Managing Profiles

This chapter provides an overview of profile management and discusses how to:

Maintain profiles.
Approve profile changes.
Search and compare profiles.
Manage interest lists.
Track training.

Understanding Profile Management

This chapter discusses the profile management options available to profile administrators that enable them to:

Create and maintain person and non-person profiles.

Person profiles are those profiles that are linked to a person ID, while non-person profiles describe business entities such as job codes, positions, and roles.
Review and approve changes to profiles.

Depending on the configuration of your profile types, approvals workflow is triggered when employees update their personal profiles and managers make changes to non-person profiles. Typically, managers approve changes to their employees' person profiles and administrators approve non-person profile changes.
Complete searches for profiles that match certain criteria.

Administrators use Search and Compare Profiles to run any of the search types that have been configured for them.
Compare profiles.

Administrators can compare the content of a source profile with one or more target profiles. The Compare Profiles option provides a summary of the common content sections in a simple readable format.
Manage interest lists.

An interest list is a collection of non-person profiles that is associated with an employee. Any profile can be added to an interest list, but it is typically used to identify jobs that an employee is interested in applying for, or jobs that match an employee's profile. Employees maintain their own interest list using a self-service transaction. However, an employee's manager and administrators can also add profiles to an interest list or remove profiles from them.
Track training.

Manage Profiles provides profile administrators access to employees' training history for training that is managed by the Administer Training business process. In addition, Manage Profiles enables you to track other types of training that is not managed using Administer Training.

For information about the employee and manager self-service transactions, refer to the PeopleSoft Enterprise eDevelopment 9.0 PeopleBook

See Also

Maintaining My Profiles

Prerequisites

Before administrators can create profiles, approve changes to profiles, or run searches for profiles you must:

Define the content catalog.
Define your profile types.
(Optional). Define and configure approvals for profiles.

The use of approval processing for profiles is optional. You associate approvals workflow to profile types.
Define search types and run the Build Manager List and Maintain Profile Indexes processes required by the Search and Compare Profiles feature.

See Also

Setting Up the Content Catalog

Setting Up Profile Management

Setting Up Search and Compare Profiles

Setting Up and Working with Approvals

Maintaining Profiles

This section provides overviews of profiles and profile types, profile copy, import, and syndication, lists prerequisites and common elements, and discusses how to:

Create and update person profiles.
Create and update non-person profiles.
Add, update, and view profile item details.
Add related profile items.
View profile item rows.
Synchronize person profiles with career plans.
Select profiles for import or syndication.
View syndication sources and targets.
Submit changes to person profiles.
Submit changes to non-person profiles.
Review syndication exceptions.
Review syndication exception details.

Understanding Profiles and Profile Types

Administrators use the Person Profile page and the Non-person Profile page to create and maintain profiles. Both pages have a similar format as illustrated in this diagram:

Format of a Profile

Here is a description of the parts of a profile:

Header.

The header includes general information such as the profile ID, profile type, profile status, and effective date. For a person profile, the header includes the person ID.
Approvals Information.

This section includes links that indicate how many profile items are saved (but not submitted for approval), pending approval, approved, or were denied approval.

Note. The profile pages displays approved items only. Any new profile items, changes to existing items, or deletions that have not been approved do not appear on the profile tabs. Use the links in this area of the profile to view the changes that are unapproved.
Tabs.

Profile content is divided into tabs that are displayed as links in navigation bars. When you select a tab, the system displays the content sections defined for that tab. The navigation bar appears above and below the content sections for the tab. The naming and order of the tabs in a profile are determined by the profile type.
Content sections.

Tabs consist of one or more content sections. The content sections are defined by the profile type. Users add profile items to the content sections.
Profile identities (non-person profiles only).

On the Non-person Profile page, the Profile Identities scroll area lists the entities to which the profile is linked. The type of profile identities available are controlled by the profile type selected. For example, if the profile type allows job codes to be linked to the profile, users insert a row for each job code for the profile, but they cannot link the profile to a position number. An active profile must be linked to at least one profile identity.
Profile groups.

If you want to categorize your profiles by profile groups, use the Profile Group scroll area to list the profile group types and profile groups.
Profile Associations (non-person profiles only).

On the Non-person Profile page, the Profile Associations scroll area lists any entities to which the profile is associated. Profile associations are entities, such as ePerformance templates, that are outside of the Manage Profiles business process. The profile type defines the profile associations available.

This diagram shows how the tabs and content sections of a profile are determined by the tabs and content sections of the profile type:

Relationship Between Profile and its Associated Profile Type

The profile type provides the structure for a profile, it does not provide the actual content. To complete the profile, users add profile items, such as competencies or education information, by selecting from the content items available in the content catalog.

This diagram illustrates how you complete the Degrees content section by selecting from the degrees defined in the content catalog:

Adding Items to Profiles

Note. The profile type controls whether approvals workflow is triggered when the profile is updated, and the user roles that can view and update each section of the profile.

See Setting Up Profile Types.

Understanding Profile Copy, Import, and Syndication

Often the same profile items appear in related profiles. For example, employees' profiles may contain profile items that also appear in the profiles for their job code or position. Non-person profiles for similar or related jobs may have common profile items. To streamline the process of creating and maintaining profiles, Manage Profiles provides three ways to copy profile items. You can:

Load profile items into a person profile from a related non-person profile.

The Profile Action field on the Person Profile page has an option, Copy from Job Profile, that enables you to select a non-person profile from a list of related profiles. The system determines which non-person profiles are related to an employee by searching the employee's job data record. If the employee has multiple jobs, the system checks all the person's active jobs for matching non-person profiles. For example, the system checks for active profiles that match the employee's job codes, positions, and salary grades.
Import content from one non-person profile to another.

When you import content, the system copies the profile items from the source profile into the target profile. Any changes made to the source profile after the import do not affect the target profile. Use the Import/Syndicate Content link on the Non-person Profile page to import content.
Syndicate content from one non-person profile to another.

When you syndicate content, the system copies profile items from the source profile to the target profile. However, it also sets up a relationship between the source profile and the target profile that contains the syndicated content. Whenever syndicated content is updated, the changes are incorporated into the target profiles automatically. Use the Import/Syndicate Content link on the Non-person Profile page to syndicate content.

Note. The Copy from Job Profile, Import, and Syndicate actions copy properties that are defined in the target content type definition. Additional properties in the non-person (source) profile type are not copied. If the target profile has additional properties that are not used in the source profile, the system uses the default values defined for these properties. The default values can be defined by the profile type, or in the record in Application Designer.

Setting Up Syndication

Syndication reduces maintenance by enabling administrators to set up common content once in a source profile and copy it to multiple target profiles. You can also syndicate content through a series of related profiles. This diagram shows how you could set up a job function profile and syndicate the content through the hierarchy to job family, job code, and position number profiles:

Cascading syndication

If you set up cascading syndication, we recommend that you use it in a similar hierarchical method.

When setting up syndication, you should consider what happens when the target profile already includes an item that is in the syndicate source profile. For example, if you syndicate content from more than one source profile into a target profile, it is possible for the same item to occur in the source profiles but with different values. These are known as syndication exceptions. In this situation, the system updates the target profile with the values from the source profile, effectively overriding the existing values.

View syndication exceptions using the Review Syndication Exceptions page.

Prerequisites

Before you can syndicate content:

Configure the application server for publish/subscribe.
Configure the integration broker and make it active.

Ensure that the:
- The HCR_EVENT_MANAGER queue is running.
- The service operation HCR_EM_EVENT is active.
- The associated routing definitions are active.
Set up the HCM Event manager.

Make the event JPMProfileItemsUpdated and the associated event handlers active. We also recommend that you enable logging for the event and handler.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Integration Broker

Enterprise PeopleTools PeopleBook: System and Server Administration

Working with HCM Event Manager

Common Elements Used in this Section

Status

Select one of these values:

Active: If the profile type does not require approval, update the status to Active to make the profile available to other users.

