of instance qualifiers and discusses how to set up instance qualifiers.

Understanding Instance Qualifiers

Instance qualifiers are an optional element of profile types, used to identify individual instances (rows) of a profile item.

Use the Instance Qualifiers component (JPM_JP_INST_QUAL) to define your instance qualifier sets. Define instance qualifiers in one of two ways:

• Entering the value of each instance qualifier.

  When you define instance qualifiers in this way you can also specify those that employees and managers can view using self-service. This is useful if, for example, you don't want employees to view ratings given by peers, or you want to prevent employees and managers from viewing evaluations made by an executive committee.

• By selecting a record in the database.

  For example, if you specify the PERSON_NAME record, the person ID is the instance qualifier.

Once you have set up instance qualifier sets you link them to content sections in the profile type. When users add a content item or update an item in a section that includes instance qualifiers, they select the instance qualifier that is inserted in that row. You can link a content section with up to two instance qualifier sets.

Note. The instance qualifier properties must be included in the content section definition in order for users to be able to select an instance qualifier when they add or update profile items.

These are the properties for instance qualifiers:

• JPM_CAT_ITEM_QUAL (instance qualifier 1).

  The instance qualifier 1 field can only be associated with instance qualifier sets where you define each value.

• JPM_CAT_ITEM_QUAL2 (instance qualifier 2).

  The instance qualifier 2 field can only be associated with instance qualifier sets defined by a record.

The delivered PERSON profile type includes two content sections, Competencies and NVQs, that are configured to use instance qualifiers. This table lists the instance qualifier fields, the field name, and the instance qualifier sets for the Competencies section:

This lists the instance qualifier fields, the field name, and the instance qualifier sets for the NVQ section:

Example: Using Instance Qualifiers

This diagram illustrates how a section within a profile can be linked to a set of instance qualifiers:

Example Instance Qualifiers

In this example, the tab called Skills contains a content section for the COMPETENCY content type, and this section is linked to a set of instance qualifiers called EVAL.

Suppose that an employee creates a profile, and he or she adds the competencies Abstract Thinking and Analytical Thinking to the profile, and enters a rating, the system creates two profile items with the following information:

If the manager reviews the employee's profile and adds a rating for the competencies, the profile now contains these rows for the profile items:

Example: Using Two Instance Qualifier Sets

You can link a content section with up to two instance qualifier sets. Using the previous example, suppose that the Competencies section is linked to the EVAL instance qualifier set and a second instance qualifier set that is linked to the PERSON_NAME record, as illustrated in this diagram:

Example Using Two Instance Qualifier Sets

Using two qualifier sets you can uniquely identify rows that have the same instance qualifier 1. For example, if a person is evaluated by a committee you can use the instance qualifiers to record the ratings given by each member of the committee. This table shows the rows created for each committee member's evaluation of the same profile item:

Understanding Instance Qualifier Integration

Applications that publish data to Manage Profiles can use instance qualifiers. In ePerformance, when you define a document template, you can specify the instance qualifier to use for each role that participates in a performance or development document. When users complete the document, the system updates the person profile data in Manage Profile using the instance qualifier specified.

In PeopleSoft Enterprise Learning Management, you can also specify the instance qualifier that the system uses when publishing profile data to PeopleSoft Enterprise HRMS. When learners complete learning objectives that came from HRMS, the system marks the objective as Met and publishes profile data to HRMS, using the specified instance qualifier value.

See Also

Defining Sections

PeopleSoft Enterprise Learning Management 9.0 PeopleBook

Page Used to Define Instance Qualifiers

Setting Up Instance Qualifiers

Access the Instance Qualifiers page.

