PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Profiles

PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Profiles November 2010

PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Profiles SKU hrms91hhmp-b1110 Copyright 1988, 2010, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or 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, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Hazardous Applications Notice This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. Third Party Content, Products, and Services Disclaimer This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services.

Contents Preface PeopleSoft Enterprise Human Resources PeopleBook Manage Profiles Preface . ix PeopleSoft Products . ix PeopleSoft Enterprise HRMS Application Fundamentals . ix PeopleBooks and the PeopleSoft Online Library . ix Chapter 1 Getting Started with Manage Profiles . 1 Manage Profiles Overview . Manage Profiles Business Processes . Manage Profiles Integrations . Manage Profiles Implementation . 1 4 5 6 Chapter 2 Setting Up the Content Catalog . 9 Understanding the Content Catalog . 9 Understanding Content Catalog Setup . 11 Setting Up Content Types and Properties . 15 Understanding Content Type Properties . 15 Understanding Custom List Values . 15 Understanding Free Form Content Types . 16 Pages Used to Set Up Content Types and Properties . 17 Defining Custom List Values . 18 Defining Content Type Properties . 19 Defining Content Type Relationship Rules . 22 Defining Content Items . 24 Pages Used to Define Content Items . 24 Defining Content Item Details . 25 Defining Proficiency Descriptions . 26 Setting Up and Reviewing Content Item Relationships . 27 Adding Content Items to Groups . 28 Defining Content Groups . 28 Pages Used to Define Content Groups and Members . 29 Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. iii

Contents Defining Content Group Types . Defining Content Group Members . Defining Rating Models . Understanding Rating Models . (USF) Understanding Rating Models . Pages Used to Define Rating Models . Setting Up Rating Models . Adding Review Rating Explanations . 29 30 31 32 32 33 33 37 Chapter 3 Setting Up Profile Management . 39 Understanding Profile Management . Manage Profiles Setup . Common Elements Used in This Chapter . Configuring Manage Profiles . Page Used to Configure Manage Profiles . Configuring Manage Profiles Installation Settings . Defining Education-Related Information . Understanding Education-Related Information . Pages Used to Define School Information . Tracking Schools . (JPN) Defining Faculty Information for Japan . Defining Instance Qualifiers . Understanding Instance Qualifiers . Understanding Instance Qualifier Integration . Page Used to Define Instance Qualifiers . Setting Up Instance Qualifiers . Setting Up Profile Identity and Association Options . Common Elements Used in This Section . Pages Used to Define Profile Identity and Association Options . Defining Profile Identity Options . Enabling Profile Association Options . Setting Up Profile Types . Pages Used to Set Up Profile Types . Setting Up Profile Type Attributes . Defining Profile Type Identities . Defining Profile Type Content . Selecting Content Types . Defining Content Sections . Setting Up Profile Type Associations . Cloning Profile Types . Assigning Profile Type Defaults . iv 39 43 45 45 45 45 47 47 48 49 49 50 50 54 54 54 56 57 58 58 61 61 62 63 65 66 68 69 74 75 75 Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

Contents Creating Profile Group Types and Profile Groups . Understanding Profile Groups and Group Types . Prerequisites . Pages Used to Create Profile Group Types and Groups . Creating Profile Group Types . Creating Profile Group Definitions . Managing Profile Group Members . Building Profile Groups . Setting Up to Use XML Publisher Reports and Profiles . Understanding XML Publisher Reports and Templates . Prerequisites . Pages Used to View and Modify XML Publisher Reports and Templates . Viewing Delivered Report Templates . Modifying an Existing Template . 76 76 77 78 78 79 81 83 83 83 85 85 86 87 Chapter 4 Setting Up Search and Compare Profiles . 89 Understanding Search and Compare Profiles . 89 Setting Up Searches . 94 Page Used to Set Up Search Types . 94 Setting Up Profile Search Types . 94 Building the Search Indexes . 96 Understanding the Search Indexes . 96 Understanding Verity Index Maintenance . 101 Prerequisites . 103 Pages Used to Build the Search Indexes . 103 Running the Build Manager List Process . 104 Running the Maintain Profile Indexes Process . 105 Chapter 5 Managing Profiles . 107 Understanding Profile Management . Prerequisites . Maintaining Profiles . Understanding Profiles and Profile Types . Understanding Profile Copy, Import, and Syndication . Prerequisites . Common Elements Used in this Section . Pages Used to Maintain Profiles . Creating and Updating Person Profiles . Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. 107 108 109 109 112 114 114 115 119 v

