Maintaining Resource Profiles Using PeopleSoft Fluid

PeopleSoft Resource Management captures and utilizes current personal and professional employee information. If you use PeopleSoft Human Capital Management (PeopleSoft HCM), this information can be synchronized with PeopleSoft Resource Management. If PeopleSoft HCM is the employee source application for resources, modifications to the resource’s personal data and qualification information in the resource profile occur by way of user transfer to the Person Profile component in PeopleSoft HCM. The changes to the resource’s profile information will be visible in PeopleSoft Resource Management when the user refreshes the Resource Profile component (RS_WRKR_PROFILE_FL). For more information, see Understanding PeopleSoft Resource Management and PeopleSoft HCM If you do not use PeopleSoft HCM, you can enter employee data into PeopleSoft Resource Management. PeopleSoft Resource Management can be your employee source database for a resource where you maintain the resource's qualifications. For more information, see Understanding PeopleSoft Resource Management and PeopleSoft HCM

If you do not use PeopleSoft HCM, you can enter employee data into PeopleSoft Resource Management. PeopleSoft Resource Management can be your employee source database for a resource where you maintain the resource's qualifications. For more information, see Understanding PeopleSoft Resource Management Without PeopleSoft HCM

Page Name

Definition Name

Usage

Overview Page

RS_RP_OVERVIEW_FL

View or modify a resource's basic information.

Work Experience Page

RS_RP_WORKHIST_FL

View a resource's work experience information.

Qualifications — Competencies and Interests Page

RS_RP_COMPTNCY_FL

View or modify a resource's competencies and interests.

Qualifications — Education Page

RS_RP_DEGREE_FL

Review or modify a resource's education information.

Qualifications — Licenses and Certificates Page

RS_RP_LICENSE_FL

View or modify a resource's license and certificate information.

Qualifications — Languages Page

RS_RP_LANGUAGE_FL

View or modify a resource's language information.

Qualifications — Professional Memberships Page

RS_RP_MEMBERSHP_FL

View or modify a resource's membership information.

Qualifications — Honors and Awards Page

RS_RP_HONORS_FL

View or modify a resource's honors and awards.

Qualifications — Test Results Page

RS_RP_TESTS_FL

Update a resource's test results.

Preferences Page

RS_RP_PREFS_FL

View or modify resource preference information.

General Information - Address Page

RS_RP_ADDRESS_FL

View the resource's address and personal data.

General Information - Phone Page

RS_RP_PHONE_FL

View or modify a resource's contact information.

General Information - Job Information Page

RS_RP_JOBINFO_FL

Review the job title, department, and location with which the resource is affiliated, as defined in the employee's Job record.

General Information - Passports and Visas Page

RS_RP_PASSPORT_FL

Review passports or visas held by the resource as defined in the employee source database.

Resource Search Page

RS_WRKR_SRCH_FL

Search for resources registered in the system.

Use the Overview page (RS_RP_OVERVIEW_FL) to view or modify a resource's basic information.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select Overview

This example illustrates the fields and controls on the Overview page.

Overview page

This example illustrates the fields and controls on the Overview page as displayed on a smartphone.

Overview page as displayed on a smartphone

Select the Save button to save any changes made to the fields.

A resource can update or delete their profile photo depending upon how PeopleSoft Resource Management is implemented. When PeopleSoft HCM is used as the employee source database, a resource does not have the option to update or delete their profile photo. However, if PeopleSoft Resource Management is your employee source database for a resource, then all of the data pertaining to the resource’s profile are stored within tables owned by Resource Management. In this scenario, a resource will be able to update their profile photo.

Use the Work Experience page (RS_RP_WORKHIST_FL) to view a resource's work experience information.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select Work Experience

This example illustrates the fields and controls on the Work Experience page. You can find definitions for the fields and controls later on this page.

Work Experience page

This example illustrates the fields and controls on the Work Experience page as displayed on a smartphone. You can find definitions for the fields and controls later on this page.

Work Experience page as displayed on a smartphone

When there is no data on the Work Experience page, a message displays that there is no work experience or attachments added yet. Select the + button to add work information. Select the Add a Resume button to upload an attachment.

