16 define workforce profiles

Partner Boot Camp – Fusion HCM Global HR Define Workforce Profiles Instructor Guide

August 08, 2013

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CONTENTS Lesson 1: Define Workforce Profiles ........................................... 1

Objectives ................................................................................................. 1 Profile Management Setup and Maintenance .................................................. 2 Describe Oracle Fusion Profile Management ................................................... 4

Profile Management Terminology ............................................................... 5 Oracle Fusion Profile Management Integrations ............................................ 6

Configure Talent Profile Settings .................................................................. 7 Instructor Note: Profile Lookups ................................................................. 8 Profile Management Lookups ................................................................... 10 Profile Management Notifications ............................................................. 11 Profile Management Descriptive Flexfields ................................................. 12

Set Up Talent Profile Content ..................................................................... 13 Content Library ...................................................................................... 14 Instructor Note: Demo Timing ................................................................. 15 Demonstration: Content Types ................................................................ 16 Content Types ....................................................................................... 18 Free-form Content Types ........................................................................ 20 Content Type Properties .......................................................................... 21 Content Subscribers ............................................................................... 22 Instructor Note: Demo Timing ................................................................. 23 Demonstration: Content Items ................................................................ 24 Content Items ....................................................................................... 25 Instructor Note: Demo Timing ................................................................. 27 Instructor Note: Educational Establishments .............................................. 28 Demonstration: Educational Establishments .............................................. 29 Educational Establishments ..................................................................... 30 Instructor Note: Demo Timing ................................................................. 31 Demonstration: Rating Models ................................................................. 32 Rating Models ........................................................................................ 33 Rating Model Components ....................................................................... 34 Rating Models and Model Profiles ............................................................. 36

Set Up Talent Profiles ............................................................................... 37 Instructor Note: Demo Timing ................................................................. 38 Demonstration: Profile Types ................................................................... 39 Profile Types ......................................................................................... 41 Profile Type Components ........................................................................ 42 Instructor Note: Seeded Sections ............................................................. 43 Summary Text ....................................................................................... 44 Instance Qualifier ................................................................................... 45 Instructor Note: Demo Timing ................................................................. 46 Demonstration: Instance Qualifier Set ...................................................... 47 Instance Qualifier Sets............................................................................ 49 Settings for Qualifier Sets ....................................................................... 50 Instructor Note: Demo Timing ................................................................. 51 Demonstration: Where Instance Qualifier Sets Are Used ............................. 52

Instructor Note: Activity Timing ................................................................. 54 Activity 1 Introduction: Creating a New Content Type and Items .................... 55

Activity 1: Creating a New Content Type ................................................... 57 Instructor Note: Activity Timing ................................................................. 59 Activity 2 Introduction: Creating Content Items ........................................... 60

Activity 2: Creating Content Items ........................................................... 61 Instructor Note: Activity Timing ................................................................. 63 Activity 3 Introduction: Adding a New Content Type to the Person Profile Type 64

Activity 3: Adding a New Content Type to the Person Profile Type ................ 65

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Instructor Note: Activity Timing ................................................................. 68 Activity 4 Introduction: Adding the New Content Section to a Profile ............... 69

Activity 4: Adding the New Content Section to a Profile ............................... 70 Talent Profile Content Quiz ........................................................................ 73

Talent Profile Content Review Question 1 .................................................. 74 Talent Profile Content Review Question 2 .................................................. 75 Talent Profile Content Review Question 3 .................................................. 76 Talent Profile Content Review Question 4 .................................................. 77 Talent Profile Content Review Question 5 .................................................. 78 All Talent Profile Content Quizzes and Answers .......................................... 79

Lesson Highlights ..................................................................................... 80

Lesson 1: Define Workforce Profiles

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1


Objectives After completing this lesson, you should be able to:

• Describe Oracle Fusion Profile Management • Configure talent profile settings • Set up talent profile content • Set up talent profiles


2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Profile Management Setup and Maintenance

• Initial setup for this activity is performed using Functional Setup Manager - Workforce Deployment Offering: Define Common Applications Configuration for HCM/Define Workforce Profiles

• Ongoing maintenance is performed from the Profiles work area and on the Profile Management cards in the Person Gallery (Career Planning, Development and Growth, and Experience and Qualifications)

Define Workforce Profiles Task Lists and Tasks

_______________________________________________________

Setup tasks in FSM under Define Talent Profile Settings Task List:

• Manage Workforce Profile Lookups • Manage Value Sets • Manage Workforce Profile Descriptive Flexfields • Manage Talent Notifications



Setup tasks in FSM under Define Talent Profile Content Task List:

