(Classic) Maintaining Person Profiles as an Employee or Manager

This topic provide an overview of search and compare profiles scores and discuss how to search for and compare profiles using the classic user interface.

Note: This feature has been replaced by the Profile Management functionality in Fluid. For more information, see (Fluid) Maintaining Person Profiles.

For an overview of maintaining profiles, see Understanding Profile Maintenance.

Page Name

Definition Name

Usage

Current Team Profiles Page

Team Historical Profiles Page

HR_DR_ADDL_INFO

Displays the instructions for the transaction and the effective date field. Managers can change the default effective date to view profiles of a different effective date.

Current Team Profiles - Select Employees to Process Page

Team Historical Profiles - Select Employees to Process Page

HR_DR_SELECT_EMPS

Displays a list of the people who report to the manager. Managers select the person whose profile they want to view and click Continue.

Select Profile Type Page

JPM_JP_SEL_PRF_EMP

Displays a list of the person profile types. Employees and managers select the profile type. This page is only displayed if there are two or more active person profile types. If there is only one active person profile type, this page is not displayed.

My Current Profile Page

View Historical Profile Page

Current Team Profiles Page

Team Historical Profiles Page

JPM_JP_PROFL2_EMP

Displays the profile of the person. Employees or managers can add items on the profile or they can view item detail, modify, and delete existing profile items they entered themselves. The structure of a profile and the items that are available to add to the profile are determined by the profile type and the content catalog. When employees and managers click the Save and Submit buttons, approval processing is initiated for those changes that require approval. The profile type definition determines which changes require approval.

The profile pages shows only approved items in the content sections. Any new profile items, changes to existing items, or deletions of profiles that need approval do not appear within the profile content section tabs after clicking Save and Submit. Links appear on the page that indicate how many items have been saved but not submitted, are pending approval, or have been denied approval. Use these links to view the items that are unapproved.

Copy Items from Job Profile Page

JPM_COPY_PROFL_SEC

Displays the job profiles associated with the employee's job data. The system determines which job profiles are related to the employee by searching the employee's job data record. If the employee has multiple jobs, the system checks all the active jobs for matching job profiles. Employees or managers select the job profile that they want to copy items from, and click the Select button. This page only appears if there are two or more active job profiles associated with the employee's job data. The system copies and adds the profile item keys in the job profile that are not already in the employee's profile.

Search for Profiles Page

JPM_SRCH_TRANSFER

Lists the profile search types that are defined for employees or managers. Select the type of search that you want to run.

Select New As Of Date Page

JPM_JP_SELECT_DATE

Employees and managers enter a different effective date and click OK to view the profile as of the new effective date. All profile items in effect as of that date will display as long as the employee is still a direct report of the manager."

Profile Information Page

JPM_PROF_INFO_SEC

Enter or view additional profile information such as comments or the owner ID for job profiles.

Add New <content type> Page

View <content type> Page

Update <content type> Page

JPM_ITM_EMPDTL_SEC

Employees and managers use this page to add, view, or update profile item details. The fields on the page vary according to the content type of the item and the profile type definition. Changes that require approval are submitted for approval processing when the employee or manager clicks the Submit button on the Summary of Changes page.

Content Item Details Page

JPM_CAT_ITEMS_DSP

View details about a specific content item.

Rating Model Page

HCR_RATEMDL_POPUP

Displays the rating model details of the selected profile item. When accessing the page from the update or add new pages, the you can modify the rating as well.

Related Items Page

JPM_PROF_SSRELITMS

Displays details of the selected profile item that is related to the profile item.

Items Awaiting Submission Page

Pending Items Page

Denied Items Page

JPM_JP_PRF_VW_CHGS

This page lists saved items awaiting to be submitted for approval, items awaiting approval (pending items), or items that were not approved (denied items). Employees and managers can only delete their own saved items; the Pending Items page and the Denied Items page are display-only.

View Historical Items Page

JPM_PROF_HIST_SEC

View all effective-dated rows for an item on a person's profile or a job profile. This page lists the current, future, and historical rows for a profile item. Employees and managers use this page to track the history of a profile item. They click the profile item link to view details of the profile item for the selected effective date. Future dated rows do not appear in the Historical Profiles page. Only the Current Profile page displays future dated rows.

View <content type> Page

JPM_APR_DTL_SEC

Displays the details of the saved but not submitted, pending, or denied item. Employees and managers can delete saved items. However, they cannot update pending or denied items.

Summary of Changes Page

JPM_JP_PERSUMM_SEC

Lists the changes made to the profile. There is a scroll area for each section of the profile that was modified, which lists any items added, deleted, or edited. Only items requiring approval are displayed on this page. Changes to items not requiring approval have already been saved.

Employees and managers can enter comments for the approver before clicking the Submit button. The comments box is only displayed if there are items requiring approval.

Submit Confirmation Page

JPM_JP_PROFL_APPR

Displays a confirmation of the approval submission. The Approval Routing group box provides a summary of the approval routing.