Configuring Employee Snapshot
The Employee Snapshot shows managers a variety of human resources and talent-related information about an employee. The PeopleSoft system enables administrators to determine what items and date ranges to display these items.
These videos demonstrate the Fluid Employee Snapshot pages for an administrator:
Image Highlights, PeopleSoft HCM Update Image 24: Employee Snapshot Configuration Enhancements
To set up the Employee Snapshot, use the Configure Employee Snapshot (HCTS_ESNAP_CFG_FL) component.
Note: When you apply the new configuration pages and component, an AE conversion will run as part of the change package and copy the configuration setup you have defined on the Talent Summary Setup - Other Pagelets Page. After the initial run of the AE process, you can update the Configure Employee Snapshot pages to override the values that came from the Talent Summary Setup component. These setup tables are now unique to their own business processes and updating one will not update the other.
These topics discuss the page layout and how to set up Employee Snapshot configuration options.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
HC_HCTS_ESNAP_CFG_FL_GBL (cref of the tile) |
Access the configuration pages for Employee Snapshot. |
|
|
HCTS_CFG_COMP_FL |
Identify the number of years to display competencies for the evaluation types you have defined on this page. |
|
|
Configure Employee Snapshot - Licenses and Certifications Page |
HCTS_CFG_LICRT_FL |
Determine if you want to compare the competencies held by a person to their job profile and when to alert a manager of expiring items. |
|
HCTS_CFG_PRJCT_FL |
Enter the number of years to display special projects assigned to the employee. |
|
|
HCTS_CFG_PERF_FL |
Identify the performance document type and number of previous reviews to display. |
|
|
Configure Employee Snapshot - Performance versus Potential Page |
HCTS_CFG_PP_BOX_FL |
Set up the Performance versus Potential ratings box for the Employee Impact tile. |
|
HCTS_CFG_RATE2_SCF |
Map a performance rating axis value to each rating within a rating model. |
|
|
HCTS_CFG_RL_BOX_FL |
Set up the Risk versus Loss ratings box for the Employee Impact tile. |
|
|
HCTS_CFG_SUCC_FL |
Select which of the employee’s succession plans should display on the Succession Plans tile and page based on the plan’s status. |
Administrators use the Configure Employee Snapshot tile to access the configuration pages for Employee Snapshot.
Navigation
The Configure Employee Snapshot tile is delivered as part of the Talent Administrator home page, but the location can change if you change the delivered home pages or if administrators personalize their home pages.
Image: Configure Employee Snapshot Tile
This example illustrates the Configure Employee Snapshot tile.
Click the Configure Employee Snapshot tile to access the various pages for defining Employee Snapshot configuration options.
The PeopleSoft HCM enables you to configure the Employee Snapshot business process using these pages:
Like many fluid pages, the Configure Employee Snapshot pages appear in a multi-panel layout. When using a large form factor like a desktop or tablet, the left panel lists the page category items and the main panel displays the content related to that item. Select a page item from the left panel to change the page content view. Click the slider tab when using a large form factor device to hide or display the left panel list.
Image: (Tablet) Configure Employee Snapshot Page Layout
This example illustrates the Configure Employee Snapshot page layout using a large form factor.
When using a small form factor, such as a phone, the page category items will display by default when you select the Configure Employee Snapshot tile. Select a page list item to access that page. To change to another configuration page, click the page Back button in the banner to view the page category items again and select another page.
Image: (Smartphone) Configure Employee Snapshot Pages
This example illustrates the Configure Employee Snapshot pages on a small form factor device. In the first image, the page displays the page list items. The second image displays the page item you have selected without the list panel showing.
Use the Configure Employee Snapshot - Competencies page (HCTS_CFG_COMP_FL) to identify the number of years to display competencies for the evaluation types you have defined on this page.
Navigation
Select Fluid Home under the main menu. On the page that appears, select Talent Administrator. The Configure Employee Snapshot tile is available on the Talent Administrator fluid home page.
