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.
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 salary grades.
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, managers, and employees 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 along with a score for each content item indicating the degree of fit.
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 external training that is not managed using Administer Training.
For information about the employee and manager self-service transactions, refer to the PeopleSoft Enterprise eDevelopment PeopleBook
See Also
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 Search and Compare Profiles
Setting Up and Working with Approvals
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 and update profile groups for a profile.
Enter additional profile information.
Add, update, and view profile item details.
Add related profile items.
View profile item rows.
View syndication sources and targets.
Select profiles for import or syndication.
Add and update profile identities.
Add and update profile associations.
Submit changes to person profiles.
Submit changes to non-person profiles.
Review syndication exceptions.
Review syndication exception details.
Administrators use the Person Profile page and the Non-person Profile page to create and maintain profiles. Both pages have a similar format. This diagram and the following text identify the elements in these pages:
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 in the content sections. Use the links in this area of the profile to view the changes that are unapproved.
Tabs.
Profile content sections are grouped together by tabs that appear 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 can insert a row for a 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 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; in this example, the three tabs in the profile type automatically exist in the related profile, as do the content sections within the tabs:
The profile type serves as a template for the tabs and content sections in a profile
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 degrees such as Bachelor of Science, Bachelor of Arts, and Master of Business Administration, all of which are defined in the content catalog:
Adding items to profiles by selecting from the content catalog
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.
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 Actions 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 into a non-person profile from another profile or from the content catalog.
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 or content items after the import do not affect the target profile. Use the Import Content link on the Non-person Profile page to import content.
Syndicate content into a non-person profile from another profile.
When you syndicate content, the system copies profile items from the source profile into 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 Profile Syndications link on the Non-person Profile page to syndicate content.
Note. The copy from job profile, import, and syndicate actions copy identifiers. Import and syndicate copy the properties that are defined in the target profile 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:
Syndication propagates a job function profile through the job family, job code, and position number profiles
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 Syndication Exceptions page.
Before you can syndicate content:
Configure the application server for publish/subscribe.
Configure the integration broker and make it active.
Ensure that the:
The EOEN_MSG_CHNL queue is running.
The service operation OEN_MSG is active.
The associated routing definitions are active.
Set up the 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: Integration Broker
Enterprise PeopleTools PeopleBook: System and Server Administration
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 can view active non-person profiles only. Managers can view both active and inactive non-person profiles. |
Profile Type |
Select the profile type for the new profile. When you update an existing profile, the Profile Type field is display-only. The profile type determines the tabs that appear in the profile. |
This field appears on the Non-person Profile and Person Profile pages. Select an action and click the Go icon if you want to do one of the following: 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 - Simple 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. This profile action is available from the Person Profile page only. The system displays the Copy Items from Job Profile page, which lists the profiles related to the employee's active jobs. Search and Compare Profiles: To run a search. This profile action is available from the Non-person Profile page and the Person Profile page. The system displays the Search for Profiles page. Update Profile Groups: To categorize your profiles by profile groups. This profile action is available from the Non-person Profile page and the Person Profile page when the profile is active and the page is not display only. The system displays the Update Profile Groups page, which you use to list the profile group types and profile groups to which you want to add the profile. This action is not available if the profile status is inactive See Adding and Updating Profile Groups for a Profile. View Related Job Profiles: Displays a list of non-person profiles that are related to the employee's job data. This profile action is available from the Person Profile page only. 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. |
Page Name |
Definition Name |