Contents Creating and Updating Non-Person Profiles . Adding and Updating Profile Groups for a Profile . Entering Additional Profile Information . Adding, Updating, and Viewing Profile Item Details . Adding Related Profile Items . Viewing Profile Item Rows . Viewing Syndication Sources and Targets . Selecting Profiles for Import or Syndication . Adding and Updating Profile Identities . Adding and Updating Profile Associations . Submitting Changes to Person Profiles . Submitting Changes to Non-Person Profiles . Reviewing Syndication Exceptions . Reviewing Syndication Exception Details . Approving Profile Changes . Understanding Profile Approval Processing . Pages Used to Approve Profiles . Viewing Profile Approval Transactions . Viewing, Approving, and Denying Profile Changes . Searching and Comparing Profiles . Understanding Search and Compare Profiles . Understanding Search and Compare Profile Scores . Pages Used to Search and Compare Profiles . Selecting a Source Profile . Setting Up Search Criteria . Viewing Search Results . Selecting Profiles to Compare . Viewing Comparison Results . Managing Interest Lists . Understanding Interest Lists . Common Elements Used in this Section . Pages Used to Manage Interest Lists . Managing Employees' Interest Lists . Viewing Interest Lists by Profile . Tracking Training . Understanding How to Track Employee Training . Pages Used to Track Employee Training . Recording Employee Training . 123 129 130 131 132 134 134 135 137 138 139 141 142 143 145 145 146 147 148 150 150 154 163 165 167 170 173 174 175 175 175 176 176 177 177 177 178 178 Chapter 6 Matching Competencies to Roles . 181 Understanding Profile Comparisons . 181 vi Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

Contents Understanding Role Matching . Point Awards and Importance Levels . Multiple Evaluations . Setting Up Match Evaluation Types . Page Used to Set Up Match Evaluation Types . Defining Match Evaluation Types . Matching Employees to Roles . Prerequisites . Pages Used to Match Employees to Roles . Specifying a Role and Analyzing Cluster Matches . Analyzing Competency Matches . Viewing Competency Match Details . Analyzing Accomplishment Matches . Viewing a Gap Analysis of the Employee and Role . Matching Roles to Employees . Prerequisites . Pages Used to Match Roles to Employees . Specifying an Employee and Analyzing Cluster Matches . Analyzing Competency Matches . Viewing Competency Match Details . Analyzing Accomplishments . Viewing a Gap Analysis of the Role and Employee . Matching Teams to Projects . Prerequisites . Pages Used to Match Teams to Projects . Setting Up Employee Teams . Analyzing Team Competency Matches . Analyzing Team Accomplishment Matches . 183 183 186 187 187 187 188 188 189 190 191 193 194 195 196 196 197 197 198 199 200 201 201 202 202 203 203 205 Chapter 7 Running Content Catalog and Profile Reports . 207 Reporting Content Catalog Items . Page Used to Run the Content Catalog Report . Running the Content Catalog Listing Report . Reviewing Competency Categories . Running Profile Reports . Pages Used to Run Profile Reports . Running the Person Profile Report . Running the Non-Person Profile Report . Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. 207 207 208 208 209 210 212 213 vii

Contents Chapter 8 (GBR) Managing National Vocational Qualifications . 215 Understanding NVQs . Setting Up NVQ Information .

PeopleSoft Products This PeopleBook refers to the following PeopleSoft product: PeopleSoft Enterprise Human Resources Manage Profiles. PeopleSoft Enterprise HRMS Application Fundamentals Additional, essential information describing the setup and design of your system appears in a companion