Configuring the Candidate Profile Template (CPT)

Objectives

After completing this lesson, you will be able to:

  • Enable the candidate profile
  • Configure the candidate profile fields
  • Configure field permissions in the candidate profile template
  • Configure background elements
  • Synchronize background elements with the People Profile
  • Enable candidate summary display options in the candidate profile
  • Search and manage candidate profiles in the candidate database

Candidate Profile Template

Learn about creating candidate profiles.

In today’s competitive market, most companies want to provide their candidates with a quick, easy and intuitive candidate experience.

As the consultant, you need to carefully find your way through the application process of a company and avoid configuration that would make a candidate want to abandon the application process.

Internal and External Candidate Profiles

  • The candidate profile template (CPT) is also referred to as the candidate profile and serves as an online resumé. There is only one CPT per instance.

  • Candidate profiles exist for all applicants in the system, both internal and external.

Profile Before Application Feature and Its Activation

The Profile Before Application feature allows customers to set the completion of the candidate profile to required (or obligatory) as the first step in the application process.

The candidate stops by the profile each time before completing an application, but they only need to enter the required data once. Each time after that, the candidate can verify that the data is correct and that data then is updated automatically in the application.

Activation of the Profile Before Application Feature

  1. Log in to Provisioning.

  2. In Company Settings, select the Complete Profile before Application check box.

To enable this Profile before Application feature, log in to Provisioning and turn on the following switch: ProvisioningCompany SettingsComplete Profile Before Application.

Benefits of the Profile before Application Feature

It is best practice to enable the Profile Before Application feature. Collect all candidate-specific information in the candidate profile. Collect job-specific information in the application form.

The benefits of using the Profile before Application feature include:

  • Synchronizes data completed first on the application with the profile, if the feature is enabled.

  • Data completed first on the application automatically synchronizes with the profile if the feature is enabled.

Background elements on the candidate profile can be synced with User Background Elements when User Background Elements are imported.

Candidate ID Available on Candidate Profile Pages

The Candidate ID can be displayed on the candidate profile pages.

Enablement of Candidate Display Functionality in Admin Center

Functionality has to be enabled in Admin CenterManage Recruiting Settings.

Candidate Profile Template Details

Zone 1, or the Meta Section, contains the template name, description, last modified date, and the spell check tag.

Template details

None of this data is visible in the user interface and no changes are needed here.

Instruction text In the Candidate Profile

Instruction text can be configured in the meta section, which can provide details for the candidate on what information they need to provide. The instruction can be same or different for internal or external candidates.

Candidate Profile Template Field Definitions

Zone 2 contains the field definitions.

Field definitions

Remember that order matters. Fields display in the candidate profile in the order they are configured.

Note
Certain fields always display in specific areas of the profile.
  • The id element identifies the supported system data field.

  • For standard fields you must use the exact id as detailed in the DTD or standard fields guide. The CPT uses the candidate-profile-data-model DTD.

  • For custom fields and all fields with field type of instruction, you may create your own id value. A good practice is to ensure that the ids correlate to the field label. This also makes it easier for you when you establish the custom fields that are to be reportable.

Valid field types

The type element defines the field type.

Valid field types

Field TypeData
textA single line of "free text"
textareaMultiple lines of "free text"
picklistMapped to picklist ID (shown as a dropdown menu)
dateA typed date that prompts the use of a calendar widget
instructionRead only text (for example, instructions on how to  fill out a field)
boolTrue or false (shown as a checkbox)
numberA number value. The system only allows entry of numbers in these fields that automatically display with two decimals. For example, entry of 2 will display as 2.00
percentA percent value. The system only allows entry of numbers in these fields that display with a percentage sign. For example, entry of "50" will display as 50%
multiattachmentselectionAllows ability to add documents (other than resumé and cover letter which have a specific field and location on the candidate profile)

The required element specifies whether the field requires a value. The user cannot save the profile until required fields have been completed.

The custom element specifies whether the field is a standard field as identified in the DTD or a custom field.