Navigation |
Usage |
JPM_PROFILE_PERS |
|
Create and update person profiles. |
|
JPM_PROFILE1 |
Workforce Development, Profile Management, Profiles, Non-person Profiles, Non-person Profile |
Create and update non-person profiles. |
|
JPM_SRCH_TRANSFER |
Select Search and Compare Profiles from the Profile Actions field on the Person Profile page or the Non-person Profile page and click Go. |
Lists the profile search types that are defined for administrators. Select the type of search that you want to run. |
|
JPM_UPD_GROUP_SEC |
Select Update Profile Groups from the Profile Actions field on the Person Profile page or the Non-person Profile page and click Go. |
Add and update profile groups for a profile. |
|
JPM_PROF_INFO_SEC |
Select the Profile Information icon on the Person Profile page or the Non-person Profile page. |
Enter additional profile information such as comments or the owner ID for non-person profiles. |
|
JPM_PROF_DTL_SEC |
Click the Add New <content type> link for a profile content item ID on the Person Profile page or the Non-person Profile page. (When you click the profile content item ID link for an item that is from another source profile, the View or Update <content type> page appears.) |
Add, update, and view profile item details. |
|
JPM_PROF_DETAIL |
Click the related content link on the Add New <content type> or Update <content type> page. |
Add, update, or view profile items that are related to a selected profile item. |
|
JPM_PROF_HIST_SEC |
Click the View History icon on the Person Profile page or Non-person Profile page. |
View profile item rows for different effective-dates. Click the content type item to update historical information on the Update <content type> page. |
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JPM_JP_PRF_VW_CHGS |
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Lists the profile items that are awaiting submission for approval, pending approval, or have been denied approval. Items that have been submitted for approval can't be changed until they have been approved. Items awaiting submission can be deleted but not updated. |
|
JPM_APR_DTL_SEC |
Click a content item ID on the Items Awaiting Submission page, Pending Items page, or Denied Items page to view the item details. |
View details of a profile item. |
|
JPM_COPY_PROFL_SEC |
Select Copy From Job Profile in the Profile Action field on the Person Profile page and click the Go icon. |
View a list of 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. If only one job profile exists, the system automatically copies the items to the profile and displays a message saying how many items were copied. |
|
JPM_JP_REL_PRF_EMP |
Select View Related Job Profiles in the Profile Action field on the Person Profile page and click the Go icon. |
View a list of the job profiles that are related to an employee's job data. Select the profile that you want to view and click the Continue button. The Non-person Profile page appears. |
|
HR_PSS_SEARCH |
Select Express Interest for Employee in the Profile Actions field on the Non-person Profile page and click the Go icon. |
Search for and select a person. |
|
JPM_PROF_SYND_SEC |
Click the Profile Syndications link on the Non-person Profile page. |
View the syndication source and target profiles. You can also add and remove syndicated content on this page. |
|
JPM_PROF_SRCH_SEC |
|
Select the profiles from which content will be imported or syndicated. |
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JPM_JP_PID_SEC |
Click the Add Profile Identity link or the Edit Identity icon in the Profile Identities grid area on the Non-person Profile page. |
Add or edit profile identities associated with the profile. |
|
JPM_JP_ASSC_SEC |
Click the Add Profile Association link or the Profile Association Option value link in the Profile Associations grid area on the Non-person Profile page. |
Add or update profile associations for the profile. |
|
JPM_JP_PERSUMM_SEC |
Click the Save button or the Submit button on the Person Profile page when there are items that need to be submitted for approval. |
View a list of changes that have been made to the person profile that require approval. You can also entered comments for the approver. Click the Submit button to submit the changes for approval or click Cancel to return to the Person Profile page and not submit the items for approval. These items will not be available to other processes until they have been submitted for approval and approved. |
|
JPM_JP_NPSUMM_SEC |
Click the Save button or the Submit button on the Non-person Profile page when there are items that need to be submitted for approval. |
View a list of changes that have been made to the non-person profile that require approval. You can also entered comments for the approver. Click the Submit button to submit the changes for approval or click Cancel to return to the Non-person Profile page not submit the items for approval. |
|
JPM_JP_PROFL_APPR |
Click the Submit button on the Person Profile - Summary of Changes page or the Non-person Profile - Summary of Changes page. |
View confirmation messages of changes have been submitted. The Approval Routing group box provides a summary of the approval path. It shows the number of approvers and the sequence of approvals. |
|
JPM_JP_SYND_EXC1 |
Workforce Development, Profile Management, Profiles, Syndication Exceptions, 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. |
|
JPM_JP_SYND_EX_SEC |
Click the View Details link on the Syndication Exceptions page. |
Display details of profile items with exceptions. |
Access the Person Profile page (Workforce Development, Profile Management, Profiles, Person Profiles, Person Profile).