Image: Configure Employee Snapshot - Competencies Page
This example illustrates the fields and controls on the Configure Employee Snapshot - Competencies page.
|
Field or Control |
Definition |
|---|---|
| Number of years to display |
Enter the number of years the system should show rated competencies. The competency-related tiles and pages for the Employee Snapshot will display competencies within the years entered here. Note: Regardless of the number of years you enter, the tiles and pages display only the most current competency ratings. Limiting the number of years to display data eliminates old data that may no longer be relevant. |
| Valid Evaluation Types |
Identify which evaluation types should appear in the competency tiles and pages. Use the add button to include additional evaluation types that can appear on the Employee Snapshot pages, or use the delete button to remove evaluation types. Important! When you do not identify valid evaluation types, the Job Competency tiles and page will display a message that you need to contact the system administrator to configure this view. Note: When more than one evaluation type exists for an employee, the system will use the evaluation type with the lowest sequence number. For example, if an employee has both an Approved/Official evaluation, which has a sequence number of 10, and a Supervisor/Manager evaluation, which has a sequence number of 20, the system will display the Approved/Official evaluation on the Employee Snapshot pages, since it has the lowest sequence number of 10. Sequence numbers for evaluation types (instance qualifier) are defined under the COMPETENCY content type on the Manage Profiles Instance Qualifiers Page. |
Use the Configure Employee Snapshot - Competencies page (HCTS_CFG_LICRT_FL) to determine if you want to compare the competencies held by a person to their job profile and when to alert a manager of expiring items.
Navigation
Select Fluid Home under the main menu. On the page that appears, select Talent Administrator. The Configure Employee Snapshot tile is available on the Talent Administrator fluid home page.
Select the Licenses and Certifications category item from the left panel.
Image: Configure Employee Snapshot - Licenses and Certifications Page
This example illustrates the fields and controls on the Configure Employee Snapshot - Licenses and Certifications page.
|
Field or Control |
Definition |
|---|---|
| Compare Person with Job Profile |
Set this option to Yes to have the Licenses and Certifications tiles and pages identify which items held by the employee are required by the job versus those that are not required by the job. When enabled, the:
Set this option to No to have all licenses and certifications held by the employee grouped together and not separated by those required by the job. The tiles will show a current and expiring count as well as a count for expired items. The page will display all licenses and certifications held by the employee on one page. Missing items will not be identified on the tiles or pages. |
| Days for Warning Alert |
Enter the number of days before a transaction is to expire to indicate that the system should display an expiration warning to the manager. For example, if you entered 60 in this field, and an employee’s CPR certification expires on October 30, then from September 1 until the expiration date the system will display an Expiring Soon warning alert icon next to this employee's certification. After this date the icon will switch to an Expired alert icon instead. Expiration dates for licenses and certifications are defined on the Person Profile: Qualifications tab. Note: When the Compare Person with Job Profile option is enabled on this page, the Licenses and Certifications Tile will list the number count of required-for-job items that have expired or that are expiring soon. It will not list the number count of additional items that are expired or are expiring soon. Click the <number count> Additional Items box on the tile to view expiring soon or expired items that are not required by the job. However, the Licenses and Certifications (Summary) Tile does not separate out the required versus non-required items, even when the Compare Person with Job Profile option is set to Yes. |
Use the Configure Employee Snapshot - Projects page (HCTS_CFG_PRJCT_FL) to enter the number of years to display special projects assigned to the employee.
Navigation
Select Fluid Home under the main menu. On the page that appears, select Talent Administrator. The Configure Employee Snapshot tile is available on the Talent Administrator fluid home page.
Select the Projects category item from the left panel.
Image: Configure Employee Snapshot - Projects Page
This example illustrates the fields and controls on the Configure Employee Snapshot - Projects page.
The information you enter here impacts which projects will appear on the Special Projects Tile and Special Projects Page. Only those that fall within the number of years specified here will appear on these tiles and pages.
Use the Configure Employee Snapshot - Performance History page (HCTS_CFG_PERF_FL) to identify the performance document type and number of previous reviews to display..
Navigation
Select Fluid Home under the main menu. On the page that appears, select Talent Administrator. The Configure Employee Snapshot tile is available on the Talent Administrator fluid home page.
Select the Performance History category item from the left panel.
Image: Configure Employee Snapshot - Performance History Page
This example illustrates the fields and controls on the Configure Employee Snapshot - Performance History page.
|
Field or Control |
Definition |
|---|---|
| Past Reviews to display |
Enter the maximum number of completed performance reviews the Employee Snapshot tiles and pages should display for an employee. |
| Document Type |
Select the performance document type that should be used for the overall performance rating for the Performance tiles and pages. These values are defined on the Document Types Page. Important! When you do not identify a document type, the Performance History tiles and page will display a message that you need to contact the system administrator to configure this view. |
Use the Configure Employee Snapshot - Performance versus Potential page (HCTS_CFG_PP_BOX_FL) to set up the Performance versus Potential ratings box for the Employee Impact tile.
