(Fluid) Managing Employee Headers

Many of the employee-related fluid pages display a header with the employee’s photo, name, job title, and an icon for accessing related actions.

Example of an employee header in fluid

As delivered, the default Employee Photo Header (DEFAULT_HEADER) displays the employee's name and job title details in two rows.

With the Employee Header Configuration feature, you can determine the field data that should appear in fluid headers, showing up to three rows.

Defining Headers for Activity Guides

You can configure headers in the activity guides to display either in the sub-header or as a popup modal.

Example of an employee header in an activity guide

When configured as a popup in activity guide, the user will select the name link to view the details.

Example of an employee header in an activity guide configured as a popup modal

The PeopleSoft HCM application delivers many employee header options but you can also configure many of your own options.

To set up your fluid employee headers:

1. Identify and define the field definitions that should be available for your headers on the Define Header Fields Page.

   Prior to creating your fluid header designs, you must identify the fields that can be included in the header of a component. The PeopleSoft application delivers these predefined fields:

   Field Name	Description
   BUSIENSS_TITLE	Business Title
   BUSINESS_UNIT	Business Unit
   COMPANY	Company
   DEPTID	Department
   EMAIL	Email
   EMPLID	Person ID
   EMPL_RCD	Employee Record
   EMPL_STATUS	Payroll Status
   ESTABID	Establishment ID
   FULL_PART_TIME	Full/Part Time Status
   GRADE	Grade
   HR_STATUS	HR Status
   JOBTITLE	Job Title
   LOCATION	Location
   MANAGER_ID	Manager
   NAME	Employee Name
   NAME_DISPLAY	Display Name
   NAME_FORMAL	Formal Name
   PAYGROUP	Pay Group
   PER_ORG	Person Type
   PHONE	Phone
   POSITION_NBR	Position Number
   POSITION_TITLE	Position Title
   REG_REGION	Regulatory Region
   REMOTE_STATUS	Remote Worker Status
   SAL_ADMIN_PLAN	Salary Plan
   STD_HOURS	Standard Hours
   STEP	Salary Step
   TIMEZONE	Time Zone Note: Employees can enter their time zone using the Add Contact or Edit Contact Page in the Company Directory. When the employee has not specified a time zone, the system determines the time using the base time zone from PeopleTools Options.

2. Configure header formats on the Define Header Configuration Page.

   HCM delivers the following header IDs:

   Header IDs	Description
   DEFAULT_HEADER	Default Header
   HRCH_HEADER	Company Directory Fluid Profile Header
   JOB_DATA_HEADER	Job Data Header
   ORG_REL_HEADER	Organization Relationship Header
   PER_DATA_HEADER	Add/Modify Person Header

3. Map header configurations to your fluid components and activity guides using the Map Header Configuration components (Map Components Page and Map ActivityGuide Page).

   Component mappings:

   Component Name	Header IDs
   HRCD_PROFILE_FL	HRCH_HEADER
   HR_JOBDATA_ACT_FL	JOB_DATA_HEADER
   HR_JOB_DATA_SUM_FL	JOB_DATA_HEADER
   HR_ORGREL_ACT_FL	ORG_REL_HEADER
   HR_PERS_ORG_REL_FL	ORG_REL_HEADER
   JOB_DATA_ADDSUB_FL	ORG_REL_HEADER
   JOB_DATA_ADD_FL	ORG_REL_HEADER
   JOB_DATA_SUBMIT_FL	JOB_DATA_HEADER
   JOB_DATA_VW_FL	JOB_DATA_HEADER
   PERSON_SUB_CNF_FL	PER_DATA_HEADER

   Activity guide mappings:

   Template	Header IDs
   ADDORG1	ORG_REL_HEADER
   HRPCWRJ	ORG_REL_HEADER
   HRPJORG	ORG_REL_HEADER
   HRPPOIJ	ORG_REL_HEADER
   JOBDATA	JOB_DATA_HEADER
   PERSON2	PER_DATA_HEADER

Use the Define Header Fields page (HR_EH_FLDNM_TBL) to maintain fields that will be available in the header design.

Navigation:

Set Up HCM > Common Definitions > Employee Header Configuration > Define Header Fields

This example illustrates the fields and controls on the Define Header Fields page.

The PeopleSoft application delivers several predefined fields for the purpose of designing fluid employee headers. See the Setting Up Employee Headers in this topic.

Select Source

The source for the fields use an application package. Use this section to identify package details.

Field or Control	Description
Package Name	Enter the ID of the application package that contains the action class to display the header. PeopleSoft HCM delivers the HR_EH_COMMON package for employee headers.
Path	Select the qualified package or path of the application package.
Class Name	Select the class name of the application package.
Method	Select the method within the application class that will be run to display the header.