Inactive: Profiles that are inactive are not available to employees and managers in self-service. When you update the status to Inactive, the system removes the profile from the profile groups to which it belongs.

When you create a non-person profile, the default status is Inactive. You can only update the status to Active when the profile is linked to one or more profile identities and approved. Employees and managers can view active non-person profiles only.

Profile Type

Select the profile type for the new profile. When you update an existing profile, this field is display-only. The Profile Type determines the tabs that appear in the profile.

See Setting Up Profile Types.

Profile Actions

This field appears on the Non-person Profile and Person Profile page. Select an action and click the Go button if you want to do one of the following:

Search and Compare Profiles: To run a search. The system displays the Search for Profiles page.

Express Interest for Employee: To add the profile to a person's interest list. This profile action is available from the Non-person Profile page only. The system displays the Person Search page, which you use to search for the employee whose interest list you want to update.

Copy from Job Profile: To copy items from a non-person profile to the employee's profile. The system displays the Copy Items from Job Profile page that lists the profiles related to the employee's active jobs. This profile action is available from the Person Profile page only.

Link to Career Planning: To transfer items between the employee's profile and the career plan. You can select items on the profile to transfer to the career plan, or import items from the career plan into the profile. This profile action is available from the Person Profile page and the profile type must be PERSON.

View Denied Items: To view the profile items that have been submitted for approval but the approver denied.

View Pending Items: To view the profile items that have been submitted for approval.

View Saved Items: To view the profile items that have been saved but not submitted. This includes profile items that have been added, amended, or deleted. When you click the Submit button these items are submitted for approval. If approval is not required, the system automatically makes the items approved.

View Related Job Profiles: Displays a list of non-person profiles that are related to the employee's job data. The system determines which non-person profiles are related to an employee by searching the employee's job data record. If the employee has multiple jobs, the system checks all the person's active jobs for matching non-person profiles. This profile action is available from the Person Profile page only.

Pages Used to Maintain Profiles

Page Name	Object Name	Navigation	Usage
Person Profile	JPM_PROFILE_PERS	Workforce Development, Profile Management, Profiles, Person Profiles	Create and update person profiles.
Non-person Profile	JPM_PROFILE1	Workforce Development, Profile Management, Profiles, Non-person Profiles	Create and update non-person profiles.
Add New <content type>, Update <content type>	JPM_PROF_DTL_SEC	Click a profile item ID on the Non-person Profile page or Person Profile page. Click the Add New <content type> link on the Non-person Profile page or Person Profile page.	View and update profile item details. You can also use this page to add a profile item.
Related Items	JPM_PROF_DETAIL	Click the related content link on the Add <content type> or Update <content type> page.	Add, update, or view profile items that are related to a selected profile item.
View All Rows	JPM_PROF_HIST_SEC	Click the View All Rows icon on the Person Profile page or Non-person Profile page.	View all effective-dated rows for a profile item.
Saved Items, Pending Items, Denied Items	JPM_JP_PRF_VW_CHGS	Click the Items Saved link or select View Saved Items in the Profile Action field on the Person Profile page or Non-person Profile page. Click the Items Pending Approval link or select View Pending Items in the Profile Action field on the Person Profile page or Non-person Profile page. Click the Items Denied link or select View Denied Items in the Profile Action field on the Person Profile page or Non-person Profile page.	Lists the profile items that are saved, pending approval, or have been denied approval. You can edit saved items only; items that have been submitted for approval can't be changed.
Copy Items from Job Profile	JPM_COPY_PROFL_SEC	Select Copy From Job Profile in the Profile Action field on the Person Profile page and click the Go button.	Lists the job profiles from which you can copy profile items. Select the profile from which you want to copy profile items and click the Select button. The system adds the profile items to the employee's profile.
Select Profile	JPM_JP_REL_PRF_EMP	Select View Related Job Profiles in the Profile Action field on the Person Profile page and click the Go button.	Lists the job profiles that are related to an employee's job data. Select the profile that you want to view and click the Select button. The Non-person Profile page is displayed.
Plan Careers/Manage Profiles Link	COMP_STRDVLP_SEC	Select Link to Career Planning in the Profile Action field on the Person Profile page and click the Go button.	Transfers profile items between employees' profiles and their career plan.
Non-person Profile — Search Profile and Catalog	JPM_PROF_SRCH_SEC	Click the Import/Syndicate Content link on the Non-person Profile page	Select the profiles from which content will be imported or syndicated.
Non-person Profile — Syndication Sources and Targets	JPM_PROF_SYND_SEC	Click the Syndication Source and Targets link on the Non-person Profile page.	View the syndication source and target profiles. You can also remove syndicated content from this page.
Profile Identity Search	JPM_JP_PID_SRCH	Click the Search button in the Profile Identities scroll area on the Non-person Profile page.	Search for profile identities to add to the profile.
Profile Association Search	JPM_JP_P_ASSC_SRCH	Click the Search button in the Profile Associations scroll area on the Non-person Profile page.	Search for profile associations to add to the profile.
Person Profile — Summary of Changes	JPM_JP_PERSUMM_SEC	Click the Submit button on the Person Profile page.	Lists the changes that have been made to the person profile. Click the Submit button to submit the changes for approval or click Cancel to return to the Person Profile page.
Non-person Profile — Summary of Changes	JPM_JP_NPSUMM_SEC	Click the Submit button on the Non-person Profile page.	Lists the changes that have been made to the non-person profile. Click the Submit button to submit the changes for approval or click Cancel to return to the Non-person Profile page.
Approvals	JPM_JP_PROFL_APPR	Click the Submit button on the Person Profile — Summary of Changes page. Click the Submit button on the Non-person Profile — Summary of Changes page.	Confirms the changes have been submitted. If approval is required, the Approval Routing group box provides a summary of the approval path. It shows the number of approvers and the sequence of approvals.
Review Syndication Exceptions	JPM_JP_SYND_EXC1	Workforce Development, Profile Management, Profiles, Syndication Exceptions	Display the syndication exceptions for a profile. Syndication exceptions occur when an content item is syndicated from multiple source profiles but has different property values from each source profile.
Exception Details	JPM_JP_SYND_EX_SEC	Click the View Details link on the Review Syndication Exceptions page.	Display details of profile items with exceptions.

Creating and Updating Person Profiles

Access the Person Profile page.

Profiles are divided into tabs that appear as links as shown in this example:

When you click the tab name, the content sections for that tab are displayed.

Note. The tabs that appear on the profile and content section within each tab are determined by the profile type selected. Define the tabs and content sections for profile types using the Profile Type — Content page.

See Setting Up Profile Types.

Note. The Person Profile page displays approved items only. Any new profile items, changes to existing items, or deletions that have not been approved do not appear on the profile tabs. Instead links appear on the page that indicate how many items have been saved but not submitted, are pending approval, or denied approval. Use these links to view the changes.

Items saved, Items pending, Items denied	Click these links to view a list of the items that have been saved, are pending approval, or denied approval.
Items approved	Displays the number of items that have been approved. The date displayed is determined by the value in the Days of Approval History field on the Profile Management Installation page. See Configuring Manage Profiles Installation.
Add New <content type>	Click this link to add a new profile item. The Add <content type> page is displayed. The fields on this page are determined by the profile type associated with the profile.
Profile Group Type	Select the profile group type.
Profile Group ID	Select the profile group to which the profile is added.
Add Profile to Group	Click this link to add the profile to another group.
Save	Click this button to save the changes you have made. When you click the Save button, the system updates the Person Profile page to display approved items only. All the changes that you made before saving are no longer shown on the profile tabs, even if approval is not required for the changes. If you are creating a new profile, it appears to have no profile items. However, the Saved Items link appears to enable you to view the changes you have saved but not submitted. You can save changes without submitting them for approval if you want to return to the profile later to make further changes. The system tracks the saved items and the next time you return to the profile, the Items saved link enables you to view and update those changes before submitting them for approval.
Submit	Click this button to submit the profile for approval. The Person Profile — Summary of Changes page is displayed that lists the new, deleted, and changed items. This button is not available until you click the Save button to save the changes you have made. All changes to the profile must be submitted, whether approval is required or not, for the new, deleted and changed items to appear on the profile.
	Click the View All Rows icon to display the View All Rows page. This icon is displayed when a profile item has more than one effective-dated row only.
	Click the View Profile as Printable Page icon to display the profile in a PDF file that you can print from Adobe Acrobat. XML Publisher technology generates the printable file using the same template and layout as the Person Profile batch report. See Setting Up to Use XML Publisher Reports and Profiles.

