Maintaining Resource Profiles

This chapter provides an overview of resource profile maintenance and discusses how to:

Click to jump to parent topicUnderstanding Resource Profile Maintenance

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:

Click to jump to top of pageClick to jump to parent topicPrerequisite

You must establish employees and non-employees as resources in PeopleSoft Enterprise Resource Management before you can work with their resource profiles.

See Establishing Resources.

Click to jump to top of pageClick to jump to parent topicUse of 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.

Click to jump to top of pageClick to jump to parent topicResource Profile Design

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.

Resource Profile Category

If Employee Source Database is FSCM

If Employee Source Database is PeopleSoft HRMS

Objective: A brief description summarizing the resource's work objectives and background.

Objective information is stored in the Objective field (WORKER_SUMMARY) on the PeopleSoft Resource Management Worker Table record (RS_WORKER_TBL).

Objective information is stored only in the FSCM database.

Areas of specialty: The competencies or competency categories that are a resource's strengths or areas of expertise.

Specialty values are stored in these FSCM database tables:

  • Resources' specialties are stored in the Worker Specialties record (RS_WRKR_SPECS).

  • Valid competency values are stored in the Competencies Table record (COMPETENCY_TBL).

  • Competency types are stored in the Competency Types record (RS_TYPE_TBL).

Specialty values are derived from these HRMS database tables:

  • Resources' specialties are stored only in the FSCM database.

  • Valid competency values are stored in the Competencies Table record (COMPETENCY_TBL).

  • Competency types are stored in the Competency Types record (CM_TYPE_TBL).

Work experience: Any type of work that the resource has performed. It is updated automatically each time that a resource receives a new assignment. It can also be updated manually.

Work experience information is stored in the FSCM database in the Worker Table record (RS_WORK_HISTORY).

Work experience information is stored only in the FSCM database.

Qualifications: A resource's competencies and accomplishments.

Competencies and interests are stored in these FSCM database tables:

  • Resources' competencies are stored in the Person Competencies record (COMPETENCIES).

  • Valid competency values are stored in the Competencies Table record (COMPETENCY_TBL).

  • Resource evaluation types are stored in the Person Competency Evaluation record (RS_EVALUATIONS).

  • Review rating values are stored in the Review Ratings record (REVW_RATING_TBL).

  • Rating model values are stored in the Rating Model record (RATING_MDL_TBL).

  • Competency types are stored in the Competency Types record (RS_TYPE_TBL).

Values for education, licenses and certificates, language, professional memberships, honors and awards, and tests are stored in these FSCM database tables:

  • Resources' accomplishments are stored in the Person Accomplishments record (ACCOMPLISHMENTS).

  • Valid accomplishment values are stored in the Accomplishments Table record (ACCOMP_TBL).

Competencies and interests are derived from these HRMS database tables:

  • Resources' competencies are stored in the Person Competencies record (COMPETENCIES).

  • Valid competency values are stored in the Competencies Table record (COMPETENCY_TBL).

  • Resource evaluation types are stored in the Person Competency Evaluation record (CM_EVALUATIONS).

  • Review rating values are stored in the Review Ratings record (REVW_RATING_TBL).

  • Rating model values are stored in the Rating Model record (RATING_MDL_TBL).

PeopleSoft Resource Management displays the information from the Worker Competencies View record (RS_WRKR_COMP_VW). This view is restricted to show only the latest evaluations of competencies. The evaluation type that appears, such as Self, Peer, or Supervisor/Manager, is specified on the Installation Options - Resource Management page.

Important! Do not include a rating for the same competency on more than one evaluation with the same effective date. For example, if you rate the Expertise competency on one self-evaluation, do not include the Expertise competency on a different self-evaluation for the same resource with the same effective date.

Values for education, licenses and certificates, languages, memberships, honors and awards, and test results are derived from these HRMS database tables:

  • Resources' accomplishments are stored in the Person Accomplishments record (ACCOMPLISHMENTS).

  • Valid accomplishment values are stored in the Accomplishments Table record (ACCOMP_TBL).

Preferences: A resource's individual preferences for assignments; can include flexible attributes that are defined by the organization.

Preferences are stored in these FSCM database fields and tables:

  • Maximum travel distance is stored in the Distance field (DISTANCE) in the Worker Table record (RS_WORKER_TBL).

  • Resources' preference attribute IDs and value IDs are stored in the Flexible Worker Preferences record (RS_WRKR_PREFS).

  • Resources' attribute preferences are stored in the Attributes record (RS_ATTRIBUTES).

