Maintaining Resource Profiles

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

Click to jump to parent topicUnderstanding Resource Profile Maintenance

The resource profile captures an inventory of a resource's qualifications and preferences to calculate the resource's fit scores. The profile also provides general employee data such as contact information, weekly work days, or assignment restrictions.

The foundation for a resource's profile is the employee or non-employee data (such as employee ID, name and contact information, and qualifications) that is stored in the employee source database. Information about the resource, such as flexible resource attribute values and work experience, is also maintained in the resource profile.

This section lists a prerequisite and discusses:

Click to jump to top of pageClick to jump to parent topicPrerequisite

You must establish employees and non-employees as resources in PeopleSoft Resource Management before you can work with their resource profiles.

See Establishing Resources.

Click to jump to top of pageClick to jump to parent topicUse of Resource Profiles

Resource profile maintenance is typically the responsibility of the resource manager and the resource. The unique security specifications for each PeopleSoft user role determine whether a user can modify only the user's own profile or view and modify other resource profiles. You can control the list of roles that have permission to modify resource profiles.

This table lists the folder navigation paths that access the resource profile:

Navigation

Description

Resource Management, Maintain Resource Profiles, My Profile

Used by resources to view and modify their own profile information.

Resource Management, Maintain Resource Profiles, Profiles

Used by resource managers, or other users with appropriate access, to view and modify a resource's profile.

Resource Management, Maintain Resource Profiles, Review Profiles

Used by staffing coordinators, or other users with appropriate access, to review a resource's profile.

The appearance of the Resource Profile component depends on the navigation path that you choose and the resource profile display options that are established during implementation in the Profile Display Options group box on the Installation Options - Resource Management page. The resource profile that appears when you view your own profile is the profile that is associated with your user login. To access profile information for other resources, you can select the profile by looking up the resource's name or employee ID.

Click to jump to top of pageClick to jump to parent topicResource Profile Design

Personal data and qualification information is maintained in the employee source database. If you integrate with Human Resource (PeopleSoft HRMS) and you select a link to update qualification information that is stored in the employee source database, you access the appropriate PeopleSoft HRMS pages by using the Single Signon feature. The information in PeopleSoft Resource Management data tables is updated in near real time.

If the Financials database is the employee source database, the qualification records can be modified on the resource profile pages that are discussed in this chapter. You can modify other information on the resource profile that is maintained specifically for PeopleSoft Resource Management if your user ID is associated with a role that has the appropriate security access.

Qualifications in PeopleSoft HRMS

If PeopleSoft HRMS is the source database for the competencies, interests and other qualifications on a resource profile, you can update and save qualification data in the Person Profile component (JPM_PERSON_PROFILE) in the PeopleSoft HRMS system and return to the resource profile in PeopleSoft Resource Management. An application message sends the data from PeopleSoft HRMS to the Financials database.

When a user selects an update link from the resource profile, if there is more than one profile type for the resource in PeopleSoft HRMS Profile Management, the Select Profile Type page opens in HRMS. You must select the Person profile type to integrate the PeopleSoft Resource Management profile with the PeopleSoft HRMS profile. The Profile Details page opens so that you can modify the qualification details in PeopleSoft HRMS.

When managers update other types of user profiles, they access the Person Profile component (JPM_PERSON_PROFILE) in PeopleSoft HRMS.

See PeopleSoft Human Resources 9.1 PeopleBook: Manage Profiles, "Managing Profiles," Maintaining Profiles.

During PeopleSoft Resource Management implementation on the Resource Setup - Common Installation Options page, you determine the competency evaluation type that appears in the resource profile and is used by Resource Matching. Available evaluation types, such as Self, Supervisor, and Mentor, are based on the translate values in the Evaluation Type field (EVALUATION_TYPE) properties. The default value is Self. The resource profile shows only the latest competency evaluation.

