(Fluid) Maintaining Person Profiles
This topic provides an overview of using fluid pages for viewing profiles, lists additional profile actions, and discusses how employees and managers use the PeopleSoft Fluid User Interface to view and maintain profile data.
Note: The fluid pages discussed in this topic do not have an exact classic equivalent, but they function much like the My Current Profile and View Current Team Profiles pages that are discussed in the topic (Classic) Maintaining Person Profiles as an Employee or Manager.
For general information about fluid pages in PeopleSoft HCM, see Understanding PeopleSoft Fluid User Interface Homepages
These videos demonstrate the Manage Profile enhancements:
Video: Image Highlights, PeopleSoft HCM Update Image 25: Manage Profile Enhancements
Video: Image Highlights, PeopleSoft HCM Update Image 27: Attachment Capability Added to Profile Management
Video: Image Highlights, PeopleSoft HCM Update Image 28: Manage Profiles-Support for Multiple Profiles
Video: Image Highlights, PeopleSoft HCM Update Image 38: Copy Job Items to a Person Profile
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Page Name |
Definition Name |
Usage |
|---|---|---|
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HC_JPM_PROFILE_XFR_FL_GBL (this is the cref for the tile) |
Select this tile to access the fluid pages where you can view and update your person talent profile. |
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HC_JPM_PROFILE_XFR_FL_GBL2 (this is the cref for the tile) |
Select this tile to access the fluid pages where you can view and update your team member’s talent profiles. |
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HR_PSEL_FLU |
Select one of your direct report team members to view summary information about his or her profile data. |
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Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers) |
JPM_PERS_PROFL_FLU |
View summary information about your own profile data or one of your direct report’s profile data. |
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Pending Items Page, Denied Items Page, or Approved Items Page |
JPM_APPR_ITMS_SCF |
View the profile items that are pending approval, have been denied, or have been approved for a profile. |
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JPM_PROFTYP_SEL_FL |
Choose from a list of valid Person profile types for which you want to view or update profile information for yourself (from the Talent Profile pages) or for one of your direct reports (from the Team Talent Profile pages). |
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JPM_RLITMSUM_SCF |
View a list of related items assigned to this person for this content item. |
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JPM_ITMDTL_SCF |
Add, view details, or delete related items for a profile content item. |
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JPM_ITM_HIST_SCF |
Select from a list of effective dated rows for a given profile content item to view historical data. |
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JPM_ITMDTL_SCF |
Add, update, or delete a content item. When enabled, you can also view or manage attachments related to the item. |
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JPM_CAT_ITEM_FL |
View the content item details defined in the Content Catalog setup pages, such as descriptions and rating model for the item. |
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JPM_RTMDL_POPUP_FL |
View and select from a list of detailed descriptions for this content item. |
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JPM_APPROVAL_FLU |
Submit profile content changes for approval. |
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JPM_EMP_RELPROF_FL |
Select a job profile from which you want to copy items. |
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JPM_COPY_JOB_FL |
View and select items that are part of the person’s job profile but are not yet part of the employee’s profile. |
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Update Details Menu Popup Page |
JPM_MENU_ITM_SCF |
Select the type of item you want to update. |
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JPM_CPY_RLITM_SCF |
View and select from a list of related items associated with this job content item to add to the person’s profile. |
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JPM_COPYJOBITM_SCF |
Make updates to an item to indicate the person’s qualifications and capabilities. |
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JPM_CPYJOBRITM_SCF |
Make updates to a related item to indicate the person’s qualifications and capabilities. |
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JPM_CPYJOBSAVE_SCF |
View a summary of and submit the items you are copying to the person’s profile. |
Users can have many profiles. The Talent Profile and Team Talent Profile pages display by default information from the profile that is defined as the system’s primary person profile default type. The primary person default profile type is specified on the Assign Profile Type Defaults Page. After an employee or manager accesses the talent profile pages for the employee, they can select the View Another Profile link in the header (sub-banner) of the page so select from other valid profile types.
The fluid pages for viewing profiles are simplified for usability. In particular:
Users do not have "Save as Draft" functionality for content items, nor can users access content items that were saved as draft in classic pages.
Fluid pages show only the fields (properties) where the Detail attribute is selected on the Content Section Page, regardless of whether the Summary attribute is selected.
