Understanding and Accessing the Employee Snapshot Pages and Tiles

The Employee Snapshot tiles and pages use direct report and profile management role security to enable or restrict managers or administrators in viewing potentially confidential data.

Direct Report Access

The system checks direct report access for the Employee Snapshot pages as a whole as well as for access to the contents of each tile. If a user (manager or administrator) does not have security access to a component or tile, then the related tile will display a message saying that he or she does not have access to the tile. If a user has access to that component and tile but not to the employee’s data, then the related tile will display a message that he or she does not have access to this information for the employee.

Profile Management Role Security

When data is associated with a person’s profile, the viewable content for the user may also be restricted by profile role security. A person’s profile data is made up of content items—skills and abilities associated with content types such as competencies, languages, responsibilities, and so forth. For a list of dashboard tiles that contain profile data, see the previous section and those items marked with an asterisks (*).

Profile Management enables you to use PeopleTools security roles to further define your Profile Management security. When PeopleTools roles are associated with a profile role, the system looks to the user profile to see who has access to a content section for this profile type. Those users that have the direct report access and the role associated with the profile role will have access to the content according to the parameters set up for the profile type.

This video demonstrates the enhanced security for Profile Management:

Video: Image Highlights, PeopleSoft HCM Update Image 31: Enhanced Security for Profile Management

For more information on defining role security for a profile content type (or tile), see the Content Section Page, Role Security section.

Use the Employee Snapshot tile to access a group of tiles and dashboards to see a comprehensive view of talent data related to an employee.

Navigation:

As delivered, managers and administrator can access Employee dashboards and pages by selecting the following:

• Managers:

  • Employee Snapshot Tile from the Manager Self Service fluid home page.

  • Related Actions menu icon next to an employee’s name in fluid and select the View Employee Snapshot menu item. See the Related Actions for Manager Self Service Pages topic for a list of related actions.

• Administrators:

  Employee Snapshot Tile from the Talent Administrator fluid home page.

You can add the tile, through personalization, to a system-delivered homepage or a home page that you create.

This example illustrates the Employee Snapshot tile.

When you have selected the Employee Snapshot tile, you will be prompted to select an employee.

• Managers will be presented with the (Manager) Employee Snapshot - Find Team Member Page, which displays a list of all their direct reports.

• Administrators will be presented with the (Administrator) Employee Snapshot - Search Page, which displays the Search field and a list of up to 20 of the most recently viewed employees.

  This video provides an overview of Employee Snapshot for administrators:

  Video: Image Highlights, PeopleSoft HCM Update Image 26: Employee Snapshot for Administrators

Managers use the Employee Snapshot - Find Team Member page (HR_PSEL_FLU) to select a direct or indirect report to view the employee’s snapshot data.

Navigation:

• Select the Employee Snapshot tile on the Manager Self Service homepage.

• Select the Select Different Employee link in the sub-banner of the Employee Snapshot pages.

This example illustrates the Employee Snapshot - Find Team Member page when a manager accesses the page.

The Employee Snapshot - 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 (Fluid) <Transaction Name> - Find Team Member Page.

Administrators use the Employee Snapshot - Search page (HCTS_CO_DIRECT_FL) to search for individuals within your organization for whom you wish to view Employee Snapshot data.

The landing page also displays one collapsible section that lists employees whose snapshot data you have recently viewed.

Navigation:

Select the Employee Snapshot tile on the Talent Administrator homepage (or any other home page with the tile when you have administrator access).

This example illustrates the Employee Snapshot - Search page for the tablet when an administrator accesses the page.

A standard banner appears at the top of every fluid page. For more information see Common Elements Used with PeopleSoft Fluid User Interface.

Use the Employee Snapshot - Search Results page (HCTS_SEARCH_FL) to view a list of employees that meet your search criteria.

Navigation:

Enter search criteria in the Search field and select the Run Search (>) button.

This example illustrates the Employee Snapshot - Search Results page for the tablet.

After running a search using Keyword Search, the system presents the search results in an intuitive display, enabling interactive filtering and further navigation.

(Large form factor) When using a large form factor, like a tablet or workstation, a filter panel appears on the left side of the page, which shows facets with counts of those that match that search criteria. Select the facet links to filter results further, seeing which employee meet the additional criteria. For large form factor devices, the page will reset to show only those that meet the additional criteria. The page also displays the criteria you have selected in boxes at the top of the page. Select the cancel icon (X) for a filter item, or select the Clear All link to remove all filters.

(Smartphone) When using a small form factor, like a smartphone, the page displays a Search Filter button. Select the button to access a separate Filters page and select your facets. When you have identified all your criteria, select Done to return to the Search Results page. When filters are in place, the Filter button will be green, and a Select Filters button now appears on the page. Select this button to view the filters that are in place or to remove filters.

Managers and administrators use Employee Snapshot to view dashboards that display employee and talent data.

This example illustrates the Employee Snapshot layout and content.