For the competency information in PeopleSoft HRMS to update the resource profile in PeopleSoft Resource Management, the evaluation type in PeopleSoft HRMS must match the evaluation type that is selected during Resource Management implementation. If the evaluation type that the PeopleSoft Resource Management system uses is different than the evaluation type in PeopleSoft HRMS, the competency information that appears on the resource profile may not match the competency information on the resource evaluation in PeopleSoft HRMS. For example, if you use the Supervisor evaluation type in PeopleSoft Resource Management, and you use the Self evaluation type in PeopleSoft HRMS, changes to the self evaluation in HRMS are not reflected in the resource profile.

Note. The PeopleSoft HRMS profile can store many different evaluation types. If you modify the evaluation types that are available for selection in PeopleSoft HRMS, also modify the evaluation types in PeopleSoft Resource Management to keep the two databases synchronized.

See PeopleSoft Human Resources 9.1 PeopleBook: Manage Profiles, "Setting Up Profile Management," Defining Instance Qualifiers.

See PeopleTools PeopleBook: System and Server Administration, "Using PeopleTools Utilities," Using Administration Utilities, Translate Values.

Qualifications in PeopleSoft Resource Management

If the Financials database is the employee source database, select the Add/Update link for the Competencies and Interests region of a resource profile to access to the appropriate pages for updating this information in the Financials database.

If competency change notification workflow is enabled on the Resource Setup - Common Installation Options page, the system sends an email notification to the resource manager that is defined in the Job record (JOB) when qualifications are modified on the resource profile. This workflow applies only if you use the Financials database as the employee source database for the resource.

Employee Source Database Tables

This table contains the categories of information in the resource profile and the tables that store the source data.

If you use PeopleSoft HRMS as the employee source database, application messages send resource profile data from the HRMS database to the corresponding table in the Financials database. Corresponding table names in the two databases may not be identical.

Resource Profile Category

Employee Source Database Tables

Objective: A brief description summarizing the resource's work objectives and background.

Objective information is stored in the Objective field (WORKER_SUMMARY) on the Resource Management Worker Table record (RS_WORKER_TBL).

Objective information is stored only in the Financials database.

Areas of specialty: The competencies or competency categories that are a resource's strengths or areas of expertise.

Specialty values are stored in these database tables:

  • Resources' specialties are stored only in the Financials database in the Worker Specialties record (RS_WRKR_SPECS).

  • Valid competency values are stored in the Competencies Table record (COMPETENCY_TBL) in the Financials database, or the Content Items record (JPM_CAT_ITEMS) in the HRMS database.

  • Competency types are stored in the Competency Types record (RS_TYPE_TBL) in the Financials database, or the Content Group Type record (JPM_CAT_GROUPS) in the HRMS database.

Work experience: Any type of work that the resource has performed. It is updated automatically each time that a resource receives a new assignment. It can also be updated manually. This category also includes resumé attachments.

Work experience information is stored only in the Financials database in the Worker Table record (RS_WORK_HISTORY).

 

Resumé document attachments are stored on the File Transfer Protocol file server. Information about the attachments, such as employee ID, description, and default resumé flag, are stored only in the Financials database in the Resource Management Attachments record (RS_ATTACHMENTS).

Qualifications: A resource's competencies and accomplishments.

Competencies and interests are stored in these database tables:

  • Resources' competencies are stored in the Person Competencies record (COMPETENCIES) in the Financials database, or the Profile Items record (JPM_JP_ITEMS) in the HRMS database.

  • Valid competency values are stored in the Competencies Table record (COMPETENCY_TBL) in the Financials database, or the Content Items record in the HRMS database.

  • Resource evaluation types are stored in the Person Competency Evaluation record (RS_EVALUATIONS) in the Financials database, or the Profile Items record in the HRMS database.

  • Review rating values are stored in the Review Ratings record (REVW_RATING_TBL) in the Financials database and the HRMS database.

  • Rating model values are stored in the Rating Model record (RATING_MDL_TBL) in the Financials database and the HRMS database.

  • If you use Financials as the employee source database, competency types are stored in the Competency Types record (RS_TYPE_TBL).