• Manage Content Subscribers • Manage Profile Rating Models • Manage Educational Establishments • Manage Profile Content Types • Manage Profile Content Items

Setup tasks in FSM under Define Talent Profiles Task List:

• Manage Profile Types • Manage Instance Qualifiers

The ongoing maintenance tasks are:

• Manage Model Profiles • Search Profiles



Describe Oracle Fusion Profile Management Profile Management provides a framework for developing and managing talent profiles that meet your industry or organizational requirements. Profiles summarize the qualifications and skills of a person or a workforce structure such as a job or position. Profiles enable you to:

• Track workers' skills, competencies, and accomplishments • Define the required or desired skills, degrees, and other qualifications of jobs and

positions • Manage talent-related activities, such as career planning, identifying training

needs, and performance management



Profile Management Terminology Oracle Fusion Profile Management terminology:

• Content library: The content library provides the foundation for profiles as it stores both content types and content items.

• Content type: A set of attributes for a worker or a job or position. Examples include languages, competencies, and degrees.

• Content item: An individual quality, skill, or qualification within a content type that you track in profiles.

• Content subscriber: Applications external to Oracle Fusion Profile Management that use content types.

• Educational establishment: A college, university, or other school that workers use when they add education information, such as degrees, to their profile.

• Person profile: A collection of a worker's skills, qualifications, education background, and so on.

• Model profile: A collection of the work requirements and required skills and qualifications of a workforce structure, such as a job or position.

• Profile type: A template for person or model profiles that is built using content types.

• Rating model: A scale used to measure the performance and proficiency of workers.

These terms will be discussed in more detail in subsequent topics.



Oracle Fusion Profile Management Integrations Oracle Fusion Profile Management integrates with Oracle Fusion Global Human Resources that includes model profiles are assigned to jobs and positions so that you can specify targeted skills and qualifications and work requirements for jobs and positions.



Configure Talent Profile Settings Profile Management Key Settings:

• Profile Management lookups • Profile Management notifications • Profile Management descriptive flexfields



Instructor Note: Profile Lookups Navigate to the Manage Workforce Profile Lookups task in FSM to demo the available lookups for Profile Management. If students want more information on each lookup type, review the following list of lookup types and associated descriptions:

• HRT_CONTENT_SUPP_CODE: Codes to identify where the content type originated, such as from the customer or from a third party. HR specialists assign supplier codes when setting up new content types. (extensible)

• HRT_COMPETENCY_EVAL_TYPE: Types of competency ratings, such as self, supervisor, and peer. Evaluation types are used in instance qualifier sets to identify the role of the person who provided a competency rating for a worker. (user)

• HRT_DEGREE_LEVEL: Required levels of education for a job or position profile, such as a Bachelor's degree or Masters degree. (user)

• HRT_DURATION: Time periods for when a worker would like to make a career move. Workers select a duration for their career move in the career preferences information on the career planning card. (user)

• HRT_EDUCATION_LEVEL: Types of education that a degree provides, such as a Bachelor's degree or one year college. HR specialists use education levels when creating content items in the Degrees content type. (user)

• HRT_IMPORTANCE: Values for the importance level of each content type. Importance values are used in the best-fit analysis calculation. (user)

• HRT_PAY_FREQUENCY: Frequencies at which a worker is paid. Workers specify a preferred pay frequency when they edit their work requirements on the experience and qualifications card.(user)

• HRT_READINESS: Time periods in which a worker will be ready for advancement to a specified job or position profile. Managers and human resource (HR) specialists use readiness levels when editing the talent ratings information on workers' career planning cards. (user)

• HRT_RISK_REASON: Reasons for why a worker is at risk for leaving the company. Managers and HR specialists use risk reasons when editing the talent ratings information on workers' career planning cards. (user)

• HRT_SATISFACTION_METHOD: Methods by which an item such as a competency is verified, such as assessment or demonstration. Managers and HR specialists use these values to identify the method that was used to evaluate the proficiency of a worker in a particular skill or quality. (user)

• HRT_TRAVEL_FREQUENCY: Percentages of time a worker is expected to travel for a job or position, for example, 25 percent or 50 percent. Managers and HR specialists specify the required travel frequency on job and position profiles. Workers also specify a travel frequency when they edit their work requirements on the experience and qualifications card. (user)

• HRT_VALIDITY_PERIOD: Periods of time for which content items such as licenses and certifications are valid. Managers and human resource (HR)



specialists select validity periods when setting up content items for the Licenses and Certifications content type. (user)

• HRT_WORK_DAYS: Work days for a job or position, such as Monday through Friday. Managers and HR specialists specify the expected work days on job and position profiles.(user)

• HRT_WORK_HOURS: Work hours for a job or position, such as 9:00 a.m. to 5:00 p.m. Managers and HR specialists specify the expected work hours on job and position profiles. (user)

The complete list of lookup types for Profile Management can also be found in the Help Portal under the topic, "Profile Management Lookups: Explained." Remind students of the differences between user and extensible lookup types: you cannot delete lookups for an extensible lookup type.