Creating and Updating Non-Person Profiles

Access the Non-person Profile page.

Note. The tabs that appear on the profile and content sections within each tab are determined by the profile type selected. Define the tabs and content sections for profile types using the Profile Type — Content page.

See Defining Profile Type Content.

Note. The Non-person Profile page displays approved items only. Any new profile items, changes to existing items, or deletions that have not been approved do not appear on the profile tabs. Instead links appear on the page that indicate how many items have been saved but not submitted, are pending approval, or denied approval. Use these links to view the changes.

Owner	Select the employee ID of the profile owner. Use this field if you want to assign owners to profiles for reporting or other purposes.
Profile Usage	Displays a value that indicates how the profile is used. It is determined by the profile identities linked to the profile and whether those profile identities are defined in the profile type as an end profile or template profile (on the Profile Type — Identities page). For example, if you link a profile to a job code, the system checks whether job code is specified as an end profile or template in the profile type. Displays one of these values: Administrator Only: Indicates that the profile is not linked to a profile identity or the profile identities linked to the profile are defined as neither end profile nor template (that is, the End Profile and Template check boxes are not selected). Employees and managers cannot view profiles that are Administrator Only. Template: Indicates a template profile. Profiles are assigned this value if any of the profile identities linked to the profile are defined as template only (the End Profile check box is not selected and the Template check box is selected) and none of the profile identities is defined as end profile. Employees and managers cannot view template profiles. End/Final/Job: Indicates an end profile. Profiles are assigned this value if at least one of the profile identities linked to the profile is defined as an end profile (the End Profile check box is selected). Employees and managers can view end profiles using self-service options.
Legacy Profile ID	Displays the legacy profile ID assigned to the profile during upgrade. This field is displayed for some types of profiles that existed in earlier versions of PeopleSoft Enterprise Human Resources.
Import/Syndicate Content	Click to import or syndicate content from another profile.
Syndication Source and Targets	Click to display the Syndication Source and Targets page which lists: The source profiles that provide syndicated content for the profile. The target profiles that contain content syndicated from the profile.
Remove Syndicated Content, Source	Click to remove profile items that were syndicated from another profile. This link is displayed only if the profile contains syndicated profile items. The Source column displays the name of profile from which the profile item was copied. Click the Source link to view the source profile.
Items saved, Items pending, Items denied	Click these links to view a list of the items that have been saved, are pending approval, or denied approval.
Items approved	Displays the number of items that have been approved. The date displayed is determined by the value in the Days of Approval History field on the Profile Management Installation page. See Configuring Manage Profiles Installation.
	Click the View All Rows icon to display the View All Rows page. This icon is displayed when a profile item has more than one effective-dated row only.
	Click the View Profile as Printable Page icon to display the profile in a PDF file that you can print from Adobe Acrobat. XML Publisher technology generates the printable file using the same template and layout as the Non-Person Profile batch report. See Setting Up to Use XML Publisher Reports and Profiles.

Profile Identities

This group box lists the profile identities to which the profile is linked.

Profile Identity Option	Select the profile identity option. The options available are determined by the profile type definition. See Defining Profile Type Identities.
Search	Click this button to search for a profile identity.
SetID	Select the setID for the profile identity you want to link to this profile. This field appears if the profile identity selected has setID as a key field. SetID is a key field for job codes and salary grades.
Key 1, Key 2, Key 3, Key 4	Select the profile identity you want to link to the profile. The Key 2, Key 3, and Key 4 fields appear if the profile identity has two, three, or four key fields. For example, if you select Salary Grade in the Profile Identity Option field, the Key 1 field is for the salary administration plan and Key 2 field is for the salary grade.
Add Profile Identity	Click to link the profile to another profile identity.

Profile Groups

This group box lists the profile groups to which the profile belongs.

Profile Group Type	Select the profile group type.
Profile Group ID	Select the profile group to which you want to add the profile.
Add Profile to Group	Click to add the profile to another group.

See Creating Profile Group Types and Profile Groups.

Profile Associations

This group box lists the associations for the profile. Profile associations are entities outside the Manage Profiles business process. PeopleSoft Enterprise ePerformance templates are linked to profiles in this way.

Profile Association Option	Select the profile association option. The options available are determined by the profile type definition. See Setting Up Profile Type Associations.
Search	Click this button to search for profile associations.
Key 1, Key 2, Key 3, Key 4	Select the profile association that you want to link to the profile. The Key 2, Key 3, and Key 4 fields appear if the profile association has two, three, or four key fields. For example, if you select ePerformance in the field, the Key 1 field is for the Document Type and the Key 2 field is for document template ID.
Add Profile Association	Click to add a profile association.

Adding, Updating, and Viewing Profile Item Details

Access the Add <content type> or Update <content type> page.

Note. The fields and field labels that appear on this page vary according to the item's content type and the content section definition in the profile type. Define content sections using the Profile Type — Content page.

See Setting Up Profile Types.

Related Content

Click this link to display the Related Items page that you use to add, update, and view items that are related to the selected profile item. This link is displayed only if the content type of the profile item is related to another content type and the profile type definition includes this related content type.

Defining Content Item Relationships

Defining Profile Type Content

Adding Related Profile Items

Access the Related Items page.

Use this page to add profile items to a profile that are related to an existing profile item. The related items that you can add to a profile are determined by the content section definitions in the profile type and the relationships defined in the content catalog.

Note. The fields and field labels that appear on this page vary according to the related item's content type and the content section definition in the profile type.

Content Type

Displays the content type that is related to the profile item and shows the relationship type. In the example shown, the element item is a CHILD of the competency item.

Defining Content Item Relationships

Defining Content Sections

Viewing Profile Item Rows

Access the View All Rows page.

This page lists the current, future, and historical rows for an item in a person or non-person profile, enabling you to track the history of a profile item. For example, you can use this page to review the changes to an employee's rating for a profile item, or the desired rating of an item in a job profile. Click the profile item link to view details of the profile item for the selected effective date.

Click Return to Profile to return to the Person Profile page or the Non-person Profile page, depending on the profile type.

Synchronizing Person Profiles with Career Plans

Access the Plan Careers/Manage Profiles Link page.

Manage Profiles

This group box lists the competencies that exist in the employee's PERSON profile that are not included in the career plan. Select the check box next to those competencies that you want to add to the career plan.

Competencies are added to the Career Strength/Development Areas page.

Career Planning

This group box lists the competencies in the employee's career plan that are not included in the employee's profile. Select the check box next to those competencies that you want to add to the profile. Competencies are added to the employee's PERSON profile.

Selecting Profiles for Import or Syndication

Access the Search Profile and Catalog page.

Enter Search Criteria

Select the search criteria and click the Search button to search for profiles that you want to use for the import or syndication.

Results

This group box lists the profiles that meet your search criteria. Select the profiles from which you want to import or syndicate content by selecting the check box next to the profile ID.