Prompt Definition	Select Use Prompt Record to use a record in the database as the instance qualifiers. For example, you might use the PERSON_NAME record as the instance qualifier. The system makes the Record Name field available and hides the Instance Qualifiers scroll area. When you define a content section in a profile type, instance qualifiers that use a prompt record can be associated with the Instance Qualifier 2 field only. You can't specify instance qualifiers that use prompt record in the Instance Qualifier 1 field. Select Create Set of Qualifiers to create a new set of instance qualifiers in the Instance Qualifiers scroll area. Instance qualifiers of this type can be associated with the Instance Qualifier 1 field on the Content Section page; they can't be specified in the Instance Qualifier 2 field.
Record Name	Select the record that contains the instance qualifiers. This field is available only if you select Use Prompt Record.
Priority	Enter a number that indicates the priority of the instance qualifier. The priority increases as the number decreases, so that the instance qualifier with the lowest number is considered the highest priority. The priority value determines the order in which instance qualifiers are displayed. This field is also used by the Maintain Profile Indexes process (JPM_BLD_INDX) that builds the Verity indexes used by the search and compare profiles feature. The process uses the priority value to determine which profile item row is included in the index. The process includes the row that has the instance qualifier with the highest priority. See Building the Search Indexes.
Instance Qualifier	Enter the instance qualifier code and enter a description in the Description field.
Emp View (employee view)	Select this check box to enable employees to view rows in a profile that are assigned the selected instance qualifier.
Mgr View (manager view)	Select this check box to enable managers to view rows in a profile that are assigned the selected instance qualifier.
Emp Default (employee default)	Select this check box to specify the instance qualifier that is automatically used in the employee self-service transactions. If you select a check box in this column, when employees add or update rows in self-service, the system inserts the selected instance qualifier and employees cannot change the instance qualifier.
Mgr Default (manager default)	Select this check box to specify the instance qualifier that is automatically used in the manager self-service transactions. If you select a check box in this column, when managers add or update rows in self-service, the system inserts the selected instance qualifier and managers cannot change the instance qualifier.
Searchable	Select this check box if you want profile items with the selected instance qualifier to be included in the Verity indexes. The Maintain Profile Indexes process (JPM_BLD_INDX) uses this field to determine which profile item rows are included in the Verity indexes that are used by the Search and Compare Profiles feature. If the Searchable check box is not selected, any profile item rows that are assigned the selected instance qualifier are always excluded from the Verity index.

Setting up Profile Identity and Association Options

To set up profile identity options and profile association options for your organization, use the Profile Identity Options component (JPM_RLAT_SETUP) and the Profile Association Options component (JPM_RLAT_ASC_SETUP). This section discusses how to:

• Define profile identity options.

• Enable profile association options.

Common Elements Used in This Section

Pages Used to Define Profile Identity and Association Options

Defining Profile Identity Options

Access the Profile Identity Options page.

Add Profile Identity Option

Click this link to add a new profile identity option.

Configuration

Access the Configuration tab.

Sequence

Enter the number that determines the order in which non-person profiles related to a person's job are listed. The system uses the sequence value as follows: On the Person Profile page, when you select View Related Job Profiles in the Profile Actions field, the system uses the sequence values to define the order in which the related profiles are listed. Profiles with the lowest sequence number are displayed first. In eDevelopment, when employees select My Job Profiles, the system uses the sequence values to define the order in which the related profiles are listed. Profiles with the lowest sequence number are displayed first. In ePerformance when you are creating a document for an employee, the system retrieves all matching job profiles for an employee, and then copies content from the profile with the highest priority (lowest sequence value).

See Common Elements Used in This Section.

Enabling Profile Associations

Access the Profile Association Options page.

Add Profile Association Option

Click this link to add a new profile association option.

See Common Elements Used in This Section.

Setting Up Profile Types

Use the Profile Types component (JPM_JP_TYPES) to set up profile types. This section discusses how to:

• Set up profile type attributes.

• Define profile type identities.

• Define profile type content.

• Select content types.

• Define content sections.

• Set up profile type associations.

Pages Used to Set Up Profile Types

Setting Up Profile Type Attributes

Access the Profile Types — Attributes page.

Summary	Enter a brief description of the profile type.
Transaction Name	Select the approvals workflow transaction associated with the profile type. You must complete this field if any of the content sections in the profile type has the Approval Required check box selected or the Approval Req'd for Identities check box on the Profile Type — Identities page is selected. See Defining Content Sections.
Definition ID	Select the approvals definition for the profile type. If you leave this field blank, the system uses the default approval definition ID for the approval process ID specified in the Transaction Name field. If multiple approval definition IDs exist, the approval framework will decide which approval definition ID to use, based on the criteria and priority configured on the Approval Process Definition component. For the definition IDs used for Manage Profiles approvals processing, the default definition has a priority of 1 and the non-default definitions have a priority of 9.
Profile Type Usage	Displays the usage value: Person or Non-Person. The usage is determined by the Profile Identity Options selected on the Identities page. If the profile type is linked to a record that has EMPLID as a key field, the Profile Type Usage field is Person. Otherwise, the usage is Non-Person.

Defining Profile Type Identities

Access the Profile Types — Identities page.

Approval Req'd for Identities (approval required for identities)	Select this check box if approval is required for changes to the profile identities associated with profiles of this profile type. This check box is enabled when you select a non-person profile identity option.
Profile Identity Option	Select one or more objects to which the profile type can be linked. The objects available are determined by the profile identity options enabled on the Profile Identity Options page. Profile types must be linked to either person or non-person identity options. You cannot add both person and non-person identity options to a profile type. The system validates that there is only one active profile per identity within a given profile type. See Defining Profile Identity Options.
End Profile	Select this check box if the profiles linked to the object specified in the Profile Identity Option field are end profiles. An end profile is a profile that is displayed in employee and manager self-service, and is used in search, match and browse.
Template	Select this check box if the profiles linked to the object specified in the Profile Identity Option field are template profiles. A template profile is a profile that is used to build other profiles.
Add Profile Identity	Click to add another profile identity option to the page.

