SAP Learning Journey

Configuring the People Profile to Display Development Goals

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Configure the Background Element in the Data Model
  • Add the Development Objectives Portlet in Configure People Profile
  • Enable Role-Based Permissions for the Development Objectives Portlet
  • Publish the Development Goals in the People Profile manually or by default

Configuration of Background Element in the Data Model

In order to use the Development Goals Portlet in the People Profile, the corresponding background element code has to be configured in the Succession Data Model. For a detailed discussion on the Succession Data Model and background elements, review THR80.

The background element id is "sysScoreCardDevelopmentObjectivesPortlet." But the label can be changed to how you’d like this portlet to appear in your instance. For example, you may wish to call it Development Goals Portlet instead of Development Objectives Portlet.

Code snippet
<background-element id="sysScoreCardDevelopmentObjectivesPortlet" type-id="101"> <label>Development Objectives Portlet </label> <label xml:lang="en-GB">Development Objectives Portlet </label> <label xml:lang="fr-FR">Portlet Objectifs de développement </label> <data-field id="title" field-name="vfld1" required="true" hidden="true" max-length="999" max-file-size-KB="1000"> <label>Development Objective </label> <label> xml:lang="en-GB">Development Objective </label> <label> xml:lang="fr-FR">Objectif de développement </label> </data-field> </background-element> Expand

To learn how to add the Development Goal Portlet to the People Profile, watch this video:

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 Development Goals block is available under the Talent section.

You can drag and drop this block where it makes sense in the profile. You can also enlarge this portlet and rename the subsection. Save the modifications you made in Configure People Profile.

Enabling Role-Based Permissions for the Development Objectives 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 are designed 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 Development Goals Objectives Portlet. Under the User Permission, the Development Goal Portlet is found in the background for the category Employee Data. Save the modified permissions.

Publishing the Development Goals in the Profile Manually or by Default

From the Goal Action Menu icon in the development plan, end users will be able to select the goals they want to see in the Development Goals Portlet in the profile. They will click on the action Add Development Goal in Scorecard. A pop-up message will ask them if they are sure that they want to Add Development Goal in Scorecard and they can either click on OK or Cancel. If they select OK, the Goal is added to the Profile Portlet.

Once a goal is added to People Profile, users can still remove it using the same action icon from the Development Goal in the plan, this time selecting Remove Development Goal from Scorecard.

Published goals in the profile can be edited or deleted from the profile itself, or from the Development Plan XML by users who have the correct permissions.

There is also an option to make sure that all development goals are published to the profile by default, by adding a switch in the Development Plan XML.

Code snippet
<obj-plan-start>01/01/2018 </obj-plan-due> <obj-plan-due>12/31/2020 </obj-plan-due> <switches> <switch for="threaded-feedback" value="on" /> <switch for="development-scorecard-show-all-goals" value="on"/> <switch for="continuouspm-integration" value="off"/> <switch for="show-competency-browser" value="on" /> </switches> <text-replacement for="Instructions"> Expand

Publish the Development Goals to the People Profile

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

You are required to make changes to the People Profile. You must first download the data model from Provisioning and then configure the People Profile.

Steps

  1. Confirm the Development Objectives portlet is in the data model.

    1. Log in to Provisioning and select your training instance.

    2. Scroll down to Succession Management and choose Import/Export Data Model.

    3. Export the Data Model (save the file). The file is saved as an XML file. Make a note of the file location, you will need it in the next exercise. Make sure the sf-form.dtd file is in the same folder as your XML file.

    4. Open the file you saved in your preferred XML editor from the previous task and change the DTD file path. You must change the DTD file path to refer to a DTD in your local folder instead of referring to the internal SVN repository for SAP SuccessFactors since you cannot access that location. Validate the XML after the change.

      Note
      The link points to an internal SAP SuccessFactors repository built in Apache Subversion (abbreviation svn) that external users cannot access.

    5. Search for the background element with the ID sysScoreCardDevelopmentObjectivesPortlet to confirm it is in the data model and confirm the label reads "THR95 Development Goals Portlet."

  2. If you had to change your Succession Data Model file, validate your changes and save the data model as a new version (V2 in the name). If no changes were made, skip to Step 4.

    1. Use the validation procedure for your XML editor. If there are any errors, review your configurations and update as required.

    2. Choose File → Save As.

    3. Since version control is very important, be sure to save the file as a new version.

    4. Specify a location to save the file and choose Save.

  3. In Provisioning, import your updated data model. You may see warning messages but the system should indicate: Template(s) has(have) been uploaded and saved.

    1. Log in to Provisioning.

    2. On the Companies screen, choose your Company Name.

    3. Scroll down to Succession Management and choose Import/Export Data Model.

    4. On the Import/Export Data Model screen, select the Import File radio button and then Choose File.

    5. On the Choose File to Upload dialog box, navigate to the file you saved previously and choose Open.

    6. Enter a comment in the box.

    7. On the Import/Export Data Model screen, choose Submit.

    8. Log out of Provisioning.

  4. Update the Employee Data Role-Based Permissions for the Development Objectives Portlet.

    1. Log in to your instance using your CDPAdmin user ID.

    2. Using the Action Search, navigate to Manage Permission Roles.

    3. Select the All Employees role and click the Permission button.

    4. In the category Employee Data, give the Edit permission for the background field THR95 Development Goals Portlet.

    5. Choose Done and Save Changes.

    6. Log out of the instance for the changes to take effect.

  5. Add the Development Objectives Portlet to the People Profile.

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

    2. On the Scorecard section, choose the Development Goals block and drag it under an existing subsection to create a new subsection. Hold the Development Goals block under the existing section until the new subsection opens up, then drop it.

    3. On the right side, give the block the following title: THR95 Development Goals.

    4. On the right side, change the block size to large.

    5. To the left of the block, click on the word Untitled to open the subsection details on the right. Give the subsection the title of Goals (change the title from Untitled to Goals).

    6. Click Save to save the changes to the People Profile.

  6. Check the changes you made to your People Profile.

    1. From the Menu, navigate to My Employee File.

    2. Check that the Goals block has been added to your Employee Profile.

  7. Add a Development Goal to the People Profile.

    1. Navigate to Development.

    2. Click on the Action Menu for one of your Development Goals (the 3 dots to the far right side of the goal).

    3. Select Add Development Goal in Scorecard.

  8. Check the changes you made to your People Profile.

    1. Navigate to My Employee File.

    2. Check that the Goal has been added to your Employee Profile.

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