Profile ID	Click the profile ID to view the profile.
Take Action	Select one of these values: Import Content: To import the content of the selected profile. When you import content, the system does not establish a link between the source and the target profile. This means that changes to the content of the source profile made after the import action do not affect the target profile. Syndicate Content: To copy the content of the selected profile. When you syndicate content, you establish a relationship between the source and target profile such that changes to the source profile result in the same changes occuring in the target profiles. View syndication relationships using the Syndication Sources and Targets page.
Group Action	If you have selected more than one profile, use the Group Action field to apply the same action to all the selected profiles. Select Import Content to import content from the selected profiles or Syndicate Content to syndicate content from the selected profiles.
Go	Click to import or syndicate content from the profiles you selected. Click Return to Previous Page to go back to the Non-person Profile page.

Viewing Syndication Sources and Targets

Access the Syndication Sources and Targets page.

Syndication Sources

Lists the profiles that provide content for the selected profile. If you want to remove syndicated content, select the check box next to the source profile ID.

Delete Selected

Click this button to remove the link between the source profile you selected and the target profile. Profile items that were originally syndicated remain on the profile, but they are no longer maintained by the system.

Syndication Targets

Displays the profiles that are targets for syndication. These profiles contain content from the selected profile. If you make changes to the selected profile, the syndicated profiles are automatically updated.

Submitting Changes to Person Profiles

Access the Person Profile — Summary of Changes page.

This page lists the changes that have been made to the person profile. The title of the scroll areas for each content section indicates which items require approval and those that don't need approval. The fields displayed on this page are determined by the definition of the content section in the profile type. The properties in the content section with the Summary check box selected are displayed on this page only.

See Defining Content Sections.

Profile Type	Displays the profile type for the profile.
Disposition	Displays the type of change made: Add: If it is a new profile item Change: If you have made any changes to the item properties. Delete: If you have deleted a profile item.
Workflow Status	Displays Saved. When you click the Submit button, the system changes the workflow status to Approved if the item doesn't require approval, or Pending if it does need approval. The Workflow Status field is displayed only if the content section definition includes the JPM_WF_STATUS property and the Summary check box is selected for the property.
Comments	Enter comments for the approver if required. This field is hidden if the changes do not require approval.
Submit	Click this button to submit the changes for approval. If the changes to the profile do not require approval, the changes are automatically approved and appear on the profile tabs. If approval is required, the Approvals page is displayed.
Cancel	Click this button to return to the Person Profile page without submitting the items for approval.

Submitting Changes to Non-Person Profiles

Access the Non-person Profile — Summary of Changes page.

This page lists the changes to the non-person profile shown in the Profile ID field. The fields on this page are similar to the Person Profile — Summary of Changes page.

See Also

Submitting Changes to Person Profiles

Reviewing Syndication Exceptions

Access the Review Syndication Exceptions page.

This page lists the content types that include syndication exceptions. Click the View Details link to access the Exception Details page that lists the profile items with syndication exceptions.

Reviewing Syndication Exception Details

Access the Exception Details page.

Source Profile Items

This tab displays the details of the source profile and profile items that have been syndicated into the target profile.

Ignored Profile Items

This tab displays the details of the source profile that conflicts with the syndicated profile items specified in the Source Profile Items tab.

Properties

Access the Properties tab.

The Properties tabs display the field values in the syndicate source profiles. In the example shown, the Proficiency field has different values in the two source profiles. The values shown for the Source Profile Items are those inserted into the target profile.

Approving Profile Changes

This section provides an overview of profile approval processing and discusses how to:

View profile approval transactions.
View, approve, and deny profile changes.

Understanding Profile Approval Processing

You can use approval processing to control:

Updates to profile items on person profiles.

If approval processing is configured for a content section, when profiles items are added, deleted, or updated, it triggers approval processing.
Updates to profile items and profile identities associated with non-person profiles.

If approval is required for profile identities, any changes to the list of profile identities associated with the profile triggers approval processing.

Configure profile approvals at the profile type level. You associate an approval definition with the profile type and then specify which content sections in the profile type require approval. For non-person profiles, you can also specify whether profile identities require approval.

Profile approvals uses the Approval Workflow Engine (AWE) for managing approval of person and non-person profiles. The delivered approvals definitions provide the following profile approval processing:

When employees make changes to their person profiles, the changes are routed to their manager for approval.

When managers or administrators update person profiles, these changes do not require approval.
When managers create or update non-person profiles, the changes are routed to the profile administrator for approval.

When administrators update non-person profiles, the changes do not require approval.

You can use the delivered definitions or set up new approval definitions for managing profiles, according to your business needs.

See Also

Setting Up and Working with Approvals

Pages Used to Approve Profiles

Page Name	Object Name	Navigation	Usage
Manage Approvals	JPM_JP_MNG_APPRVL	Workforce Development, Profile Management, Profiles, Profile Approvals	View a list of profiles waiting approval, with approved changes, or with changes that have been denied.
Person Profile — Approval	JPM_JP_PERS_APPR	Click a profile ID on the Manage Approvals page.	View a list of the changes to a selected person profile. If the profile changes are pending approval, you can either approve or reject the changes.
Non-person Profile — Approval	JPM_JP_NONPER_APPR	Click a profile ID on the Manage Approvals page.	View a list of the changes to a selected non-person profile. If the profile changes are pending approval, you can either approve or reject the changes.
<content type>	JPM_APR_DTL_SEC	Click a profile item ID on the Approval page.	View details of a profile item that has changed.
Approval Confirmation, Deny Confirmation	JPM_JP_PER_APR_CNF	Click the Approve button or Deny button on the Person Profile — Approval page.	Displays a confirmation message. When you click OK, you return to the Manage Approvals page.

Viewing Profile Approval Transactions

Access the Manage Approvals page.

Originator

Select an employee ID to search for profile changes submitted by that employee.

From Date, To Date

Enter period begin and end dates to search for approvals that were submitted between the selected dates.

Profile Type

Select a profile type to search for approvals for a specific profile type.

Workflow Status

Select the status of the approvals you want to view:

Pending: To view profile changes that have been routed to you for approval.

Approved: To view profile changes that you have previously approved.

Denied: To view profile changes that you rejected.

Search

Click to populate the Approval Transaction scroll area with profiles that match your search criteria.

Approval Transactions

Submitted	Displays the date that the profile changes were submitted for approval.
Profile	Click the profile link to view the changes to the profile that require approval. The system displays the Approval page.

Viewing, Approving, and Denying Profile Changes

Access the Person Profile — Approval page.

Disposition

Displays one of these values to indicate the type of change:

Add: Indicates a new profile item.

Change: Indicates that the originator changed one or more properties for the profile item.

Delete: The originator has deleted the profile item.

<content type>

Click a link in this column to view details of the changes to the profile item. The item properties are determined by the profile type definition.

Comments

Enter any comments for the originator relating to this approval transaction. The comments field is available only if the profile changes are pending approval.

Approve

Click this button to approve the profile changes. This button appears only for profile changes with a Pending workflow status.

Deny

Click this button to reject the profile changes. This button appears only for profile changes with a Pending workflow status.

Click the View Profile as Printable Page icon to display the profile in a PDF file that you can print from Adobe Acrobat. XML Publisher technology generates the printable file using the same template and layout as the Non-Person Profile batch report. The printable file displays approved items only.

See Setting Up to Use XML Publisher Reports and Profiles.

Approval Routing

This group box displays the routing information from the Approval Workflow Engine.

View/Hide Comments

Click to view or hide the comments entered by the originator when he or she submitted the profile changes for approval.

Searching and Comparing Profiles

This section provides overviews of search and compare profiles and scores, and discusses how to:

Select a source profile.
Set up search criteria.
View search results.
Select profiles to compare.
View comparison results.

Understanding Search and Compare Profiles

The search and compare profiles feature enables employees, managers, and administrators to search for profiles that match selected search criteria and compare profiles. Before users can run any searches, you must build the Verity indexes and define the search types available on the Search Configuration page. For each search type you define:

Source and target profile types.