Profile Management Lookups Lookups

A partial list of the lookup types for Profile Management:

• HRT_CONTENT_SUPP_CODE: Codes to identify where the content type originated, such as from the customer or from a third party. HR specialists assign supplier codes when setting up new content types. (extensible)

• HRT_COMPETENCY_EVAL_TYPE: Types of competency ratings, such as self, supervisor, and peer. Evaluation types are used in instance qualifier sets to identify the role of the person who provided a competency rating for a worker. (user)

• HRT_RISK_REASON: Reasons for why a worker is at risk for leaving the company. Managers and HR specialists use risk reasons when editing the talent ratings information on workers' career planning cards. (user)

• HRT_WORK_HOURS: Work hours for a job or position, such as 9:00 a.m. to 5:00 p.m. Managers and HR specialists specify the expected work hours on job and position profiles. (user)

• HRT_WORK_DAYS: Work days for a job or position, such as Monday through Friday. Managers and HR specialists specify the expected work days on job and position profiles. (user)

_______________________________________________________

Lookups are lists of values in applications. Profile Management includes several lookup types that have user or extensible customization levels. You should review these lookups, and update them as appropriate to suit your enterprise requirements. For more information about Profile Management lookups, click Help. In the Workforce Development offering, search for the following: profile management lookup types.



Profile Management Notifications Use the Manage Talent Notifications task to enable notifications for Profile Management, as well as Performance Management, Goal Management, and Talent Review. Examples include:

• Manager is notified when a worker changes his profile • Worker is notified when a job profile in his interest list changes

_______________________________________________________

Profile Management contains several notifications that inform both managers and workers when changes are made to the person profile. Using this task, you can only specify whether to send the notifications; you cannot change the text of the notifications.



Profile Management Descriptive Flexfields List of descriptive flexfields included in Profile Management and the associated tasks:

• HRT_CONTENT_ITEMS_B: Manage Content Items • HRT_ESTABLISHMENTS_B: Manage Educational Establishments • HRT_PROFILE_ITEMS: Manage Model Profiles • HRT_RATING_MODELS_B: Manage Rating Models • HRT_RATING_LEVELS_B: Manage Rating Models, Rating Levels tab



Set Up Talent Profile Content Profile Content Key Concepts:

• Content Library • Content Types • Content Items • Educational Establishments • Rating Models



Content Library The foundation of Oracle Fusion Profile Management is the content library.

• The content library contains content types and content items • Several content types are seeded

- Competencies - Languages - Degrees

• You can add content types and items for those types to suit your enterprise

This figure illustrates how the content library, content types, and content items fit together.



Instructor Note: Demo Timing

The course was designed for you to perform the specified demonstration at this point. Approximate Demonstration Timing: 5 minutes .



Demonstration: Content Types Demonstration Scope Show the predefined content types, and discuss the attributes for each property. Demonstration Steps Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profile Content

1. In the Manage Profile Content Types task row, click Go to Task. Location: Manage Content Types page

2. In the Search Results section, review the predefined content types.

3. Select the Competencies row.

4. On the Search Results section toolbar, click Edit. Information Some of the properties and attributes for predefined content types cannot be changed.

5. Click the Relationships tab.

6. Click the Subscribers tab.

7. Click Cancel. Location: Manage Content Types page



8. Click Done. Location: Implementation Projects: XX Workforce Deployment page



Content Types Content types that you want to track in talent profiles are:

• Skills • Qualities • Qualifications

Manage Profile Content Types, Edit Content Type

The content library contains predefined content types such as competencies, languages, and degrees, but you can create new content types as needed. You can also create free-form content types. Content types have:

• Properties: Fields to be displayed when setting up the content items and the attributes of those fields

• Relationships: Associations between content types, where one content type is a parent of another, or where one content type supports another



• Subscribers: Other Oracle Fusion applications that use content types



Free-form Content Types Key Concepts:

• Definition: A free-form content type contains only a code, name, and a description, and does not have any properties defined for it until you add it to a profile type.

• Content: Free-form content types do not include any content items. • Usage: Free-form content types enable you to capture information in a profile

that you do not need to store in the content library. For example, you can set up a free-form content type to store information about the previous employment information for your workers.