Status |
Select the status of the profile. Options are Active or Inactive. When a worker's job is terminated, the Event Manager event InactivatePersonProfile event is raised to determine if all the worker's job assignments are inactive. If all job assignments are inactive, then all person profiles for that employee ID are also changed to Inactive. Note. Since this service uses a component interface to perform the update, the event JPMProfileUpdated is automatically raised. This will cause the inactive profiles to be removed from the appropriate Verity collections and not be used in the search process. See Setting Up Events. |
Select an action you want to perform and click Go. Values on the Person Profile page may include Copy From Job Profile, Search and Compare Profiles, Update Profile Groups, and View Related Job Profiles. Each of these actions opens a corresponding page where you can view or update information related to the action. |
|
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Click the Profile Information icon to display the Person Profile - Profile Information page and enter additional comments about the profile. |
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Click the 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. |
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 content sections. 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.
<number> item(s) awaiting submission for approval |
Click this link to access the Items Awaiting Submission page and view the profile items that have been saved but not submitted for approval. This includes profile items that have been added, amended, or deleted. When a profile item has been saved but not submitted, the Submit button appears after the <number> item(s) awaiting submission for approval link. When you click the Submit button, the system displays the Summary of Changes page, where newly added items can be submitted for approval. The system will also display the Summary of Changes page upon saving the profile page when there are items awaiting submission. If approval is not required, the system automatically changes the status of the items approved. |
Submit |
Click this button if there are any items awaiting to be submitted for approval. The Person Profile - Summary of Changes page appears and lists the new, deleted, and changed items requiring approval. This button appears only when there are items awaiting submission for approval. |
<number> item(s) pending approval |
Click this link to access the Pending Items page and view the profile items that have been submitted for approval but are pending approval. |
<number> item(s) approved (since <date>) |
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. |
<number> items denied (since <date>) |
Click this link to access the Denied Items page and view the profile items that have been submitted for approval but the approver denied. The date displayed is determined by the value in the Days of Approval History field on the Profile Management Installation page. |
Profiles are divided into tabs that appear as links as shown in this example:
Example of tabs on the profile pages
When you click the tab name, the content sections for that tab appear.
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.
Add New <content type> and <content item> |
Click these links to add or update profile items. The Add <content type> page or Update <content type> page appears. The fields on this page are determined by the profile type associated with the profile. |
|
Click the View History icon to display the View Historical Items page. This icon appears only when a profile item has more than one effective-dated row. |
Save |
Click this button to save the changes you have made. The system updates the Person Profile page to display approved items or items not requiring approval within the profile content sections. Pending items and items awaiting to be submitted do not appear in the profile content sections. If you are creating a new profile that requires approval of all it's items, no profile items will appear in the content sections upon saving. However, the system displays the item(s) awaiting submission for approval or item(s) pending approval links to enable you to view the changes you have saved but not submitted or that are pending approval. Once these items have been approved, then they will appear in the content sections. Upon saving, the system does the following:
Note. The Approval Framework is configured for automatic approval of administrators. Even if a content section is defined in the profile type configuration as requiring approval for the administrator, when you save you will see the change displayed on the Summary of Changes page; however, when the administrator clicks Submit, the system display a message that no approvals are required, and changes will be immediately reflected in the profile. |
Access the Non-person Profile page (Workforce Development, Profile Management, Profiles, Non-person Profiles, Non-person Profile).
Select an action you want to perform and click Go. Values on the Non-person Profile page may include Express Interest for Employee:Search and Compare Profiles, and Update Profile Groups. Each of these actions opens a corresponding page where you can view or update information related to the action. |
|
|
Click the Profile Information icon to display the Non-person Profile- Profile Information page and enter the employee owner ID as well as additional comments about the profile. |
|
Click the 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. |
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 within the profile content sections. Instead, links appear on the page that indicate how many items are awaiting submission, are pending approval, or have been denied approval. Use these links to view the changes.