Candidate Profile and Candidate Application Mapping

Candidate data captured in the CPT automatically feeds the candidate application, or Candidate Data Model (CDM), when the candidate applies for a position, as long as the data elements have been configured in both the CPT and the CDM.

CPT and CDM mapping

Note the correlation between the data in the CPT and the CDM:

CPT XML and Application XML

To ensure that data synchronizes between the application and the profile, you need to configure the field definitions exactly the same (same ID, same field type, and so on).

Changes to the candidate profile do not affect existing applications. For example, if a candidate moves and changes their street address, the original street address on the application stays the same because an application is a 'point-in-time' reference.

The documents uploaded in the candidate profile can be made available and synchronized in the application. Documents added or deleted in the application can be synchronized with the candidate profile if the field ID and type are the same in both the profile and application XML.

If custom field id between Candidate Template and Application Template are mapped same column name should be used. If not done, a warning message will be displayed to the user and changes be allowed to be saved.

After creating the CPT, it is necessary to build the database index. Please follow the instructions in this handbook to build the index.

CPT Permissions

Field permissions in the Candidate Profile template control the permission to view and edit each field in the candidate profile.

You can set permissions so that field can be hidden, set to read or write for candidates, and set to read or write for recruiting users. Customers can specify whether only a candidate can write to specific fields or whether defined recruiting users who are part of a dynamic group can also write to the field. Permissions can be defined based on the type of candidate (internal or external) and on the country/region of the candidate. If field-permission tags don't exist in the Candidate Profile XML, the default behavior is write permission for all the fields to the candidate and read permission for recruiting users.

Considerations include:

  • Multiple role-name elements aren’t supported within a single field-permission element, but doesn't cause an error during Provisioning validation.
  • To create a permission element for the candidate role, configure the role-name element with a CDATA value of "Candidate".
  • To create a permission element for a dynamic group, configuring the role-name element with a CDATA value of "Dynamic Group".
  • When setting up a Dynamic Group, the role-name element must also contain a group-name attribute defining the group the role is tied to.
  • The field-permission element must contain at least one country element. Multiple country elements are supported.
  • The country element must contain a two-digit ISO code for the applicable country/region or an asterisk to denote all countries/regions, such as US, DE, UK or *. Refer to the Online Browsing Platform (OBP) at the ISO website for the complete list of the two-digit country/region codes.
  • For the country-specific permission feature to function properly, the Candidate Profile must contain a field-definition with the id="country" type="picklist" where the picklist-id="country". The country picklist loaded into the instance must be the ISO standard country values. The system does the conversion into the two-character ISO country code, such as US, DE, or UK. Don’t tie the country field to the ISOCountry picklist; this picklist is reserved for Employee Central.

Types of Permissions

The types of permissions include:

  • Read (View) permission allows the appropriate user to read the fields.

  • Write (Edit) permission allows the appropriate user to edit the fields; users who have write permission inherently also have read permission.

Process for Enabling Dynamic Groups

Dynamic groups can be associated to permissions. This feature does not consider groups from Manage Recruiting Groups under administrator.

To enable dynamic groups, proceed as follows:

  1. Log in to Provisioning and navigate to Company Settings.

  2. Select the checkbox for Dynamic Groups V2 (My Groups) and click Save.

  3. Log in to the internal application as an administrator user and navigate to OptionsGroups.

  4. Create a dynamic group and save it.

  5. Associate that dynamic group in the candidate profile.

Note
Refer to the Dynamic Groups section of the Recruiting handbook, materials in THR80, SAP SuccessFactors Platform academy, or other available materials for more information.

CPT Background Elements

Background elements may be mapped between the employee and candidate profiles.

  • If mapped, they can be copied and pasted from the data model into the CPT. You might need to remove max-file-size-KB if this attribute was included in the data model.

  • Order matters. The background sections display in the candidate profile in exactly the order they are configured.

The information collected in the candidate profile remains with the candidates, though candidates can update their profile at any time by logging into the Career website.

  • Background elements, like in the People Profile, can also be captured in the candidate profile.