Content Type Properties These are the attributes that you can set for each field that you want to include for each content type:

• Label: Label for the field. • Default Value: Value that appears by default. • Required: Is the user required to complete the field? • Display: Is the field editable, hidden, or display only? • Source: Name of the lookup type that provides values for the field.

_______________________________________________________

Content type properties represent the information that you want to capture for the content type. They are the fields and the attributes of those fields that appear when you add content items for the content type.



Content Subscribers Content subscribers are codes that represent other Oracle Fusion products or applications that use content types. For example, HRMS is a predefined subscriber code that represents Human Resources.

_______________________________________________________

When you edit predefined content subscribers, you can associate additional content types, but you cannot remove any of the existing content types. You should not remove predefined content subscribers.







Demonstration: Content Items

Demonstration Scope Go to the Manage Profile Content Items task and show how the properties defined in the content type determine the fields for the content items for that type, and the attributes of those fields. Demonstration Steps Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profile Content

1. In the Manage Profile Content Items task row, click Go to Task. Location: Manage Content Items page

2. In the Search Results section, review the predefined content items for the Competencies content type.

3. Select one of the content items.

4. Click Edit. Location: Edit Content Item page

5. Show the fields and their attributes.

6. Click Cancel. Location: Manage Content Items page




Content Items

Manage Profile Content Items, Edit Content Item

Definition: Content items are the individual skills, qualities, and qualifications within the content types in the content library. For example, within the Competencies content type, communication is a content item. You can create content items to meet your business needs. Content items contain:

• Properties: Content items inherit the fields and field properties that you define for the content type to which the item belongs. For example, one of the fields



defined for the Memberships content type is ITEM_DESCRIPTION field. The attributes of this field are set up so that the label is Description, the field is editable, and the field does not require an entry. When you set up a content item for the Memberships content type, you will see a field labeled Description, in which you can enter text to describe the agency, but the field will not be required.

• Related content items: If the content type for which you are creating an item has related content types, then you can enter the related content items for the item. For example, if you have a content type relationship where the Competencies content type is supported by the Goals content type, then on the content items for competencies, you can enter the related goals.

• Proficiency descriptions: If the content item belongs to a content type that has a rating model defined for it, then you can either use the existing descriptions for the ratings within the model, or define descriptions for the ratings that are specific to the content item. When ratings are given for the content item, the descriptions defined for the item are used instead of those on the rating model.

.







Instructor Note: Educational Establishments Oracle Fusion does not include a complete and comprehensive list of world-wide educational establishments, however you can add them.



Demonstration: Educational Establishments

Demonstration Scope View the Profile Educational Establishments and show how to add the college, university, or other schools content type. Demonstration Steps Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profile Content

1. In the Manage Educational Establishments task row, click Go to Task. Location: Manage Educational Establishments page

2. On the Search Results section toolbar, click Create. Location: Create Educational Establishment page

3. Review the required fields.

4. Click Cancel. Location: Warning dialog box

5. Click Yes. Location: Manage Educational Establishments page




Educational Establishments Key Concepts:

• Definition: Educational establishments include schools, universities, and colleges.

• Usage: Define educational establishments for workers to use when they add education information to their profile.







Demonstration: Rating Models

Demonstration Scope Go to the Manage Profile Rating Models task and compare the predefined rating models. Demonstration Steps Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profile Content

1. In the Manage Profile Rating Models task row, click Go to Task. Location: Manage Profile Rating Models page

2. In the Search Results section, review the predefined models.

3. Select the Performance Rating Model row.

4. On the Search Results section toolbar, click Edit. Location: Edit Rating Model page

5. On the Rating Levels tab, review the available fields and their attributes.

6. Click the Review Points, Rating Categories, and Distributions tabs, reviewing the fields and attributes for each in turn.

7. Click Cancel. Location: Manage Profile Rating Models page




Rating Models Key Concepts:

• Use rating models to rate workers on their performance and level of proficiency in the skills and qualities that are set up on the person profile.

• You can also use rating models to specify target proficiency levels for items on a model profile, so that the model profile can be compared to workers' profiles.

• To rate workers on their performance and proficiency, you attach rating models to the content types that are included in the person profile, and then workers can be rated on the items within the type. For example, you can rate workers on the Communication content item within the Competencies content type.

• Rating models that measure workers' potential and the impact and risk of loss are also available.



Rating Model Components

Rating models can include some or all of the following components, depending on the use for the model:

• Rating levels: Rating levels identify the qualitative values, such as 1, 2, 3, or 4, that you use to rate or score a worker's performance (1 being the lowest). Define numeric ratings for rating models that you use with performance documents that use the average calculation method.