<number> item(s) awaiting submission for approval |
Click this link to access the Items Awaiting Submission page and view the profile items that have been saved but not submitted for approval. This includes profile items that have been added, amended, or deleted. When a profile item has been saved but not submitted, the Submit button appears after the <number> item(s) awaiting submission for approval link. When you click the Submit button, the system displays the Non-person Profile - Summary of Changes page, where changes to items requiring approval can be submitted. The system will also display the Non-person Profile - Summary of Changes page upon saving the profile page when there are items awaiting submission for approval. |
Submit |
Click this button if there are any items awaiting to be submitted for approval. The Non-person Profile - Summary of Changes page appears and lists the new, deleted, and changed items requiring approval. This button appears only when there are saved items awaiting submission for approval. |
<number> item(s) pending approval |
Click this link to access the Pending Items page and view the profile items that have been submitted for approval but are pending approval. |
<number> item(s) approved (since <date>) |
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. |
<number> items denied (since <date>) |
Click this link to access the Denied Items page and view the profile items that have been submitted for approval but the approver denied. The date displayed is determined by the value in the Days of Approval History field on the Profile Management Installation page. |
Profiles are divided into tabs that appear as links as shown in this example:
Example of tabs on the profile pages
When you click the tab name, the content sections for that tab appear.
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.
Profile Syndications |
Click this link to display the Profile Syndication page that lists:
|
Import Content |
Click this link to import content from another profile. |
Add New <content type> and <content item> |
Click these links to add or update profile items. The Add <content type> page or Update <content type> page appears. If the origin of the content item is from another source profile or another product such as ePerformance, the system displays the View <content type> page. The fields on this page are determined by the profile type associated with the profile. |
Source Profile |
Click the source profile link to view details about the source profile from which this item was syndicated. The system displays this field only when items have been syndicated into the profile. |
|
Click the View All Rows icon to display the View All Rows page. The system displays this icon when a profile item has more than one effective-dated row only. |
Save |
Click this button to save the changes you have made. The system updates the Non-person Profile page to display approved items or items not requiring approval within the profile content sections. Pending items and items awaiting to be submitted do not appear in the profile content sections. If you are creating a new profile that requires approval of all it's items, no profile items will appear in the content sections upon saving until they have been approved. Upon saving, the system does the following:
Note. The Approval Framework is configured for automatic approval of administrators. Even if a content section is defined in the profile type configuration as requiring approval for the administrator, when you save you will see the change displayed on the Summary of Changes page; however, when the administrator clicks Submit, the system display a message that no approvals are required, and changes will be immediately reflected in the profile. |
Expand this section to view a lists of the profile identities information to which the profile is linked.
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Click the Edit Identity icon to open the Update Profile Identity page and update an existing identity. |
Add Profile Identity |
Click this link to add a profile identity to this profile. The system displays the Add New Profile Identity page. |
See Adding and Updating Profile Identities.
Expand this group box to view a list of 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.
Note. Many of the non-person profiles types do not have an association specified in their configuration. Therefore, the Profile Associations grid will not display in all non-person profiles, such as role.
Profile Association Option |
Select the profile association ID link to view association details or update the effective date or status. The options available are determined by the profile type definition. |
Add Profile Association |
Click to add a new profile association to this profile. The system displays the Add New Profile Association page. |
See Adding and Updating Profile Associations.
Access the Update Profile Groups page (select the Update Profile Groups value from the Profile Actions field on the Person Profile page or the Non-person Profile page and click Go.)
This page lists the profile groups to which the profile belongs.
Profile Group Type |
Select the profile group type. |
Profile Group ID |
Select the profile group you want to add to the profile. |
Add Profile to Group |
Click this link to add another profile group to this profile. |
See Creating Profile Group Types and Profile Groups.
Note. Manually entered profiles may be deleted when this group is repopulated. This group is populated using preset group criteria. When the group is rebuilt the manually entered profiles will be deleted if they do not fit the criteria.
Access the Person Profile - Profile Information or Non-person Profile - Profile Information page (click the Profile Information icon on the Person Profile page or the Non-person Profile page).
