This chapter provides an overview of resource profile maintenance and discusses how to:
Maintain resource profiles.
Modify resource competencies, interests, and accomplishments.
The resource profile captures an inventory of a resource's accomplishments, competencies, and preferences to calculate the resource's fit scores. The profile also provides general employee data such as contact information, weekly work days, or assignment restrictions.
The foundation for a resource's profile is the employee or non-employee data (such as employee ID, name and contact information, competencies, and accomplishments) that is stored in the employee source database. Information about the resource such as flexible resource attribute values and work experience is also maintained in the resource profile.
This section lists a prerequisite and discusses:
Use of resource profiles.
Resource profile design.
You must establish employees and non-employees as resources in PeopleSoft Enterprise Resource Management before you can work with their resource profiles.
Resource profile maintenance is typically the responsibility of the resource manager and the resource. The unique security specifications for each PeopleSoft user role determine whether a user can modify only the user's own profile or view and modify other resource profiles. You can control the list of roles that have permission to modify resource profiles.
This table lists the folder navigation paths that access the resource profile:
Navigation |
Description |
Resource Management, Maintain Resource Profiles, My Profile |
Used by resources to view and modify their own profile information. |
Resource Management, Maintain Resource Profiles, Profiles |
Used by resource managers, or other users with appropriate access, to view and modify a resource's profile. |
Resource Management, Maintain Resource Profiles, Review Profiles |
Used by staffing coordinators, or other users with appropriate access, to review a resource's profile. |
The appearance of the Resource Profile component depends on the navigation path that you choose and the resource profile display options that are established during implementation in the Profile Display Options group box on the Installation Options - Resource Management page. The resource profile that appears when you view your own profile is the profile associated with your user login. To access profile information for other resources, you can select the profile by looking up the resource's name or employee ID.
Personal data, competency, and accomplishment information is maintained in the employee source database. If you integrate with PeopleSoft Human Resource Management (PeopleSoft HRMS) and you select a link to update competency or accomplishment information stored in the employee source database, you access the appropriate PeopleSoft HRMS pages through the Single Signon feature. The information in Resource Management data tables is updated in near real time.
If the employee source database is PeopleSoft Resource Management and Supply Chain Management, the competency and accomplishment records can be modified on the resource profile pages discussed in this chapter. You can modify other information on the resource profile that is maintained specifically for Resource Management if your user ID is associated with a role that has the appropriate security access.
Competencies, Interests, and Accomplishments in PeopleSoft HRMS
If PeopleSoft HRMS is the source database for the Competencies and Interests region of a resource profile, an application message sends the data from PeopleSoft HRMS to the Financials and Supply Chain Management (FSCM) database. When you click a link to update a competency, interest, or accomplishment, you access the HRMS database using the Single Signon feature.
The competency information that appears on the resource profile may differ from the competency information on the resource's self-service Competency page in PeopleSoft HRMS. This occurs because the evaluation type (such as Self or Manager) that appears on the resource profile is determined during Resource Management implementation on the Installation Options - Resource Management page. The evaluation type is used in the Resource Matching process.
When users select an update link from the resource profile, they access the self-service Competency Evaluation page in PeopleSoft HRMS. When managers update other user profiles, they access the manager's evaluation page in PeopleSoft HRMS. You can update and save competency data in the HRMS system and then return to the resource profile in Resource Management. If the Self evaluation type is selected during implementation, the manager's evaluation information might be different from the information in the profile. Similarly, if the Manager evaluation type is selected, the self-evaluation might be different from the information in the profile.
Competencies, Interests, and Accomplishments in PeopleSoft Resource Management
If PeopleSoft FSCM is the employee source database, select the Add/Update link for the Competencies and Interests region of a resource profile to access to the appropriate pages for updating this information in the FSCM database.
If competency change notification workflow is enabled on the Installation Options - Resource Management page with Resource Options, the system sends an email notification to the resource manager (as defined in the Job record) when competencies or accomplishments are modified on the resource profile. This workflow applies only if you use the FSCM database as the employee source database for the resource.
Source Database Tables
This table contains the categories of information in the resource profile and discusses where the source data is maintained if you use PeopleSoft HRMS or PeopleSoft FSCM as the employee source database.
If you use PeopleSoft HRMS as the employee source database, application messages send resource profile data from the HRMS database to the corresponding table in the FSCM database. Corresponding table names in the two databases may not be identical.
The resource profile is a dynamic record designed for periodic review and update by the resource and resource manager to reflect changes in the resource's qualifications. You view or modify various parts of a resource's profile when you establish and maintain the resource.