• Review Points: Define review points for rating models that you use with performance documents that use the sum or band calculation method. The review points and point ranges that you define for the rating model are used to calculate ratings.

• Rating categories: Rating categories enable you to group rating levels together for analysis tools used in the talent review process, such as the box chart that is used in the talent review process. You should not change rating categories after setting them up, as the changes could affect the analytic.

• Distributions: Oracle Fusion Compensation Management and Oracle Fusion Performance Management both use rating model distributions to determine the targeted minimum and maximum percentage of workers that should be given each rating level. Compensation Management uses the distribution values that you set up directly on rating models. However, you can set up distributions at the



performance template level on the Rating Model Distribution page for rating models that are used in Performance Management.



Rating Models and Model Profiles Key Concepts:

• Proficiency Level: For model profiles, you can specify target proficiency levels for items on the profile, so that the model profile can be compared to workers' profiles.

• Usage: Using the ratings, managers can compare a model profile to workers' profiles to determine the best person suited to fill a position. Workers can compare their profile to model profiles to identify other positions within the organization that they are suited for, or to identify gaps in skills that they need to fill before applying for other positions.



Set Up Talent Profiles This section describes the following:

• Profile types • Instance qualifiers







Demonstration: Profile Types

Demonstration Scope Go to the Edit Profile Type page and discuss the key concepts for these areas:

• Content sections • Summary text

Demonstration Steps Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profiles

1. In the Manage Profile Types task row, click Go to Task. Location: Manage Profile Types page

2. From the Search Results section, select the PERSON row.

3. On the Search Results section toolbar, click Edit. Location: Edit Profile Type page

4. On the Content Sections tab, click Competencies.

5. In the Content Sections section, click the Competencies link to access the section properties. Location: Content Section page

6. Review the properties and section access options.

7. Click Cancel.



Location: Edit Profile Type page

8. Click the Summary tab.

9. Review the predefined text and the locations on which each text block appears.

10. Click Cancel. Location: Manage Profile Types page




Profile Types Profile types include person profile types and model profile types. The person profile type:

• Provides a template that you use to create profiles of your workers • Contains the skills, qualities, and qualifications that you want to track for

your workers • The person profile type is predefined, and you can have only one

Manage Profile Types > Edit Model profile types are templates for workforce structures such as jobs and positions. Model profiles identify:

• Targeted and required skills and qualifications for a job or position • Work requirements, such as work schedule and travel frequency • Multiple model profile types can be set up



Profile Type Components Profile types comprise multiple content types. When adding and deleting content sections, be aware of the following:

• Sections: Content types are referred to in profile types as content sections, and you can include content types from the content library and free-form ones.

• Section Properties: Sections for content types from the content library inherit some properties from the content type, but you can change properties as needed.

• Seeded Sections: Do not delete the Career Potential, Performance Rating, and Risk of Loss, and Talent Score sections, as these sections are the source for the Talent Ratings region of the Career Planning card, and are used by Performance Management and Talent Review.

• Section Visibility: Content sections that you add to the person profile type appear only on the Experience and Qualifications card; you cannot specify where you want them to appear.

• Section Role Access: For workers to be able to add a content section to their profiles, you must set up role access for employees to be able to edit the content section.



Instructor Note: Seeded Sections Seeded Sections are not deleted as these sections are the source for the Talent Ratings region of the Career Planning card, and are used by Performance Management and Talent Review.



Summary Text Person Profile Text Key Concepts:

• Text Display: For the person profile type, many of the content sections have summary text that appears on regions of the profile cards.

• Text Usage: You can use the existing text, or change it to suit your business needs. For example, you might want to update the text that appears on the Skills and Qualifications card before an annual performance review period to remind workers to update their skills so that they are current for the performance review.



Instance Qualifier Key Concepts:

• Definition: An instance qualifier set is a group of codes that you use to uniquely identify different occurrences of the same profile item within the Competency content type.

• Usage: Instance qualifiers typically identify the role of the person who edited a competency. 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.







