Using the Talent Summary Pagelets

This chapter provides an overview of the Talent Summary page content and layout and discusses how to:

• Display the Talent Summary page and pagelets.

• View the HR Job and Plan Careers pagelets.

• View the HR Manage Profiles pagelets.

• View the Compensation pagelets.

• View the ePerformance pagelets.

• View the Plan Succession pagelet.

• View the Enterprise Learning Management pagelet.

Understanding the Talent Summary Content and Layout

The Talent Summary page provides managers with a comprehensive view of talent data related to an individual employee through the use of a dashboard. With the Talent Summary pagelets, managers have access to an employee’s talent data from one location instead of accessing several components separately.

Use the Talent Summary page to manage and analyze information about your workforce. This page enables you to:

• View an employee’s profile details such as competencies, responsibilities, and certifications.

• Examine career and succession plans for your employees.

• View employee compensation data and compare it to the job salary range.

• Analyze performance history.

• Assess your staff’s learning and education.

Note. The system checks direct report access for the Talent Summary page as a whole as well as for access to the contents of each pagelet. If a manager does have security access to the component, the related pagelets will not show up in the dashboard. If a manager has access to the component, but not to the direct reports access needed for the component, then the related pagelet will display a message that the manager does not have access to this information for the employee.

For a list of pagelets delivered with the Talent Summary feature, see the Understanding the Talent Summary Dashboard Pagelets and Setup section of the setup chapter.

See Understanding the Talent Summary Dashboard Pagelets and Setup.

Customizing the Talent Summary Page

You can also customize the look of your Talent Summary page. On the Talent Summary dashboard, you can drag and drop pagelets to a desired location on the page. You can also minimize or remove pagelets from the dashboard by using the corresponding icons in the header. To have a pagelet appear after deleting it from the dashboard, access the Personalize Content: Talent Summary page to select the pagelet.

To further personalize Talent Summary dashboard content and layout, use the Personalize Content and Layout links:

• The Personalize Content: Talent Summary page–enables you to select or deselect pagelets you wish to view on your Talent Summary page.

• The Personalize Layout: Talent Summary page–enables you to determine whether you want your Talent Summary page to display in a 2- or 3-column layout. You will also select which pagelets should appear in which column.

Note. The pagelets available on the Personalize Content page are based on permission lists. If a user does not have access to a permission list, for example, if the Manager Dashboards - JPM (HCCPJP2200) permission list is removed from the Manager Dashboard role, the profile based pagelets may not be listed for selection from the Personalize content page.

See Also

Understanding Accessing Direct Line Report Information on the Dashboard Pagelets

Defining the Manager Dashboard Content and Layout

Displaying the Talent Summary Page and Pagelets

This section discusses how to:

• Select a direct or indirect report to view on the Talent Summary page.

• View the Talent Summary page and header.

Pages Used to Display the Talent Summary Page and Pagelets

Selecting a Direct or Indirect Report to View on the Talent Summary Page

Access the Talent Summary - Employee Selection Criteria page (Manager Self Service, Talent Summary).

View information about your direct and indirect reports. As a higher level manager, you will see your employees in a hierarchical list, or hierarchal grid (Hgrid) format. This enables you to expand or collapse the list to view or hide the indirect reports that report to your direct report managers.

Viewing the Talent Summary Page and Header

Access the Talent Summary page (Click Select for an employee on the Talent Summary - Employee Selection Criteria page).

The fields in the header are defined by the administrator and may vary from what is shown here.

Viewing IM Icons in the Header

Different IM icons will be displayed based on the following:

See Also

Understanding the Talent Summary Dashboard Pagelets and Setup

Setting Up the Header Ratings Boxes

Viewing the HR Job and Plan Careers Pagelets

This section discusses:

• Viewing the Career History pagelet.

• Viewing the Career Planning pagelet

Viewing the Career History Pagelet

The Career History pagelet displays job summary information for the employee.

This pagelet displays a grid with a list of jobs that the employee holds and has held in the past, most recent jobs first.

See Also

Viewing Worker Job History

Viewing the Career Planning Pagelet

The Career Planning pagelet displays career paths for the employee.

Use this pagelet to view the mobility preferences for an employee. The pagelet may also display up to 3 grids to view the employee’s different types of career paths: the Official Path, the Manager Approved Path, and the Personal Path, if applicable. The grids will appear only when there is data to display. The Personal Path grid will appear only if it has data to display and if the employee has not marked the personal career path as private.

See Also

Creating and Updating Person Profiles

Planning Careers

Viewing the HR Manage Profiles Pagelets

This section discusses:

• Viewing the Education pagelet.

• Viewing the Honors and Awards pagelet.

• Viewing the Interest List.

• Viewing the Job Related Competencies pagelet.

• Viewing the Personal Competencies pagelet.

• Viewing the Licenses and Certifications pagelet.

• Viewing the Responsibilities pagelet.

• Viewing the Special Projects pagelet.

• Viewing the E&G Special Projects pagelet.