    If you use PeopleSoft HRMS as the employee source database, PeopleSoft Resource Management displays competency information from the Worker Competencies View record (RS_WRKR_COMP_VW). This view is restricted to show only the latest evaluations of competencies. The evaluation type that appears, such as Self, Peer, or Supervisor, is specified on the Resource Setup - Common Installation Options page.

    Important! Do not include a rating for the same competency on more than one evaluation with the same effective date. For example, if you rate the Expertise competency on one self-evaluation, do not include the Expertise competency on a different self-evaluation for the same resource with the same effective date.

 

Values for education, licenses and certificates, language, professional memberships, honors and awards, and tests are stored in these database tables:

  • Resources' qualifications are stored in the Person Accomplishments record (ACCOMPLISHMENTS) in the Financials database, or the Profile Items record in the HRMS database.

  • Valid qualification values are stored in the Accomplishments Table record (ACCOMP_TBL) in the Financials database, or the Content Items record in the HRMS database.

Preferences: A resource's individual preferences for assignments; can include flexible attributes that are defined by the organization.

Preferences are stored only in these Financials database fields and tables:

  • Maximum travel distance is stored in the Distance field (DISTANCE) in the Worker Table record (RS_WORKER_TBL).

  • Resources' preference attribute IDs and value IDs are stored in the Flexible Worker Preferences record (RS_WRKR_PREFS).

  • Resources' attribute preferences are stored in the Attributes record (RS_ATTRIBUTES).

  • Valid values for each resource preference attribute are stored in the Attribute Values record (RS_ATTRIB_VALS).

General information: A resource's address, phone numbers, job information, passports and visas, weekly work days, home airport, assignment restrictions, and other resource attribute values.

Address and job information are stored in these database tables:

  • If you use the Financials database as the employee source database:

    • Resource names, addresses, and personnel status are stored in the Personal Data record (PERSONAL_DATA).

    • Name and address effective dating information is stored in the Effective Dated Personal Data record (PERS_DATA_EFFDT).

  • If you use PeopleSoft HRMS as the employee source database:

    • Personnel status is stored in the Person Record record (PERSON) and sent to the Personal Data record in the Financials database.

    • Personnel status effective dating information is stored in the Effective Dated Personal Data record (PERS_DATA_EFFDT).

    • Resource names are stored in the Person Names record (NAMES) and sent to the Personal Data record and the Effective Dated Personal Data record in the Financials database.

    • Addresses are stored in the Addresses record (ADDRESSES) and sent to the Personal Data record and the Effective Dated Personal Data record in the Financials database.

  • Job information is stored in the Job record in the Financials database and the HRMS database.

  • Email addresses are stored in the User Email record (PSUSEREMAIL).

Note. General information that is stored in PeopleSoft HRMS must be maintained in PeopleSoft HRMS. These values cannot be updated directly in the resource profile.

 

Passport and visa information are stored in these database tables:

  • Passport information is stored in the Passport record (CITIZEN_PSSPRT) in the Financials database and the HRMS database.

  • Visa information is stored in the Visa Data record (VISA_PMT_DATA) in the Financials database and the HRMS database.

 

Phone information that is used by PeopleSoft Resource Management is stored only in the Financials database in the Worker Phone record (RS_WRKR_PHONE).

 

Weekly work days that are used by PeopleSoft Resource Management, home airport, and assignment restrictions are stored only in the Financials database in the Worker Table record (RS_WORKER_TBL).

 

Resource qualifications can include flexible attributes defined by the organization. Flexible resource qualification information is stored only in the Financials database.

This list describes the source data for each flexible resource qualification field:

  • The resource's qualification attribute ID and value ID are stored in the Financials database in the Attribute ID and Value ID record (RS_WRKR_AT_VAL).

  • Valid values for each flexible resource qualification attribute are stored in the Financials database in the Attribute Values record (RS_ATTRIB_VALS).

  • The flexible qualification attributes are stored in the Financials database in the Attributes record (RS_ATTRIBUTES).