The source and the target profile types are the two profile types that are compared in the search. The source is the profile type that forms the basis for the search criteria and the target is the profile type being searched for matching profiles.
Criteria rule.

The Criteria Rule field controls how the search works. There are three types of criteria rule:
- Default, No Display: The search has default search criteria based on a source profile and the search criteria are not displayed.
- Default and Display: The search has default search criteria based on a source profile and users can view and adjust the search criteria before running the search.
- No Default, Display (Adhoc): The search does not have default search criteria and users define the search criteria manually. For this type of search, the source and target profile types are not mandatory in the configuration. However, if these fields are blank, users must select source and target profile types before they define the search criteria.
Roles associated with the search.

Users can only run the searches that are defined for their role.

See Setting Up Search and Compare Profiles.

This diagram outlines the steps for Search and Compare Profiles for each type of search:

Steps in the Search and Compare Profiles

The steps are discussed in detail in the sections that follow.

Selecting a Search

Administrators can run search and compare profiles in two ways:

By selecting the Search and Compare Profiles option from the Profiles menu.
By selecting Search and Compare Profiles in the Profile Actions field on the Person Profile or Non-person Profile page.

Whichever navigation you use, the system displays only those searches that are configured for the administrator role. Roles are associated with searches on the Search Configuration page. In addition, if you run search and compare profiles from the Person Profile or Non-person Profile page, the list of searches is restricted to those that have a source profile type that matches the profile you are viewing.

The PeopleSoft Enterprise eDevelopment 9.0 PeopleBook discusses the employee and manager self-service options for search and compare profiles.

See Searching and Comparing Profiles.

Selecting a Source Profile ID

If you select a search with a criteria rule of Default, No Display or Default and Display, you must select a source profile ID that provides the default search criteria for the search and compare. The Source Profile field on the Search Configuration page defines the profile type that you can select for the search.

Note. If you run the search from the profile pages, the system automatically uses the profile that you were viewing as the source profile ID and therefore you are not prompted for a source profile ID.

If the search has the criteria rule of Default, No Display, the system automatically runs the search after you select the source profile ID. For this type of search, the search criteria is based on the profile items that default from the source profile and you can't adjust the criteria before running the search.

Defining Search Criteria

When you run a search with a criteria rule of Default and Display or No Default, Display (Adhoc), you define or modify the search criteria using the Search Criteria page.

If you are running a search with a criteria rule of Default and Display, the page has default criteria based on the source profile type defined in the configuration. You can modify the default search criteria and add other criteria before you run the search.

If the search has a criteria rule of No Default, Display (Adhoc), there are no default criteria; use the Search Criteria page to define the items you want to search for in the target profiles. You are prompted for the source and target profile types if these are not defined for the search. The system then refreshes the Search Criteria page with the content sections and search filters that you can use for the search.

The Search Criteria page includes a Search Filter group box if you have set up searchable profile group types for the target profile type. Search filters enable you to narrow the search to specific profile groups.

When you have defined the search criteria, click the Search button to run the search.

Viewing Search Results

The Search Results page lists the profiles that match the search criteria. Matching profiles are ranked according to the profile scores calculated by the system. Profile scores are in the range 0 to 100, where a score of 100 means that the profile meets all the search criteria. Profile scores are discussed later in this chapter.

See Understanding Search and Compare Profile Scores.

If you want to adjust the search criteria and rerun the search, click the Modify Search Criteria link to return to the Search Criteria page. You can also run a new search by clicking the Search for Profiles link.

Comparing Profiles

The profile scores shown on the Search Results page give an overall indication of how closely each profile matches the search criteria. However, you can also view a breakdown of the score at the item level. From the Search Results page you can:

Compare the item scores for one profile in the search results with the search criteria by clicking the score.
Compare up to ten profiles listed in the search results with the search criteria.

Note. The Compare Profiles option is also available from the Profiles menu. However, when you run the compare from the menu, the comparison doesn't include profile scores.

Understanding Search and Compare Profile Scores

This section discusses:

The scoring calculation.
Calculating property and item scores.
Calculating item weighting based on the Importance field.
Calculating the rating property score.
Calculating the interest level property score.
Calculating item scores for mandatory items.

Overview of the Scoring Calculation

This section discusses how the system calculates scores for target profiles to determine the profiles that best match the search criteria. Search and compare profiles uses the Verity search engine to determine which profiles most closely meet the specified criteria. The Verity search query is constructed of search elements generated from each profile item property in the search criteria. A full text search is performed to return matching profiles with a score which represents the match percentage. The scores are displayed in descending order with the profile having the best fit listed first.

To calculate the score for a target profile, the system calculates:

Property scores for each property associated with an item.

The search criteria comprises a set of profile items that you want to search for in the target profile. However, items in the search criteria can have multiple properties. For example, if you add a competency to the search criteria you can also specify the desired rating for the competency, or if you add a language skill you can specify the desired writing proficiency for that language. The competency rating and the writing proficiency are properties of the competency and language skill profile items. The system calculates a property score for each property that you specify in the search criteria and these contribute to the item scores.
Item scores for each item in the search criteria.

The item score is an average of the property scores for the properties associated with an item.
Weighted item scores based on the Importance field.

The Importance field is used to denote the relative importance of each item in the search criteria. The system applies a weighting to item scores that reflect the Importance values assigned to the items. The default for Importance is 3–Average, but this can be changed.
The sum of the weighted item scores.

The overall profile score is the sum of the weighted item scores. This is the value that you see on the Search Results page.

Profile scores are also determined by the setting of the Mandatory check box. This is discussed later in this section.

Calculating Property and Item Scores

The property score varies according to the property. For most properties, profiles with matching properties score 100 and those that don’t score 0. However, properties with a rating scale such as the rating property and the interest level property have scores that are in the range 0–100 according to how closely the source and the target match. This is discussed later in this section.

To calculate the item score the system calculates the average of the property scores as follows:

Total Property Score/ Property Count

In this example, the source profile contains three profile items for these content types:

Content Type	Item ID	Other Properties
Degree	BA (Bachelor of Arts)	Country: USA
Language	DU (Dutch)
Tests/Examinations	1006 (Accounting Aptitude Test)

For the degree item BA (Bachelor of Arts), the system searches for two properties, the Item ID and the Country. Therefore, the score for the degree item is calculated as follows:

(Property score item ID + Property score Country) / 2

This means that only profiles with the Degree BA and Country USA have an item score of 100.

To show how the system calculates the property scores, this example compares the source profile with three person profiles, for Nicola Edwards, Rachel Norris, and Helen Scott.

This table lists the items in the person profile for Nicola Edwards:

Content Type	Item ID	Other Properties
Degree	BA (Bachelor of Arts)	Country: USA
Tests/Examinations	1006 (Accounting Aptitude Test)

This table lists the items in the person profile for Rachel Norris:

Content Type	Item ID	Other Properties
Language	DU (Dutch)
Tests/Examinations	1006 (Accounting Aptitude Test)

This table lists the items in the person profile for Helen Scott:

Content Type	Item ID	Other Properties
Degree	BA (Bachelor of Arts)	Country: GBR
Tests/Examinations	1006 (Accounting Aptitude Test)

This table lists the item scores for each person profile:

Item ID	Country Property	Person Profile
		Nicola Edwards	Rachel Norris	Helen Scott
BA	USA	100 = (100+100)/2	0	50 = (100+0)/2
DU (Dutch)		0	100	0
1006		100	100	100

Calculating Item Weighting Based on the Importance Field

The system automatically includes the Importance field for each item in the search criteria and assigns the default value of 3-Average, which means that each item is of equal importance. Depending on the search type, you can override the default Importance to specify the relative importance of each profile item. When you run the search, the system applies a weighting to each item score according to the Importance that you assigned to that item. The result is that profiles that include the most important items are assigned a higher score than profiles that only include the least important items.