Note: The Application Class should consider the Show Display Field and Show Type Field options when configuring.

Supporting Fields for Setup

Field or Control	Description
Show Display Field	Select to show the Display field on the Define Header Configuration Page. This field enables the administrator to configure the field to show the code, description, or both.
Show Type Field	Select to show the Field Type field on the Define Header Configuration Page. This enables the administrator to configure the field to display the field type. For example, a phone field type may be business, mobile, home, and so forth.

Note: The Application Class should consider the Show Display Field and Show Type Field options when configured.

Use the Define Header Configuration page (HR_EH_TBL) to create header configurations by selecting the fields that should show in the employee header of a page.

Navigation:

Set Up HCM > Common Definitions > Employee Header Configuration > Define Header Configuration

This example illustrates the fields and controls on the Define Header Configuration page.

Header Details

Field or Control	Description
Preview Header button	Select to open the Preview Header Page and view how the fields will appear in the header.
Display Field Labels in Screen Reader Mode	Select to show configured field values with labels for screen reader users. When selected and in screen reader mode, the header will display all the configured fields as individual fields in a two column format.
Display Field Labels in Standard Mode	Select to show configured field values with labels. When selected, the header will display all the configured fields as individual fields in a two column format.

Note: When the option to display the labels is enabled in the header definition, then the header data will show as a popup in activity guides, where the user will select the employee name link to view the details.

First, Second, and Third Row Fields

You can display up to three (3) rows of data on an employee header.

• First Row Fields section will always display the employee's name. You can choose to include a person's pronouns, if enabled.

• Second Row Fields and Third Row Fields sections can include up to three (3) fields, but the information will appear in a concatenated manner, meaning they will appear in a linear fashion with the separator you define on this page.

Field or Control	Description
Show Pronoun	Select to show a person's pronouns, if enabled and the person has specified them. If not configured, or an employee has not identified pronouns, the header will not display this field. To show a person's pronouns in the header, all of the following must be in place: Enable Gender Identity is selected on the Installation Table - HCM Options Page. The employee has identified the pronoun on the Personal Details - Gender Details Page in employee self service.
Field Sequence	Indicate the order in which the fields should appear, lowest to highest. For the First Row Fields section, you can only have one field row. For the Second and Third Row Fields sections, you can add up to three (3) concatenated fields for both the second and the third row fields. When the screen reader or standard mode check boxes are selected, the fields will appear as individual fields spanning two columns.
Separator	Identify how you want to separate the different fields on the row. This separator will appear before this field. Values include: Colon Comma Hyphen Parentheses Pipe Semicolon If a separator value is not selected, then the header will use a space as a default separator.
Field Name and Label	For the First Row Fields section, select the person's name display from the available options. Valid values come from the Define Header Fields Page where the Name Field check box is selected. Delivered options include: Employee Name Display Name Formal Name For more information on name types, see Setting Up Additional Name Information. For the Second and Third Row Fields sections, enter a field that should appear in the header for the employee. Valid fields and labels are defined on the Define Header Fields Page.
Field Type	This field is available when Show Type Field is selected on the Define Header Fields Page for this field. Select the field type that should appear in the employee header. For example, for a phone field, identify whether you want to show the person's business, home, or mobile phone number.
Display	This field is available when Show Display Field is selected on the Define Header Fields Page for this field. Select how you want the field value to appear in the employee header. Values include: CODE: shows just the code of the field value. DESC: shows the description of the field value. BOTH: shows both the code and description of the field value.

Use the Preview Header page (HR_EH_TBL) to view how the header will display the configured fields.

Navigation:

Click the Preview Header button on the Define Header Configuration Page.

This example illustrates the fields and controls on the Preview Header page when the Display Field Labels in Standard Mode (or Screen Reader Mode) is not selected.

This example illustrates the fields and controls on the Preview Header page when the Display Field Labels in Screen Reader Mode (or Standard Mode) is selected.

Use the Map Components page (HR_EH_COMP_SETUP) to associate header configurations with components to override the default header.

Navigation:

Set Up HCM > Common Definitions > Employee Header Configuration > Map Header Configuration > Map Components

This example illustrates the fields and controls on the Map Components page.

Use this page to associate header IDs to components when you want to display data differently from that provided with the DEFAULT_HEADER.

Use the Map ActivityGuide page (HR_EH_ACTGUI_SETUP) to associate header configurations with activity guide templates.

Navigation:

Set Up HCM > Common Definitions > Employee Header Configuration > Map Header Configuration > Map ActivityGuide

This example illustrates the fields and controls on the Map ActivityGuide page.