Note. The fields on the Profile Information page for a Person Profile and a Non-person Profile vary slightly.
End Profile |
This field is available on the Non-Person Profile - Profile Information page. Displays whether the profile type is used for end profiles or not. End profiles can be viewed from self service and must have a profile identity before they can be set to a status of active. |
Legacy Profile ID |
This field is available on the Non-Person Profile - Profile Information page. 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. |
Owner ID |
This field is available on the Non-Person Profile - Profile Information page. Select the employee ID of the profile owner. Use this field if you want to assign owners to profiles for reporting or other purposes. |
Comment |
Enter additional comments about the profile. |
Access the Add New <content type> or Update <content type> page (click a content item or click the Add New <content type> link on the Non-person Profile page or Person Profile 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.
In the administer profile pages, when you look up a content item ID, the system enables you to use these items as part of the search criteria:
Content item ID
Content group type
Content group
Description
Related Content |
Click this link to access the Related Items page where you can add, update, and view items that are related to the selected profile item. This link appears only for items with a child relationship in the Content Catalog where the child content section is included in the profile type definition. Note. If you are adding a parent item, the system does not automatically add related items for it unless you click the Related Content link. |
OK |
Click to keep any updates that you make on the profile detail page or on the related items page. If you deleted a parent item row, the system deletes all of its related items. |
See Also
Defining Content Type Relationship Rules
Setting Up and Reviewing Content Item Relationships
Access the Related Items page (click the related content link on the Add <content type> or Update <content type> 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.
Populate Related Items |
Clicked to have the system automatically insert all related items defined in the Content Catalog. It is also possible to manually select individual items from those defined in the Content Catalog. |
Content Type |
Displays the content type that is related to the profile item as defined in the content item definition. |
OK |
Click to save the updates made on this page. The system does not merge the updates with the profile items, however, until you click the OK button on the parent item page (Update <content type>or Add New <content type>). |
See Also
Defining Content Type Relationship Rules
Setting Up and Reviewing Content Item Relationships
Access the View Historical Items page (click the View History icon on the Person Profile page or Non-person Profile page).
Note. The fields that appear on this page are configured in the Profile Type definition and are indicated as Summary.
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.
Access the Profile Syndication page (click the Profile Syndications link on the Non-person Profile page).
Syndication Sources |
Lists the profiles that provide content for the selected profile. If you want to remove syndicated content, select the trash can icon. |
Add New Syndication |
Click this link to open the Syndicate Profiles page to select the profiles from which content will be syndicated. |
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. |
Access the Import Content page (click the Import Content link on the Non-person Profile page) or access the Syndicate Profiles page (click the Syndicate Profiles link on the Non-person Profile - Profile Syndication page).
Note. The Syndicate Profiles page works the same as the Import Content page where you select a search type and enter your search criteria. However, the search types for the Syndicate Profiles page are limited to Option 1: by Profile Data and Option 2: by Profile Groups.
When you import content, the system does not establish a link between the source profile or content item and the target profile. This means that changes to the content of the source profile or item made after the import action do not affect the target profile.
When you syndicate content, you establish a relationship between the source profile and the target profile, such that changes to the source profile result in the same changes in the target profiles. View syndication relationships on the Profile Syndication page.
Selecting a Search Type
When you first enter the page, it lists the search types available:
Option 1: by Profile Data |
Select to search for a non-person profile by profile ID, profile type, description, and status. This option is available on the Import Content page and the Syndicate Profiles page. |
Option 2: by Profile Groups |
Select to search for a profile by limiting the search to a profile group type or profile group. This option is available on the Import Content page and the Syndicate Profiles page. |
Option 3: by Content Groups |
Select to search for content items within a content group. This enables you to import multiple items within a content group in one step. This option is available on the Import Content page. |
When you select the search type the Enter Search Criteria group box appears. When you enter search criteria and click Search, the Select Profiles and Results group boxes appear.
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. The fields in this group box vary depending on the search type you select.
Select Profiles and Results Group Boxes
The Results group box lists the profiles or items 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 group type, or catalog item.