The system calculates the weighting for each item as follows:

Importance % = (Item Importance / Total Importance) x 100

To show how this works, suppose you specify the following Importance values to items in the search criteria:

Content Type	Item ID	Importance
Degree	BA (Bachelor of Arts)	4-Above Average
Language	DU (Dutch)	3-Average
Tests/Examinations	1006 (Accounting Aptitude Test)	1-Low

In this example, the total Importance points is 8 = 4 + 3 + 1

This table shows how the weighting is calculated for each item in the search criteria:

Item ID	Importance	Weighting
BA (Bachelor of Arts)	4-Above Average	4/8 x 100 = 50%
DU (Dutch)	3-Average	3/8 x 100 = 37.5% = 38 rounded
1006 (Accounting Aptitude Test)	1-Low	1/8 x 100 = 12.5% = 13 rounded

The system uses the item weighting value to calculate the weighted item score using this formula:

Item Score (weighted) = Item score x Importance %

Using the person profiles from the earlier examples you can see how the weighting affects the overall score. This table lists the item scores and the weighted scores for Nicola Edwards:

Item	Item Score	Item Score (weighted)
BA (Bachelor of Arts) /USA	100	50 = 100 x 50%
DU (Dutch)	0	0
1006 (Accounting Aptitude Test)	100	12.5 = 100 x 12.5% = 13 rounded

Nicola’s overall score is the sum of the weighted item scores:

Total score = 50 + 12.5 = 62.5 (63 rounded)

Note. The system rounds the score to the nearest integer value.

This table lists the item scores and the weighted scores for Rachel Norris:

Item	Item Score	Item Score (weighted)
BA (Bachelor of Arts) / USA	0	0
DU (Dutch)	100	37.5 = 100 x 37.5% = 38 rounded
1006 (Accounting Aptitude Test)	100	12.5 = 100 x 12.5% = 13 rounded

Total score = 37.5 + 12.5 = 50

This table lists the item scores and the weighted scores for Helen Scott:

Item	Item Score	Item Score (weighted)
BA (Bachelor of Arts) / USA	50	25 = 50 x 50%
DU (Dutch)	0	0
1006 (Accounting Aptitude Test)	100	12.5 = 100 x 12.5% = 13 rounded

Total score = 25 + 12.5 = 37.5 = 38 rounded

Calculating the Rating Property Score

If the search criteria includes items with the rating or interest level property (JPM_RATING1, JPM_RATING2, JPM_RATING3, or JPM_INTEREST_LEVEL), the system calculates property score differently than other properties. Instead of scoring 100 or 0, the system assigns a score that depends on how closely the rating or interest level in the target profile matches the rating or interest level specified in the search criteria.

The interest level property is discussed in the next section.

The system calculates the rating property score based on the number of levels in the rating model defined for that item.

Important! When running a search and compare, the rating models used for the profile items in the source and target profiles must have the same number of rating levels. If the rating models are not consistent, the scores will not be accurate.

This table shows an example of a rating model and the rating levels that are assigned by the system for the search and compare:

Rating	Description	Rating Level
A	Excellent	5
B	Very Good	4
C	Good	3
D	Fair	2
E	Poor	1

When you assign a rating to a profile item, the system compares the level of the requested rating to the target rating level in the search and compare. For this example, the source profile has the following item and associated rating:

Item ID	Rating	Rating Level
0102 (Conceptual thinking)	B (Very Good)	4

This table lists target profiles that include the same item and the ratings for that item:

Profile	Item ID	Rating	Rating Level
01000	0102 (Conceptual thinking)	B (Very Good)	4
02000	0102 (Conceptual thinking)	A (Excellent)	5
03000	0102 (Conceptual thinking)	C (Good)	3

The system calculates the difference between the desired rating level (in the source) and the actual rating level in the target profiles as follows:

ABS (Desired Rating Level – Actual Rating Level)

ABS (absolute value) means that the system ignores the sign of the number that results from the calculation of Desired Rating Level – Actual Rating Level. By calculating the difference in this way, if the actual rating has a higher value than the desired rating the system doesn’t use a negative number in the calculation of the rating score.

This table lists the difference between the desired rating and the actual rating in the example profiles:

Profile	Item ID	Desired Rating Level	Actual Rating Level	ABS (Desired – Actual Rating)
01000	0102	4	4	0
02000	0102	4	5	1
03000	0102	4	3	1

This difference value is used in the calculation of the rating score, which the system calculates using the following formula:

Rating Score = 100 – ABS (Desired Rating Level – Actual Rating Level) x Rating Weight

The Rating Weight is calculated as follows:

Rating Weight = 100 / (total number of rating levels in rating model)

In the example rating model, the total number of rating levels is 5 and the rating weight is therefore 20 = 100/5.

This table lists the rating score for the example profiles:

Profile	Item ID	ABS (Desired – Actual Rating Level)	Rating Score
01000	0102	0	100
02000	0102	1	80
03000	0102	1	80

The highest rating score is 100 and this is assigned only if the item has the same rating in both the source and the target. If the actual rating in the target is lower or higher than the desired rating, the rating score is less than 100. In the example, you can see that profile 02000 and 03000 have the same rating score even though the ratings are different. This is because the difference between the desired and actual rating is the same for these profiles.

The system applies weightings to items with the rating model property in the same way that it applies weightings to items without the rating model property.

To illustrate how this works, the next example shows how the system calculates scores for items with the rating model property. In this example, the search criteria includes three competency items and desired rating, with Importance values as listed in this table:

Item ID	Rating	Rating Level	Importance
0102 (Conceptual thinking)	C (Good)	3	2-Below Average
0110 (Time management)	A (Excellent)	5	4-Above Average
0203 (Confidence & maturity)	B (Very Good)	4	3-Average

The target profiles for the search and compare are person profiles. This table summarizes the competency ratings for Nicola Richardson:

Item ID	Rating	Rating Level
0102 (Conceptual thinking)	B (Very Good)	4
0110 (Time management)	A (Excellent)	5
0203 (Confidence & maturity)	D (Fair)	2

In this search and compare, the system calculates two property scores for each item:

Item ID.

The profiles that have the same competency item score 100. If the competency is missing, the item score is 0.
Rating score for the Rating property.

The first step in the search and compare is to calculate the property scores for each competency item. This table lists the property scores for Nicola Richardson:

Item ID	Rating Level	Item ID Score	Rating Score
0102	4	100	80 = 100 – ABS(3–4) * 20
0110	5	100	100 = 100 – ABS(5–5) * 20
0203	2	100	60 = 100 – ABS(4–2) * 20

Next the system calculates these values:

Total property scores.

The total property score for each item is the sum of the property scores for item ID and rating.
Average item score.

This is calculated as follows:

Total property score/Property Count

In this example, the property count is 2 (item ID and rating).

This table lists the item scores for Nicola:

	Property Scores
Item ID	Item ID Score	Rating Score	Total Property Score	Average Item Score
0102	100	80	180 = 100 + 80	90 = 180/2
0110	100	100	200 = 100 + 100	100 = 200/2
0203	100	60	160 = 100 + 60	80 = 160/2

Next the system calculates applies the weighting to the average item scores. To do this, the system calculates the weighting for each item based on the Importance assigned to the item using this formula:

Importance % = (Item Importance / Total Importance) x 100

In this example, the total importance is 9 = 2 + 4 + 3.