  • Background element information collected in the candidate profile can be queried in the candidate search for future positions.

Internal Employee Background Data

The candidate profile background element can be mapped to the People Profile background element for employee data to pre-populate the candidate profile.

Education background data

If a background section is synchronized with the Live Profile, their field definitions must be the same. This includes the field ID and type ID.

Common Background Elements

There are common background sections from the People Profile that may be mapped and used in the candidate profile.

Common Background Sections from the People Profile

  • Professional Memberships

  • Previous Employment

  • Formal Education

  • Language Skills

  • Certifications or Licenses

Less Common Background Elements

  • Career Goals

  • Mobility

Background Elements Configuration

You may copy code directly from the data model into the candidate profile template (CPT).

Tips for Copying Code Directly from Data Model into CPT

  • Make sure the ids are exactly the same.

  • You may have to slightly adjust the attributes based upon what is supported in the data model versus what is supported in the candidate profile (for example, remove max-file-size-KB="1000").

  • Remember to always validate.

  • Custom Section Addition

  • You can also include custom sections.

  • When adding a custom section, be sure to use a unique field ID and a type ID.

Note
It is best practice to begin the ID with CUST.

For type-id best practice, begin with a higher number (201, for example) so you do not conflict with any standard type IDs and be sure that the number you choose is not currently used in the data model.

Example of Background Element in Candidate Profile

  • How It Looks In The Instance

  • In the candidate profile, the fields are stacked vertically, rather than horizontally as in the People Profile.

In summary, candidates use background sections to provide information that might help them obtain a job in the future.

The Recruiting team uses the profile and background sections to search for possible candidates.

Candidate Profile and People Profile Mapping

Employees are already set up with a People Profile that is defined by using the Succession Management data model.

Background sections from the People Profile can be mapped to the candidate profile to facilitate consistent information for employees. This allows internal candidates with People Profile data to have that data auto-populate into the correlating sections of the candidate profile.

Candidate Profile and People Profile

For internal candidates, updating these fields in the candidate profile automatically updates the linked fields in the People Profile and vice versa. Most importantly, the background sections must be exactly alike to map properly.

In the figure, Candidate Profile and People Profile, the Formal Education field is mapped between the People Profile and the candidate profile.

CPT Field Mapping

For data to synchronize between the candidate profile and People Profile, the fields must be mapped.

  • The first field ID references the field-id as configured in the candidate profile. The second map-to field ID references the field as configured in the People Profile (Succession Data Model).

If an sm-mapping sync exists between the candidate and People Profile for a specific field or background element, permissions are defined in RBPs. For example, if the last name, first name, email, and city are coming from a Human Resource Information System, and employees cannot edit this data in the People Profile, they will also not be able to edit it in the candidate profile. These permissions, of course, only apply to internal candidates as they will have a People Profile.

Field permissions

  • Customers can enable visibility permission and edit permission for each field in the profile. They can specify for each field whether a candidate can view, a recruiter or dynamic group can view, or if everyone can view.

  • Permissions can be defined based on the type of candidate (internal or external) and on the country of the candidate.

Navigate to Admin CenterSet User PermissionsManage Permission RolesEmployee Data to internal CPT field permissions.

Data Mapping Diagram

The figure, Data Mapping Diagram, illustrates the data synchronization and mapping process between the application, the candidate profile, and the My Employee File.

CPT Sync Capabilities

No one wants to complete the same information multiple times in multiple places. It is much easier for one area to pre-populate another.

My Employee File

  • Employees are already set up with a My Employee File in the system. My Employee Files are defined using the Succession Management Data Model.

Profile Synchronization

  • Standard fields and background sections from the My Employee File can be mapped to the candidate profile (CPT) to facilitate consistent information for employees and avoid double data entry.

This allows internal candidates with People Profile data to have that data auto-populate into the correlating sections on the candidate profile.

Updating these fields in the candidate profile automatically updates the linked fields in the My Employee File for internal candidates and vice versa.

My Employee File View

There are differences between the My Employee File view and the Candidate Profile view.