Roles to Access Talent Profile Pages in Fluid
The PeopleSoft application delivers the following roles to access the profile tiles and pages:
Employees need to be assigned the Profile Mgmt Employee Fluid to access the Talent Profile tile and pages.
Managers need to be assigned the Profile Mgmt Manager Fluid to access the Team Talent Profile tile and pages.
From the Talent Profile and Team Talent Profile pages in fluid, additional actions are available from these menu options:
Actions menu (three dot icon on the right side of the page banner)
Related Actions menu, Development menu item (drop down icon next to the employee’s name)
Term |
Definition |
|---|---|
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(Available for the manager and employee) The main fluid Actions menu includes this one page-specific action. Print Profile: Perform this action to generate the Person Profile report (JPM_JPPP_RPT). This is a PDF that shows all current items in a person’s profile. It is the same report that administrators run from the Person Profile Report page |
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The Related Actions > Development menu item gives the user access to several actions to manage profile data. These actions take the user to pages for performing profile comparisons and manage profile data. These actions may include:
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(Actions) menu icon
(Related Actions) icon buttonCopying Job Items into a Person’s Profile
The Talent Profile and Team Talent Profile pages allow you to view or manage talent profile data for yourself or your direct reports, based on your role and privileges. This includes being granted the ability to add or update content items to a person’s profile. To streamline the process of creating and maintaining a person’s profile data in fluid, the system also allows you to automatically copy job items that have been defined for a non-person profile (job profile related to the person’s job) into the person’s profile.
Video: Image Highlights, PeopleSoft HCM Update Image 38: Copy Job Items to a Person Profile
To copy items from a related job profile into a person’s profile, do the following:
From a person’s profile page, select the Related Actions drop-down menu icon next to the person’s name, select the Development menu item, then select the Copy Job Items option.
This example illustrates how to select the Copy Job Items option from the Related Actions, Development menu.
The system searches for profile content related to the person's job. When the person’s job is related to more than one job profile, the system will display the My Job Profiles Page.
Note: If only one job profile is related to this person’s job, the system skips this step and goes immediately to the Copy Job Items Page.
Select the job profile from which you want to copy items.
The Copy Job Items Page displays those items that are part of the job profile, but are not yet part of the employee’s profile.
Select those items you want to add to the person’s profile.
Note: Some content items may require that you enter additional information before you can add them to a profile. For example, maybe competencies require that you identify the person’s proficiency level for each item before saving. When updates are required, the Copy Status field displays Update <Content Type> to indicate that additional data must be entered.
Update items and related-items, as needed.
Note: While some items require that you update information, you can update other item details as well. For example, you may want to enter the person’s major under their Bachelor of Arts profile item.
Click the Update Details (pencil or three dotted menu) icon. This will allow you to update item details.
Update all required and pertinent fields for the item and click Done.
Repeat these steps for each item showing a status to update or for those items where you want to include additional information.
When all selected items show a Copy Status of Ready to Copy, click the Copy Items button on the Copy Job Items page.
Review the items you identified to copy on the Copy Profile Items Page and do one of the following:
Click Cancel to return to the Copy Job Items page and make edits.
Click Submit to add the items to the person’s profile.
The system returns you to the Copy Job Items Page in display only mode where you can view the status of the copy.
When an item requires approval to be added to a profile, the status indicates that it has been submitted for approval.
For those items that do not need approval, the system automatically adds the profile items to the person’s profile with a status of Saved.
As an employee, use the Talent Profile tile to access the fluid pages where you can view and update your person talent profile.
Note: You must be assigned the Profile Mgmt Employee Fluid role to access this tile and pages.
Navigation:
The Talent Profile tile is delivered as part of the My Profiles Dashboard, but you can add the tile to any home page through personalizations.
This example illustrates the Talent Profile tile.
Select the Talent Profile tile to access the employee self-service profile data transactions easily without using traditional menu navigations.
As a manager, use the Team Talent Profile tile to access the fluid pages where you can view and update your team member’s talent profiles.
Note: You must be assigned the Profile Mgmt Manager Fluid role to access this tile and pages.
Navigation:
The Team Talent Profile tile is delivered as part of the Team Profiles Dashboard, but you can add the tile to any home page through personalizations.
This example illustrates the Team Talent Profile tile.
Click the Team Talent Profile tile to access the manager self-service profile data transactions easily without using traditional menu navigations.