This section discusses how to:
Maintain resource objective, areas of specialty, and additional resource information.
Maintain resource work experience.
Maintain resource qualifications.
Maintain resource preferences.
Maintain resource general information.
Review the resource profile.
Access the Profiles - Overview page.
Note. The Resource Matching process does not use the data that is captured for objective and areas of specialty. It is informational only.
Additional Resource Information |
Provide the project Role and the Region code for the resource. This data is initially populated when the resource is established as a Resource Management Resource. You can be update it on this page. Pool Name is a display-only value. In order to change the pool a resource belongs to, a pool manager must transfer the resource from their current pool. |
Objective Overview |
Enter a summary of work objectives and background that a staffing coordinator can use when considering the resource for an assignment. |
Select Specialties |
Enter specialties from the Competency tree that reflect relevant professional expertise. Specialties provide a means to highlight primary skills. Many resources have a long list of competencies ranging from technical to interpersonal skills; specialties, however, focus attention on core competencies. If you select a node, the specialty appears in the grid with the specialty type value Category. If you select a detail value, the specialty appears with the specialty type value Competency. Note. You can select specialties from the tree or click the Look up Worker Specialty lookup icon. |
Type of Specialty |
Enter a type: Category: Specialties of this type represent a broad area of competency, such as managerial experience. Competency: Specialties of this type represent specific competencies that the resource possesses, such as strategic planning or project management experience. |
Worker Specialty |
Enter the individual competency or category of competency that the resource possesses. |
Delete |
Click this button to delete the competency or category from the resource profile. |
Add Specialty |
Click this button to add additional competencies or categories as specialties. |
Access the Profiles - Work Experience page.
Note. Resource Matching uses the Work Description field on the Work Experience edit page to calculate Work Experience factor fit scores.
A resource's past, present, and future work assignments appear on the page. A work experience entry is automatically added to the page each time the resource placed on an assignment in the status Assigned or Pending Approval in Resource Management. You can modify or enhance the entry for further clarity.
If a resource's assignment is canceled before the start date, the work experience entry is automatically deleted from this page. If the assignment is canceled after the start date but before the assignment end date, the work experience end date automatically changes to the assignment cancellation date.
You can manually create work experience entries to record previous work experience that occurs at another company or before implementing Resource Management.
Start Date and End Date |
Displays past, current, or future assignment dates. |
Customer Name and Work Title |
Displays the customer and description for the assignment. |
Edit |
Click this button to modify the work experience line. |
Add Work Experience |
Click this button to access the Work Experience edit page to enter new or update existing work experience information by adding any Work Information that is not initiated in Resource Management. Work experience that you add here does not appear on the resource schedule, but it is used by the Resource Matching process and can be reviewed by a user who evaluates candidates. |
Resume Attachment
Click the Add Resume button to add a resumé attachment.
File Name |
Click the link to open the resumé document attachment for the resource. |
Browse |
Click to browse through directories and locate the appropriate resumé document. Highlight the document and click Open to populate the attachment box with the document directory path. |
Upload |
Click to upload the selected document to the resource profile. |
Default |
Designates the default resumé document. If there are multiple resumé documents, specify the default for use by the Resource Matching process. |
Delete |
Click to remove the resumé document attachment from the resource profile. |
Access the Profiles - Qualifications page.
Use this page to view qualifications or access pages to update the information.
Updating Information in PeopleSoft HRMS
If PeopleSoft HRMS is the employee source database, click the Add/Update link in a competency and interest region to access PeopleSoft HRMS in a new browser window using the Single Signon feature. There, you can make modifications, save your changes, and then return to the resource profile in Resource Management.
The competency information that appears in the resource profile may differ from the competency information in the resource's self-service version of the Competency Evaluation pages in PeopleSoft HRMS. This occurs because the organization can determine which competency evaluation type appears in the resource profile and is used by Resource Matching. The resource profile shows only the latest competency evaluation. The evaluation shown depends on the option that is selected on the Installation Options - Resource Management page, which specifies the type of evaluation to use, such as Self or Manager/Supervisor. If the organization uses an evaluation type other than Self for the resource profile and the Resource Matching process, the competency information displayed on the resource profile may not match the resource's self-evaluation in PeopleSoft HRMS. Any changes to the self-evaluation are not reflected in the resource profile.
Updating Information in PeopleSoft Resource Management
If Resource Management is the employee source database, click an Add/Update link to access the Resource Management pages that you use to modify resource competencies, interests, and accomplishments. This topic is discussed in more detail elsewhere in this chapter.
