Configuring People Profile

The Succession Data Model (SDM) and the People Profile are closely linked. The Succession Data Model defines the fields and portlet sections used in People Profile and other modules of SAP SuccessFactors. The SDM is the structure that outlines and stores all the employee-related information in the backend. People Profile is the interface that displays this data in the front end.

Any change to the SDM affects People Profile. The SDM can also be customized to reflect the unique Career and People Profile requirements of any organization.

Data Model Overview - The Succession Data Model is an XML document that can be accessed via Provisioning or in Admin Center via Manage Business Configuration (BCUI). The SDM can be validated against sf-form.dtd that is a DTD or Document Type Definition written by SAP SuccessFactors.

Glossary - Here are terms and definitions to assist with this lesson.

In this lesson, we will focus on the different elements required in the SDM to set up the Talent profile. When beginning your data model configuration, in Provisioning:

1. Navigate to Provisioning.
2. Locate the Import / Export Data Model option under Succession Management.
3. Export the file and save it to a folder that holds the DTD (sf-form.dtd).
4. Open your XML editor and then open the data model XML.
5. Every instance has a data model with different levels of configuration.

Standard Elements: - The standard elements in the Succession Data Model represent basic attributes used in Talent Management, including talent flags such as risk of loss, impact of loss, and reason for leaving. These elements are critical as they help organizations identify their top talents and those at risk of leaving. The organization can then develop strategies for workforce planning and talent development.

For example, a standard element definition for the field "riskOfLoss":

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<standard-element id="riskOfLoss" required="false" matrix-filter="false">
<label>Risk of Loss</label>
<label xml:lang="fr-FR">Risque de départ</label>
<picklist id="riskOfLoss"></picklist>
</standard-element>

Background Elements - Trend Elements (for example, Performance, Potential, Competency, Objective) fall under the category of background information in the SDM. Trend information consists of "one-to-many" rating data from your talent review process. It can be used to store data that shows employee's ratings or progression on 9-box grids. This comprehensive view allows the organization to make informed decisions around promotions, relocations, or - possibly - performance improvement plans.

Blocks Used in Succession Management - Blocks, which are sometimes called Portlets, are used to display data for various modules on People Profile. Specific portlets used in Succession Management include the Historical Matrix Placement portlet, the Nomination portlet, and the Successor portlet. These portlets aid in planning and managing succession decisions. With the Current Nominations block, you can nominate the user for other positions; with the Successors block, you can add internal successors for the current user's position.

Example - Background element definition for the Nomination Portlet. Further options can be configured in the Nomination Setup. This portlet can also be added to Talent Cards.

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<background-element id="sysScoreCardNominationPortlet" type-id="39">
  <label>Nomination Portlet</label>
</background-element>

Translations in the Succession Data Model - The <label> element has the optional attribute xml:lang that can be used to add a translated label. This can be used in standard and background elements.

A sample standard element with labels added for pt-BR and en-US languages looks as follows:

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<standard-element id="riskOfLoss" required="false" matrix-filter="false">
    <label>Risk of Loss</label>
    <label xml:lang="pt-BR">Risco de perda</label>
    <label xml:lang="en-US">Risk of Loss</label>
    <picklist id="riskOfLoss"></picklist>
 </standard-element>

A sample background element with labels added for pt-BR and en-US languages looks as follows:

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<background-element id="sysScoreCardNominationPortlet" type-id="39">
    <label>Nomination Portlet</label>
    <label xml:lang="pt-BR">Portlet Indicação</label>
    <label xml:lang="en-US">Nomination Portlet</label>
</background-element>

Manage Picklists - Most fields must be linked to a picklist if they must be associated with icons in the Succession Org Chart or in the Matrix Grid Reports. However, there are fields that do not support being mapped to picklists. For example, Boolean (TRUE / FALSE) fields are not connected to picklists in the Succession Data Model. Some examples include minority, futureLeader, and newToPosition. Review the Succession implementation guide to check the supported standard elements and their mapping values.

Mapping Picklists- Picklists can be used for standard elements, for user-info elements, or for data fields in background elements.

Configuring profile fields to use picklists is a two-step process as follows (these steps do not have to be done in order and step 2 often precedes step 1):

1. Associate a field or element in the Succession Data Model with a picklist ID.
2. Create a picklist using Picklist Center in Admin Center.

An example of a standard element linked to a picklist looks as follows:

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<standard-element id="riskOfLoss" required="false" matrix-filter="false">
<label>Risk of Loss</label>
<label xml:lang="pt-BR">Risco de perda</label>
<label xml:lang="en-US">Risk of Loss</label>
<picklist id="riskOfLoss"></picklist>
</standard-element>

There are two steps to enable the Talent Profile components in People Profile.

1. Enable People Profile from Provisioning:

   In the backend (Provisioning), be sure that the proper Company Settings are selected to enable People Profile. Keep in mind that People Profile is also called Live Profile in Provisioning:

   • Live Profile
   • Employee Scorecard Dashboard
   
2. Configure People Profile in the Instance:

   In the front end, Configure People Profile includes an easy, drag-and-drop configuration tool for administrators.

   In General Settings, you can select which data to display in the People Profile page header and control which content is organized on the rest of the page. Any changes to Header fields or Talent Data Settings may require some prerequisites. For example, the Header field activation or label change must be performed in the Succession Data Model.

   Processes and Forms must be defined up front to complete Talent Data Settings. The Date Ranges should also be aligned with the process to display data under People Profile. When ratings don’t show correctly in talent blocks, check the date range and process. Should your customer or organization desire to include in-progress forms, simply enable the checkbox.

Once General Settings are configured, you can configure People Profile sections. Each section consists of subsections divided into two columns to accommodate blocks or portlets. To add a section to the People Profile:

1. From Configure People Profile, choose Add a new Section.

   An Untitled subsection appears. It can be renamed and populated with Talent blocks.

2. Drag and drop existing blocks from the panel on the right into any available sections on the left.
   1. Choose the three-line icon to grab the intended block from the panel, for example, Live Profile User Information and drop it into the desired section or location.
   2. If the section is new with no blocks, you may need to hold the block in the new section until the Place block here box opens. Then you can drop the block.
3. Once the block has been added to a section, choose the block to configure the data to be shown in that block. For example, after selecting and placing a Live Profile User Information block, select which standard elements or userinfo elements you wish to display inside that block.

A Talent Profile often displays Talent flags selected from Personal Information Data. The Live Profile User Information block is used to display this data as well since Talent Flags are standard elements defined in the Succession Data Model.

The ability to see and edit employee data on the profile is controlled by RBP. Sections permissions are contained within any permission role under User Permissions in the Employee Views section. The ability to see employee data in People Profile and elsewhere is controlled within any permission role under User Permissions in the Employee Data section. Newly created sections, Background elements, or Userinfo elements cannot be seen until RBP permissions are set for them.

Sections, subsections, and blocks can also be deleted in Configure People Profile. There are buttons for Remove Section and Remove Subsection that become visible when you select the appropriate item. There is a button to remove a block as well when you highlight it. Or you can use drag and drop to delete a block by dragging it to the right of the screen.