Use the Team Talent Profile- Find Team Member page (HR_PSEL_FLU) to select one of your direct report team members to view summary information about his or her profile data.
Navigation:
Click the Team Talent Profile Tile.
Click the Select Different Employee link in the sub-banner of the Team Talent Profile pages.
This example illustrates the Team Talent Profile - Find Team Member for the tablet.
The Team Talent Profile - Find Team Member page displays all direct reports of the logged-in manager based on that manager’s job.
For descriptions of fields and controls on this page, see the (Fluid) <Transaction Name> - Find Team Member Page documentation.
Use the Talent Profile or Team Talent Profile page (JPM_PERS_PROFL_FLU) to view summary information about your own profile data or one of your direct report’s profile data.
Note: Although employees and managers access the talent profile pages differently and the header page name varies, the pages are the same. However, the security configuration settings for the role of employee and manager may vary. For information on role security for profiles, see the “Setting Up Profile Types,” Content Section Page documentation.
This video demonstrates the Profile Management role security for content sections:
Video: Image Highlights, PeopleSoft HCM Update Image 31: Enhanced Security for Profile Management
Navigation:
As an employee:
Click the Talent Profile Tile.
Select the Related Actions button next to your name and select .
Select the Talent Profile tab from within the OnBoarding pages.
Note: This option is available only when the employee has an OnBoarding instance open.
As a manager:
Click the Team Talent Profile tile, select an employee from the Team Talent Profile - Find Team Member Page (for Managers).
Select the Related Actions button next to your employee’s name and select .
Select the Related Actions button next to your employee’s name and select the OnBoarding Status item link. Select the Talent Profile tab pages.
Note: The OnBoarding Status item displays in the Related Actions menu only when the employee has an OnBoarding instance open.
This example illustrates the Talent Profile page for Competencies for the tablet when approvals are required and an employee makes changes to competencies. Hence, this example shows the Submit for Approval button and a New status for an item. It also shows the Sub-Competencies column, which is a Related Item field.
This example illustrates the Team Talent Profile page for Competencies for the tablet when approvals are required and the manager makes changes to competencies. Hence, this example shows the Submit for Approval button and a New status for an item. Those items that have a Pending Approval status have already been submitted for approval.
This example illustrates the Team Talent Profile page for Competencies for the smartphone when approvals are required and a manager makes changes to competencies. Hence, this example shows approval–related fields. The employee Talent Profile page works the same.
This example illustrates the Talent Profile page for the Qualifications tab and categories for the smartphone when an employee is viewing his or her own profile. The Qualifications tab includes multiple content types, so this example shows the content type panel with the Qualifications tab expanded to show the list of included content types on the left, and the page with the panel collapsed. The manager Team Talent Profile page works the same.
This example illustrates the Team Talent Profile page for the Qualifications - Licenses and Certifications tab for the tablet when a manager is viewing the profile. The Qualifications tab includes multiple content types (or sub-tabs), so this example shows the page when the Qualifications tab has been expanded to show the list of included content types. The employee Talent Profile page works the same.
Headers (Banner and Sub-Banner)
The Talent Profile and Team Talent Profile pages include the common employee self-service header. This header includes the employee’s name, job title, and photo (if available),
See Common Header for Employee Self-Service Pages.
The header will also contain the following, depending on whether you are accessing the profile data as an employee or manager:
Field or Control |
Description |
|---|---|
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Click the related actions icon next to the employee’s name to access additional self-service transactions. Select Related Actions > Development to view and manage profile related actions, including copying job profile items into this person’s profile. See the Accessing Additional Profile Actions for more information on Related Action options specific to managing profiles. |
Select Different Employee |
(Manager view only) Click the Select Different Employee link in the sub-banner of the Team Talent Profile pages to return to the Team Talent Profile - Find Team Member Page (for Managers) a choose another person for viewing profile data. |
Profile Type and View Another Profile |
The header displays by default the primary person profile type as defined on the Assign Profile Type Defaults Page. To view or update information for a different profile type for this person, select the View Another Profile link to open the Select Profile Type Page. This video demonstrates the support for multiple profiles: Video: Image Highlights, PeopleSoft HCM Update Image 28: Manage Profiles-Support for Multiple Profiles |
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Select this icon to view information about this page and the different methods to add and maintain profile data. In short, you can add or update profile items using the following methods:
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(Page Instructions) iconThis example illustrates the Profile - More Actions menu icon options.