See Modifying Resource Competencies, Interests, and Accomplishments.
Access the Profiles - Preferences page.
Maximum Travel, Kilometers, and Miles |
Enter the distance that the resource prefers not to exceed when traveling to an assignment, and select the unit of measure. Maximum travel distance is for information only. It is not used by the Resource Matching process or any other Resource Management processes. |
If the organization establishes a flexible preference attribute, it appears on this page for the resource to specify values and preference levels. For example, if there is a flexible preference attribute called Work Region, the resource can specify a level of desire to work in each of the various regions.
<Flexible Preference Attribute> |
Enter values that represent preferences for each attribute, and enter the preference levels. Note. The preference level values are defined on the interest rating model (INT) during implementation. The Resource Matching process uses the INT values to calculate the Flexible Preference factor. An administrator can modify the INT values as required. If you integrate with PeopleSoft HRMS, rating models are maintained in the HRMS database. If you use the FSCM database as the employee source database, rating models are maintained in PeopleSoft Resource Management. See Establishing Application Setup Tables for Competencies. See PeopleSoft 8.9 Human Resources PeopleBook: Manage Competencies. |
Add |
Click this button to add flexible preference attribute values. |
Access the Profiles - General Info page.
You cannot modify address, job information, or passport and visa information on this page; you must update this information in the employee source database tables. For example, if the employee source database is PeopleSoft Resource Management, you can update this information using the Personal Data component (RS_CM_PERSONAL).
Address
Address <n>, City/Twn1 (city/town1), Cnty/Twn2 (county/town2), St/Prov (state/province), Postal, Country, and In City Limit |
Review the street and postal address. |
Email Address |
Review the email address for the primary email account of the user ID that is associated with this resource. This is used when the system notifies the resource of date or status changes on assignments. |
Phone
Phone Type and Phone |
Enter a phone type and contact phone number. |
Weekdays, Evenings, and Weekends |
Enter the times when the resource can be reached. |
Job Information
Job |
Review the job title as defined in the employee's Job record (JOB). If the resource has multiple jobs, the job that is specified for use in PeopleSoft Resource Management appears. |
Department |
Review the department that is defined in the Job record. |
Location |
Review the organization's location with which the resource is affiliated, as defined in the Job record. |
Passports and Visas
Passport/Visa |
Review passports or visas held by the resource as defined in the employee source database. |
Weekly Work Days
Weekly Work Days |
Select the appropriate check boxes to indicate the days of the week that the resource is available to work. Weekly work days are used to determine a resource's available work days for assignments and appointments. The resource schedule uses shading to indicate the work days that are not available. |
Other
Home Airport |
Enter the name of the preferred home airport (for information only). |
Assignment Restrictions |
Enter any special restrictions or requirements, such as wheel chair access (for information only). |
If the organization established a flexible resource attribute, either for use as a flexible qualification factor or for information only, it appears on this page. For example, if there is a flexible attribute called Industry, you can specify the industry expertise.
<Flexible Resource Attribute> |
Enter or look up the appropriate value for each attribute. |
Add |
Click to add flexible attribute values, if the attribute allows multiple values. |
Access the Profiles - Resource Profile page.
This page consolidates the resource profile sections into a single, display-only format. A region appears on this page if the following two conditions are true:
It is selected during implementation to appear on the Resource Profile display-only summary page.
It contains data for the resource.
Contact Information |
Click this link to access the <Resource> - Contact Information page to review address and telephone information from the Profiles - General Info page. |
View Detail and View Summary |
Click the View Detail link in the Competencies and Interests or Accomplishments group boxes to view the qualification details. Click the View Summary link to return to the summary view. |
If Resource Management is the employee source database for the resource, you maintain the resource's competencies, interests, and accomplishments in the FSCM database. The values that are available to select on the pages in this section are derived from the competency and accomplishment tables that are set up during Resource Management implementation.
This section discusses how to:
Modify resource competencies and interests.
Modify resource education.
Modify resource licenses and certificates.
Modify resource languages.
Modify resource professional memberships.
Modify resources honors and awards.
Modify resource test results.
Review updated resource qualifications.
Note. If PeopleSoft HRMS is the employee source database for the resource, when you modify the resource's competencies, interests, and accomplishments in the resource profile, you are transferred to HRMS in a new browser window. After you modify qualification information that is stored in the HRMS database and close the new browser window to return to the resource profile, your changes may not be visible until you refresh the Resource Profile component (RS_WRKR_PROFILE).
