Configuring the People Profile to Display Development Goals

Objectives

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.

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.

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<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>

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.

Go to Configure People Profile

The Development Goals block is available under the Talent section.

Development Goals Block

You can drag and drop this block where it makes sense in the profile. You can also enlarge this portlet and rename the subsection. Development Goals are commonly seen with Career Goals in a subsection labeled Career Goals. Save the modifications you made in Configure People Profile.

Development Goals Portlet Renamed Subsection

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

To publish development goals to the People Profile, add the "development-scorecard-show-all-goals" switch in the Development Plan XML.

Switches are used to enable or disable features in a Development Goal Plan template. The default value of the switches is off. Switches have to be added in the XML file after the <obj-plan-due> date line and before the text replacement section, shown below.

When the "development-scorecard-show-all-goals" switch is ON, all development goals will be displayed in the People Profile. When the "development-scorecard-show-all-goals" switch is OFF, no development goals will show in the People Profile.

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<obj-plan-start>01/01/2023 </obj-plan-due> <obj-plan-due>12/31/2025 </obj-plan-due> <switches> <switch for="development-scorecard-show-all-goals" value="on"/> <switch for="continuouspm-integration" value="off"/> </switches> <text-replacement for="Instructions">

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.

Publish the Development Goals to the People Profile

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. Copy the file from your Downloads folder to the same folder that contains the Development Plan Template files. Make sure the sf-form.dtd file is in the same folder as your XML file.

    4. Open the Data Model file you saved in your XML editor. Confirm the DTD file location is correct based on the location of your DTD. Validate the XML after any changes.

    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 with the label of "Development Goals."

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      <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>
  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 FileSave 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 switch to the Development Goals template.

    1. Export the latest version of the THR95 Development Plan XML from Provisioning, rename it by adding a new version number, and open it in a preferred XML Editor.

        • The THR95 Development Plan template XML can be found in Provisioning under the section Managing Plan Template. The link is called Import/Update/Export Development Plan Templates.
    2. Add the Development Goals switch code to the XML.

      • The switch code gets added with other switch codes, after the <obj-plan-due> line.
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      <obj-plan-due>12/31/2023</obj-plan-due> <switches> <switch for="development-scorecard-show-all-goals" value="on" /> </switches> <text-replacement for="Instructions">
    3. Save the file with a new version number.

    4. Validate the file against the provided DTD (objective-template_4_0.dtd).

    5. Import the new file to Provisioning.

        • Navigate to ProvisioningImport/Update/Export Development Plan Templates.
  5. Add the Development Objectives Portlet to the People Profile.

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

    2. Choose the Development Goals block under the Talent blocks and drag it into the Scorecard section. Drop it in one of the empty "Place block here" spaces.

    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. After block size, under Templates, change the template to the THR95 Development Plan template.

    6. To the left of the block, choose the word Untitled to open the subsection details on the right. Give the subsection the title of THR95 Development Goals.

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

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

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

    2. Select the Administratorrole and choose Edit.

    3. For the Employee Views permissions, confirm the Scorecard section has been given View permissions.

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

    5. Save your changes.

    6. If changes were made, log out of the instance for the changes to take effect. Log back in with the CDPAdmin user ID.

  7. 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, and the goals added previously can be seen.

    3. Choose Add (+) and add a new goal through the People Profile.

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