The figure, My Employee File, shows an example of the user HR Coordinator.

Candidate Profile View

The figure, Candidate Profile view, shows an example of the profile of an internal candidate.

Pitfalls

Once you map a field from the data model, it carries the same permissions. So, a field you think you should be able to change within the candidate profile may not be editable.

Fields that are not mapped will only show on the candidate profile and are not accessible from the People Profile or anywhere else in the suite.

Sync Configuration

To have the data synchronize from People Profile to the candidate profile, the fields must be mapped.

Sync configuration

Note
Only the IDs used in the CPT for background elements must exactly match those defined in the data model for syncing to occur (not so for the other field definition IDs).

The first field-id listed references the field-id as configured in the Candidate Profile, the second map-to field-idreferences the field as configured in the data model.

Mapping is done in Zone 4 of the CPT.

Configuration of People Profile to Candidate Profile synchronization

To configure the synchronization, follow these steps:

  1. Locate the CPT field ID in the XML template.

  2. Locate the corresponding data model field ID.

  3. Map the fields: first the CPT field, then the data model field.

  4. Copy and paste the CPT configuration from the XML editor into Provisioning.

With the synchronization configuration in place, internal candidates can see that both their employee and candidate profiles automatically synchronize when they make changes.

Candidate Summary Display Options

Candidate fields defined on the Application template can be used as display options in the Candidate Workbench. To customize the available display option fields, nominate the fields in the Candidate Profile template.

Considerations include:

  • Custom fields must be made reportable in Provisioning to work as display options.
  • The Candidate Summary Display options do not respect permissions outlined in the XML. Fields containing secure data or data that can’t be shared across roles, must not be configured as a Display column.

Process for Configuring Candidate Summary Display Options

To configure the Candidate Summary display options, proceed as follows:

  1. Add the candidate-summary-display-options-confignode to the Candidate Profile template after the <button-permission> node.
  2. Define the required categories to group the display options on the Candidate Workbench.
    Code snippet
    <category id="candidateContactData" name="candidateContactData">
    <label xml:lang="en_US><![CDATA[Candidate Contact and Application Data]]</label>
    </category>
    Expand
  3. Add fields to the category.
    • <column field-ref> attribute corresponds to the standard or custom field ID.
    • <select-by-default> attribute controls if the field is selected in the Display Options panel by default.
    • <gridOrder>attribute controls the order of the fields within the category. Each value for <gridOrder> must be unique for the category.
      Code snippet
      <column field-ref="cellPhone" select-by-default="true" gridOrder="1"/>
      Expand
  4. To make any custom fields reportable, go to ProvisioningConfigure Reportable Custom Fields.
  5. Enter the field names for the custom fields in the XML Custom Field ID column.
  6. To update the reportable data, select Synchronize Existing Data.
  7. Upload the modified Candidate Profile XML template.
    Code snippet
    <candidate-summary-display-options-config>
    
    <category id="candidateContactData" name="candidateContactData">
    <label xml:lang="en_US"><![CDATA[Candidate Contact and Application Data]]></label>
    <column field-ref="cellPhone" bge-ref="none" select-by-default="true" gridOrder="1"/>
    <column field-ref="contactEmail" bge-ref="none" select-by-default="true" gridOrder="2"/>
    <column field-ref="country" bge-ref="none" select-by-default="false" gridOrder="3"/>
    </category>
    
    <category id="referralData" name="referralInfo">
    <label xml:lang="en_US"><![CDATA[Referral Info]]></label>
    <column field-ref="referralName" bge-ref="none" select-by-default="true" gridOrder="4"/>
    </category>
    
    </candidate-summary-display-options-config>
    Expand

Candidate Search

In today’s competitive market, most companies want to provide their candidates with a quick, easy and intuitive candidate experience.

As the consultant, you need to carefully find your way through the application process of a company and avoid configuration that would make a candidate want to abandon the application process.

A candidate search tool can be used to search profile used to search profile data of internal and external candidates.