Select a line in the grid to view additional details of the work information or attachments.

Field or Control

Description

Delete

Select to delete work information or an attachment.

View Attachment

Select to view an uploaded attachment.

Default Resume

Select to indicate whether the attached file is to be considered as the primary resume.

Note: You can mark only one attachment as the default resume. A message displays if more than one attachment is marked as a default resume.

Use the Qualifications — Competencies and Interests page (RS_RP_COMPTNCY_FL) to view or modify a resource's competencies and interests.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select Qualifications , Competencies and Interests

This example illustrates the fields and controls on the Qualifications — Competencies and Interests page. You can find definitions for the fields and controls later on this page.

Qualifications - Competencies and Interests page

This example illustrates the fields and controls on the Qualifications — Competencies and Interests page as displayed on a smartphone. You can find definitions for the fields and controls later on this page.

Qualifications - Competencies and Interests page as displayed on a smartphone

When there is no data on the Competencies and Interests page, a message displays that there is no competencies added yet. Select the + button to add a resource’s competencies.

Select a line in the grid to view or update details about a competency. The stars in the grid indicate a resource’s proficiency level.

Field or Control

Description

Consider for Search

Select to set as Yes or No to indicate if a competency is to be considered when a search is made for resource.

Use the Qualifications — Education page (RS_RP_DEGREE_FL) to review or modify a resource's education information.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select Qualifications, Education

This example illustrates the fields and controls on the Qualifications — Education page. You can find definitions for the fields and controls later on this page.

Qualifications - Education page

This example illustrates the fields and controls on the Qualifications — Education page as displayed on a smartphone. You can find definitions for the fields and controls later on this page.

Qualifications - Education page as displayed on a smartphone

When there is no data on the Education page, a message displays that there is no degrees added yet. Select the + button to add a resource’s educational qualification.

Select a line in the grid to view or update a resource’s educational qualification.

Field or Control

Description

Consider for Search

Select to set as Yes or No to indicate if the educational details are to be considered when a search is made for a resource.

Use the Qualifications — Licenses and Certificates page (RS_RP_DEGREE_FL) to view or modify a resource's license and certificate information.

Navigation:

Employee Self Service > My Profile

On the My Profile page, select Qualifications , Licenses and Certificates

This example illustrates the fields and controls on the Qualifications — Licenses and Certificates page.

Qualifications - Licenses and Certificates page

This example illustrates the fields and controls on the Qualifications — Licenses and Certificates page as displayed on a smartphone.

Qualifications - Licenses and Certificates page as displayed on a smartphone

When there is no data on the Licenses or Certificates page, a message displays that there is no licenses or certificates added yet. Select the + button to add Licenses and Certificates.

Select a line in the grid to view or update details about licenses and certificates.

Use the Qualifications — Languages page (RS_RP_LANGUAGE_FL) to view or modify a resource's language information.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select Qualifications, Languages

This example illustrates the fields and controls on the Qualifications — Languages page.

Qualifications - Languages page

This example illustrates the fields and controls on the Qualifications — Languages page as displayed on a smartphone.

Qualifications - Languages page as displayed on a smartphone

When there is no data on the Languages page, a message displays that there is no languages added yet. Select the + button to add a languages.

Select a line in the grid to view or update a resource's language information.

Use the Qualifications — Professional Memberships page (RS_RP_MEMBERSHP_FL) to view or modify a resource's membership information.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select Qualifications , Professional Memberships

This example illustrates the fields and controls on the Qualifications — Professional Memberships page.

Qualifications - Professional Memberships page

This example illustrates the fields and controls on the Qualifications — Professional Memberships page as displayed on a smartphone.

Qualifications - Professional Memberships page as displayed on a smartphone

When there is no data on the Professional Memberships page, a message displays that there are no memberships added yet. Select the + button to add memberships.

Select a line in the grid to view or update a resource's membership information.

Use the Qualifications — Honors and Awards page (RS_RP_HONORS_FL) to modify a resource's honors and awards.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select Qualifications , Honors and Awards.

This example illustrates the fields and controls on the Qualifications - Honors and Awards page.

