PeopleSoft HCM 9.2: Human Resources Manage Profiles

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PeopleSoft HCM 9.2: HumanResources Manage ProfilesJuly 2020

PeopleSoft HCM 9.2: Human Resources Manage ProfilesCopyright 1988, 2020, Oracle and/or its affiliates.This software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreementor allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute,exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, ordecompilation of this software, unless required by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. If youfind any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalfof the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software,any programs embedded, installed or activated on delivered hardware, and modifications of such programs) andOracle computer documentation or other Oracle data delivered to or accessed by U.S. Government end users are"commercial computer software" or “commercial computer software documentation” pursuant to the applicableFederal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction,duplication, release, display, disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracleprograms (including any operating system, integrated software, any programs embedded, installed or activatedon delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) otherOracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. Theterms governing the U.S. Government’s use of Oracle cloud services are defined by the applicable contract for suchservices. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications. It isnot developed or intended for use in any inherently dangerous applications, including applications that may create arisk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsibleto take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporationand its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerousapplications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of theirrespective owners.Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are usedunder license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMDlogo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of TheOpen Group.This software or hardware and documentation may provide access to or information about content, products, andservices from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim allwarranties of any kind with respect to third-party content, products, and services unless otherwise set forth in anapplicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for anyloss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except asset forth in an applicable agreement between you and Oracle.The business names used in this documentation are fictitious, and are not intended to identify any real companiescurrently or previously in existence.Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. Forinformation, visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visit http://www.oracle.com/pls/topic/lookup?ctx acc&id trs if you are hearing impaired.

ContentsPreface: Preface.ixUnderstanding the PeopleSoft Online Help and PeopleBooks. ixHosted PeopleSoft Online Help. ixLocally Installed Help. ixDownloadable PeopleBook PDF Files.ixCommon Help Documentation.ixField and Control Definitions. xTypographical Conventions. xISO Country and Currency Codes. xRegion and Industry Identifiers. xiTranslations and Embedded Help. xiUsing and Managing the PeopleSoft Online Help.xiiPeopleSoft HCM Application Fundamentals. xiiRelated Links for PeopleSoft HCM. xiiContact Us.xiiFollow Us.xiiChapter 1: Getting Started with Manage Profiles. 15Manage Profiles Overview. 15Manage Profiles Business Processes. 18Manage Profiles Integrations. 18Manage Profiles Implementation.19Chapter 2: Setting Up the Content Catalog. 23Understanding the Content Catalog.23Understanding Content Catalog Setup. 25Setting Up Content Types and Properties. 28Pages Used to Set Up Content Types and Properties. 28Understanding Content Type Properties. 28Understanding Free Form Content Types. 28Content Types Page.29Relationship Rule Page. 32Defining Content Items.34Pages Used to Define Content Items. 34Content Items - Item Details Page.34Item Rating Descriptions Page.36Content Items - Relationships Page. 36Content Items - Group Memberships Page.37Defining Content Groups.38Pages Used to Define Content Groups and Members. 38Content Group Types Page. 39Content Group Members Page.39Defining Rating Models.40Pages Used to Define Rating Models. 41Understanding Rating Models.41(USF) Understanding Rating Models. 42Rating Model Page. 42Review Rating Explanation Page.46Copyright 1988, 2020, Oracle and/or its affiliates.iii

ContentsChapter 3: Setting Up Profile Management. 47Understanding Profile Management. 47Manage Profiles Setup. 52Common Elements Used to Set Up Profiles. 53Configuring Manage Profiles.53Page Used to Configure Manage Profiles.54Profile Management Installation Page. 54Defining Custom Prompts. 56Pages Used to Define Custom Prompts.56Understanding Custom Prompts.56Custom Prompt Page.57Defining Instance Qualifiers. 59Page Used to Define Instance Qualifiers. 60Understanding Instance Qualifiers. 60Understanding Instance Qualifier Integration. 63Instance Qualifiers Page.63Setting Up Profile Identity and Association Options. 65Pages Used to Define Profile Identity and Association Options. 66Common Elements Used to Define Profile Identity and Association Options. 66Profile Identity Options Page.67Profile Association Options Page. 69Setting Up Profile Types. 70Pages Used to Set Up Profile Types.71Profile Types - Attributes Page.72Profile Types - Identities Page.74Profile Types - Content Page. 76Add Content Section Page. 79Content Section Page. 81Profile Type - Associations Page. 88Clone Profile Types Page.89Assign Profile Type Defaults Page. 90Creating Profile Group Types and Profile Groups.91Pages Used to Create Profile Group Types and Groups.91Understanding Profile Groups and Group Types.91Prerequisites. 93Profile Group Types Page. 93Profile Groups - Group Definition Page.94Profile Groups - Group Members Page. 96Build Profile Groups Page. 97Enabling Profile Actions.97Pages Used to Enable Profile Actions. 98Understanding Profile Actions. 98Profile Actions Page.101Setting Up to Use BI Publisher Reports and Profiles. 103Pages Used to View and Modify BI Publisher Reports and Templates.103Understanding BI Publisher Reports and Templates. 103Prerequisites. 105Template Page.105Modifying an Existing Template.106Chapter 4: Setting Up Search and Compare Profiles.109Understanding Search and Compare Profiles.109ivCopyright 1988, 2020, Oracle and/or its affiliates.