See Also

PeopleSoft HR 9.1 PeopleBook: Manage Profiles

PeopleSoft eDevelopment 9.1 PeopleBook

Pages Used to View Additional Manage Profiles Pagelet Content

Viewing the Education Pagelet

The Education pagelet displays the schools attended and degrees completed by this employee.

Up to two grids can display on this pagelet: the School Education grid and the Degrees grid. If there is not data to populate one of the grids, only one grid will appear.

View an employee’s schooling and degrees acquired. You can click the names of the education level and degree name links to open the Profile Details page and view additional details about this employee’s education.

Viewing the Honors and Awards Pagelet

The Honors and Awards pagelet displays the honors and awards this employee has received.

Managers use this pagelet to view a list of honors and awards obtained by an employee and the date it was received. The grid sorts the information by received date, more recent first.

Viewing the Interest List Pagelet

The Interest List pagelet displays the job profiles in which an employee may have an interest.

Profile	Displays a list of job profiles (in this case typically jobs or positions) that are of interest to the employee. Click the profile name link to open the Manager Self-Service Job Profile page and view more information about the job’s profile, such as competencies, responsibilities, or qualifications.
Assigned By	Identifies the person that added this job profile to the employee’s interest list.
Compare Profiles	Click the Compare icon button to open the Compare Profiles - Match Result page to compare this job’s skills and competencies with that of the employee’s current skills and competencies.
View All <number>	Click this link when the employee is associated with more than five profiles and view all profiles on the interest employee’s list.
Interest List	Click this link to open the Team Interest List page in Manager Self Service. There you can review, update, or delete job interests for this person.

Viewing the Job Related Competencies Pagelet

The Job Related Competencies pagelet displays the list of competencies associated with this employee’s job (non-person) profile compared to the employee’s (person) profile.

This pagelets displays the primary nonperson profile type as the target profile. Define Primary profile types by navigating to Set Up HRMS, Product Related, Profile Management, Profiles, Assign Default Profile Types. For example, if the Primary NonPerson Profile Type field is JOB, only the profile competency types of JOB will show.

This pagelet displays a bar graph of the target versus actual proficiencies for competencies found on the job (non-person) profile related to the employee. The vertical line on the graphic represents the minimum target level an employee should have in this job. The colored horizontal bars represent the employee’s proficiency level.

The color of the bar changes based on these employee proficiency levels:

• Red bar that appears below the target line: Employee’s proficiency is less than the target level of the job.

• Dark gray bar that appears even with the target line: The employee is on target and matches the target level for a competency.

• Green bar that appears beyond the target line: The employee exceeds that of the target level for the job.

• Only the light gray competency bar appears: The employee has not been rated for this job competency.

Pause over a competency bar to view the full name of the competency, the target level rating, and the employee’s rating. Click the bar to open the View Profiles page to see additional details about the rating for this employee.

The types of evaluations to display and the number of year to display them are defined on the Talent Summary Setup - Other Pagelets page.

See Defining Setup Data for Pagelets within the Talent Summary Page.

Note. Competencies that the employee has been rated on but not associated with the employee’s non-person job profile are visible on the Personal Competencies pagelet.

Viewing the Personal Competencies Pagelet

The Personal Competencies pagelet displays the list of competencies associated with this employee’s person profile, but not the employee’s job (non-person) profile.

Competency

Click the competency name link to open the View Profile page and view more details about the competency rating for this person. For competencies that have multiple reviewers for the same evaluation type, data for the most recent effective date displays on the pagelet. The types of evaluations to display and the number of years to display them are defined on the Talent Summary Setup - Other Pagelets page. See Defining Setup Data for Pagelets within the Talent Summary Page.

View All <number>

Click this link when more than five non-job related competencies are associated with the employee’s person profile.

Viewing the Licenses and Certifications Pagelet

The Licenses and Certifications pagelet displays the licenses and certificate held by this employee and their expiration date.

The grid sorts the rows by expiration date, then by issued date.

Viewing the Responsibilities Pagelet

The Responsibilities pagelet displays the list of responsibilities associated with an employee’s person profile.

Responsibilities	Lists the responsibilities held by this employee as defined on the person profile. Click the responsibilities name link to open the Profile Details page and view additional information about the responsibilities.
View All <number>	Click this link when more than five responsibilities are listed on the employee’s person profile.

Viewing the Special Projects Pagelet

The Special Projects pagelet displays projects assigned to this employee.

Employer	Lists the projects assigned to this employee. Projects are sorted by completion date. Click the employer name link to open the Profile Details page. The number or years to display a project is defined on the Talent Summary Setup - Other Pagelets page. See Defining Setup Data for Pagelets within the Talent Summary Page.
View All <number>	Click this link when more than five projects are listed for the employee.

(E&G) Viewing the E&G Special Projects Pagelet

The E&G Special Projects pagelet displays Education and Government projects assigned to this employee.

Project	Lists the E&G projects assigned to this employee. Projects are sorted by completion date. Click the project name link to open the Profile Details page. The number or years to display a project is defined on the Talent Summary Setup - Other Pagelets page. See Defining Setup Data for Pagelets within the Talent Summary Page.
View All <number>	Click this link when more than five projects are listed for the employee.

