Configuring the People Profile to Display Development Goals

To learn how to publish the development goals to People Profile, watch this video:

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 "Development Goals Portlet. Also make sure your background element has the <data-field> code.

      Code snippet

      Copy code

      <background-element id="sysScoreCardDevelopmentObjectivesPortlet" type-id="101"> 
          <label>Development Goals Portlet</label> 
          <data-field id="title" field-name="vfld1" required="true" hidden="true" max-length="4000" max-file-size-KB="1000"> 
              <label>Development Goals</label> 
          </data-field>
      </background-element>

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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. Add the Development Objectives Portlet to the People Profile.

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

   2. On the Scorecard, scroll to the bottom to find the sections labeled StudentXX (where XX indicates numbers 01-10 depending on how many have been customized). Select one of the sections with a number that is not being used and after clicking on the section, change the name on the right from "StudentXX" to your name.

      Note

      Typically the Development Goals Portlet would be put into the Scorecard section, but for the purposes of this exercise we’re using the Student sections.

   3. Choose the Development Goals block under the Talent blocks and drag it under your new section. Drop it in one of the empty "Place block here" spaces.

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

   5. On the right side, change the block size to Large.

   6. After block size, under Templates, change the template to the THR95 Development Plan template with your name.

   7. 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 THR95 Development Goals.

   8. Choose Save to save the changes to the People Profile.

5. Update the Development Objectives Portlet's Role-Based Permissions for the Administrator role.

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

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

   3. Select the Administrator role and click the Permission button.

   4. For the Employee Views permissions, find the section with your name and check the box to give View permissions.

   5. For the Employee Data permissions, scroll down to Background Elements and confirm the Edit permissions are granted for the Development Goals Portlet.

   6. Choose Done and Save Changes.

   7. Log out of the instance for the changes to take effect. Log back in with your CDPAdmin ID.

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

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

   2. Check that the THR95 Development 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.