Demonstration: Instance Qualifier Set

Demonstration Scope Go to the Edit Instance Qualifier Set page for the Potential instance qualifier set and review the settings. Demonstration Steps Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area, Implementation Projects: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profiles

1. In the Manage Instance Qualifiers task row, click Go to Task. Location: Manage Instance Qualifiers page

2. Search for the Potential qualifier set.

3. From the Search Results section, select the POTENTIAL qualifier set row.

4. On the Search Results section toolbar, click Edit. Location: Edit Instance Qualifier Set page

5. Review the following columns: - Employee View - Manager View - Searchable - Employee Default - Manager Default



6. Click Cancel. Location: Warning dialog box

7. Click Yes. Location: Manage Instance Qualifiers page




Instance Qualifier Sets The following qualifier sets are available:

• EVAL_TYPE: used with the Competencies content type and identifies the role of the person who rated a particular competency for a worker

• POTENTIAL: used with the Career Potential content type and identifies whether the rating was updated in a talent review meeting or on the worker's profile

• RISK: used with the Risk of Loss content type and identifies whether the rating was updated in the profile or in a talent review meeting

• PERFORMANCE_RATING: used with the Performance Rating content type and identifies whether the rating is the compensation, performance, profile, or talent review rating

• TALENTSCORE: used with the Talent Score content type and identifies whether the talent score was updated on the profile or in a talent review meeting

_______________________________________________________

Depending on the Oracle Fusion applications that you have implemented, your managers and HR specialists may be able to provide ratings for workers in multiple locations in addition to the workers' profiles. For example, if you are using Oracle Fusion Talent Review, the rating given for a worker on his profile can be changed during a talent review meeting. Instance qualifier sets are groups of codes that you set up for content types, and they enable you to uniquely identify the origin of the rating.



Settings for Qualifier Sets For each code in an instance qualifier set, you can specify:

• Priority: Determines the order in which different instances of a competency are displayed, and also determines which instance to use when searching and comparing profiles. The lowest number indicates the highest priority.

• Employer and Manager Views: 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 for Employee and Manager: 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.







Demonstration: Where Instance Qualifier Sets Are Used

Demonstration Scope Viewing instance qualifiers in use within the application Scope Sign in as LINDA.SWIFT and go to the portrait of one of her direct reports, Jack Fisher in the Person Gallery. Show how to view and edit a worker's ratings for:

• Performance • Potential • Risk and Impact of Loss

Demonstration Steps

1. Sign in to Oracle Fusion HCM as LINDA.SWIFT.

2. In the global area Navigator menu, select Person Gallery. Location: Person Gallery page

3. In the Keywords field, enter Jack Fisher.

4. Click the Search icon.

5. On the Search Results section, click Fisher, Jack to open his portrait. Location: Jack Fisher portrait page

6. Click the Career Planning card for Jack Fisher.

7. On the Talent Ratings section, click the Edit icon button. Location: Edit Talent Ratings page

8. Review the scores and ratings that you can edit for: - Performance - Potential



- Risk of loss and impact of loss - Advancement readiness

9. Sign out of Oracle Fusion HCM.

Managers and HR specialists can enter ratings for workers directly on this portrait card, but these ratings can also be changed during a talent review meeting and on a performance document. Instance qualifier sets are used to identify where the rating was given.



Instructor Note: Activity Timing

The course was designed for you to facilitate learners doing the specified activities, at this point. Approximate Activity Timing: 5 minutes .



Activity 1 Introduction: Creating a New Content Type and Items

Background InFusion Corporation provides many opportunities for workers to volunteer for projects that support community service, environmental responsibility, and community leadership. Therefore, leaders at InFusion Corporation ask the implementation team to design a way for workers to track the following types of corporate citizenship activities that they participate in:

• Social Responsibility • Environmental Responsibility • State Citizenship

Requirements

• Use the bold text for the object names, replacing the XX with your student number, as indicated by your instructor.

• You must have access to Oracle Fusion Application InFusion database or comparable training or test instance at your site, on which to complete this practice.

Activity Scope Create a new content type for corporate citizenship, which you will later add to the Person profile type so that workers can then add the new content section to their profile and enter comments to describe their corporate citizenship activities. Use the following decision table below to help you create the content type:





Activity 1: Creating a New Content Type In this activity, you create a new content type. Sign in either as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area Implementation Project: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profile Content.

1. In the Manage Profile Content Types task row, click Go to Task. Location: Manage Content Types page

2. On the Search Results section toolbar, click Create. Location: Create Content Type page

3. In the Code field, enter XX Citizenship.

4. In the Name field, enter XX Corporate Citizenship.

5. In the Description field, enter Content type to track corporate citizenship activities.

6. On the Field Properties section toolbar, click Add.

7. In the Field Name field, select ITEM_DATE_1.

8. In the Label field, enter Date of Participation.

9. On the Field Properties section toolbar, click Add.

10. In the Field Name field, select ITEM_TEXT_20.

11. In the Label field, enter Project Name.

12. Click Save.



Location: Confirmation dialog box

13. Click OK. Location: Edit Content Type page

14. Click the Subscribers tab.

15. On the toolbar, click Add.

16. In the Code field, select HRMS.

17. Click Save and Close. Location: Manage Content Types page

18. Click Done. Location: Implementation Project: XX Workforce Deployment page

19. In the Manage Profile Content Types task row, click the Status icon button. Location: Edit Status dialog box

20. In the Status field, select Completed.

21. Click Save and Close. Location: Implementation Project: XX Workforce Deployment page

At this point, you should have created the XX Corporate Citizenship content type.