Resource profile (summary): A single, display-only page.

The sections that appear are selected on the Installation Options - Resource Management page during implementation.

Supply categories (Additional Resource Information):

Additional resource information is stored only in the Financials database.

  • Project role and region are stored in RS_WORKER_TBL.

  • RS_WRKR_POOL_VW is used to get the resource pool information.

Click to jump to parent topicMaintaining Resource Profiles

The resource profile is a dynamic record designed for periodic review and update by the resource and resource manager to reflect changes in the resource's qualifications. You view or modify various parts of a resource's profile when you establish and maintain the resource.

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Maintain Resource Profiles

Page Name

Definition Name

Navigation

Usage

Profiles - Overview

RS_ERES_OVERVW

  • Resource Management, Maintain Resource Profiles, Profiles, Overview

  • Resource Management, Maintain Resource Profiles, My Profile, Overview

View or modify a resource's objective, areas of specialty, and additional resource information.

Profiles - Work Experience

RS_ERES_WORK_HIST

Click Work Experience on any Resource Profile page.

View a resource's work experience information.

Work Experience (edit)

RS_WORK_HIST_EDIT

Click Add Work Experience or Edit on the Resource Profile - Work Experience page.

Add or modify a resource's work experience entries.

Profiles - Qualifications

RS_ERES_COMP_ACOMP

Click Qualifications on any Resource Profile page.

View or modify a resource's qualifications that are stored in the employee source database.

Profiles - Preferences

RS_ERES_PREFS

Click Preferences on any Resource Profile page.

View or modify resource preference information.

Profiles - General Info

RS_ERES_GEN_INFO

Click General Info on any Resource Profile page.

View or modify a resource's contact information, job, passports and visas, weekly work days, home airport, assignment restrictions, and flexible resource attribute values.

Profiles — Secure Data 1

RS_SEC_DATA 1

  • Resource Management, Maintain Resource Profiles,Profiles,Secure Data 1

  • Click Secure Data 1 on any Resource Profile page.

Enable you to secure or unsecure data tabs based on the preference selected in the Installation options.

Profiles - Secure Data 2

RS_SEC_DATA 2

  • Resource Management, Maintain Resource Profiles,Profiles,Secure Data 2

  • Click Secure Data 2 on any Resource Profile page

Enable you to secure or unsecure data tabs based on the preference selected in the Installation options.

Profiles - Resource Profile

RS_RES_PROF_RVW

  • Resource Management, Maintain Resource Profiles, Profiles, Resource Profile

  • Click Resource Profile on any Resource Profile page.

Review consolidated resource profile information in a resumé format.

<Resource> Contact Information

RS_RES_PROF_CONTCT

Click Contact Information on the Resource Profile - <Resource> page.

Review a resource's address and telephone information.

Click to jump to top of pageClick to jump to parent topicAdditional Secure Data Tabs added to the Maintain Resource Profile Page

Access the Profiles – Secure Data 1 and Secure Data 2 page (Click Secure Data 1 and Secure Data 2 on any Resource Profile Page).

If a user has security access to a secure data tab, only that tab will be visible on the Maintain Resource Profile, Profile page. If they do not have access to any of the secure data tabs, then the tabs will not be visible on this page.

Note. If a field is placed on either secure data tab in the setup options, it is considered as a secure field. The position and headers/titles of these secure fields on their original tabs will remain the same. However, the actual data is replaced with the word 'SECURED'. If a field is not placed on a secure data tab, then it will be visible throughout the tabs in their current place on the resource profile.

The information defined in the Resource Profile page is based upon the secure profile data options set by the administrator. For example, if a particular field such as job code has been selected as secured by the administrator you will not be able to view the job code, instead the text 'SECURED' will be displayed for the particular field.

Click to jump to top of pageClick to jump to parent topicMaintaining Resource Objective, Areas of Specialty, and Additional Resource Information

Access the Profiles - Overview page (Resource Management, Maintain Resource Profiles, Profiles, Overview).

