By Department Manager ID

Defines the reporting relationship based on information in the Manager ID field on the Department Profile page (DEPARTMENT_TBL_GBL).

By Dept Security Tree

Determines person data access using information from the security tree.

By Group ID

Determines data access using the group ID set up in the group build feature.

By Part Posn Mgmt Dept Mgr ID

Defines the reporting relationship by the Reports To field on the Work Location page (JOB_DATA1) and the information in the Manager ID field on the Department Profile page. This is designed for the organizations that use partial position management. The system searches for reporting relationship based on the Reports To field first, and then department Manager ID field.

By Part Posn Mgmt Supervisor

Defines the reporting relationship by both the Reports To and the Supervisor ID fields on the Work Location page. This is designed for the organizations that use partial position management. The system searches for reporting relationship based on Reports To field first, and then the Supervisor ID field.

By Reports To Position

Defines the reporting relationship based on information in the Reports To field on the Work Location page.

By Supervisor ID

Defines the reporting relationship based on information in the Supervisor ID field on the Work Location page.

Time Management

• Request Absence

• View Absence Balances

• View Absence History

Job and Personal Information

• View Employee Personal Info

• Request Reporting Change

• Transfer Employee

• Promote Employee

• Request Location Change

• Change Full/Part Time Status

• Retire Employee

• Terminate Employee

Compensation and Stock

• Request Ad Hoc Salary Change

• View Total Rewards

• View Compensation History

• View Employee Stock Option Summary

Development

• View Current Team Profiles

• View Team Historical Profiles

• View Team Interest Lists

Performance Management

• Create Performance Documents

• Create Development Documents

• View Performance Documents

• View Development Documents

Career Planning

• Manage Career Plans

• View Career Progression Chart

Succession Planning

• Manage Succession Plans

• View Succession 360

• Compensation Proposal

• Job Offer

• Job Opening

• Manage Payable Time

• Manage Reported Time

• Manager Absence Approve

• Military Rank Change

• Nonperson Profiles

• Performance Document

• Person Profiles

• Promotion

• Reporting Change

• Transfer

• Federal Employee Addr Change

• Federal Employee Mar Change

• Federal Employee Name Change

• Federal Full Time/Part Time Change

• Federal Location Change

• Federal Promotion

• Federal Reassignment

• Federal Reporting Change

• Federal Retirement

• Federal Separation

Display Name (frozen)

First Name (off)

Last Name (off)

Actions (frozen)

Potential

Job Title

Performance Rating Bar

Compa-Ratio (off)

Position in Salary Range

Employee ID

Job Code

Years in Job

Job Title

Schedule

Telephone

Email

Department (off)

Location (off)

Instant Message (off)

Review Date

Relocate?

International?

Travel?

Annual Salary

Salary Currency

Salary Range Minimum

Salary Range Midpoint

Salary Range Maximum

Compa-Ratio

Quartile

Percent Range

Last Rating

Period Begin Date

Period End Date

Comp Time Balance (from Time & Labor)

Vacation Balance (from Time & Labor)(off)

Sick Balance (from Time & Labor)(off)

Leave Balance 1 (from Absence Management)

Leave Balance 2 (from Absence Management)

Leave Balance 3 (from Absence Management)(off)

Key Position

Successors

Risk of Leaving

Impact of Loss

Alerts Pagelet Setup

UX_ALERT_SETUP

Set Up HRMS, Common Definitions, Manager Dashboard, Alerts Pagelet Setup, Alerts Pagelet Setup

Set up the Alerts pagelet for Manager Dashboard. Define what options are available to users when setting personal preferences as well as identify the alert levels and number of alerts you want to display in the Alerts pagelet.

Note. The Talent Summary, Licenses and Certificate pagelet uses the setup definitions defined for the Expiring Licenses/Certifications row.

Approvals Pagelet Setup

UX_APPR_PLT_CFG

Set Up HRMS, Common Definitions, Manager Dashboard, Approvals Pagelet Setup, Approvals Pagelet Setup

Set up the Approvals pagelet by identifying transactions you want to support and defining date notification rules.

Direct Reports Pagelet Setup.

UX_DIR_PLT_CFG

Set Up HRMS, Common Definitions, Manager Dashboard, Direct Reports Pagelet Setup, Direct Reports Pagelet Setup

Set up the Direct Reports pagelet by defining how you want to display information to your managers about their direct reports.

Define Application

GP_ELN_APP

Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Elements, Define Application, Define Application

Define application data for the Manager Dashboard attributes. The Application Definition page defines the structure of the absence management data that will be mapped to the columns in the Direct Line Reports pagelet grid. This is used in conjunction with a List Set Definition to associate leave types by country to each of the three columns.