  • Valid values for each resource preference attribute are stored in the Attribute Values record (RS_ATTRIB_VALS).

Preferences information is stored only in the FSCM database.

General information: A resource's address, phone numbers, job information, passports and visas, weekly work days, home airport, assignment restrictions, resumé attachments, and other resource attribute values.

Address and job information are stored in these FSCM database tables:

  • Resource names, addresses, and personnel status are stored in the Personal Data record (PERSONAL_DATA).

  • Name and address effective dating information is stored in the Effective Dated Personal Data record (PERS_DATA_EFFDT).

  • Job information is stored in the Job record (JOB).

  • Email addresses are stored in the Operator Definition record (PSOPRDEFN).

Address and job information are stored in these HRMS database tables:

  • Personnel status is stored in the Person Record (PERSON).

    This data is sent to the Personal Data record in the FSCM database.

  • Personnel status effective dating information is stored in the Effective Dated Personal Data record (PERS_DATA_EFFDT).

  • Resource names are stored in the Person Names record (NAMES).

    This data is sent to the Personal Data record and the Effective Dated Personal Data record in the FSCM database.

  • Addresses are stored in the Addresses record (ADDRESSES).

    This data is sent to the Personal Data record and the Effective Dated Personal Data record in the FSCM database.

  • Job information is stored in the Job Information record (JOB).

General information that is stored in PeopleSoft HRMS must be maintained in PeopleSoft HRMS. These values cannot be updated directly in the resource profile.

 

Passport and visa information are stored in these FSCM database tables:

  • Passport information is stored in the Passport record (CITIZEN_PSSPRT).

  • Visa information is stored in the Visa Data record (VISA_PMT_DATA).

Passport and visa information are derived from these HRMS database tables:

  • Passport information is stored in the Passport record (CITIZEN_PSSPRT).

  • Visa information is stored in the Visa Data record (VISA_PMT_DATA).

 

Phone information is stored in the FSCM database in the Worker Phone record (RS_WRKR_PHONE).

Phone information that is used by PeopleSoft Resource Management is stored only in the FSCM database.

 

Weekly work days, home airport, and assignment restrictions are stored in the FSCM database in the Worker Table record (RS_WORKER_TBL).

Weekly work days that are used by PeopleSoft Resource Management, home airport, and assignment restrictions are stored only in the FSCM database.

 

Resource qualifications can include flexible attributes defined by the organization. The following list describes the source data for each flexible resource qualification field:

  • The resource's qualification attribute ID and value ID are stored in the FSCM database in the Attribute ID and Value ID record (RS_WRKR_AT_VAL).

  • Valid values for each flexible resource qualification attribute are stored in the FSCM database in the Attribute Values record (RS_ATTRIB_VALS).

  • The flexible qualification attributes are stored in the FSCM database in the Attributes record (RS_ATTRIBUTES).

Flexible resource qualification information is stored only in the FSCM database.

 

Resumé document attachments are stored on the File Transfer Protocol file server. Information about the attachments, such as employee ID, description, and default resumé flag, are stored in the PeopleSoft Resource Management Attachments record (RS_ATTACHMENTS).

Resumé document attachments are stored on the File Transfer Protocol file server. Information about the attachments is stored only in the FSCM database.

Resource profile (summary): A single, display-only page.

The regions that appear are selected on the Installation Options - Resource Management page during implementation.

Not applicable.

Supply categories (Additional Resource Information):

  • Project role and region are stored in RS_WORKER_TBL.

  • RS_WRKR_POOL_VW is used to get the resource pool information.

Not applicable.

Click to jump to parent topicMaintaining Resource Profiles

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:

Click to jump to top of pageClick to jump to parent topicPages Used to Maintain Resource Profiles

Page Name

Object Name

Navigation

Usage

Profiles - Overview

RS_ERES_OVERVW

  • Resource Management, Maintain Resource Profiles, Profiles

  • Resource Management, Maintain Resource Profiles, My Profile, Overview

View or modify a resource's objective, areas of specialty, and additional resource information.

Profiles - Work Experience

RS_ERES_WORK_HIST

Click Work Experience on any Resource Profile page.

View a resource's work experience information.

Work Experience (edit)

RS_WORK_HIST_EDIT

Click Add Work Experience or Edit on the Resource Profile - Work Experience page.

Add or modify a resource's work experience entries.

Profiles - Qualifications

RS_ERES_COMP_ACOMP

Click Qualifications on any Resource Profile page.

View or modify a resource's qualifications that are stored in the employee source database.

Profiles - Preferences

RS_ERES_PREFS

Click Preferences on any Resource Profile page.