Note. In the Overview tabs the Job code has been set to 'SECURED', as the job code field is placed on the secure data tab in the setup options. The position and headers/titles of the secure fields on their original tabs remain the same. If a field is not placed on a secure data tab, then it will be visible throughout the tabs in their current place on the resource profile. Similar functionality applies for all the other Tabs in the Maintain Resource Profiles.

See Setting Installation Options for PeopleSoft Applications.

Additional Resource Information

Enter the project role and region for the resource. This data is initially populated when the resource is established as a PeopleSoft Resource Management resource. You can update it on this page.

The Pool Name field is not editable. To change the pool to which the resource belongs, the pool manager must transfer the resource from their current pool.

See Managing Pool Resources.

Objective Overview

Enter a summary of work objectives and background that a staffing coordinator can use when considering the resource for an assignment.

Select Specialties

Enter specialties from the Competency tree that reflect relevant professional expertise. Specialties provide a means to highlight primary skills. Many resources have a long list of competencies ranging from technical to interpersonal skills; specialties; however, focus attention on core competencies.

If you select a node from the tree, the specialty appears in the Specialties grid with the specialty type value Category. If you select a detail value, the specialty appears with the specialty type value Competency.

Note. You can select specialties from the tree or click the Look up Worker Specialty icon.

Type of Specialty

Enter a type:

Category: Select if the specialty represents a broad area of competency, such as managerial experience.

Competency: Select if the specialty represents specific competencies that the resource possesses, such as strategic planning or project management experience.

Worker Specialty

Enter the individual competency or category of competency that the resource possesses.

Delete

Click to delete the competency or category from the resource profile.

Add Specialty

Click to add additional competencies or categories as specialties.

Note. The Resource Matching process does not use the data that is captured for objective and areas of specialty. It is informational only.

Click to jump to top of pageClick to jump to parent topicMaintaining Resource Work Experience

Access the Profiles - Work Experience page (click Work Experience on any Resource Profile page).

Note. Resource Matching uses the Work Description field on the Work Experience edit page to calculate Work Experience factor fit scores.

A resource's past, present, and future work assignments appear on the page. The system automatically adds a work experience entry to the page each time the resource placed on an assignment in the status Assigned or Pending Approval in PeopleSoft Resource Management. You can modify or enhance the entry for further clarity.

If a resource's assignment is canceled before the start date, the system automatically deletes the work experience entry from this page. If the assignment is canceled after the start date but before the assignment end date, the system automatically changes the work experience end date to the assignment cancellation date.

You can manually create work experience entries to record previous work experience that occurred at another company or before implementing PeopleSoft Resource Management.

Start Date and End Date

Displays past, current, or future assignment dates.

Customer Name and Work Title

Displays the customer and description for the assignment.

Edit

Click to access the Work Experience edit page to modify the work experience line.

Add Work Experience

Click to access the Work Experience edit page to enter new work experience information by adding any work information that is not initiated in PeopleSoft Resource Management. Work experience that you add here does not appear on the resource schedule; however, it is used by Resource Matching and can be reviewed by users who evaluate candidates.

Resume Attachment

Click Add Resume to add a resumé attachment.

File Name

Click the link to open the resumé document attachment for the resource.

Browse

Click to browse through directories and locate the appropriate resumé document. Highlight the document and click Open to populate the attachment box with the document directory path.

Upload

Click to upload the selected document to the resource profile.

Default

Designates the default resumé document. If there are multiple resumé documents, specify the default for use by Resource Matching.

Delete

Click to remove the resumé document attachment from the resource profile.

Click to jump to top of pageClick to jump to parent topicMaintaining Resource Qualifications

Access the Profiles - Qualifications page (click Qualifications on any Resource Profile page).

Use this page to view qualifications or access pages to update the information.

Updating Qualification Information in PeopleSoft HRMS

If PeopleSoft HRMS is the employee source database, click the Add/Update link in a qualification region to access PeopleSoft HRMS by using the Single Signon feature. There, you can make modifications, save your changes, and then return to the resource profile in PeopleSoft Resource Management.

