Maintaining 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:

Maintain resource objective, areas of specialty, and additional resource information.
Maintain resource work experience.
Maintain resource qualifications.
Maintain resource preferences.
Maintain resource general information.
Enable Secure Data 1 and Secure Data 2
Review resource profiles.

Pages Used to Maintain Resource Profiles

Page Name	Definition Name	Navigation	Usage
Profiles - Overview	RS_ERES_OVERVW	select Resource Management, then select Maintain Resource Profiles, then select Profiles, then select Overview select Resource Management, then select Maintain Resource Profiles, then select My Profile, then select 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	select Resource Management, then select Maintain Resource Profiles, then select Profiles, then select 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.

Maintain Resource Profile Page

Use the Profiles — Secure Data 1 page (RS_SEC_DATA 1) to enable you to secure or unsecure data tabs based on the preference selected in the Installation options.

Navigation

Resource Management, Maintain Resource Profiles,Profiles,Secure Data 1
Click Secure Data 1 on any Resource Profile page.

Use the Profiles - Secure Data 2 page (RS_SEC_DATA 2) to enable you to secure or unsecure data tabs based on the preference selected in the Installation options.

Navigation

Resource Management, Maintain Resource Profiles,Profiles,Secure Data 2
Click Secure Data 2 on any Resource Profile page

Image: Profiles — Secure Data 1 and Secure Data 2

This example illustrates the fields and controls on the Profiles — Secure Data 1 and Secure Data 2. You can find definitions for the fields and controls later on this 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.

Profiles - Overview Page

Use the Profiles - Overview page (RS_ERES_OVERVW) to view or modify a resource's objective, areas of specialty, and additional resource information.

Navigation

select Resource Management, then select Maintain Resource Profiles, then select Profiles, then select Overview
select Resource Management, then select Maintain Resource Profiles, then select My Profile, then select Overview

Image: Profiles — Overview Page

This example illustrates the fields and controls on the Profiles — Overview Page. You can find definitions for the fields and controls later on this page.

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 Up Cross-Application Installation Options.

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.

Profiles - Work Experience Page

Use the Profiles - Work Experience page (RS_ERES_WORK_HIST) to view a resource's work experience information.

Navigation

Click Work Experience on any Resource Profile page.

Image: Profiles - Work Experience page

This example illustrates the fields and controls on the Profiles - Work Experience page. You can find definitions for the fields and controls later on this 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.

Profiles - Qualifications Page

Use the Profiles - Qualifications page (RS_ERES_COMP_ACOMP) to view or modify a resource's qualifications that are stored in the employee source database.

Navigation

Click Qualifications on any Resource Profile page.

Image: Profiles - Qualifications page (1 of 2)

This example illustrates the fields and controls on the Profiles - Qualifications page (1 of 2). You can find definitions for the fields and controls later on this page.

Image: Profiles - Qualifications page (2 of 2)

This example illustrates the fields and controls on the Profiles - Qualifications page (2 of 2). You can find definitions for the fields and controls later on this 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 topic.

Profiles - Preferences Page

Use the Profiles - Preferences page (RS_ERES_PREFS) to view or modify resource preference information.

Navigation

Click Preferences on any Resource Profile page.

Image: Profiles - Preferences page

This example illustrates the fields and controls on the Profiles - Preferences page. You can find definitions for the fields and controls later on this 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.

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.

Profiles - General Info Page

Use the Profiles - General Info page (RS_ERES_GEN_INFO) to view or modify a resource's contact information, job, passports and visas, weekly work days, home airport, assignment restrictions, and flexible resource attribute values.

Navigation

Click General Info on any Resource Profile page.

Image: Profiles - General Info page (1 of 2)

This example illustrates the fields and controls on the Profiles - General Info page (1 of 2). You can find definitions for the fields and controls later on this page.

Image: Profiles - General Info page (2 of 2)

This example illustrates the fields and controls on the Profiles - General Info page (2 of 2). You can find definitions for the fields and controls later on this 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.

Enter or look up the appropriate value for each attribute.

Add

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

Profiles - Resource Profile Page

Use the Profiles - Resource Profile page (RS_RES_PROF_RVW) to review consolidated resource profile information in a resumé format.

Navigation

select Resource Management, then select Maintain Resource Profiles, then select Profiles, then select Resource Profile
Click Resource Profile on any Resource Profile page.

Image: Profiles — Resource Profile Page (1 of 2)

This example illustrates the fields and controls on the Profiles — Resource Profile Page (1 of 2). You can find definitions for the fields and controls later on this page.

Image: Profiles — Resource Profile Page (2 of 2)

This example illustrates the fields and controls on the Profiles — Resource Profile Page (2 of 2). You can find definitions for the fields and controls later on this page.

Image: Profiles — Resource Profiles Contact Information

This example illustrates the fields and controls on the Profiles — Resource Profiles Contact Information. You can find definitions for the fields and controls later on this page.

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:

It is selected during implementation to appear on the Resource Profile display-only summary page.
It contains data for the resource.

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.