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Field or Control |
Description |
|---|---|
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Select the More Actions icon to print and view approval statuses for profiles. Available options are:
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(More Actions) menu icon buttonTabs and Content Types
The administrator who sets up a profile type chooses which content types to include and organizes those content types into category tabs.
Important! The application delivers the fields that appear as the column headers within the content summary grid and cannot be configured to display through the Content Section Page, Summary option selection on the Property Attributes tab.
On the Talent Profile (for the employee) and Team Talent Profile (for the manager) pages, the tabs for the specified person profile type are listed in the left panel. If a tab represents one content type, selecting the tab name displays summary information about the content items in the profile. Tabs with multiple content types expand when you select them, and the included content types are listed underneath the main tab heading, and the first one is selected (that is, its content appears to the right). For these second-level content types, the number of content items appears as part of the tab label. Tabs and content sections appear in the order that is defined for the profile type and will vary based on the configuration of the profile type you have selected.
See the Profile Types - Content Page for more information on adding tabs and content sections.
When you select a tab, the page displays the content section to which you have been granted role security access under the Employee (Talent Profile page) or Manager (Team Talent Profile page) profile roles (see the Role Security configuration on the Content Section Page).
Content Items
When you select a content type (from the left panel), the main panel will display the content items associated with the content type for this profile. For example, if you select the Competencies content type on the left panel, the main panel will list the specific competency content items related to this profile, such Team Player or Analytical Thinking. These content items appear in alphabetical order.
Adding or Updating Content Items
The configuration option to allow self-service updates can apply to an entire content type. Alternatively, it can be applied on an instance qualifier, such as the Evaluation Type for Competencies. For example, with the delivered configuration for Competencies, employees can update content items where the evaluation type is Self but they cannot update content items where the evaluation type is Supervisor/Manager or Approved/Official. Likewise, managers can update content types where the evaluation type is Supervisor/Manager but they cannot update content items where the evaluation type is Self or Approved/Official. Under this configuration, selecting Self evaluated competency items opens an editable detail page (<Content Type> (Item Details) Page), but selecting an Approved/Official competency evaluation opens it as a read-only detail page.
Field or Control |
Description |
|---|---|
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If self-service updates are not allowed, the list of content items does not include an Add button or icon, and selecting an existing content item displays a read-only detail page that does not have a Delete button. Click this button to access the <Content Type> (Item Details) Page and add item details. |
Proficiency |
This column or graph displays for certain content types, such as competencies, where you rate an employee ability. Displays a graphical representation of the user’s proficiency. In this graph, green indicates that the user’s proficiency exceeds the job requirement, gray indicates that the proficiency meets the job requirement, and red indicates that the proficiency is below the job requirement. |
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A row displays this button when multiple effective dated rows exist for the content item. Click this button to access the View Profile Item History Page and select from a list of historical rows to view. Note: You cannot make changes to an item when you access it from the View History button. Select the Edit/View button to make changes to a non-historical row. This video demonstrates viewing historical data: |
Sub-Competencies or Elements (Related Content Type) column |
Select this link to manage the related content items (see <Related Content Type> (Summary) Page). Note: When set up to use related items, the page will display an additional column. Related items (parent/child relationships) must be set up for a content item on the Content Items - Relationships Page and added as a sub-section on a person profile type Profile Types - Content Page for the content type in order for this column and related item link to appear. The name of the link varies based on the child relationship of the content type. For example, if a profile type is set up to use the Sub-Competencies sub-section under the Competencies content type, then the column heading will display Sub-Competencies when viewing the Competencies items, as shown in the previous example. This video demonstrates the Manage Profile enhancements for related items: Video: Image Highlights, PeopleSoft HCM Update Image 25: Manage Profile Enhancements |
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Click this button to view the current row of information for this item. If a content type is configured to allow employees or managers to make updates in self-service, the employee or manager can add, update, and delete content items for their corresponding evaluation type. Selecting an individual item opens an editable detail page (<Content Type> (Item Details) Page). However, updates cannot be made to evaluation types that do not match the user’s authorized evaluation type or to historical rows. To delete an item, use the Delete button on the detail page. Content items are effective-dated, so deleting a content item that has historical data causes the most recent historical row to become current. When employees or managers have attachments enabled for person profiles, they can also view attachments. To add, update, or delete attachments for a content item, the manager or employee must be assigned the Update Attachments value for their role within the profile for this content section. For information on setting up role access to update or add attachments to a content item, see the Content Section Page. |