This table lists the weightings for the competency items:

Item ID	Importance	Importance %
0102	2	22.22% = 2/9 x 100
0110	4	44.44% = 4/9 x 100
0203	3	33.33% = 3/9 x 100

The system calculates the weighted item score as follows:

Item Score (weighted) = Item score x Importance %

This table lists the weighted item scores for Nicola:

Item ID	Average Item Score	Item score (weighted)
0102	90	20 = 90 x 22.22%
0110	100	44 = 100 x 44.44%
0203	80	27 = 80 x 33.33%

Finally, the system calculates the overall profile score by summing all the weighted item scores:

Total Profile Score = 91 = 20+ 44 + 27

Calculating the Interest Level Property Score

If the search criteria include items with the interest level property (JPM_INTEREST_LEVEL), the system calculates the property score in the same way as the rating property. The interest level property score depends on how closely the interest level in the target profile matches the interest level specified in the search criteria:

Interest Level Score = 100 – ABS (Desired Interest Level – Actual Interest Level) x Rating Weight

The Rating Weight is calculated as follows:

Rating Weight = 100 / (total number of rating levels in rating model)

The delivered interest level model (which is delivered as a rating model) has 5 levels and the rating weight is therefore 20 (100/5).

Calculating Item Scores for Mandatory Items

The system automatically includes the Mandatory check box for each item in the search criteria. If you select this check box for an item, the system searches for profiles that include the item and all the properties specified for that item. Profiles must include the item and an exact match for the requested item properties for the profile to be included in the search results. Profiles that have different item properties are not included.

For this example, the search criteria includes two competency items and a degree as shown in the table:

Item ID	Rating	Country	Mandatory
0110 (Time management)	3		Y
0203 (Confidence & maturity)	4		N
BA (Bachelor of Arts)		USA	N

This table lists the items in the target profile and the item scores:

Item ID	Rating	Country	Item Score (unweighted)
0110 (Time management)	2		0
0203 (Confidence & maturity)	4		100
BA (Bachelor of Arts)		USA	50

Note that the target profile scores 0 for item 0110 because the rating does not match the search criteria and the item is specified as Mandatory. If the mandatory item receives a score of 0, then the profile will not be returned as a search result.

Pages Used to Search and Compare Profiles

Page Name	Object Name	Navigation	Usage
Search for Profiles	JPM_SRCH_TRANSFER	Workforce Development, Profile Management, Profiles, Search and Compare Profiles Select Search and Compare Profiles in the Profile Action field on the Non-person Profile page or the Person Profile page.	Lists the search types that are defined for administrators. Select the type of search that you want to run. Use the Search Configuration page to set up searches for administrators, employees, and managers.
Select a Profile	JPM_COM_PROF_SRCH	Select a search on the Search for Profiles page.	Select the profile that you want to use as the source for the search. The source profile that you select provides the default search criteria. This page is displayed only if the search selected has a criteria rule of Default, No Display or Default and Display and the source profile type is a non-person profile type. If the criteria rule is No Default, Display, the system doesn't display this page because there are no default search criteria. Instead you enter the search criteria manually on the Search Criteria page.
Person Search	HR_PSS_SEARCH	Select a search on the Search for Profiles page.	Select the person profile that you want to use as the source for the search. This page is displayed only if the search selected has a criteria rule of Default, No Display or Default, Display and the source profile type is for a person profile.
Search Criteria	JPM_SRCH_CRITERIA	Select a search on the Search for Profiles page. Click the Modify Search Criteria link on the Search Results page.	View and modify the search criteria for the search and compare. If the search selected on the Search for Profiles page has a criteria rule of Default and Display or No Default, Display (Adhoc), this page is displayed before you run the search. If the criteria rule is Default, No Display, the system runs the search without first displaying the Search Criteria page.
Search Results	JPM_SRCH_RESULT	Click the Search button on the Search Criteria page. Select a profile on the Select a Profile page.	Displays the results of the search.
Add to Interest List — Confirmation	JPM_INT_CONFIRM	Select profiles on the Search Results page and click the Add to Interest List button.	Confirms that the non-person profiles that you selected on the Search Results page have been added to the person's interest list. The Add to Interest List button is available only if the search that you ran has a target profile type that is a non-person profile type.
Select Profiles to Compare	JPM_COMPARE_MAIN	Workforce Development, Profile Management, Profiles, Compare Profiles	Select the source and the target profile types that you want to compare.
Compare Results, Match Results	JPM_COMPARE_RESULT	Select source and target profiles on the Compare Profiles — Select Profiles to Compare page and click the Compare Profiles button. Select profiles on the Search Results page, click the Select for Compare button and then click the Compare Profiles button. Click the score link on the Search Results page.	View a summary of the comparison of the profiles you selected.

Selecting a Source Profile

Access the Select a Profile page.

Basic Search Criteria

Profile ID	Select the profile, or enter part of the profile ID.
Type	Displays the profile type defined as the source for the search. The source and target profile types are configured on the Search Configuration page.
Profile Name	Enter the profile name, or part of the profile name, to search for profiles with matching names.
Status	Select a status to list profiles of one status only.
Legacy Profile ID	Enter the legacy profile ID if you want to search for a profile that existed in earlier versions of Human Resources. The legacy profile ID is assigned to the profile during upgrade.
Search	Click this button to list profiles that match the search criteria.

Profiles

This scroll area lists the profiles that match the search criteria you selected. Click the profile name that you want to use as the source for the search and compare. Depending on the search type, the system either displays the Search Criteria page or runs the search using the selected profile. If the criteria rule for the search is Default, Display the system displays the Search Criteria page and you can modify the search criteria before running the search. If the criteria rule for the search is Default, No Display the system runs the search and displays the results on the Search Results page.

Setting Up Search Criteria

Access the Search Criteria page.

Use this page to define the search criteria. If the search that you selected has the criteria rule of Default, Display, the system automatically displays the default search criteria based on the source profile you selected on the Select a Profile page or the Person Search page. Review and modify the search criteria as required.

However, if the search you selected doesn't have the profile types defined, you must first specify the source and target profile types to use, and then define the search criteria manually.

Note. The content types listed on this page and the fields for each content type are determined by the search type selected, the profile type definitions, and the content types definitions.

See Setting Up Search and Compare Profiles.

See Setting Up Profile Types.

See Setting Up Content Types.

Source Profile Type, Target Profile Type	Select the profile types that you want to use in the search. The source profile type is used as the basis for the search criteria. The target is the profile type from which the system searches for matching profiles. These fields appear for searches that don't have the source or target profile types defined on the Search Configuration page. When you complete these fields, the system displays the content sections and search filters that you can use in the search.
Search	Click to initiate the search based on the criteria you have specified on this page. The system performs the search and displays the matching profiles on the Search Results page.
Clear	Click this button to clear the search criteria.
Importance	Select a value that indicates the importance of the profile item. The default value is 3 — Average. The system uses the Importance value to determine how well profiles match the search criteria. If you select a high importance value, those profiles that include the profile item are considered a better match than the profiles without the profile item.
Mandatory	If you want matching profiles to include certain profile items, select this check box for those items. When you run the search, the system searches for target profiles with the mandatory items and the same item properties that are specified in the search criteria. For example, if the search criteria includes a mandatory competency item and you specify a proficiency rating for the competency, the search results include only those profiles with the competency item and the same proficiency rating.

Search Filters

Use this group box to limit the search to selected profile groups. The group box is displayed only if the target profile type belongs to searchable profile groups.

See Creating Profile Group Types.

Viewing Search Results

Access the Search Results page.

Modify Search Criteria

Click this link to view and modify the search criteria if you want to rerun the search with different search criteria. The system displays the Search Criteria page.

Search for Profiles

Click this link to run a new search. The system returns you to the Search for Profiles page that lists all the searches available.

Select for Compare

Click this button to add the profiles you have selected to the Profile Comparison section.

Add to Interest List

Click this button to add the profiles you have selected to a person's interest list. This button is displayed when the target profile type for the search is a non-person profile type.

Select

Select this check box to select the profile. Use this check box in conjunction with the Select for Compare or Add to Interest List buttons. You can select up to ten profiles to compare.

Score

Click the score link to view the Match Results page. This page lists the items in the search criteria and the corresponding item score for the profile that you selected.

