Because the People Profile plays a critical role in housing information used in succession, it is valuable to know how to import data into different portlets. You, as the administrator, have the ability to create the portlets as well as import or capture data used for Succession-related pages. For example, the talent flag scores as well as performance or potential ratings are often displayed on the Succession Org Chart or the matrix grid reports. Also, the Talent Search references back to these ratings when performing a search with specific criteria if the configuration exists in your system.
To get started with importing the data for the portlets, verify the permissions within role-based permissions by using Action Search to navigate to Manage Permission Roles. Edit the appropriate role, and select Manage User under Administrator Permissions. Be sure the Import Extended User Information is enabled and if you plan to utilize the export function, enable the Export Extended User Information.
After you have completed this action, the import and export options are available by navigating to Update User Information with action search.
Inside the Import Extended User Information, you can perform several different imports which coincide with the specific People Profile blocks and other configuration information that must be performed by Professional Services or Customer Success. As mentioned earlier, it is best practice to use the starter templates provided within this section to see the appropriate fields or download an export to model data rows and columns within the file and avoid possible errors.