Initializing From Profiles

When you generate documents and Initialize from Profile is selected on the Template Definition - Structure page, the system checks to see if there are items to add to the document based on the nonperson profiles associated to the employees job information.

If Initialize from Profile is selected, the system:

  1. Identifies the profile type entered in the Profile Type field in the Profile Management group box on the Template Definition - Structure page.

  2. Identifies all profile IDs associated with the profile type.

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

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

  5. Identifies the employee job information record.

  6. Looks at the first profile identity option in the sequenced list to see if there is data for that item in the employee's job information record that matches the key.

    1. If there is a match, the system adds the associated content items from the profile ID to the document.

    2. If there is no match, the system checks the next profile identity option in the sequenced list.

    3. If it is the end of a sequenced list, the system stops the process.

Here is the mapping between ePerformance and the Job Profile Manager (JPM) when an item is initialized from the Profile:

ePerformance Field Label Job Profile Manager Field Name

Item ID

JPM_CAT_ITEM_ID

Rating Model

RATING_MODEL

Target Rating

JPM_RATING1

Weight

JPM_PCT_1

Minimum Weight

JPM_PCT_1

Due Date

JPM_DATE_1

Reminder Date

JPM_DATE_2

Mandatory

JPM_MANDATORY

Critical

JPM_YN_2

Note:

On the Template Definition - Structure page you can insert free-form items by selecting the Free-Form Allowed check box and then selecting the items that you want to appear on documents. You can also click the Load Content from Profile link on the Template Definition - Content page to add content items. When you initiate the creation process, the system loads these items into the sections on documents.