Profile ID or Content Item ID |
Click the profile ID or content item ID to view the profile or item. |
Add Items |
Click to import or syndicate content from the profiles or content items you selected. A message will appear indicating how many profile items will be imported. Click OK to merge imported items in content sections of profile. The Cancel button returns to the profile without merging items. |
Access the Add New Profile Identity page or the Update Profile Identities page (click the Add Profile Identity link or the Edit Identity icon in the Profile Identities grid area on the Non-person Profile page.
Profile Identity |
Select the profile identity. The options available are determined by the profile type definition. |
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. |
Job Data, Job Family, Position Number, Salary Administration Plan, and Salary Grade |
Select the profile identity you want to link to the profile. The number of fields that appear depends upon whether the profile identity has one or up to four key fields. For example, if you select Salary Grade in the Profile Identity field, you can enter a salary administration plan and grade. The system displays the Key 1 Value and Key 2 Value fields for the salary administration plan and salary grade on the Non-person Profile page. |
Access the Add New Profile Association page or the Update Profile Association page (click the Add Profile Association link or the Profile Association Option ID link in the Profile Associations grid area on the Non-person Profile page).
Profile associations are entities outside the Manage Profiles business process. PeopleSoft Enterprise ePerformance templates are linked to profiles in this way.
Profile Association |
Select the profile association that you want to link to the profile. |
Document Type and Document Template ID |
Enter the document type and template ID that you want to link to the profile. The system displays these fields as the Key <number> Value fields on the Non-person Profile page. You can have up to four key fields. For example, if you select ePerformance in the field, the Key 1 Value field is for the Document Type and the Key 2 Value field is for document template ID. |
Access the Person Profile - Summary of Changes page (click the Submit button on the Person Profile page).
This page lists the changes that have been made to the person profile that require approval. The title of the scroll areas indicate that content sections that require 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 Approval Required 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. |
Comments |
Enter comments for the approver, if applicable. |
Submit |
Click this button to submit the changes for approval. The system then displays the Submit Confirmation page. The Submit Confirmation page displays the approval routing. When the system needs to route items to an approver, the item's status is changed to pending. If the items do not require approval, the approval routing specifies that no approvals are required. Note. The Approval Framework is configured for automatic approval of administrators. Even if a content section is defined in the profile type configuration as requiring approval for the administrator, when you save you will see the change displayed on the Summary of Changes page; however, when the administrator clicks Submit, the system display a message that no approvals are required, and changes will be immediately reflected in the profile. |
Cancel |
Click this button to return to the Person Profile page without submitting the items for approval. |
Access the Non-person Profile - Summary of Changes page (click the Submit button on the Non-person Profile 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
Access the Syndication Exceptions page (Workforce Development, Profile Management, Profiles, Syndication Exceptions, Syndication Exceptions).
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.
Access the Exception Details page (click the View Details link on the Review Syndication Exceptions 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 Target 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.
This section provides an overview of profile approval processing and discusses how to:
View profile approval transactions.
View, approve, and deny profile changes.
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 Framework 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
Page Name |
Definition Name |
Navigation |
Usage |
JPM_JP_MNG_APPRVL |
Workforce Development, Profile Management, Profiles, Approve Profiles, Select Approval Transaction |
View a list of profiles waiting approval, with approved changes, or with changes that have been denied. |
|
JPM_JP_PERS_APPR |
Click a person profile ID on the Select Approval Transaction 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. |
|
JPM_JP_NONPER_APPR |
Click a non-person profile ID on the Select Approval Transaction 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. |
|
JPM_APR_DTL_SEC |
Click a profile item link on the Approval Profiles page or the Non-person Profile - Approval page. |
View details of a profile item that has changed. |
|
JPM_JP_PER_APR_CNF |
Click the Approve button or Deny button on the Approve Profiles page. |
Displays a confirmation message. When you click OK, you return to the Select Approval Transaction page. |
Access the Select Approval Transaction page (Workforce Development, Profile Management, Profiles, Approve Profiles, Select Approval Transaction).