Support for accent characters in Quick Search

The candidate quick search functionality supports accent characters in English or using an English keyboard. Familiar accent characters in other languages are mapped to English-language characters so that the user can search for candidates without adding accents to their name.

For example, to find a candidate with the last name Kühner in the candidate quick search, you can search for Kuhner without adding the "umlaut".

Adding of an external candidate manually

A recruiting user who has candidate search permission can add an external candidate manually.

To add a candidate, the following information must be completed:

  • First Name

  • Last Name

  • Email

  • Phone

  • Country

The recruiting user can also attach a resume and cover or complete background information. Once the information is saved, the candidate profile is available.

Candidates added into the system through this method receive an email notification informing them they have been added. The email notification also provides information about how to reset their password and access their account to manage or delete their data.

Additionally, recruiting users can also choose visibility settings for these candidates. Navigate to ProvisioningEdit Candidate Privacy Option and check the following:

  • Ask external candidates to set their visibility settings when creating an account or profile.

  • Allow internal users with appropriate add candidate permissions to set external candidate visibility upon manually adding a candidate.

Recruiting users can only set the visibility settings during candidate creation and cannot update the setting.

Candidates can update the setting on their profiles.

This setting is not available to agencies or employee referrals when adding candidates.

Management of Candidate Profiles in the Candidate Database

Management of candidate profiles includes:

  • Mass uploads of résumés
  • Bulk create candidates from a .CSV file

Mass upload résumés

Recruiter users can upload up to 100 résumé files and have the system automatically parse the résumé, and create candidate profiles from the information in the résumé. The candidates created via the mass upload process can be searched via the batch name the user indicates during the process.

Résumés files can be uploaded in word, text, pdf and even image formats. Recruiters themselves with the appropriate permissions can easily create many candidate profiles for the résumé files they may receive. Successfully created candidates can be searched and added to talent pools, email campaigns, and forwarded to requisitions.

Prerequisites for this functionality include the following:

  • Resume Parsing: Turned on and configured

  • Switch: Enable Recruiting Users to Mass Upload Candidate Resumes

  • User Permission: Mass Upload Candidate Resumes

For more information about this functionality, check the Recruiting Management Implementation Guide.

Bulk create candidates from a .CSV file

Recruiter users can upload a .CSV file containing candidate data (up to 1000 candidates in each file) and have the system automatically create candidate profiles from the information. The candidates created via the bulk create process can be searched via the'batch name the user indicates during the process.

This functionality enables Recruiters or Administrators to bulk create candidates from a file themselves to have the means to easily add candidates into the system. Successfully created candidates can be searched and added to talent pools, email campaigns and forwarded to requisitions.

Prerequisites for this functionality include the following:

  • Switch: Enable Recruiting users to Bulk Create Candidates from .CSV File

  • User Permission: Bulk Create Candidates from .CSV File

For more information about this functionality, check the Recruiting Management Implementation Guide.

Modify the CPT

Modify the CPT - Part 1

Modify the CPT - Part 2

Business Example

The candidate profile contains the online resumé of the candidate. In this exercise you will modify and complete the candidate profile.

Task 1: Fill Out the Candidate Profile

Steps

  1. Log in to your instance.

    1. Log in to your instance as the administrator.

    2. Proxy as an internal employee.

  2. Navigate to CareersMy Candidate Profile.

  3. Fill out the candidate profile and save the changes.

    Note
    Dummy resumes and cover letters are provided in your Course Files folder.
    1. View the candidate profile for this candidate.

    2. Fill out the required fields.

    3. Upload a resumé.

    4. Save the changes.

Task 2: Modify the CPT

You will add and test two new fields that the customer has requested. It is helpful to copy a field with the same field type to start your configuration for a new field and replace with relevant information. Notice that you do not need to work with the permissions in this exercise

Steps

  1. In an XML editor, open the CPT template titled CPT_STARTER provided in your course files.

    1. In your course files, find the XML document title CPT_STARTER. Ensure that the candidate-profile-data-model.dtd is in the same folder.