ContentsSetting Up Searches. 114Page Used to Set Up Search Types. 114Define Search Configuration Page.114Building the Search Indexes. 116Pages Used to Build the Search Indexes. 117Understanding the Search Indexes. 117Understanding Index Maintenance.120Understanding PeopleTools Search Framework Profile Document Security for PersonProfiles. 122Prerequisites. 123Direct Reports Tables Build Page.124Build Search Index Page.124Chapter 5: Managing Profiles. 127Understanding Managing Profiles. 127Prerequisites. 128Maintaining Profiles as an Administrator.128Pages Used to Maintain Profiles as an Administrator. 129Understanding Profiles and Profile Types. 132Understanding Profile Copy, Import, and Syndication. 134Prerequisites. 136Common Elements Used in Managing Profiles.136Person Profile Page. 138Non-person Profile Page. 143Update Profile Groups Page.149Profile Comments Page.150Add New content type , Update content type , or View content type Page. 151Profile Item Attachments Page. 154Update Related Content Item Page. 155View Profile Item History Page. 156Profile Syndication Page. 157Syndicate Profiles Page or Import Profile Items Page. 158Profile Identity Page.161Profile Association Page. 162Person Profile - Summary of Changes Page.163Non-person Profile - Summary of Changes Page.165Syndication Exceptions Page. 166Exception Details Page.167Approving Profile Changes. 169Pages Used to Approve Profiles. 169Understanding Profile Approval Processing. 169Select Approval Transaction Page. 170Approve Profiles Page.172Searching and Comparing Profiles. 173Pages Used to Search and Compare Profiles.173Understanding Search and Compare Profiles. 175Understanding Search and Compare Profile Scores. 178Select a Profile Page. 189Search Criteria Page. 191Related Items Criteria Page.194Search Results Page. 195Compare Profiles Page. 197Copyright 1988, 2020, Oracle and/or its affiliates.v

ContentsCompare Results Page.198Managing Interest Lists. 200Pages Used to Manage Interest Lists.200Understanding Interest Lists.200Common Elements Used to Manage Interest Lists.200Interest List by Person Page. 201Interest List by Profile Page. 201Tracking Training.202Pages Used to Track Employee Training.202Understanding How to Track Employee Training. 203Professional Training Page.203Chapter 6: Matching Profiles. 205Understanding Profile Comparisons. 205Understanding Profile Matching.206Point Awards and Importance Levels. 206Multiple Evaluations.208Setting Up Match Evaluation Types.209Page Used to Set Up Match Evaluation Types.210Match Evaluation Types Page.210Matching Employee Profiles. 211Pages Used to Match Employees to Profiles.211Prerequisites. 211Employee Profile Matching - Summary Page. 212Employee Profile Matching - Competency Match Page.213Competency Match Detail Page.215Employee Profile Matching - Other Items Match Page. 216Employee Profile Matching - Gap-Fit Measurement Page.217Matching Teams to Projects. 219Pages Used to Match Teams to Projects.219Prerequisites. 219Create Teams Page. 220Compare Team to Job Task - Competency Match Page.221Compare Team to Job Task - Other Items Match Page.222Chapter 7: Running Content Catalog and Profile Reports.223Reporting Content Catalog Items. 223Page Used to Run the Content Catalog Report. 223Content Catalog Listing Page. 223Competency Summary Page. 224Running Profile Reports. 225Pages Used to Run Profile Reports. 225Person Profile Report Page. 226Non-Person Profile Report Page. 227Chapter 8: (GBR) Managing Nat

PeopleSoft HCM 9.2: Human Resources Manage Profiles . Understanding the PeopleSoft Online Help and PeopleBooks The PeopleSoft Online Help is a website that enables you to view all help content for PeopleSoft applications and

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