Approximate Activity Timing: 5 minutes .



Activity 2 Introduction: Creating Content Items

Background InFusion Corporation provides many opportunities for workers to volunteer for projects that support community service, environmental responsibility, and community leadership. Therefore, leaders at InFusion Corporation ask the implementation team to design a way for workers to track the following types of corporate citizenship activities that they participate in:

• Social responsibility • Environmental responsibility • State citizenship

Requirements



Activity Scope Create new content items for corporate citizenship so that you can add the new content type to the person profile type. Workers can then add the new content section to their profile, and enter comments to describe their corporate citizenship activities.



Activity 2: Creating Content Items In this activity, you create a new content type. Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area Implementation Project: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profile Content.

1. In the Manage Profile Content Items task row, click Go to Task. Location: Manage Content Items page

2. On the Search Results section toolbar, click Create. Location: Create Content Item dialog box

3. In the Content Type field, select XX Corporate Citizenship.

4. In the Content Item field, enter Environmental Responsibility.

5. Click Continue. Location: Create Content Item page Information Use the Create Content Item page to enter the details for the content item, based on the field properties that you set up for the content item.

6. In the Item Code field, enter Env.

7. Click Save and Close Location: Manage Content Items page

8. Repeat steps 2 through 7 to create the remaining content items. - Content Item: Social Responsibility; Item Code: Social



- Content Item: State Citizenship; Item Code: State Ctznshp


10. In the Manage Profile Content Items task row, click the Status icon button. Location: Edit Status dialog box


12. Click Save and Close. Location: Implementation Projects: XX Workforce Deployment page

At this point, you should have created the Environmental Responsibility, Social Responsibility, and State Citizenship content items for the Corporate Citizenship content type.







Activity 3 Introduction: Adding a New Content Type to the Person Profile Type Background InFusion Corporation provides many opportunities for workers to volunteer for projects that support community service, environmental responsibility, and community leadership. Therefore, leaders at InFusion Corporation ask the implementation team to design a way for workers to track the following types of corporate citizenship activities that they participate in:


Requirements



Activity Scope Add the new XX Corporate Citizenship content type and content items to the Person profile type so that workers can then add the new content section to their profile, and enter comments to describe their corporate citizenship activities.



Activity 3: Adding a New Content Type to the Person Profile Type In this activity, you create a new content type. Sign in as hcm_impl or hcm_impl1. Start Here Setup and Maintenance work area Implementation Project: XX Workforce Deployment page These task lists are expanded: Workforce Deployment - Define Common Applications Configuration for Human Capital Management - Define Workforce Profiles - Define Talent Profiles.

1. In the Manage Profile Types task row, click Go to Task. Location: Manage Profile Types page

2. In the Search Results section, select the PERSON row.

3. On the Search Results section toolbar, click Edit. Location: Edit Profile Type page

4. On the Content Sections section toolbar, click Add Content Section. Location: Add Content Section dialog box

5. Click XX Corporate Citizenship. Location: Edit Profile Type page

6. In the Content Sections section, click the XX Corporate Citizenship link. Location: Content Section page Information Use the Content Section page to edit the properties of the content section. Some properties are inherited from the content type, but you must add additional properties that are more suitable for how the content section appears on a profile, as opposed to how you want to capture information for the content



type in the content library.

7. On the Content Properties section toolbar, click Add.

8. In the Column Name field, select ITEM_DATE_1.

9. In the Label field, enter Date of Participation.

10. In the Display field, select Both.

11. On the Content Properties section toolbar, click Add.

12. In the Column Name field, select ITEM_TEXT240_1.

13. In the Label field, enter Description of Participation.

14. In the Display field, select Both. Information In the Content Section Access section, set up access for employees to be able to edit the section, and for managers and HR specialists to view it.

15. On the Content Section Access section toolbar, click Add.

16. In the Role field, select Employee.

17. Select Update.


19. In the Role field, select HR Specialist.


21. In the Role field, select Manager.

22. Click OK. Location: Edit Profile Type page

23. Click Save and Close. Location: Manage Profile Types page




25. In the Manage Profile Content Types task row, click the Status icon button. Location: Edit Status dialog box


27. Click Save and Close. Location: Implementation Projects: XX Workforce Deployment page

At this point, you should have added the XX Corporate Citizenship content section to the Person profile type.