    2. Open your XML editor and then open the file.

  2. In the CPT XML, immediately following the candComment field, add the standard field dateOfAvail. Make the field optional for candidates to complete, and enter the label "When can you start?"

    1. Using Ctrl+F, search for candComment. There is no existing date type field in the file to start from, so copy an existing text field and paste it below candComment to begin configuring the new field.

    2. Update the id, type, required, and custom attributes.

    3. Update all of the label fields with the question "When can you start?"

  3. Immediately following the field you have just added, add another custom field, as follows, with the label: "Do you require to give more than two weeks notice to your current employer? If yes, please indicate how many weeks notice your current employer requires.". Make it an optional text area field.

    1. To begin, copy an existing field of the type="text area" and paste it below the dateOfAvail field.

    2. Update the attributes. Remember that the id for custom fields typically begins with cust_.

  4. Validate the updated CPT against the DTD and correct any errors.

  5. Save the updated CPT file with a new file name.

    Note
    It is best practice to save the updated CPT file with a new file name for version control.

Task 3: Import and Test the Updated CPT

Steps

  1. Import the updated CPT.

    1. Log in to Provisioning and navigate to Managing RecruitingEdit Candidate Profile Template.

    2. Delete the existing code on the Edit Candidate Profile Template page.

    3. From the XML editor, copy the contents of the updated file and paste into the box.

    4. Select Save Form.

  2. Log in as the same user with the profile data you just entered and view the candidate profile.

    • Confirm the fields added above are visible.

    • Complete the newly added elements on behalf of the candidate.

    • Save the profile.

    1. Log in to the instance as the administrator and proxy as the same user whose profile data you just entered. View the candidate profile.

    2. Confirm the fields added above are visible and that the one field is required and the other is not.

    3. Complete the newly added elements on behalf of the candidate.

    4. Save the profile.

Configure CPT Background Elements

Business Example

Background elements can be added to the candidate profile to broaden candidate search functionality and add to the online resumé. In this exercise, you add background elements.

Task 1: Configure Background Elements

Steps

  1. Export the data model from ProvisioningSuccession Management and open it in an XML editor.

    1. Log in to Provisioning and navigate to Succession ManagementImport/Export Data model.

    2. Select the Export button and Submit.

    3. Save the file to your computer.

  2. Open the latest version of your CPT in the XML editor.

    1. Log in to Provisioning and navigate to Managing RecruitingEdit Candidate Profile Template. Copy the content and paste it to XML editor.

  3. In the Succession Data Model XML, locate the Professional Memberships background section.

    Copy the entire background element from the data model file, and paste it directly below the last background element in the CPT.

    1. In the Succession Data Model XML, use Ctrl+F to search for Professional Memberships.

      It is in the background section of the field definitions.

    2. Copy the entire background element from the data model file, and paste it directly below the last background element in the CPT.

  4. Format the XML so that it matches the format of the other background elements in the CPT (for example, remove max-file-size).

  5. Ensure the IDs match between the data model and the CPT.

  6. Ensure that the type-id is unique for all background elements in the CPT file.

    1. Ensure that each background element has a unique number for type-id!

  7. Validate the CPT against the DTD and save it with a new file name.

Task 2: Import and Test The Updated CPT

Steps

  1. Import the updated CPT.

    1. Log in to Provisioning and navigate to Manage RecruitingEdit Candidate Profile Template.

      This area does not have an import and export feature.

    2. Copy all lines in your CPT file from your XML editor. Use CTRL+A to Select All. Copy the code.

    3. Use Ctrl+A in the window in Provisioning to select all the code already there. Paste the code from your file.

      Hint
      You may want to first copy the existing code to a new file in your XML editor and save it as your original CPT.
    4. Save the changes.

  2. Log in and verify that the new Professional Memberships background section has been added, but do not yet enter data.

    Note
    You will practice synchronizing fields between the CPT and the data model in another module once you have set up the mapping.
    1. Log in to the instance as the administrator and proxy as the same user that has the completed profile.