View or modify resource preference information.

Profiles - General Info

RS_ERES_GEN_INFO

Click General Info on any Resource Profile page.

View or modify a resource's contact information, job, passports and visas, weekly work days, home airport, assignment restrictions, and flexible resource attribute values.

Profiles - Resource Profile

RS_RES_PROF_RVW

  • Resource Management, Maintain Resource Profiles, Profiles, Resource Profile

  • Click Resource Profile on any Resource Profile page.

Review consolidated resource profile information in a resumé format.

<Resource> Contact Information

RS_RES_PROF_CONTCT

Click Contact Information on the Resource Profile - <Resource> page.

Review a resource's address and telephone information.

Click to jump to top of pageClick to jump to parent topicMaintaining Resource Objective, Areas of Specialty, and Additional Resource Information

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.

See Managing Pool Resources.

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.

Click to jump to top of pageClick to jump to parent topicMaintaining Resource Work Experience

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.

Click to jump to top of pageClick to jump to parent topicMaintaining Resource Qualifications

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.

Click to jump to top of pageClick to jump to parent topicMaintaining Resource Preferences

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.

Click to jump to top of pageClick to jump to parent topicMaintaining Resource General Information

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.

Click to jump to top of pageClick to jump to parent topicReviewing Resource Profiles

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:

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.

Click to jump to parent topicModifying Resource Competencies, Interests, and Accomplishments

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:

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).

Click to jump to top of pageClick to jump to parent topicPages Used to Modify Resource Competencies, Interests, and Accomplishments

Page Name

Object Name

Navigation

Usage

Competencies

RS_CM_COMPTNCY

  • Resource Management, Maintain Resource Profiles, Profiles

    Select the Qualifications tab on any Resource Profile page.

    Click Add/Update Competencies and Interests on the Resource Profile - Qualifications page.

  • Resource Management, Maintain Resource Profiles, My Profile

    Select the Qualifications tab.

    Click Add/Update Competencies and Interests on the Resource Profile - Qualifications page.

Modify a resource's competencies and interests.

Education

RS_CM_EDU

Click Add/Update Education on the Resource Profile - Qualifications page.

Review a resource's education information.

Education - Education Detail

RS_CM_EDU_DET

  • Click a degree name on the Education page.

  • Click Add a Degree on the Education page.

View or modify a resource's education information.

Licenses and Certificates

RS_CM_LIC_CERT

Click Add/Update Licenses and Certificates on the Resource Profile - Qualifications page.

Modify a resource's license and certificate information.

Languages

RS_CM_LANG

Click Add/Update Languages on the Resource Profile - Qualifications page.

Modify a resource's language information.

Professional Memberships

RS_CM_MEMBR

Click Add/Update Professional Memberships link on the Resource Profile - Qualifications page.

Modify a resource's membership information.

Honors and Awards

RS_CM_HNR_AWRDS

Click Add/Update Honors and Awards on the Resource Profile - Qualifications page.

Modify a resource's honors and awards.

Test Results

RS_CM_TEST_RSLT

Click Add/Update Test Results on the Resource Profile - Qualifications page.

Update a resource's test information.

Click to jump to top of pageClick to jump to parent topicModifying Resource Competencies and Interests

Access the Competencies page.

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.

Proficiency

Select the degree to which the resource is proficient in the competency.

The PeopleSoft Competency Management Scale rating model (PSCM) uses the following scale: 5-Expert, 4-Very Good, 3-Good, 2-Fair, 1-Little, and 0-None. However, you can establish a proficiency rating scale for every competency.

Interest Level

Select the resource's level of interest in the competency.

The Interest rating model (INT) (which Resource Matching uses) has the following scale: 4-Very Desirable, 3-Desirable, 2-No Preference, 1-Undesirable, and 0-Very Undesirable.

Years of Work Experience

Select the number of years of experience that the resource possesses for this competency. You can select from no years to 9+ Years.

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.

Click to jump to top of pageClick to jump to parent topicModifying Resource Education

Access the Education page.

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.

Click to jump to top of pageClick to jump to parent topicModifying Resource Licenses and Certificates

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.

Click to jump to top of pageClick to jump to parent topicModifying Resource Languages

Access the Languages page.

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.

Click to jump to top of pageClick to jump to parent topicModifying Resource Professional Memberships

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.

Click to jump to top of pageClick to jump to parent topicModifying Resource Honors and Awards

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.

Click to jump to top of pageClick to jump to parent topicModifying Resource Test Results

Access the Test Results page.

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.