Prerequisites

Before employees and managers can use the profile management self-service transactions, you must set up the following:

  • Define the content catalog.

  • Define your profile types.

  • (Optional). Define profile groups.

  • (Optional). Define and configure approvals for profiles.

    The use of approval processing for profiles is optional. You associate approvals workflow to profile types.

  • Define search types and run the Build Manager List and Build Profile Search Indexes processes required by the profile search and compare feature.

  • Set up the text on the self-service pages.

    The profile management self-services pages use the Text Catalog. You can modify the delivered text to meet your organization's business needs. See Application Fundamentals: Configuring the Text Catalog.

  • Configure the Direct Reports functionality for your organization.

    The manager self-service options for profile management use the direct reports functionality to determine managers' direct reports. See Application Fundamentals: Configuring Direct Reports Functionality.