Defining Profile Type Content

Access the Profile Types — Content page.

Use this page to define the content of a profile type. The content is divided into tabs that appear as links on the page as shown in the following example:

In this example, there are five tabs and the Competencies tab is the one currently selected. Click the tab name link to move to that tab.

The order in which the tabs are displayed is determined by the Tab Order field. Within each tab, you specify the content types in the Content Sections scroll area.

Content Sections

This scroll area lists the sections in the selected tab. If you click the View All Sections link, the scroll area lists the sections for all the tabs in the profile type.

Selecting Content Types

Access the Add Content Section page.

This page lists the content types that you can add to the profile type. Those content types that are already included in the profile type are shown in normal text and do not have a link.

If you are adding a sub-section, the system displays the content types that have a subordinate relationship with the content type of the parent section. See the previous section for details.

Click the link for the content type that you want to add, or click the Return to Previous Page link to cancel the addition.

Defining Content Sections

Access the Content Section page.

Instance Qualifier Set 1	(Optional). Select the instance qualifier set that you want to use with this section. You can only select instance qualifiers that are associated with the content type of the section and are defined as sets of values. You cannot select instance qualifier sets that are based on prompt records. Define instance qualifiers using the Instance Qualifiers page. See Defining Instance Qualifiers.
Instance Qualifier Set 2	(Optional). If you want to use two different instance qualifier sets with the section, select the second instance qualifier set in this field. You can only select instance qualifiers that are based on prompt records.
Add/Delete Unrelated Items	Select this check box to enable users to add related items to profiles, even if there isn't a a relationship defined at the content item level. This check box appears if the content section you are defining is related to an existing content section. For example, if you create a content section for competencies and then add a sub-section for sub-competencies, this check box is displayed for the sub-competencies content section. In this example, if you select the check box, users could add any sub-competency to the profile. However, if the check box is not selected, users can only add a sub-competency if it is related to a competency on the profile. Relationships between content items are defined on the Content Items — Relationship page.
Approval Required	Select this check box if approval is required to add, remove, or update profile items.

Content Properties

If you are setting up a content section, this group box lists the properties defined for the content type in the content catalog. You can add other properties as required.

Note. If the content type is a free form content type, only one property, a description field, JPM_ADHOC_DESCR, is included. You need to add all other properties that are required.

See Profile Type Properties.

Property Attributes

Access the Property Attributes tab.

Required	Select to make a property required when creating a profile using this profile type. If the check box is selected, users must complete the field when they set up a profile. If the property source is Catalog, the setting of this check box is inherited from the content type definition and you cannot change it.
Display	Select whether the property should be available for entry (Editable), unavailable for entry (Display), or hidden (Hidden) on the profile pages. When you select Display or Hidden, the system populates the property with the value you enter in the Default Value field. If you select Editable, the system populates the default value at the profile, but users can override that value.
Max Len (maximum length)	This field applies to character properties only. If the property source is Catalog, the system displays the field length defined in the content catalog. If you added the property to the profile type, enter the field length of this property.
Minimum, Maximum	These fields apply to numeric properties only. Displays the minimum and maximum values for numeric properties defined in the content catalog. If you added the property to the profile type, enter the minimum and maximum values.
Default	Displays the default value defined in the content catalog. If you added the property to the profile type, enter the default value. A default value must be provided if the field is defined as Display and the Required check box is selected.
Detail	Select this check box if you want the field to appear on the details page for the content section.
Summary	Select this check box to display the field on the summary page when creating or viewing a profile. Fields that are marked as summary automatically appear on the details page. See Managing Profiles.
Searchable	Select this check box if you want to include the property in the search index that is used by the search and compare profiles feature. The check box is display-only if the property is not searchable. Note. The item ID (JPM_CAT_ITEM_ID) must be searchable if you make other properties in the content section searchable.

Security

The Security group box lists the roles that can access the content section when creating a profile.

Note. If you don't select a role, users can't create profiles using this profile type.

Setting Up Profile Type Associations

Access the Profile Types — Associations page.

Profile Association Option	Select the object you want to link to the profile type. The objects available are determined by the profile association options enabled on the Profile Association Options page. The system allows multiple active profiles per association within a given profile type. See Enabling Profile Associations.
Add Profile Association	Click this link to add another association to the profile type.

Creating Profile Group Types and Profile Groups

Use the Profile Group Types (JPM_JP_GTYPE_GRP) and Profile Groups (JPM_JP_GROUPS) components to set up profile groups. This section discusses how to:

• Create profile group types.

