Configuring Background Elements

Objective

After completing this lesson, you will be able to configure background elements.

CPT Background Elements

Background elements may be mapped between the employee and candidate profiles.

  • If mapped, they can be copied and pasted from the data model into the CPT. You might need to remove max-file-size-KB if this attribute was included in the data model.

  • Order matters. The background sections display in the candidate profile in exactly the order they are configured.

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The information collected in the candidate profile remains with the candidates, though candidates can update their profile at any time by logging into the Career website.

  • Background elements, like in the People Profile, can also be captured in the candidate profile.

  • Background element information collected in the candidate profile can be queried in the candidate search for future positions.

Background elements are displayed on HR Coordinator page. Background information in the candidate profile can be searched for future positions.

Internal Employee Background Data

The candidate profile background element can be mapped to the People Profile background element for employee data to pre-populate the candidate profile.

Education background data

If a background section is synchronized with the Live Profile, their field definitions must be the same. This includes the field ID and type ID.

Screenshot of the education background elements on the Formal Education page. Information about the education background data is provided in the above paragraph.

Common Background Elements

There are common background sections from the People Profile that may be mapped and used in the candidate profile.

Common Background Sections from the People Profile

  • Professional Memberships

  • Previous Employment

  • Formal Education

  • Language Skills

  • Certifications or LicensesCommon background sections from the people profile is displayed.

Less Common Background Elements

  • Career Goals

  • Mobility

Background Elements Configuration

You may copy code directly from the data model into the candidate profile template (CPT).

Tips for Copying Code Directly from Data Model into CPT

  • Make sure the ids are exactly the same.

  • You may have to slightly adjust the attributes based upon what is supported in the data model versus what is supported in the candidate profile (for example, remove max-file-size-KB="1000").

  • Remember to always validate.

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  • Custom Section Addition

  • You can also include custom sections.

  • When adding a custom section, be sure to use a unique field ID and a type ID.

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Note

It is best practice to begin the ID with CUST.

For type-id best practice, begin with a higher number (201, for example) so you do not conflict with any standard type IDs and be sure that the number you choose is not currently used in the data model.

Example of Background Element in Candidate Profile

  • How It Looks In The Instance

  • In the candidate profile, the fields are stacked vertically, rather than horizontally as in the People Profile.

An example of the background element in the candidate profile is displayed.

In summary, candidates use background sections to provide information that might help them obtain a job in the future.

The Recruiting team uses the profile and background sections to search for possible candidates.

Candidate Profile and People Profile Mapping

Employees are already set up with a People Profile that is defined by using the Succession Management data model.

Background sections from the People Profile can be mapped to the candidate profile to facilitate consistent information for employees. This allows internal candidates with People Profile data to have that data auto-populate into the correlating sections of the candidate profile.

Candidate Profile and People Profile

For internal candidates, updating these fields in the candidate profile automatically updates the linked fields in the People Profile and vice versa. Most importantly, the background sections must be exactly alike to map properly.

The Formal Education field and the candidate profile is displayed.

In the figure below, the Formal Education field is mapped between the People Profile and the candidate profile.

CPT Field Mapping

For data to synchronize between the candidate profile and People Profile, the fields must be mapped.

  • The first field ID references the field-id as configured in the candidate profile. The second map-to field ID references the field as configured in the People Profile (Succession Data Model).

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If an sm-mapping sync exists between the candidate and People Profile for a specific field or background element, permissions are defined in RBPs. For example, if the last name, first name, email, and city are coming from a Human Resource Information System, and employees cannot edit this data in the People Profile, they will also not be able to edit it in the candidate profile. These permissions, of course, only apply to internal candidates as they will have a People Profile.

Field permissions

  • Customers can enable visibility permission and edit permission for each field in the profile. They can specify for each field whether a candidate can view, a recruiter or dynamic group can view, or if everyone can view.

  • Permissions can be defined based on the type of candidate (internal or external) and on the country of the candidate.

Navigate to Admin CenterSet User PermissionsManage Permission RolesEmployee Data to internal CPT field permissions.

Permission settings page is displayed. Information about permissions is provided in the above paragraph.

Data Mapping Diagram

The figure, Data Mapping Diagram, illustrates the data synchronization and mapping process between the application, the candidate profile, and the My Employee File.

Data Mapping Diagram shows the data synchronization and mapping process between the application, the candidate profile, and the My Employee File.

CPT Sync Capabilities

No one wants to complete the same information multiple times in multiple places. It is much easier for one area to pre-populate another.

My Employee File

  • Employees are already set up with a My Employee File in the system. My Employee Files are defined using the Succession Management Data Model.

Live Profile User Information and Personal Information is displayed on My Employee File page.

Profile Synchronization

  • Standard fields and background sections from the My Employee File can be mapped to the candidate profile (CPT) to facilitate consistent information for employees and avoid double data entry.Screenshot of the Personal information in the Profile Tab in HR Coordinator. Information about the arrange options is provided in the paragraph.

This allows internal candidates with People Profile data to have that data auto-populate into the correlating sections on the candidate profile.

Updating these fields in the candidate profile automatically updates the linked fields in the My Employee File for internal candidates and vice versa.

My Employee File View

There are differences between the My Employee File view and the Candidate Profile view.

The figure, My Employee File, shows an example of the user HR Coordinator.

My Employee File page is displayed. It shows an example of the user HR Coordinator.

Candidate Profile View

The figure, Candidate Profile view, shows an example of the profile of an internal candidate.

Candidate Profile view is displayed.

Pitfalls

Once you map a field from the data model, it carries the same permissions. So, a field you think you should be able to change within the candidate profile may not be editable.

The arrow marked field is not editable because of the permissions settings in succession data model.

Fields that are not mapped will only show on the candidate profile and are not accessible from the People Profile or anywhere else in the suite.

Sync Configuration

To have the data synchronize from People Profile to the candidate profile, the fields must be mapped.

Sync configuration

Note

Only the IDs used in the CPT for background elements must exactly match those defined in the data model for syncing to occur (not so for the other field definition IDs).

The first field-id listed references the field-id as configured in the Candidate Profile, the second map-to field-idreferences the field as configured in the data model.

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Mapping is done in Zone 4 of the CPT.

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Configuration of People Profile to Candidate Profile synchronization

To configure the synchronization, follow these steps:

  1. Locate the CPT field ID in the XML template.

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  2. Locate the corresponding data model field ID.

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  3. Map the fields: first the CPT field, then the data model field.

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  4. Copy and paste the CPT configuration from the XML editor into Provisioning.

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With the synchronization configuration in place, internal candidates can see that both their employee and candidate profiles automatically synchronize when they make changes.

Summary

  • Background elements may be mapped between the employee and candidate profiles.
  • Background elements can be customized to meet organizational needs and compliance requirements.
  • Standard fields and background sections from the My Employee File can be mapped to the candidate profile (CPT) to facilitate consistent information for employees and avoid double data entry.
  • To have the data synchronize from People Profile to the candidate profile, the fields must be mapped.