(Fluid) Searching and Comparing Profiles

Fluid Search and Compare provides a robust way of analyzing your profile data. It provides person and non-person pre-delivered sections but allows you the flexibility to configure criteria items as needed. Criteria groups help you find and compare people or jobs using different combinations of criteria in a single search. Search criteria uses boolean logic that creates focused and productive results.

These topics provide an overview of search and compare profiles ranking and discuss how to search for and compare profiles using the fluid user interface.

For an overview of performing a profile search and compare, see Understanding the Search and Compare Profiles Process.

These videos provide an overview of the Profile Manage Search and Compare modernization feature using the Fluid User Interface:

Video: PeopleSoft Profile Search Match Compare

Video: Image Highlights, PeopleSoft HCM Update Image 36: Profile Management Search, Match Compare Modernization

Page Name

Definition Name

Usage

Search / Compare Profiles Tile

HC_JPM_SRCH_LIST_FL_GBL (this is the cref for this tile)

Access to search for profiles that match selected search criteria and compare those profiles.

(Fluid) Start a New Search Page

JPM_MGR_SRCH_FL (My Teams Searches page)

JPM_EMPL_SRCH_FL (My Searches page)

Select from the list of available search queries that are defined for the user.

(Fluid) Search Profiles Page

JPM_COMPRF_SRCH_FL

Select the profile that you want to use as the source of criteria for the search. The source profile that you select provides the default search criteria. This page is displayed only if the search selected has a criteria rule of Default, No Display or Default and Display and the source profile type is a non-person profile type. If the criteria rule is No Default, Display, you enter the search criteria manually on the Search Criteria page.

(Fluid) Adhoc Search Profiles Page

JPM_SRCH_ADHOC_FL

Select the profile that you want to use as the source of criteria for the adhoc search. The source profile that you select provides the default search criteria rule of No Default, Display (Adhoc).

Select Your Job Profile Page

JPM_EMP_RELPROF_FL

This page appears on the My Searches pages when you have more than one job.

Select Team Member Page

HR_PSEL_FLU

Select the person profile that you want to use as the source for the search criteria.

This page is displayed only if the search selected has a criteria rule of Default, Display and the source profile type is blank.

(Fluid) Search Criteria Page

JPM_SRCH_CRIT_FL

JPM_SRCH_GRPFLT_FL

View and modify the search criteria for the search and compare.

If the search selected on the Search for Profiles page has a criteria rule of Default and Display or No Default, Display, this page is displayed before you run the search. If the criteria rule is Default, No Display, the system runs the search without first displaying the Search Criteria page.

(Fluid) Search Results Page

JPM_SRCH_RESULT_FL

Displays the results of the search.

(Fluid) Compare Results Page

JPM_CSC_COMPARE_FL

View a summary of the comparison of the profiles you selected.

Note: This pages are the same as the administrator documentation however, managers and employees may want to add the Search / Compare Profiles Tile to a home page of their choice through personalizations.

Note: The JPM Person Profile (HC_JPM_PERSON_PROFILE) search index supports real time indexing (RTI) with PeopleTools version 8.59.10 or higher. When enabled, RTI allows real-time updates to the indexed data to provide job search using the latest information.

For more information about Real Time Indexing, refer to PeopleTools Search Technology, “Administering Real Time Indexing."

Employees and managers use the Search and Compare Profiles component in fluid to search for profiles that match certain search criteria. When employees and managers select this option, the system lists the search criteria types that are defined for their role. Search types are configured on the Define Search Configuration page for the profile types that you have defined. (When using the fluid pages, navigate to the Administer Workforce home page select the Profile Administration tile > Profile Configuration tile > Configure Search and Compare tab > Define Search Configuration.) For further information about setting up Search and Compare Profiles, see Understanding Setting Up Search and Compare Profiles.

Depending on how the search is configured, employees and managers can set up or modify the search criteria before running the search. The system lists matching profiles and indicates how well the profile matches the search criteria. For further information about how the system calculates the ratings, see Understanding Search and Compare Profile Results Using the Fluid Pages.

The Search Results page lists the matching profiles in descending score order, with the highest scoring profile listed first. Employees and managers can compare profiles listed on the Search Results page with the search criteria by selecting profiles and clicking the Compare Profiles button to compare the profiles.