Updating Qualification Information in PeopleSoft Resource Management

If the Financials database is the employee source database, click an Add/Update link to access the PeopleSoft Resource Management pages that you use to modify resource qualifications. This topic is discussed in more detail elsewhere in this chapter.

Click to jump to top of pageClick to jump to parent topicMaintaining Resource Preferences

Access the Profiles - Preferences page (click Preferences on any Resource Profile page).

Maximum Travel, Kilometers, and Miles

Enter the distance that the resource prefers not to exceed when traveling to an assignment, and select the unit of measure.

Maximum travel distance is for information only. It is not used by Resource Matching or any other PeopleSoft Resource Management processes.

If the organization establishes a flexible preference attribute, it appears on this page for the resource to specify values and preference levels. For example, if there is a flexible preference attribute called Work Region, the resource can specify a level of desire to work in each of the various regions.

<Flexible Preference Attribute>

Enter values that represent preferences for each attribute, and enter the preference levels.

Note. The preference level values are defined on the interest rating model (INT) during implementation. The Resource Matching process uses the INT values to calculate the Flexible Preference factor. An administrator can modify the INT values as required. If you integrate with PeopleSoft HRMS, rating models are maintained in the HRMS database. If you use the Financials database as the employee source database, rating models are maintained in PeopleSoft Resource Management.

See Establishing Application Setup Tables for Competencies.

Add

Click this button to add flexible preference attribute values.

Click to jump to top of pageClick to jump to parent topicMaintaining Resource General Information

Access the Profiles - General Info page (click General Info on any Resource Profile page).

You cannot modify address, job information, or passport and visa information on this page; you must update this information in the employee source database tables. For example, if the Financials database is the employee source database, you can update this information using the Personal Data component (RS_CM_PERSONAL).

Address

View the resource's street address, city, town, county, province, state, postal zip code, and country. Additionally, view the email address for the primary email account of the user ID that is associated with this resource. The email address is used when the system notifies the resource of date or status changes on assignments.

Phone

Enter a phone number, the type of phone number entered, and the days of the week that the resource can be reached at that number.

Job Information

Review the job title, department, and location with which the resource is affiliated, as defined in the employee's Job record. If the resource has multiple jobs, the job that is specified for use in PeopleSoft Resource Management appears.

Passports and Visas

Review passports or visas held by the resource as defined in the employee source database.

Weekly Work Days

Select the appropriate check boxes to indicate the days of the week that the resource is available to work.

Weekly work days are used to determine a resource's available work days for assignments and appointments. The resource schedule uses shading to indicate the work days that are not available.

Other

Home Airport

Enter the name of the preferred home airport (for information only).

Assignment Restrictions

Enter any special restrictions or requirements, such as wheel chair access (for information only).

If the organization established a flexible resource attribute, either for use as a flexible qualification factor or for information only, it appears on this page. For example, if there is a flexible attribute called Industry, you can specify the industry expertise.

<Flexible Resource Attribute>

Enter or look up the appropriate value for each attribute.

Add

Click to add flexible attribute values, if the attribute allows multiple values.

Click to jump to top of pageClick to jump to parent topicReviewing Resource Profiles

Access the Profiles - Resource Profile page (Resource Management, Maintain Resource Profiles, Profiles, Resource Profile).

This page consolidates the resource profile sections into a single, display-only format. A group box appears on this page if the following two conditions are true:

Contact Information

Click to access the <Resource> - Contact Information page to review the resource's city, state, country, and telephone information from the Profiles - General Info page.

View Detail and View Summary

Click View Detail in the Competencies and Interests or Accomplishments group boxes to view the qualification details. Click View Summary to return to the summary view.

On installation, the administrator selects which items are to appear on the Resource Profile tab and also the resource-view only page in the Profile Display Options groupbox in the installation options. The 6 potential secure fields on the Resource Profile tab are Job Code, Home Phone Number, Mobile Phone Number, City, Areas of Specialty, and Passport and Visa Numbers.

