Maintaining Profiles

Select one of these values:

Active: If the profile type does not require approval, update the status to Active to make the profile available to other users.

Inactive: Profiles that are inactive are not available to employees and managers in self-service. When you update the status to Inactive, the system removes the profile from the profile groups to which it belongs.

When you create a non-person profile, the default status is Inactive. You can only update the status to Active when the profile is linked to one or more profile identities and approved. Employees can view active non-person profiles only. Managers can view both active and inactive non-person profiles.

Select the profile type for the new profile. When you update an existing profile, the Profile Type field is display-only. The profile type determines the tabs that appear in the profile.

See Setting Up Profile Types.

This field appears on the Non-person Profile and Person Profile pages. Select an action and click the Go icon if you want to do one of the following, if the action has been enabled on the Profile Actions Page:

• Compare employee profile to current job: To compare an employee’s profile items to his or her job profile items. This profile action is available from the Person Profile page only. If more than one job profile applies to the employee, select from a list of all applicable job profiles to compare.

• Copy From Job Profile: To copy items from a non-person profile to the employee's profile. This profile action is available from the Person Profile page only. The system displays the Copy Items from Job Profile page, which lists the profiles related to the employee's active jobs.

• Express Interest for Employee: To add the profile to a person's interest list. This profile action is available from the Non-person Profile page only. The system displays the Person Search - Simple page, which you use to search for the employee whose interest list you want to update.

• Import Profile Items: To import content from another profile or the content catalog. This profile action is available from the Non-person Profile page only. The system displays the Import Profile Items page, which you use to search for and add the types of item you wish to import into a profile.

• Search and Compare Profiles: To run a search. This profile action is available from the Non-person Profile page and the Person Profile page. The system displays the Search for Profiles page.

• Syndicate Profile: To syndicate content from another profile or the content catalog. This profile action is available from the Non-person Profile page only. The system displays the Profile Syndication page, where you can add or view the source profiles that provide syndicated content for the profile and view the target profiles that contain content syndicated from the profile.

• Update Profile Groups: To categorize your profiles by profile groups. This profile action is available from the Non-person Profile page and the Person Profile page when the profile is active and the page is not display only. The system displays the Update Profile Groups page, which you use to list the profile group types and profile groups to which you want to add the profile. This action is not available if the profile status is inactive

  See Update Profile Groups Page.

• View Related Job Profiles: To display a list of non-person profiles that are related to the employee's job data. This profile action is available from the Person Profile page only. The system determines which non-person profiles are related to an employee by searching the employee's job data record. If the employee has multiple jobs, the system checks all the person's active jobs for matching non-person profiles.

See Profile Actions Page.

Select the status of the profile. Options are Active or Inactive.

When a worker's job is terminated, the Event Manager event InactivatePersonProfile event is raised to determine if all the worker's job assignments are inactive. If all job assignments are inactive, then all person profiles for that employee ID are also changed to Inactive.

See Events and Notifications Framework, “Setting Up Events”.

Click the Print link to display the profile in a PDF file that you can print from Adobe Acrobat. BI Publisher technology generates the printable file using the same template and layout as the Person Profile batch report.

See Setting Up to Use BI Publisher Reports and Profiles.

Click the Comments link to display the Profile Comments page and enter additional comments about the profile.

Select an action you want to perform and click the Go icon. Values on the Person Profile page include those profile actions that are enabled on the Profile Actions Page for the administrator. Each of these actions opens a corresponding page where you can view or update information related to the action.

See Common Elements Used in Managing Profiles.

See Update Profile Groups Page.

Click this link to access the Items Awaiting Submission page and view the profile items that have been saved but not submitted for approval. This includes profile items that have been added, amended, or deleted.

When a profile item has been saved but not submitted, the Submit button appears after the <number> item(s) awaiting submission for approval link. When you click the Submit button, the system displays the Summary of Changes page (Person Profile - Summary of Changes Page or Non-person Profile - Summary of Changes Page), where newly added items can be submitted for approval. The system will also display the Summary of Changes page upon saving the profile page when there are items awaiting submission. If approval is not required, the system automatically changes the status of the items approved.

Click this button if there are any items awaiting to be submitted for approval. The Person Profile - Summary of Changes page appears and lists the new, deleted, and changed items requiring approval. This button appears only when there are items awaiting submission for approval.

Click this link to access the Pending Items page and view the profile items that have been submitted for approval but are pending approval.

Displays the number of items that have been approved.

The date displayed is determined by the value in the Days of Approval History field on the Profile Management Installation Page.

Click this link to access the Denied Items page and view the profile items that have been submitted for approval but the approver denied.

The date displayed is determined by the value in the Days of Approval History field on the Profile Management Installation page.

Select the Print icon to display the profile in a PDF file that you can print from Adobe Acrobat. BI Publisher technology generates the printable file using the same template and layout as the Non-Person Profile batch report.

See Setting Up to Use BI Publisher Reports and Profiles.

Select the Comments link to display the Profile Comments page and enter the employee owner ID as well as additional comments about the profile.

Select an action you want to perform and click Go. Values on the Non-person Profile page include those profile actions that are enabled on the Profile Actions Page for the administrator. Each of these actions opens a corresponding page where you can view or update information related to the action.

See Common Elements Used in Managing Profiles.

See Profile Actions Page.

See Update Profile Groups Page.

See Profile Syndication Page.

See Syndicate Profiles Page or Import Profile Items Page.

Click this link to access the Items Awaiting Submission page and view the profile items that have been saved but not submitted for approval. This includes profile items that have been added, amended, or deleted.

