Configuring Additional Features in Career Worksheets

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Configure Preferred Next Move in the Career Worksheet template in XML
  • Configure Links to current employees in positions in the Career Worksheet template XML
  • Configure Hide Counts of positions in the Career Worksheet template XML

Preferred Next Move Configuration

On the V12 Career Worksheet, you can include a checkbox on each Future Role which allows the User to specify that the Role is a Career Interest on the Employee Profile or People Profile.

In order to use the Preferred Next Move portlet in the profile, the corresponding background element code has to be configured in the Succession Data Model

Code snippet
<background-element id="preferredNextMove" type-id="16"> <label>Preferred Next Move</label> <data-field id="title" field-name="vfldl" required="true" max­ length="4000" max-file-size-KB="1000"> <label>Title</label> </data-field> </background-element> Expand

The instance must also have a "title" data-field defined within that background­ element.

Additional data-fields may also be present.

The Career Worksheet template must also have the share permission enabled for one or more relative roles.

For example, in the top configuration shown in the figure, only the employee can share his/her own future career plans. In the bottom configuration, no roles are listed in the share permission, so no roles have permission to share the career worksheet information.

Enabling this function exposes a checkbox to the user on the Career Worksheet.

This function only copies the role name from the Career Worksheet to the Live Profile data model. An advantage of this approach is that if the user enters a value directly into Live Profile that is an exact match with a role name, and that role is on his/her career worksheet, the system will detect the match and check the checkbox. However, there are limitations to internationalization with this approach. At this time, the Families & Roles structure is not fully internationalized, so role names are always in the same language in which they were originally set up and selected.
Do not set any fields in the background-element to be required="true", except for "title". Doing so will render the Career Worksheet unable to add records to the background-element, since it is only populating the "title" field.

Adding the Portlet to the Profile Configuration and Assigning Permissions

Once the portlet exists in the Succession Data Model, you can go to the Action Search and navigate to Configure People Profile.

The Preferred Next Move block is available under the Live Profile Background Information section.

You can drag and drop this block where it makes sense in the profile. You can also give the block and subsection a name. You can keep the name Preferred Next Move or name the block anything you’d like, such as Career Goals or Future Roles of Interest.  Save the modifications you made in Configure People Profile.

Once the configuration of Preferred Next Move is complete, the end user view within People Profile looks similar to the figure below.

Enabling Role-Based Permissions for the Preferred Next Move Portlet

As with any newly created portlet, the permissions in RBP have to be updated. From the Action Search, go to Manage Permission Roles. Select the roles that should be able to use the portlet. The name of the portlet will depend on the label used in the Succession Data Model. In our previous example that label was Preferred Next Move. Under the User Permission, the Preferred Next Move Portlet is found in the background for the category Employee Data. Save the modified permissions.

Add Additional Feature Preferred Next Move

To learn how to complete this exercise, watch this video:

Business Example

As a consultant, you are asked to add the additional feature Preferred Next Move.


  1. Export the latest version of your Succession Data Model XML from Provisioning and open it in a preferred XML Editor. 

    1. Log into Provisioning.

    2. Select your instance from the company list and click the company name link.

    3. Locate the Succession Management section and click Import/Export Data Model.

    4. Open the file you just exported in your preferred XML editor.

  2. Confirm the background element preferredNextMove is in your company's Succession Data Model.

    1. Confirm the preferredNextMove background element has been added after the last background element in the file, but before the custom filters section. It should match the following code:

      Code snippet
      <background-element id="preferredNextMove" type-id="16"> <label>Preferred Next Move</label> <data-field id="title" field-name="vfld1" required="true" max-length="4000" max-file-size-KB="1000"> <label>Title</label> </data-field> </background-element>Expand

      If it’s not there, add it. You can also use the sample Succession Data Model included with the THR95 Course Files.

    2. Save the file as a new version if you needed to add it. If no changes were made, skip to Step 2.

    3. Validate the newly saved file against the DTD (sf-form.dtd) provided with your Course files.

      Make sure your XML file is pointing to the correct location of the DTD. It is easiest to put the DTD in the same folder as your Succession Data Model XML file and use the following DOCTYPE tag:

      <!DOCTYPE succession-data-model PUBLIC "-// SuccessFactors, Inc.//DTD Succession Data Model 1.0//EN" "sf-form.dtd">

    4. Import the new file to Provisioning.

    You may see some red warning messages. They can be ignored, as long as you also see a green successful upload message stating the following: Template(s) has(have) been uploaded and saved.

  3. Add the Preferred Next Move block to People Profile.

    1. Use Action Search to navigate to Configure People Profile.

    2. Make sure no areas on the left side of the screen are highlighted (for example General Settings or Profile) so that you can see Available Blocks on the right side of the screen.

    3. Under Custom Blocks select Live Profile Background Information and drag it into the Personal Information subsection into the dotted area that reads: Place block here.

    4. Once in place, the name should change to Preferred Next Move. If it does not, on the right-hand side, click the dropdown under Background Element and select Preferred Next Move.

    5. Title the block Preferred Next Move and add the same for the description.

    6. Save your changes.

  4. Edit RBP permissions so employees can see this newly added background element.

    1. Use Action Search to navigate to Manage Permission Roles.

    2. Open the All Employees role.

    3. Click on the Permissions button and under User Permissions in the Employee Data section, scroll down to locate the background element Preferred Next Move. Confirm View access is granted.

      Edit access is not required since this block will simply display data selected by an employee on a Career Worksheet.
    4. Click Done and, if changes were, made click Save Changes. If you made changes to permissions, log out and log in to let the new RBP settings take effect. If no changes were made go to Step 4.

  5. Test to see that data from the Career Worksheet populates in the Preferred Next Move block.

    1. Log in as Mike Miller (username mmmm and password Password12 or Password 123) and use Action Search to navigate to View my career worksheet.

    2. Under My Job Roles and under Job Roles I'm Considering, select a job role Mike is considering (for example the Manager role) and click the checkbox for Make public in Live Profile.

    3. Navigate to My Employee File and confirm that the Manager role appears in the Preferred Next Move block.

Links Configuration

Configure Links to current employees in positions in the Career Worksheet Template in XML

By default, the V12 Career Worksheet includes an indicator of how many active employees are linked to a given role (via their current job codes).

To link to a list of the employees in the role, the Employee Directory (part of the Employee Profile module) must be enabled in Provisioning. Otherwise, the number will still display but will not be linked, as shown in the figure Links to Current Employees in Positions.

To indicate how many TBH positions exist for that role, the Position Model (part of the Succession module) must be enabled in Provisioning.

The link does not indicate how many job requisitions exist for the role, but this is planned for a future release.

If a customer does not want to use this feature, you can disable it by changing the cws-people-role attribute (in the top-level tag in the career worksheet) from true to false.

Hide Count Configuration

Configure Hide Count of Positions in the Career Worksheet Template in XML

The V12 Career Worksheet also includes an indicator of how many open positions are available for a given role.

This option works for the legacy position-based nomination method when there are TBH positions. The open positions for MDF positions are not integrated at this stage. There is no integration with the job requisitions either.

Turn this feature off as follows:

  • Export the Career Worksheet XML from Provisioning.

  • Add the "switches" code shown in the figure before the <category-config> tag.


The Openings indicator will display (as shown in the figure)

  • If the "switches" code is completely removed OR

  • If the "switches" code is changed to value="off"

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