See Defining Applications.

Define List Set

GP_ELN_SET

Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Elements, Define List Set, Define List Set

Define list sets for the Manager Dashboard direct line reports by mapping your element groups to the MGR_DASHBOARD list set. The Application field value must be MGR_DASHBOARD.

See Understanding Applications and List Sets, Setting Up List Sets.

Target Information

SS_LINK_TBL

Set Up HRMS, Common Definitions, Direct Reports for Managers, Direct Reports Setup, Target Information

Identify access types for the Direct Line Reports pagelet. The employees listed in the Direct Line Reports pagelet are based on the logged in manager and the access type selected for the pagelet component UX_DIRECTS_PLT when using setting up data for Manager Dashboard. As delivered, the Access Type field value is set to By Part Posn Mgmt Supervisor (by partial position management supervisor).

See Understanding the Direct Line Reports Pagelet Features, Setting Up Access to Direct Reports Data.

Alert Types

Select to have the Alert Types to Include group box available on the Personalize Alerts page for the user. This enables the manager to specify specific alert types he or she wants to see on the Alerts pagelet. For a list of alert types, see the Understanding Alerts section.

See Understanding Alerts.

Deselect this check box to have all alert types display on the Alerts pagelet and to remove the ability for the manager to select alert types on his or her personalization page.

Alert Levels

Select to have the Alerts Level to Display group box available on the Personalize Alerts page for the user. This enables managers to specify which levels of alerts they want or doesn’t want to see on the Alerts pagelet. Alert types include:

• Critical

• Warning

• Informational

Deselect this check box to hide the Alerts Level to Display group box on the Personalize Alert page for the user, preventing the manager from choosing which alert level he or she wants to display. With this check box deselected, only those alert levels you select in the Alerts Level to Display group box on this page will display on the Alerts pagelet.

Number of Alerts to Display

Select to have the Number of Alerts to Display group box available on the Personalize Alerts page for the user. This enables the user the ability to change the number of alerts that will show on the Alerts pagelet.

Deselect this check box to hide the Number of Alerts to Display group box on the Personalize Alert page for the user and prevent managers from identifying the maximum number of alerts that show display on the Alerts pagelet. Instead, the Alerts pagelet will display up to the number of alerts defined in the Number of Alerts field on this page.

Critical ( )

Select to have critical level alerts with the corresponding icon appear on the Alerts pagelet next to the alert type. When you deselect this check box, the Critical alerts option will be unavailable to the user on the Personalize Alerts page and these alerts will not display on the pagelet.

Warning ( )

Select to have warning level alerts with the corresponding icon appear on the Alerts pagelet next to the alert type. When you deselect this check box, the Warning alerts option will be unavailable to the user on the Personalize Alerts page and these alerts will not display on the pagelet.

Informational

Select to have all informational level alerts with the corresponding icon appear on the Alerts pagelet next to the alert type. When you deselect this check box, the Informational alerts option will be unavailable to the user on the Personalize Alerts page and these alerts will not display on the pagelet.

Number of Alerts

Enter the maximum number of alerts that should appear in the Alerts pagelet when user first opens the pagelet. The user can override this number when the Number of Alerts to Display check box is selected on this page. If the number of alerts for the manager exceeds this number, the user can click the View All link on the pagelet to view the additional alerts.

Sequence

Enter the priority number for the alert type. The alerts on the pagelet are sorted first by alert level, and then by this sequence number.

Include

Select to include this type of alert on the Alerts (Manager Dashboard) and Licenses and Certifications (Talent Summary) pagelets.

When an alert type and the Alert Types check box in User Changes Allowed group box of this page is selected, users can choose to include or exclude this alert type on the Manager Dashboard - Alerts pagelet using the Personalize Alerts page.

Alert Type

Displays the name of the alert type. You can define different options for each of the seven alert types.

Days for Critical Alerts

Enter the number of days prior to an event's due date or expiration date to identify when the system should display the alert type as critical.

Days for Warning Alerts

Enter the number of days prior to an event's due date or expirations date to identify when the system should display the alert type as a warning.

Days for Informational Alerts

Enter the number of days prior to a due date of an event for which the system should define the alert as informational for this alert type.

Maximum Days to View in Past

Enter the number of day after the due date of an event that the system should show this alert type. Overdue alerts will appear as critical. Past due alerts that have exceeded the number of days specified here will not display on the Alerts pagelet.