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 Approve Profiles page. |
Access the Approve Profiles page (click a person profile ID on the Select Approval Transaction 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 item> |
Click a content item link 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 require approval. For profile items that have been denied or approved, an expandable Comments section appears in the Approval Routing group box where you can view comments that may have been entered by the originator. |
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. |
Approval Routing
This group box displays the routing information from the Approval Framework.
View/Hide Comments |
Click to view or hide the comments entered by the originator when he or she submitted the profile changes for approval. |
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.
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 rules:
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 illustrates the steps for Search and Compare Profiles for each type of search. The steps are discussed in detail in the sections that follow:
Search criteria selection during the search and compare profiles process
Selecting a Search
Administrators can run search and compare profiles in two ways:
By selecting the Search and Compare Profiles component 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 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 Define 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 Filters group box section. Search filters enable you to narrow the search to specific profile groups, people in a current location, or those with travel preferences. If Current Location and Travel Preferences are defined as content sections in the target profile type, then these sections automatically appear as additional filters.
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. The travel and current location filters are used to filter the target profile candidates but do not contribute to the overall search score.
Note. Only profiles that you are authorized to access are listed among the search results.
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. Select profiles, click the Select for Compare button to add it to the Profile Comparisons section, and then click the Compare Profiles button after you have identified all the profiles you wish to compare.
Note. The Compare Profiles component is also available from the Profiles menu.
Interfacing with Profile Management Search and Compare
PeopleSoft Profile Management delivers these interfaces to perform Search and Compare for other business processes:
Employee Self Service Career Progression Chart
compare the person's profile to their job profile.
Administer Succession Planning - Succession 360 Degree
Compares the person's profile to their job profile.
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 the Importance field 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.
See Calculating Item Scores for Mandatory Items.
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.
See Calculating the Rating Property Score.
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) × 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 × 100 = 50% |
DU (Dutch) |
3-Average |
3/8 × 100 = 37.5% = 38 rounded |
1006 (Accounting Aptitude Test) |
1-Low |
1/8 × 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 × 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 × 50% |
DU (Dutch) |
0 |
0 |
1006 (Accounting Aptitude Test) |
100 |
12.5 = 100 × 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 ×37.5% = 38 rounded |
1006 (Accounting Aptitude Test) |
100 |
12.5 = 100 ×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 × 50% |
DU (Dutch) |
0 |
0 |
1006 (Accounting Aptitude Test) |
100 |
12.5 = 100 × 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.
See Calculating the Interest Level Property Score.
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) × 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) × 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 × 100 |
0110 |
4 |
44.44% = 4/9 × 100 |
0203 |
3 |
33.33% = 3/9 × 100 |
The system calculates the weighted item score as follows:
Item Score (weighted) = Item score × Importance %
This table lists the weighted item scores for Nicola:
Item ID |
Average Item Score |
Item score (weighted) |
0102 |
90 |
20 = 90 × 22.22% |
0110 |
100 |
44 = 100 × 44.44% |
0203 |
80 |
27 = 80 × 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) × 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. 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.
Page Name |
Definition Name |
Navigation |
Usage |
JPM_SRCH_TRANSFER |
|
Select a source profile that you want to run from the list of search types that are defined for administrators. Use the Search Configuration page to set up searches for administrators, employees, and managers. |
|
JPM_COM_PROF_SRCH |
Select a search link 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. |
|
HR_PSS_SEARCH |
|
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. |
|
JPM_SRCH_CRITERIA |
|
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. |
|
JPM_SRCH_RESULT |
|
Displays the results of the search. |
|
Add to Interest List - Confirmation |
JPM_INT_CONFIRM |
|
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. |
JPM_COMPARE_MAIN |
Workforce Development, Profile Management, Profiles, Compare Profiles |
Select the source and the target profile types that you want to compare. |
|
JPM_COMPARE_RESULT |
|
View a summary of the comparison of the profiles you selected. |
Access the Select a Profile page (select a search on the Search for Profiles 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, such as Active. |
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. |
Clear |
Click this button to clear all search criteria or search results from the page. |
Profile Search Results
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.
Access the Search Criteria page (select a search on the Search for Profiles page or click the Modify Search Criteria link on the Search Results 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 Content Types and Properties.