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Approvals
Field or Control |
Description |
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Submit for Approval |
If approvals are required for content item changes, the detail page where the user makes changes has a Continue button instead of a Save button. When the user clicks the Continue button to return to the main Talent Profile or Team Talent Profile page, the list of content items displays a Submit for Approval button. The user can continue to update additional content items (for a single content type) without submitting changes. When the user clicks the Submit for Approval button, the Request Approval Page appears. The user can add comments on this page and then submit the consolidated approval request. After a user modifies a content item that requires approval, the detail page for that content item is read-only, even if the changes have not yet been submitted. The user cannot make further modifications until the original changes are submitted and approved. To cancel changes without submitting, the user can navigate to another tab and then click No in the message asking whether to save changes first. Note: Approving managers review approval requests for Person Profile and Non-Person Profile fluid transactions using the Pending Approvals - Person Profile Page or Pending Approvals - Non-Person Profile Page. |
Status |
This column is visible only if the user has made changes that have not yet been approved. Before the changes are submitted for approval, the status indicates the type of change that the user made: New, Update, or Delete. After the changes are submitted, the status is Pending Approval. After the changes are approved, the Status field is blank. If the Status field is blank for all content items, the Status column is not visible. |
Use the Pending Items page, Denied Items page, or Approved Items page (JPM_APPR_ITMS_SCF) to view the profile items that are pending approval, have been denied, or have been approved for a profile.
Navigation:
Select the More Actions menu icon (three dots) in the page title banner of the Profile pages and select one of the following:
Pending Items
Denied Items
Approved Items
Note: Menu items display only when approval transactions exist with the corresponding status: Pending, Denied, or Approved.
This example illustrates the Pending Items page for a profile. The Denied Items and Approved Items page have a similar format.
This information displays in a modal page where all relevant approval transactions with the profile items are listed.
Note: Approved and denied transactions display profile items that fall within the Days of Approval History threshold defined on the Profile Management Installation Page.
Use the Select Profile Type page (JPM_PROFTYP_SEL_FL) to choose from a list of valid Person profile types for which you want to view or update other profile information for yourself (from the Talent Profile pages) or for one of your direct reports (from the Team Talent Profile pages).
Navigation:
Select the View Another Profile link from the sub-banner header of the Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers).
This example illustrates the Select Profile Type page.
The page displays valid person profile usage types. The profile usage type of Person is assigned to profile types on the Profile Types - Attributes Page.
Select a profile type row to open the Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers) and view or update the items associated with this profile for this person.
Use the <Related Content Type> (Summary) page (JPM_RLITMSUM_SCF) to view a list of related items assigned to this person for this content type.
Note: Where <Related Content Type> represents the name of the content type.
Navigation:
Select the <related content type (#)> link for the content type on the Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers).
Note: Related items (parent/child relationships) must be set up for a content item on the Content Items - Relationships Page and added as a sub-section on the Person profile type Profile Types - Content Page for the content type in order for a related item link to appear. The name of the link varies based on the child relationship of the content type.
This example illustrates the <Related Content Type> (Summary) page, where the related content type Sub-Competencies is shown as the page name, and when changes do not require approval.
This example illustrates the <Related Content Type> (Summary) page when changes require approval.
The top of the page displays the content type and content item. The bottom of the page displays a list of this person’s related items for this content item, if any.
Click the Add (+) button or click a related item row to access the <Related Content Type> (Details) Page and add, view details, or delete an existing related item.
Field or Control |
Description |
|---|---|
Cancel |
Click to return to the Talent Profile or Team Talent Profile page without making any changes. |
Save |
This button appears when changes do not require approval. Click to save changes and return to the Talent Profile or Team Talent Profile page. |
Continue |
This button appears when changes require approval. When you click this button, the system will return you to the Talent Profile or Team Talent Profile page without submitting changes. You can continue making changes to other content items (within the same content type). To submit the changes, click the Submit for Approval button on the Talent Profile or Team Talent Profile page. Note: You must click the Submit for Approval button to save the changes to the profile with a Pending Approval status. If you do not select the Submit for Approval button prior to navigating away from the content type, you will lose your changes. |
Use the <Related Content Type> (Details) page (JPM_ITMDTL_SCF) to add, view details, or delete related items for a profile content type.