Viewing the Compensation Pagelets

This section discusses:

• Viewing the Base Salary History pagelet.

• Viewing the Current Salary pagelet.

• Viewing the Total Rewards pagelet.

Viewing the Base Salary History Pagelet

The Base Salary History pagelet displays the compensation history for an employee.

Use this pagelet to view salary change history. The pagelet displays the last five years of compensation. Pause over the graph line points to view the exact employee’s salary for a specific year.

Note. In order for the pagelet to display data, it may be necessary to modify the access type for the View Compensation History (HR_SS_MG_COMP_HIST) component on the Direct Reports Configuration page by navigating to Set Up HRMS, Common Definitions, Direct Reports for Managers, Configure Direct Reports UI.

Viewing the Current Salary Pagelet

The Current Salary pagelets displays the salary range for an employee’s job and where the employee falls within that range.

The pagelet displays the minimum, midpoint, and maximum of the salary grade for this employee’s job. The arrow icon that runs across the salary range bar indicates the employee’s compa-ratio. The percentage that appears is in comparison to the midpoint of the range. You can pause over the arrow icon to view the employee’s actual salary.

See Also

Administering Salary Plans, Grades, and Steps

Viewing the Total Rewards Pagelet

The Total Rewards pagelets displays the composition of an employee’s compensation and rewards package.

Use this pagelet to view a summary chart depicting a graphical representation of compensation and benefit summary information. The pagelet displays the most recent total rewards information for the employee.

The top of the pagelet displays the employee’s total rewards value amount. Pause over various pie slices in the graphic to see the amount associated with each rewards component and its percentage of the reward. Click each individual pie slice to view more details about that reward. For example, a health benefit may represent 10 percent of your total reward, and by clicking the Health pie slice, you can see that the benefit is comprised of health and dental insurance.

Note. The Total Rewards pagelet will display data only when the Total Rewards feature has been implemented.

See Also

Implementing the Total Rewards Statement

Viewing the ePerformance Pagelets

The Talent Summary page delivers two performance history pagelets and the user can choose to display either of them.

Data for the graph and grid is derived from the completed performance documents for an employee. The manager listed on the performance document can access both current and historical documents. When managers have access to the View Only Documents transaction, they can view any document for direct or indirect reports based upon the Direct Reports setup. This includes past documents for which the employee was not their direct or indirect report. If the manager does not have access to the View Only Documents transaction, then access is limited to the Historical Documents transaction where the user is listed as a manager on the document.

Note. It is best to use the graphical view of performance history when the rating model has not changed over performance periods. However, if the rating model has changed one or more times, it may be better to use the table grid view. The graphical view does not represent a change in rating model.

This section discusses:

• Viewing the Performance History pagelet as a graph.

• Viewing the Performance History pagelet in a table grid.

Viewing the Performance History Pagelet as a Graph

This Performance History pagelet displays the overall rating (y-axis) for an employee from past performance periods (x-axis) using a bar graph.

We recommend that you use the graphical view when the rating model has not changed over performance periods.

This pagelet displays a bar graph. The colored vertical bars represent the employee’s overall performance rating for the period specified. Each distinct job title is represented by a different colored bar. A legend for each job title appears below the graph. The administrator determines the document type and how many periods worth of data to show on the Talent Summary Setup - Other Pagelets page.

See Defining Setup Data for Pagelets within the Talent Summary Page.

Pause over a period rating bar to view the performance dates and employee rating. Click the bar to open the Document Details page to see additional details about the rating for this employee and access the performance evaluation.

See Also

Viewing Evaluation Ratings

Viewing the Performance History Pagelet in a Table Grid

This Performance History pagelet displays the overall rating for an employee from past performance periods using a table grid.

If a rating model has changed one or more times over performance periods, it is recommended you use the grid view. The graphical view does not represent a change in rating model. This format also supports ADA (Americans with Disability Act of 1990) accessibility.

The administrator determines the document type and how many periods worth of data to show on the Talent Summary Setup - Other Pagelets page.

See Defining Setup Data for Pagelets within the Talent Summary Page.

The grid sorts the rows by period end date, most recent first.

See Also

Viewing Evaluation Ratings

Viewing the Plan Succession Pagelet

This section discusses viewing the Succession Options pagelet.

Viewing the Succession Options Pagelet

The Succession Options pagelet displays all positions, jobs, and persons for which the employee is slated as a successor.

This pagelet displays succession plan data for which a manager has access to. The rows in the grid are sorted by status then readiness.

Viewing the Enterprise Learning Management Pagelet

This section discusses viewing the Learning pagelet.

Viewing the Learning Pagelet

The Learning pagelet displays an overview of learning activities for a particular employee. This information comes from the Enterprise Learning Management (ELM) system.

Use this pagelet to see an overview of learning activities of an employee. This pagelet highlights required learning and certifications which are expired or in warning status, with the Past Due and Due Soon warnings appearing first. The pagelets presents the activities, programs, and catalog items in Planned status.

The View drop-down field enables you to filter the data that you see in the grid.

See Also

PeopleSoft Enterprise Learning Management PeopleBook, “Defining Defaults”.