Prerequisites

Before administrators can create profiles, approve changes to profiles, or run searches for profiles you must:

  • Define the content catalog.

  • Define your profile types.

  • (Optional) Set up Smart HR templates using profiles.

  • (Optional). Define and configure approvals for profiles.

    The use of approval processing for profiles is optional. You associate approvals workflow to profile types.

  • Configure search queries and run the Direct Reports Tables Build and Schedule Search Index processes required by the Search and Compare Profiles feature.