(USF) Working with Profiles

This section provides an overview of working with job profiles.

The employee review process has the capability to use profiles to find the appropriate template associated with an employee's job data.

To use profiles in Manage Employee Review:

  1. Create a new non-person profile type or use an existing non-person profile type. The profile type must have at least one of the following profile identity options defined: job code, job family, position, salary grade, department, location or business unit.

  2. Create the profiles and associate the profiles to the job data.

Creating Job Profiles

To set up a job profile:

  1. Create a profile ID and enter a description of the profile.

  2. Use the profile identities section to select the profile identity option (job code, job family, position, salary grade, department, location or business unit) then select the appropriate identities (such as job code 11000 — Accountant) for the profile.

  3. Use the profile association section to select the profile association option of performance template then enter the document type (PERF-USF) and the template to be used for this profile

Associating Job Profiles with Employees

When (USF) Employee Review documents are created and Profile Management is selected as the template source on the PERF-USF document type, the system locates the appropriate template based upon the employee's job data. If Profile Management is selected, the system:

  1. Identifies the profile type entered in the Profile Type field on the Update Document Type (USF) page for the PERF-USF document type.

  2. Retrieves the employee job data record.

  3. Identifies all Profile IDs associated with the profile type.

  4. Identifies all the profile identity options and keys associated with the Profile IDs.

  5. Orders those profile identity options according to the sequence defined on the Profile Identity Options — Configuration page.

  6. Uses the first profile identity option in the sequenced list and finds the appropriate employee job data.

  7. Finds the profile that is associated to the job data.

  8. Selects the template associated with the profile based upon the document type that is being used to create the documents. If the system can find a profile that matches the employee data then the system uses the next profile identity option in the sequenced list. If the system is unable to locate a profile associated to the employee job data or a template on the profile, the system will use the default template indicated on the document type to create the document.

  • Job Code Profile

  • Job Family

  • Position Data

  • Salary Grade Table