Where <Related Content Type> represents the name of the content type.
Navigation:
Select the Add button or click a related item row on the <Related Content Type> (Summary) Page.
This example illustrates the <Related Content Type> (Details) page when you select an existing related item.
When adding a new related item, the fields will be available for entry. Only those content items that have been set up on the Content Items - Relationships Page will be available for selection.
Field or Control |
Description |
|---|---|
Cancel |
Click to return to the <Related Content Type> (Summary) Page without making any changes. |
Continue |
Click this button to keep the changes you have entered. The system will return you to the <Related Content Type> (Summary) Page where:
Note: You must click the Save button from the <Related Content Type> (Summary Page) or the Submit for Approval button from the Talent Profile or Team Talent Profile page in order to save your changes. Those changes not requiring approval will be automatically updated in the system upon save, while those requiring approval will be saved with a Pending Approval status upon submitting for approval. |
Delete |
When viewing an existing related item, the Delete button is available. Click this button to remove this related item from the person’s profile. |
Use the View Profile Item History page (JPM_ITM_HIST_SCF) to select from a list of effective dated rows to view historical data for a profile content item.
Navigation:
Select the View History button for a content item on the Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers).
This example illustrates the View Profile Item History page for a tablet.
This example illustrates the View Profile Item History page for a smartphone.
Click the arrow button at the end of the row to access the <Content Type> (Item Details) Page and view details for an effective dated row. Historical rows are display only with a message at the top of the page stating that they cannot be updated.
Note: You cannot make changes to an item when you access it from the View Profile Item History page. Select the Edit/View button from the Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers) to make changes to a non-historical row.
Use the <Content Type> (Item Details) page (JPM_ITMDTL_SCF) to add, update, or delete a content item. When enabled, you can also view or manage attachments related to the item.
Note: The page title changes based on the content type of the item you are adding or maintaining.
Navigation:
Click the Add button or click the Edit/View button for a content item on the Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers)
Select a row from the View Profile Item History Page.
Note: Add, update and view options will vary based how you access the item and on your Role Security access (see the Role Security subtopic under the Content Section Page topic).
Note: This page is display only when you access it through the View History button navigation. To make updates to an item, you must use the Edit/View button navigation for a non-historical item to which you have been granted update access.
This example illustrates the <Content Type> (Item Details) page when changes do not require approval.
This example illustrates the <Content Type> (Item Details) page when changes require approval. The Delete button at the bottom of the page is not shown here.
This example illustrates the <Content Type> (Item Details) page for a profile item accessed through the historical view. These items are view only.
Buttons by Role Security
When the user's role security allows them to update the profile content type for the evaluation type, and the row is a non-historical row, the page displays these control buttons:
Field or Control |
Description |
|---|---|
Cancel |
Click to return to the Talent Profile or Team Talent Profile page without making any changes. |
Save |
This button appears when changes do not require approval. Click to save changes and return to the Talent Profile or Team Talent Profile page. |
Continue |
This button appears when changes require approval. Click to tentatively save your changes and return to the Talent Profile or Team Talent Profile page. This will not submit the proposed changes. You can continue making changes to other content items (within the same content type category). However, to finalize and submit the changes within a content type category, you will need to click the Submit for Approval button on the Talent Profile or Team Talent Profile page. Note: Changes you do not submit for approval will be discarded if you move to another content type category or when you leave the profile pages. |
Effective Date and Add New Version button |
(Updating a Row) Enter updates directly on the current effective dated row without entering a new date to make changes to the existing row. (Adding a Row) Click the Add New Version button to enter a new effective dated row. The Talent Profile or Team Talent Profile page will show this newer row instead of the older row. Note: When updating profile data, you cannot change the effective date to a date earlier than the date of the current record. When a new effective-dated row is added and the previous effective-dated row has related content items associated with it, these related content items are automatically copied forward. The Effective Date field for the related content item detail cannot be updated since it must match the effective date of the parent item. |
Delete |
This button appears for existing rows when accessed through the View/Edit option. Click this button to delete the content item from the profile. |
For information on setting up role security access to update a content item, see the Content Section Page.
Profile Data
The fields on the page may vary depending on the content type. If a content item has country-specific fields, those fields appear within a collapsible country-specific section at the bottom of the page.