• Create profile groups.

Pages Used to Create Profile Group Types and Groups

Creating Profile Group Types

Access the Profile Group Types page.

Include in Search	Select this check box to include all profile groups within this profile group type in the search index.
Profile Type	Select the profile type to add to the profile group type. Set up profile types using the Profile Types component. See Setting Up Profile Types.
Add Profile Type	Click this link to add another profile type to the profile group type.

Creating Profile Groups

Access the Profile Groups page.

Profile ID	Select the profile that you want to add to the profile group. The system displays the profile description.
Add Profile to Group	Click this link to add another profile to the group.

Setting Up to Use XML Publisher Reports and Profiles

This section provides an overview of XML Publisher reports and templates, lists prerequisites, and discusses how to:

• View delivered report templates.

• Modify an existing template.

Understanding XML Publisher Reports and Templates

Manage Profiles uses the PeopleTools XML Publisher (XMLP) to generate the Content Catalog Listing report as well as the online profiles and profile reports for person and non-person profiles.

Delivered Report Definitions

This table lists the delivered report definitions and data sources for the related RTF templates:

Delivered Data Sources

This table describes each of the delivered data sources:

Delivered Templates

To format the reports, we deliver three template files that specify the content and layout:

• One template file for the Content Items reports.

• One template file for both the online and batch Person Profile reports.

• One template file for both the online and batch Non-Person Profile reports.

You can modify the delivered template files to address your specific reporting requirements. After modifying each template, you must upload it to the corresponding report definition. You can modify one instance of each of the profile reports and attach that same updated template file to both of the corresponding report definitions.

See Viewing Delivered Report Templates.

See Modifying an Existing Template.

Profile Report Nodes

This table describes the report nodes for profile reports:

See Also

Enterprise PeopleTools PeopleBook: XML Publisher for PeopleSoft Enterprise

Running Content Catalog and Profile Reports

Managing Profiles

Setting Up the Content Catalog

Prerequisites

To use XML Publisher reports, you must configure PeopleSoft Integration Broker and PeopleSoft Process Scheduler to implement PeopleSoft Report Manager.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Integration Broker

Enterprise PeopleTools PeopleBook: PeopleSoft Process Scheduler

Enterprise PeopleTools PeopleBook: XML Publisher for PeopleSoft Enterprise

Pages Used to View and Modify XML Publisher Reports and Templates

See Also

Enterprise PeopleTools PeopleBook: XML Publisher for PeopleSoft Enterprise, Using XML Publisher,” Creating Report Definitions

Viewing Delivered Report Templates

Access the Template page.

Viewing the Existing Template

Note. The person profile online and batch reports share the same person profile template file. Similarly, the non-person batch and online reports share the non-person profile template file.

Modifying an Existing Template

The existing templates contain two sections at the end to print out the ID and description of any additional items for content types that you added after the template was created. If you want to display more specific information about your new items, you must create an additional section in the template and define the data that you want to display.

The reports group and display content items in order of profile tab number and profile section sequence number based on the profile type definition that you set up for online display. Regardless of where you place a new section in the template, the report sorting order governs the order of display in the report. To change the report display order, you must edit the sorting. To sort new sections properly, you must also add within the correct loops in the report’s driving logic.

Note. Become familiar with XML Publisher before modifying either of the delivered templates.

Setting Up to Modify a Template

To prepare to modify an existing template:

1. Access the Design Helper page and download the plug-in design helper for Microsoft Word to facilitate template modifications.

2. Access the Definition page for the appropriate report definition and click the links to download the data schema and sample data files.

3. Click Download on the Template page and row for the existing RTF template that you want to edit.

Creating a New Section in a Template

To create a new section:

1. Copy an entire section defined by <?when: JPM_JP_SECTION.JPM_CAT_TYPE=…..end when?> and paste it into the template.

2. Modify the conditional statement to identify the item that you want to add.

3. Insert fields into the table to identify the data that you want to display on the report.

4. Save the revised template any file name and the .rtf file extension (*.rtf).

Uploading the Revised Template

To upload the revised template:

1. 1. Add a new effective dated row in the Template Files scroll area on the Template page.

   Update these options:

   Effective Date	Enter the date that the system should begin to print and display reports and profiles with this template.
   Status	Select the Active status for the new template.

2. Click Upload and select the revised template file.

3. Repeat the last two steps to provide the new template to both the online and the batch report definitions.

See Also

Enterprise PeopleTools PeopleBook: XML Publisher for PeopleSoft Enterprise, “Setting Up XML Publisher,” Working with Template Design Helpers

Enterprise PeopleTools PeopleBook: XML Publisher for PeopleSoft Enterprise, “Appendix B: Creating Report Templates”