Qualifications - Honors and Awards page

This example illustrates the fields and controls on the Qualifications - Honors and Awards page as displayed on a smartphone.

Qualifications - Honors and Awards page as displayed on a smartphone

When there is no data on the Honors and Awards page, a message displays that there are no honors or awards added yet. Select the + to add honors and awards.

Select a line in the grid to view or update a resource's honors and awards.

Use the Qualifications — Test Results page (RS_RP_TESTS_FL) to update a resource's test results.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select Qualifications , Test Results

This example illustrates the fields and controls on the Qualifications — Test Results page.

Qualifications - Test Results page

This example illustrates the fields and controls on the Qualifications - Test Results page as displayed on a smartphone.

Qualifications - Test Results page as displayed on a smartphone

When there is no data on the Test Results page, a message displays that there are no test results added yet. Select the + to add a resource’s test results.

Select a line in the grid to view or update a resource’s test results.

Use the Preferences page (RS_RP_PREFS_FL) to view or modify resource preference information.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select Preferences

This example illustrates the fields and controls on the Preferences page.

Preferences page

This example illustrates the fields and controls on the Preferences.

Preferences page as displayed on a smartphone

If your organization establishes a flexible preference attribute, it appears on this page for the resource to specify values and preference levels. For example, if there is a flexible preference attribute called Dress Code, the resource can specify a level of interest for the flexible preference attribute Dress Code.

When there is no data on the Preferences page, a message displays indicating that there are no flexible preference attributes added yet. Select the + button to add flexible preference attributes.

Select a line in the grid to view or update flexible preference attributes.

Use the General Information - Address page (RS_RP_ADDRESS_FL) to view the resource's address and personal data.

PeopleSoft Resource Management offers a flexible framework for identifying and selectively hiding sensitive employee data. Data is secured by role allowing specific user groups access to the sensitive data as appropriate. With this level of control, organizations are able to account for country-specific data privacy rules in the resource deployment process.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select General Information, General Address

This example illustrates the fields and controls on the General Information - Address page.

General Information - Address page

This example illustrates the fields and controls on the General Information - Address page as displayed on a smartphone.

General Information - Address page as displayed on a smartphone

Use the General Information - Phone page (RS_RP_PHONE_FL) to view or modify a resource's contact information.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select General Information, Phone

This example illustrates the fields and controls on the General Information - Phone page.

General Information - Phone page

This example illustrates the fields and controls on the General Information - Phone page as displayed on a smartphone.

General Information - Phone page as displayed on a smartphone

When there is no data on the General Information - Phone page, a message displays that there are no phone numbers added yet. Select the + button to add a resource’s contact information.

Select a line in the grid to view or update a resource’s contact information.

Use the General Information - Job Information page (RS_RP_JOBINFO_FL) to review the job title, department, and work location with which the resource is affiliated, as defined in the employee's Job record.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select General Information , Job Information

This example illustrates the fields and controls on the General Information - Job Information page.

General Information - Job Information page

This example illustrates the fields and controls on the General Information - Job Information page as displayed on a smartphone.

General Information - Job Information page as displayed on a smartphone

You cannot modify job information on this page; you must update this information in the employee source database tables.

Use the General Information - Passports and Visas page (RS_RP_PASSPORT_FL) to review passports or visas held by the resource as defined in the employee source database.

Navigation:

Employee Self Service > My Profile .

On the My Profile page, select General Information, Passports and Visas

This example illustrates the fields and controls on the General Information - Passports and Visas page.

General Information - Passports and Visas page

This example illustrates the fields and controls on the General Information - Passports and Visas page as displayed on a smartphone.

General Information - Passports and Visas page as displayed on a smartphone

You cannot modify Passports and Visas information on this page; you must update this information in the employee source database tables.

Use the Resource Search page (RS_WRKR_SRCH_FL) to search for resources registered in the system.

Navigation:

Project Management > Resource Profile .

Note: Users with the appropriate security permission may access the Resource Search page and search for resources.

This example illustrates the fields and controls on the Resource Search page.

Resource Search page

Enter the search criteria and then select Search to search for resources. The Search Results grid displays the resources meeting your search criteria. Select a resource on the Search Results grid to view the resource’s profile.