Page Name |
Object Name |
Navigation |
Usage |
|
Modify a resource's competencies and interests. |
||
Click Add/Update Education on the Resource Profile - Qualifications page. |
Review a resource's education information. |
||
|
View or modify a resource's education information. |
||
Click Add/Update Licenses and Certificates on the Resource Profile - Qualifications page. |
Modify a resource's license and certificate information. |
||
Click Add/Update Languages on the Resource Profile - Qualifications page. |
Modify a resource's language information. |
||
Click Add/Update Professional Memberships link on the Resource Profile - Qualifications page. |
Modify a resource's membership information. |
||
Click Add/Update Honors and Awards on the Resource Profile - Qualifications page. |
Modify a resource's honors and awards. |
||
Click Add/Update Test Results on the Resource Profile - Qualifications page. |
Update a resource's test information. |
Note. Competencies are used by Resource Matching.
Use the basic search page to search for a competency by key word or letters. Add, delete, or modify competencies and interests as required.
Search for Competencies
Competency Description |
Enter characters from the competency description. For example, World Banking can appear as a search result if you enter Bank. |
Search |
Click to view a list of competencies that match the description. |
Select (check box) |
Select check boxes corresponding to the appropriate competencies. |
Select (button) |
Click to move the competencies to the Competencies grid. |
Click the Search by Category link to access the Competency tree (COMPETENCY) and select competencies from competency categories. Expand the nodes as needed to find the desired competency. Click a competency to add it to the Competencies grid.
Competencies
Enter competencies' corresponding proficiency and interest level values. Enter relevant information regarding the year the competency was acquired or last used, or enter the total number of years that the resource spent using the competency.
Save the page and click Return to Qualification Profile to return to the Resource Profile - Qualifications page.
If you are managing the resource's competencies in PeopleSoft HRMS, save the page and close the browser window to return to the resource profile.
Note. The Resource Matching process uses the education information.
Degree |
Click a degree name to access the Education Detail page to view degree information. |
Edit |
Click to access the Education Detail page for the corresponding row and view or modify the degree information for this resource. |
Delete |
Click to immediately delete the corresponding degree row. |
Add a Degree |
Click to access the Education Detail page to add a degree for this resource. |
Return to Qualification Profile |
Click to return to the resource profile. |
Education Detail
Access the Education - Education Detail page.
Enter fields as appropriate and click Save to return to the Education page. Click Return to Education to discard your changes and return to the Education page.
Access the Licenses and Certificates page.
Note. Resource Matching uses the license and certificate information.
Enter the appropriate field values and save the page. Click Return to Qualification Profile to return to the Resource Profile - Qualifications page.
If you are managing the resource's accomplishments in PeopleSoft HRMS, save the page and close the browser window to return to the resource profile.
Note. Resource Matching uses the language information.
Enter the appropriate field values, select the appropriate check boxes (Native, Translator, and Teacher) as applicable, and save the page. Click Return to Qualification Profile to return to the Resource Profile - Qualifications page.
If you are managing the resource's accomplishments in PeopleSoft HRMS, save the page and close the browser window to return to the resource profile.
Access the Professional Memberships page.
Note. Resource Matching uses the Professional membership information.
Mandate |
Enter or modify the authorized mission or goals of the member organization. |
Mandate Position |
Enter or modify the resource's role or authorized mission in the organization. |
Enter the appropriate field values and save the page. Click Return to Qualification Profile to return to the Resource Profile - Qualifications page.
If you are managing the resource's accomplishments in PeopleSoft HRMS, save the page and close the browser window to return to the resource profile.
Access the Honors and Awards page.
Note. Honors and awards history is for information only; it is not used by the Resource Matching process.
Enter the appropriate field values and save the page. Click Return to Qualification Profile to return to the Resource Profile - Qualifications page.
If you are managing the resource's accomplishments in PeopleSoft HRMS, save the page and close the browser window to return to the resource profile.
Note. Test results are for information only and are not used by the Resource Matching process.
Enter the appropriate field values and save the page. Click Return to Qualification Profile to return to the Resource Profile - Qualifications page.
Note. If you are managing the resource's accomplishments in PeopleSoft HRMS, the Add/Update Test Results link does not appear on the Resource Profile - Qualifications page. You can view—not update—resource test results in the resource profile. Use the PeopleSoft HRMS system to update test results.
See “Tracking Employee Competencies and Accomplishments” in the PeopleSoft 8.9 Human Resources PeopleBook: Manage Competencies.