Allow to Delete

Select this check box to enable the user to delete this type of alert from the Alerts pagelet.

Deselect this option to hide the delete icon for this type of alert from the Alerts pagelet.

Maximum Number of Approvals

Enter the maximum number of approvals that should appear in the Approvals pagelet on the Manager Dashboard.

Display Warnings Based On

Chose the method the system should use to notify managers of an upcoming approval that requires their approval. The system uses this information to determine the date to calculate and display the overdue and standard warning icons in the pagelet grid. Valid values are:

• Approval Receipt Date - reflects the date the manager received the approval in his or her queue.

• Transaction Effective Date - reflects the date on which a transaction becomes effective or occurs. For example, the date on which a promotion will take place.

The value you select here will determine the label text for the overdue and standard warning days fields.

Display Overdue Warnings

Select this check box to have the Response overdue icon display in the Warning column on the Pending Approvals pagelet. This works in conjunction with the overdue warning days field on this page. These approvals will appear first for each approval type.

Display Overdue Warnings -__ days after Approval Receipt Date

This field is available when you select Approval Receipt Date in the Display Warnings Based On field and select the Display Overdue Warnings check box.

Enter the number of days after a manager has received an approval request that the system should mark a pending approval as overdue. For example, you enter 7 in this field. An employee submits an approval request on October 20. On October 27, and forward, the system will mark this pending approval with the Response overdue icon.

Note. This number should be larger than the number in the Display Standard Warnings __ days after Approval Receipt Date field, if both warnings are selected to display.

Display Overdue Warnings -__ days before Transaction Effective Date

This field is available when you select Transaction Effective Date in the Display Warnings Based On field and select the Display Overdue Warnings check box.

Enter the number of days before a transaction is to take place to mark a pending approval as overdue and requiring a response. For example, you enter 5 in this field. An employee is eligible for a promotion on October 20. On October 15, and forward, the system will mark this pending approval with the Response overdue icon.

Note. This number should be smaller than the number in the Display Standard Warnings __ days before Transaction Effective Date field, if both warnings are selected to display.

Display Standard Warnings

Select this check box to have the Response due icon display in the Warning column on the Pending Approvals pagelet. This works in conjunction with the standard warning days field on this page. These approvals will appear after approvals with overdue warnings for each approval type.

Display Standard Warnings __ days after Approval Receipt Date

This field is available when you select Approval Receipt Date in the Display Warnings Based On field and select the Display Overdue Warnings check box.

Enter the number of days after a manager has received an approval request that the system should mark a pending approval with a standard warning requiring a response. For example, you enter 3 in this field. An employee submits an approval request on October 20. On October 23 the system will mark this pending approval with the Response due icon and it will remain until the warning days number on this page is reached.

Note. This number should be smaller than the number in the Display Overdue Warnings __ days after Approval Receipt Date field, if both warnings are selected to display.

Display Standard Warnings __ days before Transaction Effective Date

This field is available when you select Transaction Effective Date in the Display Warnings Based On field and select the Display Standard Warnings check box.

Enter the number of days before a transaction is to take place to mark a pending approval with a standard warning requiring a response. For example, you enter 10 in this field. An employee is eligible for a promotion on October 20. On October 10 the system will mark this pending approval with the Response due icon and remain until the warning days number is reached.

Note. This number should be larger than the number in the Display Overdue Warnings __ days before Transaction Effective Date field, if both warnings are selected to display.

Sequence

Enter a priority number for an approval transaction to determine the order in which the approvals should appear in the Pending Approvals pagelet. The lower the number, the earlier the approvals of that type are displayed in the pagelet grid.

Transaction Description

Select the approval transactions you support in your organization. The descriptions come from the Workflow Transactions registry (Set Up HRMS, Common Definitions, Approvals, Workflow Transactions). This is also the description that will appear in the pagelet. AWE transactions are listed in the Understanding Approvals section of this chapter.

See Understanding Approvals.

Include

Select to have the Pending Approvals pagelet display an approval transaction type. An approval transaction will not display on the pagelet if this check box is deselected.

Actions

Select this check box to make the Action menu drop-down list available in the grid. This enables the user to quickly access the manager self service pages to complete transactions for his or her employees. The Action menu values are configured through PeopleSoft Related Content Services. This framework enables developers and subject matter experts to link application pages with contextually relevant collaborative content.

See Delivered Manager Self Service Transactions Available from the Manager Dashboard

See Understanding Related Actions and Self Service Transactions.

For more information, see the PeopleBook PeopleTools 8.52: PeopleTools Portal Technologies, “Developing and Configuring Related Content Services”.