Navigation
Select Fluid Home under the main menu. On the page that appears, select Talent Administrator. The Configure Employee Snapshot tile is available on the Talent Administrator fluid home page.
Select the Performance versus Potential category item from the left panel.
Image: Configure Employee Snapshot - - Performance versus Potential Page
This example illustrates the fields and controls on the Configure Employee Snapshot - Performance versus Potential page.
Use this page to configure the Performance versus Potential Ratings box for Employee Snapshot. The Performance versus Potential Ratings box displays the performance rating from the most recently completed performance document and the potential rating from career planning.
|
Field or Control |
Definition |
|---|---|
| Display Performance Versus Potential Ratings Box |
Swipe to Yes if you want this ratings box to appear on the Employee Impact Tile. If you select NO, this ratings box will not appear on the tile and the employee’s evaluation for performance and potential will not be viewable on the Employee Impact Page as well. Note: If this option and the Display Risk of Leaving Versus Impact of Loss Box option on the Configure Employee Snapshot - Risk versus Loss Page are set to NO, the tile will display a message to contact to administrator to configure the view. This also prevents the manager from viewing any of the employee’s ratings. |
| 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 Page. |
| 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. |
Performance Rating Model Mapping
Use this group box to map one or more rating models to the performance ratings axis defined at the top of this page. To standardize performance ratings you use within your organization, which can potentially have different rating values, map each rating model to line up with the values for the performance rating axis.
|
Field or Control |
Definition |
|---|---|
| Rating Model |
Identifies the rating models you wish to use in the performance rating axis. Rating models are managed on the Rating Model Page. Click the Add (+) button or select a row to access the Rating Model Information Page and add, view, or manage rating model mappings. |
Potential Rating Mappings
|
Field or Control |
Definition |
|---|---|
| Potential Rating |
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 Employee Impact Tile. The values run from 1 to the value defined in the Potential Rating Axis field. |
Use the Rating Model Information page (HCTS_CFG_RATE2_SCF) to map a performance rating axis value to each rating within a rating model.
Navigation
Select the Add (+) button or select a row from the Performance Rating Model Mapping grid on the Configure Employee Snapshot - Performance versus Potential Page.
Image: Rating Model Information Page
This example illustrates the fields and controls on the Rating Model Information page.
Map a rating box value to the performance rating for this ratings model. The system uses this information to determine where a person’s performance rating should display in the ratings box on Employee Impact Tile 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 on the Configure Employee Snapshot - Performance versus Potential Page.
Use the Configure Employee Snapshot - Risk versus Loss page (HCTS_CFG_RL_BOX_FL) to set up the Risk versus Loss ratings box for the Employee Impact tile.
Navigation
Select Fluid Home under the main menu. On the page that appears, select Talent Administrator. The Configure Employee Snapshot tile is available on the Talent Administrator fluid home page.
Select the Risk versus Loss category item from the left panel.
Image: Configure Employee Snapshot - Risk versus Loss Page
This example illustrates the fields and controls on the Configure Employee Snapshot - Risk versus Loss page.
|
Field or Control |
Definition |
|---|---|
| Display Risk of Leaving Versus Impact of Loss Box |
Swipe to Yes if you want this ratings box to appear on the Employee Impact Tile. When no data is available for the ratings box, the box will not appear. If you select NO, this ratings box will not appear on the tile and the employee’s evaluation for risk of leaving and impact of loss will not be viewable on the Employee Impact Page as well. Note: If this option and the Display Performance Versus Potential Ratings Box option on the Configure Employee Snapshot - Performance versus Potential Page are set to NO, the tile will display a message to contact to administrator to configure the view. This also prevents the manager from viewing any of the employee’s ratings. |
| 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. |
Use the Configure Employee Snapshot - Succession Options page (HCTS_CFG_SUCC_FL) to select which of the employee’s succession plans should display on the Succession Plans tile and page based on the plan’s status.
Navigation
Select Fluid Home under the main menu. On the page that appears, select Talent Administrator. The Configure Employee Snapshot tile is available on the Talent Administrator fluid home page.
Select the Succession Options category item from the left panel.
Image: Configure Employee Snapshot - Succession Options Page
This example illustrates the fields and controls on the Configure Employee Snapshot - Succession Options page.
The information you select here determines which succession plans the manager will see for the employee on the Succession Plans Tile and Succession Plans Page. If both options are set to NO, then the tile will display a message to contact the administrator to configure the view.
Note: These settings are for the manager only, they do not apply to the administrator view of the employee’s succession plan data.