Configuring People Profile

The Succession Data Model (SDM) and the People Profile are closely linked. The Succession Data Model defines the fields and portlet sections used in People Profile and other modules of SAP SuccessFactors. The SDM is the structure that outlines and stores all the employee-related information in the backend. People Profile is the interface that displays this data in the front end.

Any change to the SDM affects People Profile. The SDM can also be customized to reflect the unique Career and People Profile requirements of any organization.

Data Model Overview - The Succession Data Model is an XML document that can be accessed via Provisioning or in Admin Center via Manage Business Configuration (BCUI). The SDM can be validated against sf-form.dtd that is a DTD or Document Type Definition written by SAP SuccessFactors.

Glossary - Here are terms and definitions to assist with this lesson.

In this lesson, we will focus on the different elements required in the SDM to set up the Talent profile. Most changes to the data model can be made using Manage Business Configuration, although there may be an instance that you need to edit the XML directly in Provisioning.

To make changes to the data model with Manage Business Configuration:

1. Navigate to Manage Business Configuration using Action Search.
2. Expand the Employee Profile section.
3. Depending on the change you need to make, expand the associated section. For example, expand Standard to add or edit Standard Elements. Expand View Template to add or edit elements in the View Template.
   • To add an element, each section has a Create New option.
   • To edit an element, select Take Action→Make Correction.
4. Don't forget to save any changes you make.

To make changes to the data model configuration in Provisioning:

1. Navigate to Provisioning.
2. Locate the Import / Export Data Model option under Succession Management.
3. Export the file and save it to a folder that holds the DTD (sf-form.dtd).
4. Open your XML editor and then open the data model XML.
5. Every instance has a data model with different levels of configuration.

Standard Elements: - The standard elements in the Succession Data Model represent basic attributes used in Talent Management, including talent flags such as risk of loss, impact of loss, and reason for leaving. These elements are critical as they help organizations identify their top talents and those at risk of leaving. The organization can then develop strategies for workforce planning and talent development.

For example, a standard element definition for the field "riskOfLoss" with the associated Picklist can be enabled in the XML or in Manage Business Configuration:

123456
<standard-element id="riskOfLoss" required="false" matrix-filter="false">
<label>Risk of Loss</label>
<label xml:lang="fr-FR">Risque de départ</label>
<picklist id="riskOfLoss"></picklist>
</standard-element>

Background Elements - Trend Elements (for example, Performance, Potential, Competency, Objective) fall under the category of background information in the SDM. Trend information consists of "one-to-many" rating data from your talent review process. It can be used to store data that shows employee's ratings or progression on 9-box grids. This comprehensive view allows the organization to make informed decisions around promotions, relocations, or - possibly - performance improvement plans.

Cards Used in Succession Management - Cards, which are also called Portlets, are used to display data for various modules in People Profile. There is a Succession category containing the cards that can be enabled for Succession Planning. You can also add a User Information card to enter the Talent Flag values for each employee, which is often called Talent Profile but the name of the card can be customized. These portlets aid in planning and managing succession decisions. Specific cards used in Succession Management include:

• Nominations to view the positions to which an employee has been nominated.
• Talent Pool Nominations to view the Talent Pools to which an employee has been nominated.
• Successors to view the successors to the position of an employee.
• Role-associated Talent Pools to view the talent pools associated with the role of an employee.

There are a few steps to enable the Succession cards in People Profile.

1. Define the standard elements in the Succession Data Model.
   • The Talent Flags you wish to use (Impact of Loss, Risk of Loss) need to be defined as standard elements in the Succession Data Model, with their associated picklist. Sample XML code for the riskOfLoss element is shown earlier in this lesson.
   • The standard element ID needs to be added to the view-template id=sysUserDirectorySetting, under the edit-template id=sysAllUserDirectorySetting.
     Note

     Changes to the Succession Data Model XML are made through Provisioning. If you do not have access to Provisioning please contact your SAP Consultant.
2. Create Picklists for each Talent Flag using Picklist Center. For example, Risk of Loss would most likely have picklist values of High, Medium, and Low but the values are fully customizable.
3. Configure People Profile in the Instance. Configure Latest People Profile includes an easy configuration tool for administrators. Additional details about configuring Latest People Profile follow.
4. Edit Role Based Permissions. A role's ability to see and edit employee data on the profile is controlled by RBP. Newly created User Information standard element cards cannot be seen until RBP permissions are set for them.
   • Roles need the ability to view Nominations and Successors in the People Profile with the Succession Management and Matrix Report Permissions under the Succession Planners permissions.
   • To add standard elements to the People Profile like riskOfLoss, permissions are defined in User Permissions in the "Employee Profile" section of the Employee Data permissions.

After navigating to Configure Latest People Profile, you'll start out on the Spotlight page. Not too much can be done to configure the Spotlight, except for enabling or disabling specific cards. General Settings can also be configured.

The People Profile is automatically set up with a category for Succession with 4 cards. These cards are already configured to list the associated data, the only configuration is choosing if you wish to have that card visible in the Full Profile:

• Nominations: Allows you to view the positions or role-person combinations that an employee has been nominated to, and add, edit, or delete nominations for an employee (depending on permissions).
• Talent Pool Nominations: Allows you to view the talent pools that an employee has been nominated to, and add, edit, or delete talent pool nominations for an employee (depending on permissions).
• Successors: Allows you to view the successors to the position and add, edit, or remove successors to the position of an employee. If the employee holds more than one position, multiple cards are displayed.
• Role-Associated Talent Pools: Allows you to view the talent pools associated with the role of an employee.

One of the most common cards to add to the Succession category is a Talent Profile card that will list the talent fields (flags) and allow those with permissions to edit the values of the Talent Flags. To add a card to the Succession category of the People Profile:

1. From Configure Latest People Profile, select Succession. Each of the cards available will be shown.
2. Choose Add Card in the upper right.
3. Select User Information and Apply.
4. The blank card will open. First give the new card a title, such as "Talent Profile".
5. Make sure the Visible on Full Profile box is checked.
6. Optional - enter some Help for the card.
7. Scroll down to the Content Configuration section. Select +Add to add a field and select the first talent field (ie. Risk of Loss).
8. Continue to select +Add to add more fields.
9. Save your changes.
10. Back on the Succession category, select a card's action menu (…) and Reorder if you wish the cards to appear in a different order in the Succession category.
11. From any category, select Reorder from the top right if you wish the categories to appear in a different order.
12. Save all changes before exiting.

A Talent Profile often displays talent flags selected from Personal Information Data. The card is used to display and edit the values since Talent Flags are standard elements defined in the Succession Data Model. If the Talent data fields are not available to add to the card, make sure the element IDs have been added to the <view-template> in the Succession Data Model (outlined earlier in this lesson).

• The Succession Data Model (SDM) defines backend structures displayed in People Profile for Talent Management and Succession Planning.
• Standard and background elements in SDM store essential data like talent flags, ratings, and employee career information.
• Cards in People Profile, including Nomination and Successor Portlets, display talent data for succession decision-making.
• People Profile enables configuration of Talent Profile components by adding a User Info card with the talent fields defined.