Instant Message

Select this check box to have the grid display IM availability for an employee.

The instant message presence icon must be enabled in the Org Chart Viewer for the Direct-Line Reports org view type for the Manager Dashboard to display an IM icon. To activate this functionality for direct line reports, navigate to Set Up HRMS, Common Definitions, Org Chart Viewer, Chart and Profile Settings. Access the component for the org view type Direct-Line Reports. The Manager Dashboard first checks the Org Chart Content page to see if the Instant Message Presence Icon field is selected and the IM protocol and IM Domain fields are entered. If these options are not defined, then the system checks the Profile Content page for this same information. If none of these IM options are defined in the Org Chart Viewer for Direct-Line Reports, the IM column will not be available on the Direct Line Reports pagelet.

When using the XMPP protocol for instant messaging, you will also need to navigate to My System Profile at the root menu and on the General Profile Information page add the XMPP protocol domain, user ID, and password for the user.

Show Domain Name In Emails

Select this check box to have the domain name appear in the person’s email. The domain name is the text that appears after the @ sign in an e-mail address.

Deselect this check box to have the system hide the domain name. This will save space on the page and avoid redundancy, such as when all employees have the same domain name in their business e-mail address.

Document Type

Enter the document type the system should use to retrieve employee performance ratings. The system will retrieve ratings from the last closed document of the document type specified in this field.

If the document type is not specified, or the employee does not have a completed performance rating from the specified document, the performance rating information will not display.

Allow Empty Position

Select to display empty positions on the Direct Line Reports pagelet when using Position Management. Deselect this check box to hide unfilled positions from the manager.

Shows direct reports

Yes

Yes

Shows indirect reports

No

Yes

Shows empty position when Allow Empty Position is selected

Yes

Yes

Show empty position when Allow Empty Position is deselected

No

No

Shows inactive employees

No

Yes, but only when needed for drilling purposes.

Balance Type 1, 2, and 3

Select to enable any one of three user configurable Absence Management Leave Balance fields.

The Balance Type 1 and Balance Type 2 options are selected by default and represent vacation and sick leave. To adjust for this, the Time and Labor Vacation Balance and Sick Balance options are deselected in the Columns group box. The default options for the Balance Type 3 are cleared.

Balance Type 1, 2, and 3 Label

Enter the column label that will appear in the column header for each of the three Absence Manager columns in the Direct Line Reports grid.

The system delivers the Balance Type 1 Label field text as Vacation by default and the Balance Type 2 Label field text as Sick by default.

HR

• Job Data

• Plan Careers

• Manage Profiles

• Talent Summary header

• Impact of Loss vs Risk of Leaving box in the Talent Summary header

• Career History

• Career Planning

• E&G Special Projects

• Education

• Honors and Awards

• Interest Lists

• Job Related Competencies

• Licenses and Certifications •

• Personal Competencies

• Responsibilities

• Special Projects

Compensation

• Base Salary History

• Current Salary

• Total Rewards

ePerformance

• Performance vs Potential Ratings box in the Talent Summary header

• Performance History (graphical)

• Performance History (grid)

Plan Successions

Succession Options

Enterprise Learning Management (ELM)

Learning

Header Fields

HCTS_SETUP

Set Up HRMS, Common Definitions, Talent Summary, Talent Summary Setup, Header Fields.

Identify the fields and the order in which they should display in the header of the Talent Summary page.

Header Rate Boxes

HCTS_SETUP_RATEBOX

Set Up HRMS, Common Definitions, Talent Summary, Talent Summary Setup, Header Rate Boxes.

Set up the header ratings boxes for the Talent Summary page.

Other Pagelets

HCTS_SETUP_PAGELET

Set Up HRMS, Common Definitions, Talent Summary, Talent Summary Setup, Other Pagelets

Define setup data for pagelets that appear within the Talent Summary page.

Alerts Pagelet Setup

UX_ALERT_SETUP

• Click the Configure Alert Icons link on the Other Pagelets page.

• Set Up HRMS, Common Definitions, Manager Dashboard, Alerts Pagelet Setup, Alerts Pagelet Setup

Set up the alert rules for the Licenses and Certifications pagelet on the Talent Summary page.

Install Defaults - Pagelets

LM_IN_DFLT_DASHBRD

Set Up ELM, Install Defaults, Pagelets

Configure the Learning pagelet rules. The Install Defaults - Pagelet page in ELM contains three configuration options pertaining to the Learning pagelet in the HRMS product to define the maximum number of rows the system should retrieve as well as define warning status dates for learning plans and learning objectives.

