Configuring the People Profile to Display Development Goals

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.

To learn how to complete this exercise, 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. 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."

      Code Snippet

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      1234567
      <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 File → Save As.

   3. Because 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.
      Code Snippet

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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 Provisioning → Import/Update/Export Development Plan Templates.

      ExerciseStart Exercise

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 Administrator role 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.