    2. Verify that the new Professional Memberships background section has been added. Do not enter any data at this point.

    Note
    In case you are not able to see newly added background element, open the latest version of your CPT file, and add permissions for background element to field permission section.

Sync Background Elements

Business Example

You must set up data from the CPT and data model elements to sync back and forth, so when data is added or updated on one, the changes are reflected in the other. In this exercise, you will practice syncing background elements.

Note
Before beginning this exercise, you must complete the exercise, Configure CPT Background Elements.

Task 1: Map the Fields from the CPT to the Succession Data Model

Steps

  1. In an XML editor, open the data model you recently exported from ProvisioningSuccession Management.

    1. Log in to Provisioning and navigate to Succession ManagementImport/Export Data Model.

    2. Export the Succession Data Model and save it to your computer.

  2. Open the latest version of your CPT in the XML editor.

    1. Open your XML editor and open the file you just downloaded, for reference.

    2. Open the most recent version of the CPT file. Download a new copy from ProvisioningManaging RecruitingEdit Candidate Profile Template, if necessary. Remember to copy the code and paste it into a new file in your XML editor and save it as your original.

  3. Add the appropriate code to the CPT to sync (map) the following fields:

    • First Name

    • Last Name

    • City

    • Zip

    • Languages

    • Previous Work Experience

    • Education

    • Certifications

    • Professional Memberships

    • Map the home phone field from the CPT to the business phone field in the data model.

    Note
    Some of these fields might already be mapped. The field IDs might differ from one file to the other.
    1. To add the appropriate code to the CPT to sync (map) the fields to the Succession Data Model, scroll down to the zone where syncing is located (just after field definitions for background elements). Map the fields provided above.

    2. Enter the sm-mappingattributes and map all the fields above.

      Note
      For example, for the First Name field, enter <sm-mapping field-id="firstName" map-to="firstName" />. CPT field is listed first, then Succession Data Model field.
  4. Validate the CPT against the DTD and save it with a new file name.

  5. Import the updated CPT.

    1. Using Ctrl+A, select all the code in the file and navigate to ProvisioningManaging RecruitingEdit Candidate Profile. Paste the code in the window and save your changes.

Task 2: Add Background Elements to the My Employee File and Test

Steps

  1. Enable background elements in My Employee File.

    1. Navigate to Admin CenterConfigure People Profile.

    2. In the General Settings section, scroll down and select Add a new section.

    3. In the Edit Section on the right of the screen, do the following:

      1. Enable Show this section on the profile.

      2. Update the name of the section to Background Elements.

      3. Scroll down to save changes.

    4. Add background elements to the section.

      1. Click the subsection to view Available Blocks, which opens on the right side of the screen.

      2. Search for Live Profile Background Information in Custom Blocks.

      3. Drag and drop this block to the Background Elements section that you have created earlier.

      4. Click the newly added block, which is highlighted in blue, to open it.

      5. Edit information for this specific block in the Edit Block section on the left.

        • Block title: Enter Professional Memberships.

        • Background Element: Select Professional Memberships from the list.

        • Title for Repeating Entries: Leave as None.

        • Block Size: Leave as Small.

      6. Scroll down and save the changes.

  2. Navigate to My Employee File and add a Professional Membership entry.

    1. Navigate to My Employee File and in the Background Element section locate the Professional Membership background element and enter details.

    2. Save the entry.

  3. Navigate to the Candidate Profile and verify that the data entered in My Employee File syncs to the Candidate Profile.

  4. Add a Professional Membership entry in the Candidate Profile and navigate back to My Employee File to confirm changes.

    Note

    If you cannot see the Background Elements on the People Profile, please ensure you have provided the employee group with appropriate Role-based Permissions permissions.

    Review and update permission if need in Employee ViewsAdmin CenterManage Permissions RolesSelect Employee permission roleUser PermissionsEmployee ViewsBackground Elements

    The employee data permissions needed can be found under Admin CenterManage Permissions RolesSelect Employee permission roleUser PermissionsEmployee DataBackground Section: Certifications/Licenses, Formal Education, Language Skills, Previous Employment & Professional Memberships.

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