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Field or Control |
Description |
|---|---|
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<Content Type> |
Note: The field name is the content type of the item you are adding or updating. (Adding an Item) When adding an item, select from a list of content items that fall under the content type shown. (Viewing, or Updating an Item) When working with an existing item, the field displays the name of the item. |
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Details link |
This link appears when you have entered a content item in the <Content Type> field. Select the Details link to access the <Content Item> Page and view the item property values, such as descriptions and rating model, as defined in the Content Catalog. |
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This icon appears when proficiency descriptions exist on the Item Rating Descriptions Page for this content item. Click this icon to open the Proficiency Descriptions Page and view the rating descriptions. |
(Rating Detail) iconAttachments
The Attachments section appears for person profiles when attachments have been enabled for the Employee role (for Talent Profile page) or the Manager role (for the Team Talent Profile page), and you have the role security access as define on the Content Section Page, Role Security section.
This example illustrates the <Content Type> (Item Details) page when attachments are enabled with the View Attachments option for the role of the user.
This example illustrates the <Content Type> (Item Details) page when attachments are enabled with the Update Attachments option for the role of the user.
Use this section to manage attachments by uploading, deleting, or updating attachments for a person profile.
Field or Control |
Description |
|---|---|
Add Attachment or |
Click this button to access the File Attachment page and upload files. |
Attachments |
Displays the file name. Select the file link to download and view the attachment. |
Description |
(Optional) Enter a description when you first add the file. This field is not available for edit after you have saved the page. |
Delete Attachment button |
Click this button to remove an attachment from this content type item. |
Delete button |
This button is available when you select and existing item. Click to remove this item from the profile. |
Managers use fluid Approvals to view content item attachments for a Person Profile transaction request using the Profile Item Details Page.
The following video provides an overview and demonstration of the Fluid Attachment framework:
Video: Image Highlights, PeopleSoft HCM Update Image 27: Attachment Capability Added to Profile Management
Use the <Content Item> page (JPM_CAT_ITEM_FL) to view the content item details defined in the Content Catalog setup pages, such as descriptions and rating model for the item.
Navigation:
Select the Details link on the <Content Type> (Item Details) Page.
This example illustrates the <Content Item> (Details) page.
Details for a content item are defined on the Content Items - Item Details Page.
Use the Proficiency Descriptions page (JPM_RTMDL_POPUP_FL) to view and select from a list of detailed descriptions for this content item.
Navigation:
Select the Rating Details (?) icon after the Proficiency field on the <Content Type> (Item Details) Page.
Note: Proficiency descriptions must be set up for a content item on the Item Rating Descriptions Page in order for the Related Details (?) icon to appear.
This example illustrates the Proficiency Descriptions page.
When adding or updating an item, select the rating that applies.
When accessing this page from a view only page, this page will also be display only.
Use the Request Approval page (JPM_APPROVAL_FLU) to submit profile changes for approval.
Navigation:
Click the Submit for Approval button on the Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers).
This example illustrates the Request Approval page.
Field or Control |
Description |
|---|---|
Submit |
Click to submit a consolidated approval request for all the changes listed on the page. |
Comments |
Optionally enter comments about the changes you made. |
Managers can review approval requests for Person Profile and Non-Person Profile fluid transactions using the Pending Approvals - Person Profile Page or Pending Approvals - Non-Person Profile Page.
Use the My Job Profiles page (JPM_EMP_RELPROF_FL) to select a job profile from which you want to copy items.
Note: This page will not appear if the person’s job is related to only one profile.
Navigation:
From the Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers), select the Related Actions icon next to the employee’s name, select the Development menu item, then select Copy Job Item.
This example illustrates the My Job Profiles page.
Field or Control |
Description |
|---|---|
|
Select this button to access the Copy Job Items Page and view and select from a list of profile items associated with this job that are not part of the employee’s |
(Select Profile) buttonUse the Copy Job Items page (JPM_COPY_JOB_FL) to view and select items that are part of the person’s job profile but are not yet part of the employee’s profile.
Navigation:
Talent Profile Page (for Employees) or Team Talent Profile Page (for Managers), select the Related Actions icon next to the employee’s name, select the Development menu item, then select Copy Job Item.
Note: The Copy Job Items page immediately appears when the person’s job is related to only one profile.
Select a job profile from the My Job Profiles Page.