Profile Name

Click the profile name link to view the profile. The system displays the Person Profile page or the Non-person Profile page depending on the profile type.

Compare Profiles

Click this button to run the comparison. The system displays the Compare Results page, which lists the items in the search criteria and the corresponding item scores for the profiles that you selected.

Selecting Profiles to Compare

Access the Select Profiles to Compare page.

Source Profile Type

Select the profile type that you want to use for the source of the compare.

Source Profile ID

Select the profile that you want to compare the target profiles against.

Target Profile Type

Select the profile type from which the target profiles are selected.

Target Profile ID

Select the target profile ID. The system compares the target profiles with the profile selected in the Source Profile ID field.

Add Profile

Click to add another target profile.

Viewing Comparison Results

Access the Compare Results page.

This page displays the results of the compare. You access this page from the Search Results page or using the Compare Profiles option. In the left hand column the system displays the content sections and content items in the source profile or search criteria. The remaining columns show the corresponding data in the target profiles. If you access this page from the Search Results page, the system shows the item scores for each target profile.

View Section

Select View All Sections to list all the sections in the profiles or select a section to view the information for one content section. The default is View All Sections.

Managing Interest Lists

This section provides an overview of interest lists, lists common elements, and discusses how to:

Manage employees' interest lists.
View interest lists by profile.

Understanding Interest Lists

Interest lists enable employees to maintain a list of the non-person profiles that are of interest. The interest list can include any profile. For example, employees could add profiles for jobs that they want to include in their career planning, or job profiles that are similar to their own profile. Each employee has one interest list that can be modified by the employee, the employee's manager, and the profile administrator:

Employees maintain their own interest list using the self-service options provided in eDevelopment.

The interest list shows who added each profile to the interest list, and employees can remove any profiles that they added. Employees cannot remove profiles added by their manager or the profile administrator.
Managers can view and modify interest lists for their direct reports using the manager self-service options in eDevelopment.

Managers can remove profiles that they added to an interest list only. They cannot remove profiles that are added by the employee or the profile administrator.
Administrators have access to interest lists based on the row-level security permissions associated with their role.

Administrator can remove any profile from an interest list, including those added by the employee and manager.

See Also

Maintaining Interest Lists

Common Elements Used in this Section

Profile	Click the profile link to view the profile. From the Interest List page, the link takes you to the Non-person Profile page and from the Interest List — View by Profile page, the link takes you to the Person Profile page.
Assigned By	Displays the name of the person who added the profile to the interest list. This can be the employee, the employee's manager, or an administrator.

Pages Used to Manage Interest Lists

Page Name	Object Name	Navigation	Usage
Interest List by Person	JPM_INTEREST_PERS	Workforce Development, Profile Management, Profiles, Interest List by Person	View an employee's interest list and add profiles to the list.
Interest List — View by Profile	JPM_INTEREST_PROF	Workforce Development, Profile Management, Profiles, Interest List by Profile	View a list of employees who have a selected profile on their interest list. You can also add the selected profile to an employee's interest list.

Managing Employees' Interest Lists

Access the Interest List by Person page.

Add Profile

Click this link to add another profile to the employee's interest list.

Viewing Interest Lists by Profile

Access the Interest List — View by Profile page.

Add Person

Click this link to add the profile to another employee's interest list.

Tracking Training

This section provides an overview of how to track employee training and discusses how to track employee training.

Understanding How to Track Employee Training

The Administer Training business process enables you to set up training courses and manage course sessions. If you use Administer Training to manage your training courses, the Training History page gives you a summary of employees' training history. This page is described in detail in the PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Administer Training

Use the Training Summary page (EDUCAT_TRAIN_GBL) to track other training that is not managed using Administer Training. You can use this page to track training that an employee is enrolled in, or has completed.

Pages Used to Track Employee Training

Page Name	Object Name	Navigation	Usage
Training History	COURSE_STUDNT_ENRL	Workforce Development, Profile Management, Profiles, Training, Training History	View details of training courses that the employee has completed, enrolled in, or on the waiting list. This page displays course sessions that you manage using the Administer Training business process.
Training Summary	EDUCAT_TRAIN_GBL	Workforce Development, Profile Management, Profiles, Training Summary, Training Summary Enterprise Learning, Result Tracking, Manage Person Profiles, Training Summary, Training Summary	Record employee training that is not maintained using the Administer Training business process.

Tracking Employee Training

Access the Training Summary page.

Course Title

Enter the name of the training course.

School Name

Enter the name of educational establishment or training company that runs the course.

Course Date

Enter the date on which the course was completed, or the course start date.

Syndication Sources	Lists the profiles that provide content for the selected profile. If you want to remove syndicated content, select the check box next to the source profile ID.
Delete Selected	Click this button to remove the link between the source profile you selected and the target profile. Profile items that were originally syndicated remain on the profile, but they are no longer maintained by the system.
Syndication Targets	Displays the profiles that are targets for syndication. These profiles contain content from the selected profile. If you make changes to the selected profile, the syndicated profiles are automatically updated.

Originator	Select an employee ID to search for profile changes submitted by that employee.
From Date, To Date	Enter period begin and end dates to search for approvals that were submitted between the selected dates.
Profile Type	Select a profile type to search for approvals for a specific profile type.
Workflow Status	Select the status of the approvals you want to view: Pending: To view profile changes that have been routed to you for approval. Approved: To view profile changes that you have previously approved. Denied: To view profile changes that you rejected.
Search	Click to populate the Approval Transaction scroll area with profiles that match your search criteria.

Disposition	Displays one of these values to indicate the type of change: Add: Indicates a new profile item. Change: Indicates that the originator changed one or more properties for the profile item. Delete: The originator has deleted the profile item.
<content type>	Click a link in this column to view details of the changes to the profile item. The item properties are determined by the profile type definition.
Comments	Enter any comments for the originator relating to this approval transaction. The comments field is available only if the profile changes are pending approval.
Approve	Click this button to approve the profile changes. This button appears only for profile changes with a Pending workflow status.
Deny	Click this button to reject the profile changes. This button appears only for profile changes with a Pending workflow status.
	Click the View Profile as Printable Page icon to display the profile in a PDF file that you can print from Adobe Acrobat. XML Publisher technology generates the printable file using the same template and layout as the Non-Person Profile batch report. The printable file displays approved items only. See Setting Up to Use XML Publisher Reports and Profiles.

Modify Search Criteria	Click this link to view and modify the search criteria if you want to rerun the search with different search criteria. The system displays the Search Criteria page.
Search for Profiles	Click this link to run a new search. The system returns you to the Search for Profiles page that lists all the searches available.
Select for Compare	Click this button to add the profiles you have selected to the Profile Comparison section.
Add to Interest List	Click this button to add the profiles you have selected to a person's interest list. This button is displayed when the target profile type for the search is a non-person profile type.
Select	Select this check box to select the profile. Use this check box in conjunction with the Select for Compare or Add to Interest List buttons. You can select up to ten profiles to compare.
Score	Click the score link to view the Match Results page. This page lists the items in the search criteria and the corresponding item score for the profile that you selected.
Profile Name	Click the profile name link to view the profile. The system displays the Person Profile page or the Non-person Profile page depending on the profile type.
Compare Profiles	Click this button to run the comparison. The system displays the Compare Results page, which lists the items in the search criteria and the corresponding item scores for the profiles that you selected.

Source Profile Type	Select the profile type that you want to use for the source of the compare.
Source Profile ID	Select the profile that you want to compare the target profiles against.
Target Profile Type	Select the profile type from which the target profiles are selected.
Target Profile ID	Select the target profile ID. The system compares the target profiles with the profile selected in the Source Profile ID field.
Add Profile	Click to add another target profile.

Course Title	Enter the name of the training course.
School Name	Enter the name of educational establishment or training company that runs the course.
Course Date	Enter the date on which the course was completed, or the course start date.