If one of the items chosen for the Resource Profile tab (and also the resource-view only page) is also a secure data field, and the user does not have access to this secure data field, then the header for this field will still be shown on the Resource Profile tab, but the actual data will be replaced with the word 'SECURED'. If the user has security access to a secure data tab, which has a data field enabled, then they WOULD BE ABLE TO SEE this field on the Resource Profile tab, and also the Resource-view only page.

If the field has not been assigned to either Secure Data 1 tab or Secure Data 2 tab, it is not considered a secure field, and hence would be visible on this tab and on the resource-view only page.

If they are viewing their own profile then they should be able to see all fields on the Resource Profile tab, and on the Resource-view only page.

When updating their own data at Resource Management, Maintain Resource Profiles, My Profile, the system disregards all secure data rules. There are no secure data tabs. The user can update and view their information exactly as they currently can with the fields in their current positions on the tabs.

Click to jump to parent topicModifying Resource Qualifications

If PeopleSoft Resource Management is the employee source database for a resource, you maintain the resource's qualifications in the Financials database. These qualifications can consist of:

The values that are available to select on the pages in this section are derived from the qualification tables that are set up during PeopleSoft Resource Management implementation.

This section discusses how to:

Note. If PeopleSoft HRMS is the employee source database for the resource, when you modify the resource's competencies, interests, and accomplishments in the resource profile, you are transferred to the Person Profile component in PeopleSoft HRMS. After you modify qualification information that is stored in the HRMS database and return to the resource profile, your changes may not be visible until you refresh the Resource Profile component (RS_WRKR_PROFILE).

Click to jump to top of pageClick to jump to parent topicPages Used to Modify Resource Qualifications

Page Name

Definition Name

Navigation

Usage

Competencies

RS_CM_COMPTNCY

  • Resource Management, Maintain Resource Profiles, Profiles

    Select the Qualifications tab on any Resource Profile page.

    Click Add/Update Competencies and Interests on the Resource Profile - Qualifications page.

  • Resource Management, Maintain Resource Profiles, My Profile

    Select the Qualifications tab.

    Click Add/Update Competencies and Interests on the Resource Profile - Qualifications page.

Modify a resource's competencies and interests.

Education

RS_CM_EDU

Click Add/Update Education on the Resource Profile - Qualifications page.

Review a resource's education information.

Education - Education Detail

RS_CM_EDU_DET

  • Click a degree name on the Education page.

  • Click Add a Degree on the Education page.

View or modify a resource's education information.

Licenses and Certificates

RS_CM_LIC_CERT

Click Add/Update Licenses and Certificates on the Resource Profile - Qualifications page.

Modify a resource's license and certificate information.

Languages

RS_CM_LANG

Click Add/Update Languages on the Resource Profile - Qualifications page.

Modify a resource's language information.

Professional Memberships

RS_CM_MEMBR

Click Add/Update Professional Memberships link on the Resource Profile - Qualifications page.

Modify a resource's membership information.

Honors and Awards

RS_CM_HNR_AWRDS

Click Add/Update Honors and Awards on the Resource Profile - Qualifications page.

Modify a resource's honors and awards.

Test Results

RS_CM_TEST_RSLT

Click Add/Update Test Results on the Resource Profile - Qualifications page.

Update a resource's test information.

Click to jump to top of pageClick to jump to parent topicModifying Resource Competencies and Interests in PeopleSoft Resource Management

Access the Competencies page (click Add/Update Competencies and Interests on the Resource Profile - Qualifications page).

Note. Competencies are used by Resource Matching.

Use this page to search for a competency by key word or letters. Add, delete, or modify competencies and interests as required.

Search for Competencies

Competency Description

Enter characters from the competency description. For example, World Banking can appear as a search result if you enter Bank.

Search

Click to view a list of competencies that match the description.

Select (check box)

Select check boxes corresponding to the appropriate competencies.