Note. This page is accessible through the ELM product database only.

See UX_ALERT_SETUPPeopleSoft Enterprise Learning Management PeopleBook, “Defining Defaults”.

Line Number

Select the fields in the order you want them to display. If one of the rows is deleted, the line numbers will be automatically re-ordered when the page is saved.

Display Field

Select fields that should appear in the header according to the designated column.

Note. The Talent Summary header fields use the Set Up HRMS, Common Definitions, Org Chart Viewer, Chart and Profile Field Map component to define the field mappings in the header. Valid values for the Display Fields are those field mapping IDs that have General designated in the Section column.

See Defining the Org Chart and Profile Page Field Mappings.

Display field values that come from Personal and Job Data are:

• Address

• Birthday

• Building

• Date in Current Job

• Email

• Employee ID

• Full Time/Part Time

• HR Status

• Job Code

• Job Title

• Last Start Date

• Location

• Organizational Relationship

• Reports Count - Total

• Work Phone

• Years in Current Job

• Years of Service

Display field values that come from Succession Planning are:

• Talent Category

• Potential Rating

Display field values that come from ePerformance are:

• Last Performance Period

• Last Performance Rating

Display IM Icon (display instant messenger icon)

Select this check box to display or hide the IM presence icon in the header of the Talent Summary page.

The instant message presence icon must be enabled in the Org Chart Viewer for Direct-Line Reports for the Talent Summary page to display a chat icon. To activate this functionality for direct line reports, navigate to Set Up HRMS, Common Definitions, Org Chart Viewer, Chart and Profile Settings. Access the component for the org view type Direct-Line Reports. The Talent Summary page first checks the Org Chart Content page to see if the Instant Message Presence Icon is selected and the IM Protocol and IM Domain fields are entered. If these options are not defined, then the system checks the Profile Content page for this same information. If none of these IM options are defined in the Org Chart Viewer - Chart and Profile Settings page for Direct-Line Reports, the chat icon will not be available on the Talent Summary page header.

See Identifying Fields on the Org Chart Page for the Org Chart View Types.

See Identifying Fields on the Profile Page for the Org Chart View Types.

When using the XMPP protocol for instant messaging, you will also need to navigate to My System Profile at the root menu and on the General Profile Information page add the XMPP protocol domain, user ID, and password for the user.

Display Performance Versus Potential Ratings Box

Select this box to display the Performance versus Potential ratings box on the header of the Talent Summary page. The Performance versus Potential Ratings box displays the performance rating from the most recently completed performance document and the potential rating from career planning.

When no data is available for the ratings box, the box will not appear and the page will display text that performance or potential rating data does not exist.

Performance Document Type

Select the performance document type that should be used for the Overall Performance Rating for the Performance versus Potential ratings box. These values are defined in the Document Types component by navigating to Set Up HRMS, Product Related, ePerformance, Document Structure, Document Types.

Performance Rating Axis

Select an option in this field to configure the maximum value for the x-axis. The values in this drop-down are 1-5. This number defines the ratings box size, along with the y-axis.

Performance Axis Label

Specify the label for the performance x-axis.

Potential Rating Axis

Select an option in this field to configure the maximum value for the y-axis. The values in this drop down are 1-5.

Potential Axis Label

Specify the label for the performance y-axis.

Rating Model

Identify the rating models you wish to use in the performance rating axis. Rating models are managed in the Rating Model table by navigating to Set Up HRMS, Product Related, Profile Management, Content Catalog, Rating Model.

(View Detail icon)

Click this icon to open the Review Rating Model Table page and view details about this rating model.

Performance Rating Model Mapping - Rating Box Value

Map a performance rating axis value to each rating within a rating model. The system uses this information to determine where a person’s performance rating should display in the ratings box on the header of the Talent Summary page when a rating model may not match the performance rating axis values defined on this page. The values run from 1 to the value defined in the Performance Rating Axis field.

Potential Rating Mappings - Rating Box Value

Map a rating box value to each potential rating type. The system uses this information to determine where a person’s potential rating should display in the ratings box on the header of the Talent Summary page. The values run from 1 to the value defined in the Potential Rating Axis field.

Display Risk of Leaving Versus Impact of Loss

Select this box to display the Risk of Leaving Versus Impact of Loss ratings box on the header pagelet of the Talent Summary page. When no data is available for the ratings box, the box will not appear and the page will instead display text that risk of leaving or impact of loss data does not exist.

Risk Axis Label

Specify a label for the risk of leaving x-axis.

Impact Axis Label

Specify a label for the impact of leaving y-axis.