This example illustrates the Copy Job Items page.
Field or Control |
Description |
|---|---|
Select All link |
Select this link to select all the content items on this page. |
|
Select this check box to individually select an item to add to the profile. When you select an item that has related items, the system will automatically select the related items associated with this item. To review or make changes to the related items, select the Update Details menu and select the Update <Related Content Type> link. |
Sub-Competencies or Elements (Related Items) column and |
This column and icon displays if related items are associated with a content item. When related items are associated with a content item, the icon will first display how many related items have been selected to add to the person’s profile, and second, how many related items are associated with the job profile. Note: The name of the column varies based on the child relationship of the content type. For example, if a profile type is set up to use Sub-Competencies, then the column heading will display the same. |
Copy Status column |
This value is populated when you select an item to copy and displays if an item is ready to be copied to the person’s profile. Statuses include:
|
|
This icon displays if a related item is associated with a content item. Select this menu icon to access the Update Details pop-up menu page and select the type of item you want to update. Options include:
|
(Select) check box
(Related Items) icon
(Update Details) iconThis example illustrates the Update Details icon and popup menu when related content is associated with an item.
Field or Control |
Description |
|---|---|
|
Select this icon to access the Profile Item Detail Page and make updates to the item as it pertains to the person. |
|
This button becomes available after all selected items have a Copy Status of Ready to Copy. Select this button to be taken to the Copy Profile Items Page to view a summary of the items you are copying to the person’s profile. |
(Update Details) icon
buttonUse the Copy Job Items - <Related Content Type> (Summary) page (JPM_CPY_RLITM_SCF) to view and select from a list of related items associated with this job content item and add them to the person’s profile.
Note: Where <Related Content Type> represents the name of the related content type.
Navigation:
Click the Updated Details (three dots) menu icon on the Copy Job Items Page and select the Update <Related Content Type> link.
This example illustrates the Copy Job Items - <Related Content Type> (Summary) page, where the related content type Sub-Competencies is shown as the page header.
This page work similar to the Copy Job Items Page. See this topic for field and page element definitions.
Use the Profile Item Detail page (JPM_COPYJOBITM_SCF) to make updates to an item to indicate the person’s qualifications and capabilities.
Navigation:
Click the Update Details (pencil) icon on the Copy Job Items Page.
Click the Updated Details (three dots) menu icon on the Copy Job Items Page and select the Update <Content Type> link.
This example illustrates the Profile Item Detail page.
Use this page to enter all required fields and pertinent information for the person.
Field or Control |
Description |
|---|---|
|
Select this button to accept your changes to the item. These property values will be copied to the person’s profile. |
This page works similar to the <Content Type> (Item Details) Page. See this topic for additional field definitions.
Use the Profile Item Detail (Related Content Type) page (JPM_CPYJOBRITM_SCF) to make updates to a related item to indicate the person’s qualifications and capabilities.
Navigation:
Click the Update Details (pencil) icon on the Copy Job Items - <Related Content Type> (Summary) Page.
This example illustrates the Profile Item Detail (Related Content Type) page.
Use this page to enter all required fields and pertinent information for the person.
Field or Control |
Description |
|---|---|
|
Select this button to accept your changes to the item. These property values will be copied to the person’s profile. |
This page works similar to the <Content Type> (Item Details) Page. See this topic for additional field definitions.
Use the Copy Profile Items page (JPM_CPYJOBSAVE_SCF) to view a summary of and submit the items you are copying to the person’s profile.
Navigation:
Select the Copy Items button from the Copy Job Items Page.
This example illustrates the Copy Profile Items page.
Field or Control |
Description |
|---|---|
|
Select this button to return to the Copy Items page where you can make changes to the items you want to copy to the person’s profile. |
|
Select this button to submit the items to be added to the person’s profile. |
button
buttonConfirmation of the Copy Job Items Submission
After you submit your items to copy, the system will return you to the Copy Job Items Page in display only mode where you can view the status of the copy.
This example illustrates the Copy Profile Items page after submitting items to be added to the person’s profile.
Field or Control |
Description |
|---|---|
Copy Status |
This page will display the following statuses:
|
Note: Items added to the person’s profile will no longer appear in this job’s profile item list for this person, since this page only displays those items that are not already part of the person’s profile. Items not copied to the profile will remain on the list and are available for later selection.