Select (button)

Click to move the competencies to the Competencies group box.

Click the Search by Category link to access the Competency tree (COMPETENCY) and select competencies from competency categories. Expand the nodes as needed to find the desired competency. Click a competency to add it to the Competencies grid.

Competencies

Enter competencies' corresponding proficiency and interest level values. Enter relevant information regarding the year the competency was acquired or last used, and the total number of years that the resource spent using the competency.

Proficiency

Select the degree to which the resource is proficient in the competency.

The PeopleSoft Competency Management Scale rating model (PSCM) uses the following scale: 5-Expert, 4-Very Good, 3-Good, 2-Fair, 1-Little, and 0-None. However, you can establish a proficiency rating scale for every competency.

Interest Level

Select the resource's level of interest in the competency.

The Interest rating model (INT) (which Resource Matching uses) has the following scale: 4-Very Desirable, 3-Desirable, 2-No Preference, 1-Undesirable, and 0-Very Undesirable.

Years of Work Experience

Select the number of years of experience that the resource possesses for this competency. You can select from no years to 9+ Years.

Click to jump to top of pageClick to jump to parent topicModifying Resource Education in PeopleSoft Resource Management

Access the Education page (click Add/Update Education on the Resource Profile - Qualifications page).

Note. The Resource Matching process uses the education information.

Degree

Click a degree name to access the Education Detail page to view degree information.

Edit

Click to access the Education Detail page for the corresponding row and view or modify the degree information for this resource.

Delete

Click to immediately delete the corresponding degree row.

Add a Degree

Click to access the Education Detail page to add a degree for this resource.

Return to Qualification Profile

Click to return to the resource profile.

Education Detail

Access the Education - Education Detail page (click Add a Degree on the Education page).

Enter fields as appropriate and click Save to return to the Education page. Click Return to Education to discard your changes and return to the Education page.

Click to jump to top of pageClick to jump to parent topicModifying Resource Licenses and Certificates in PeopleSoft Resource Management

Access the Licenses and Certificates page (click Add/Update Licenses and Certificates on the Resource Profile - Qualifications page).

Note. Resource Matching uses the license and certificate information.

Enter the appropriate field values and save the page.

Click to jump to top of pageClick to jump to parent topicModifying Resource Languages in PeopleSoft Resource Management

Access the Languages page (Click Add/Update Languages on the Resource Profile - Qualifications page).

Note. Resource Matching uses the language information.

Enter the appropriate field values, select the appropriate check boxes (Native, Translator, and Teacher) as applicable, and save the page.

Click to jump to top of pageClick to jump to parent topicModifying Resource Professional Memberships in PeopleSoft Resource Management

Access the Professional Memberships page (click Add/Update Professional Memberships link on the Resource Profile - Qualifications page).

Note. Resource Matching uses the professional membership information.

Mandate

Enter or modify the authorized mission or goals of the member organization.

Mandate Position

Enter or modify the resource's role or authorized mission in the organization.

Enter the appropriate field values and save the page.

Click to jump to top of pageClick to jump to parent topicModifying Resource Honors and Awards in PeopleSoft Resource Management

Access the Honors and Awards page (click Add/Update Honors and Awards on the Resource Profile - Qualifications page).

Note. Honors and awards history is for information only; it is not used by the Resource Matching process.

Enter the appropriate field values and save the page.

Click to jump to top of pageClick to jump to parent topicModifying Resource Test Results in PeopleSoft Resource Management

Access the Test Results page (click Add/Update Test Results on the Resource Profile - Qualifications page).

Note. Test results are for information only and are not used by the Resource Matching process.

Enter the appropriate field values and save the page. Click Return to Qualification Profile to return to the Resource Profile - Qualifications page.

Note. If you are managing the resource's accomplishments in PeopleSoft HRMS, the Add/Update Test Results link does not appear on the Resource Profile - Qualifications page. You can view—not update—resource test results in the resource profile. Use the PeopleSoft HRMS system to update test results.