When a profile item has been saved but not submitted, the Submit button appears after the <number> item(s) awaiting submission for approval link. When you click the Submit button, the system displays the Non-person Profile - Summary of Changes page, where changes to items requiring approval can be submitted. The system will also display the Non-person Profile - Summary of Changes page upon saving the profile page when there are items awaiting submission for approval.

Click this button if there are any items awaiting to be submitted for approval. The Non-person Profile - Summary of Changes page appears and lists the new, deleted, and changed items requiring approval. This button appears only when there are saved items awaiting submission for approval.

Click this link to access the Pending Items page and view the profile items that have been submitted for approval but are pending approval.

Displays the number of items that have been approved.

The date displayed is determined by the value in the Days of Approval History field on the Profile Management Installation page.

See Profile Management Installation Page.

Click this link to access the Denied Items page and view the profile items that have been submitted for approval but the approver denied.

The date displayed is determined by the value in the Days of Approval History field on the Profile Management Installation page.

Click these links to add or update profile items. The Add <content type> page or Update <content type> page appears. If the origin of the content item is from another source profile or another product such as ePerformance, the system displays the View <content type> page. The fields on this page are determined by the profile type associated with the profile.

See Add New <content type>, Update <content type>, or View <content type> Page.

Click the source profile link to view details about the source profile from which this item was syndicated. The system displays this field only when items have been syndicated into the profile.

Click the View All Rows icon to display the View All Rows page. The system displays this icon when a profile item has more than one effective-dated row only.

Click this button to save the changes you have made. The system updates the Non-person Profile page to display approved items or items not requiring approval within the profile content sections. Pending items and items awaiting to be submitted do not appear in the profile content sections. If you are creating a new profile that requires approval of all it's items, no profile items will appear in the content sections upon saving until they have been approved.

Upon saving, the system does the following:

• For items that do not require approval, the system saves them to the page and a message appears saying you have successfully saved those profile changes that do not require approval. These items will appear in the profile content section.

• For items that require approval, the system displays the Non-person Profile - Summary of Changes page, which provides a list of the items requiring approval.

  • Click Submit to route to the approver. The system will then display the <number> item(s) pending approval link on the non-person Profile page, which you can click to view pending items.

  • Click Cancel to save your items without submitting them for approval. The system will then display the <number> item(s) awaiting submission for approval link and the Submit button on the Non-person Profile page, where you can view the items awaiting submission or submit items for approval at a later time.

Select the profile group type.

Select the profile group you want to add to the profile.

Click this link to add another profile group to this profile.

This field is available on the Non-Person Profile - Profile Comments page.

Displays whether the profile type is used for end profiles or not. End profiles can be viewed from self service and must have a profile identity before they can be set to a status of active.

This field is available on the Non-Person Profile - Profile Comments page.

Displays the legacy profile ID assigned to the profile during upgrade. This field is displayed for some types of profiles that existed in earlier versions of PeopleSoft HR.

This field is available on the Non-Person Profile - Profile Comments page.

Select the employee ID of the profile owner. Use this field if you want to assign owners to profiles for reporting or other purposes.

Enter additional comments about the profile.

Select this icon button to open the Rating Model page and view rating model details of the selected item. When accessing the page from the update or add new pages, the you can modify the rating as well.

Click the link associated with this field to access the Update <Related Content Item> Page where you can add, update, and view items that are related to the selected profile item. This link appears only for items with a child relationship in the Content Catalog where the child content section is included in the profile type definition.

Click to keep any updates that you make on the profile detail or on the related items pages. If you deleted a parent item row, the system deletes all of its related items.

Displays the file link to the attachment. Click this link to view the file attachment.

Enter a short description to identify the file. If you do not enter a description when adding the file, this field will be blank.

Click this icon button to remove the attachment from the profile content item.

Click this button to open the File Attachment page to upload files.

Clicked to have the system automatically insert all related items defined in the content catalog. It is also possible to manually select individual items from those defined in the content catalog.

Click to save the updates made on this page. The system does not merge the updates with the profile items until you click the OK button on the parent item page (Update <content type>or Add New <content type>).

Lists the profiles that provide content for the selected profile. If you want to remove syndicated content, select the trash can icon.

Click this link to open the Syndicate Profiles page to select the profiles from which content will be syndicated.

Displays the profiles that are targets for syndication. These profiles contain content from the selected profile. If you make changes to the selected profile, the syndicated profiles are automatically updated.

Select the profile identity. The options available are determined by the profile type definition.

See Profile Types - Identities Page.

Select the set ID for the profile identity you want to link to this profile. This field appears if the profile identity selected has set ID as a key field. Set ID is a key field for job codes and salary grades.

Select the profile identity you want to link to the profile. The number of fields that appear depends upon whether the profile identity has one or up to four key fields. For example, if you select Salary Grade in the Profile Identity field, you can enter a salary administration plan and grade. The system displays the Key 1 Value and Key 2 Value fields for the salary administration plan and salary grade on the Non-person Profile page.

Select the profile association that you want to link to the profile.

Enter the document type and template ID that you want to link to the profile. The system displays these fields as the Key <number> Value fields on the Non-person Profile page. You can have up to four key fields. For example, if you select ePerformance in the field, the Key 1 Value field is for the Document Type and the Key 2 Value field is for document template ID.

Displays the profile type for the profile.

Displays the type of change made:

Add: If it is a new profile item

Change: If you have made any changes to the item properties.

Delete: If you have deleted a profile item.

Enter comments for the approver, if applicable.

Click this button to submit the changes for approval. The system then displays the Submit Confirmation page.

The Submit Confirmation page displays the approval routing. When the system needs to route items to an approver, the item's status is changed to pending. If the items do not require approval, the approval routing specifies that no approvals are required.

Click this button to return to the Person Profile page without submitting the items for approval.