Source Profile Type and 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 adhoc searches that don't have the source and 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
Filters may include profile groups, current location, and travel preferences, depending upon how the profile was set up. Use the Profile Groups group box to limit the search to selected profiles. The Profile Groups group box appears only if the target profile type belongs to searchable profile groups. Filter group boxes for current location and travel preferences may also appear if the target profile type includes this content section in the Profile Type configuration.
Filter data is used to filter the target profile candidates, but does not contribute to the overall search score. For example, you may want to find those person profiles that best match the requirements of the job Manager-Information Systems and are currently located in the Paris office. The Current Location fields filter out those candidate that are not in the Paris office and the score of the candidates is based on how well their profiles match the Manager-Information Systems job profile. If no candidates are found, then the Travel Preferences properties, such as Willing to Relocate and Take International Assignment can be used as filters to find those candidates outside the Paris office. The PERSON profile type comes with the Mobility tab where you can enter these preferences for a person.
See Creating Profile Group Types.
Search Criteria
Fields in this section depend upon how the profile type is set up.
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. |
Access the Search Results page (click the Search button on the Search Criteria page or select a profile on the Select a Profile page).
Important! When running Search and Compare, if the Verity
Indexes cannot be located, the system will issue a message stating that the
search index could not be found. This means that the process Maintain Profile
Indexes has not been run to create the indexes or the environment configuration
is preventing the application server from locating the indexes.
When the index has been located, but the search criteria does not find
any profile matches, the system will issue a message stating that your search
did not return any results.
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. |
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. |
Search Results
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. |
Profile Comparisons - Selected Profiles
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. |
Return to 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. |
Access the Select Profiles to Compare page (Workforce Development, Profile Management, Profiles, Compare Profiles).
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 or Empl ID (employee identification) |
Select the 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. |
Access the Compare Results page (select source and target profiles on the Compare Profiles - Select Profiles to Compare page and click the Compare Profiles button, or select profiles on the Search Results page, click the Select for Compare button and then click the Compare Profiles button).
This page displays the results of the compare. You access this page from the Search Results page, Compare Profiles page, or by clicking the Compare button on the Interest List page. 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. 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>. |
This section provides an overview of interest lists, lists common elements, and discusses how to:
Manage employees' interest lists.
View interest lists by profile.
Interest lists enable employees to maintain a list of the non-person profiles that are of interest. They can also compare the added profile to their own profile to determine degree of a fit. 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
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. |
Page Name |
Definition Name |
Navigation |
Usage |
JPM_INTEREST_PERS |
Workforce Development, Profile Management, Profiles, Interest List by Person, Interest List by Person |
View an employee's interest list and add profiles to the list. |
|
JPM_INTEREST_PROF |
Workforce Development, Profile Management, Profiles, Interest List by Profile, 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. |
Access the Interest List by Person page (Workforce Development, Profile Management, Profiles, Interest List by Person, Interest List by Person).
Add Profile |
Click this link to add another profile to the employee's interest list. |
Compare Profiles |
Click this icon to access the Compare Results page. |
Access the Interest List by Profile page (Workforce Development, Profile Management, Profiles, Interest List by Profile, Interest List by Profile).
Add Person |
Click this link to add the profile to another employee's interest list. |
Compare Profiles |
Click this icon to access the Compare Results page. |
This section provides an overview of how to track employee training and discusses 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 page (COURSE_STUDNT_ENRL) gives you a summary of employees' training history.
Use the Professional Training 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.
This section discusses how to record employee training.
See Also
Entering or Reviewing Student and Course Information
Page Name |
Definition Name |
Navigation |
Usage |
COURSE_STUDNT_ENRL |
Workforce Development, Profile Management, Profiles, Training, Training |
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. |
|
EDUCAT_TRAIN_GBL |
|
Record employee training that is not maintained using the Administer Training business process. |
Access the Professional Training page (Workforce Development, Profile Management, Profiles, Training Summary, Professional Training).
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 Start Date and Course End Date |
Enter the date on which the course was started and completed. |