Activity 4 Introduction: Adding the New Content Section to a Profile Background InFusion Corporation provides many opportunities for workers to volunteer for projects that support community service, environmental responsibility, and community leadership. Therefore, leaders at InFusion Corporation ask the implementation team to design a way for workers to track the following types of corporate citizenship activities that they participate in:


Requirements



Activity Scope Add the new content section to a worker profile and enter comments to describe the worker's corporate citizenship activities.



Activity 4: Adding the New Content Section to a Profile In this activity, you sign in as JACK.FISHER and add the new content section to a worker profile. Start Here Home work area, Welcome page

1. Sign in as JACK.FISHER.

2. In the global area Navigator menu, select Person Gallery. Location: Person Gallery page

3. Click the My Portrait tab. Information You add new content sections to the Experience and Qualifications card.

4. Find and select the Experience and Qualifications card.

5. On the Skills and Qualifications section, click the Edit Skills and Qualifications icon button. Location: Edit Skills and Qualifications page

6. In the Content Type field, select XX Corporate Citizenship.

7. Click the Add button. Location: Select and Add dialog box

8. In the Name field, enter Social.

9. Click Search.

10. Select the Social Responsibility row.

11. Click OK. Location: Edit Skills and Qualification page Information



The content item, Social Responsibility has been added to the profile. You can now enter details about the social responsibility activities that you participate in.

12. On the Content type to track corporate citizenship activities section toolbar, click Add. Location: Select and Add dialog box

13. In the Name field, enter State Citizenship.

14. Click Search.

15. Select the State Citizenship row.

16. Click OK. Location: Edit Skills and Qualification page Information The content item, State Citizenship has been added to the profile. You can now enter details about the state citizenship activities that you participate in.

17. On the toolbar, click Add. Location: Select and Add dialog box

18. In the Name field, enter Environmental Responsibility.

19. Click Search.

20. Select the Environmental Responsibility row.

21. Click OK. Location: Edit Skills and Qualification page Information The content item, Environmental Responsibility has been added to the profile. You can now enter details about the environmental responsibility activities that you participate in.

22. When you are finished, click Submit.



Location: Warning dialog box

23. Click Yes. Location: Confirmation dialog box

24. Click OK. Location: My Portrait tab Information XX Corporate Citizenship is now included on your Experience and Qualifications card.

At this point, you should have added new content sections to the Experience and Qualifications card.



Talent Profile Content Quiz



Talent Profile Content Review Question 1 You add properties for free-form content types when you:

1. Add the content type to a profile type. 2. Add the content type to a worker's profile. 3. Add a content item for the content type.



Talent Profile Content Review Question 2 If you create a new content type and add it to the person profile type, which is the most likely reason for the new content type not being available when you try to access it in the Experience and Qualifications card?

1. You forgot to save the content type. 2. You forgot to add the HRMS content subscriber to the new content type. 3. You added the content type to the wrong person profile type.



Talent Profile Content Review Question 3 Select the statement that is true regarding rating models:

1. A rating model typically contains rating levels, review points, rating categories, and distributions.

2. Rating categories determine the labels for analytics such as those used in the talent review process.

3. Distributions are used only in Oracle Fusion Performance Management. 4. You attach rating models to content items.



Talent Profile Content Review Question 4 Which of the following components of the person profile type can be changed:

1. The content sections contained in the profile type. 2. Summary text for content sections. 3. Attributes of fields that are inherited from the content type. 4. All of the above.



Talent Profile Content Review Question 5 You can create a new person profile type.

1. True 2. False



All Talent Profile Content Quizzes and Answers You add properties for free-form content types when you: 1. Add the content type to a profile type. If you create a new content type and add it to the person profile type, which is the most likely reason for the new content type not being available when you try to access it in the Experience and Qualifications card? 2. You forgot to add the HRMS content subscriber to the new content type. Select the statement that is true regarding rating models: 2. Rating categories determine the labels for analytics such as those used in the talent review process. Which of the following components of the person profile type can be changed: 4. All of the above. You can create a new person profile type. 2. False



Lesson Highlights In this lesson, you should have learned:

• How Oracle Fusion Profile Management supports other Talent Management products

• You can configure lookups and notifications for Oracle Fusion Profile Management to suit business needs

• The content library contains several predefined content types and content items

• You can create new content types and items to suit business needs • How profile types are configured • How to add a new content type to a profile type

Technology

16 define workforce profiles