Instance Qualifier Sets

An instance qualifier set is a group of codes that uniquely identify different occurrences of the same profile item such as competency content section or a performance rating. Use the Manage Instance Qualifiers task in the Profiles work area to view and edit

Purpose

Instance qualifiers identify the role of a person or the application that updated a content type. For example, if a worker, the worker's peer, and the worker's manager all enter a rating for a competency on the worker's profile, instance qualifier sets uniquely identify each instance, or the rating given by each different role. Uniquely identifying different instances of competencies enables you to specify which instance is used when you view or compare profiles. Instance qualifiers also affect data entered for content types. For example, if configured, a worker with an employee profile can enter a competency with the Evaluation Type instance qualifier as Self only.

Properties

Each instance qualifier contains a code and a description, which indicate the role or the application that updated the content type.

The following examples list the instance qualifiers displayed on the UI or BI reports when the content type is updated by:

• An application: If an employee's potential rating is updated in a talent review meeting, the instance qualifier of the rating appears as TRPOTENTIAL in BI reports. Similarly, if the rating is updated on the employee's Career Planning page, the instance qualifier appears as PROFILEPOTENTIAL in BI reports.

• A role: If a competency is updated by an employee, the value of the Evaluation Type instance qualifier appears as Self on the employee's Edit Skills and Qualifications page and BI reports. Similarly, if the competency is updated by a manager, the value of the Evaluation Type qualifier appears as Supervisor.

Each instance qualifier has the following properties:

• Priority

• Employee and manager views

• Search ability

• Default instance qualifier for employee and manager

Priority

Priority determines:

• The order in which different instances of a competency are displayed.

• Which instance to use when searching and comparing profiles. The lowest number indicates the highest priority. The lowest number is displayed on the competency gap chart, comparison results for profiles, and best-fit results for a profile.

Employee and Manager Views

If the security privileges associated with employee and manager roles enables them to view or edit a content section, then you can use employee and manager views to determine which instances are visible to employees and to managers.

Search Ability

You can specify whether items that have been assigned the instance qualifier code should be included in profile searches. For example, you might not want the ratings for competencies given by peers to display when other workers are searching person profiles.

Default Instance Qualifier

You can specify the default instance qualifier to use when managers and employees update a competency. Each time an employee or manager updates a competency, the record is assigned the instance qualifier code that is identified as the employee or manager default code.