16-Define Workforce Profiles

Partner Boot Camp
Fusion HCM Global HR

Define Workforce Profiles
Instructor Guide
August 08, 2013

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CONTENTS
Lesson 1: Define Workforce Profiles ........................................... 1
Objectives ................................................................................................. 1
Profile Management Setup and Maintenance .................................................. 2
Describe Oracle Fusion Profile Management ................................................... 4
Profile Management Terminology ............................................................... 5
Oracle Fusion Profile Management Integrations ............................................ 6
Configure Talent Profile Settings .................................................................. 7
Instructor Note: Profile Lookups................................................................. 8
Profile Management Lookups ................................................................... 10
Profile Management Notifications ............................................................. 11
Profile Management Descriptive Flexfields ................................................. 12
Set Up Talent Profile Content ..................................................................... 13
Content Library...................................................................................... 14
Instructor Note: Demo Timing ................................................................. 15
Demonstration: Content Types ................................................................ 16
Content Types ....................................................................................... 18
Free-form Content Types ........................................................................ 20
Content Type Properties.......................................................................... 21
Content Subscribers ............................................................................... 22
Demonstration: Content Items ................................................................ 24
Content Items ....................................................................................... 25
Instructor Note: Educational Establishments.............................................. 28
Demonstration: Educational Establishments .............................................. 29
Educational Establishments ..................................................................... 30
Demonstration: Rating Models ................................................................. 32
Rating Models ........................................................................................ 33
Rating Model Components ....................................................................... 34
Rating Models and Model Profiles ............................................................. 36
Set Up Talent Profiles ............................................................................... 37
Demonstration: Profile Types................................................................... 39
Profile Types ......................................................................................... 41
Profile Type Components ........................................................................ 42
Instructor Note: Seeded Sections ............................................................. 43
Summary Text ....................................................................................... 44
Instance Qualifier................................................................................... 45
Demonstration: Instance Qualifier Set ...................................................... 47
Instance Qualifier Sets............................................................................ 49
Settings for Qualifier Sets ....................................................................... 50
Demonstration: Where Instance Qualifier Sets Are Used ............................. 52
Instructor Note: Activity Timing ................................................................. 54
Activity 1 Introduction: Creating a New Content Type and Items .................... 55
Activity 1: Creating a New Content Type ................................................... 57
Activity 2 Introduction: Creating Content Items ........................................... 60
Activity 2: Creating Content Items ........................................................... 61
Activity 3 Introduction: Adding a New Content Type to the Person Profile Type 64
Activity 3: Adding a New Content Type to the Person Profile Type ................ 65
i
Activity 4 Introduction: Adding the New Content Section to a Profile ............... 69
Activity 4: Adding the New Content Section to a Profile............................... 70
Talent Profile Content Quiz ........................................................................ 73
Talent Profile Content Review Question 1 .................................................. 74
All Talent Profile Content Quizzes and Answers .......................................... 79
Lesson Highlights ..................................................................................... 80
ii
Lesson 1: Define Workforce Profiles

Objectives
After completing this lesson, you should be able to:
Describe Oracle Fusion Profile Management

Configure talent profile settings
Set up talent profile content
Set up talent profiles
Copyright 2013, Oracle and/or its affiliates. All rights reserved. 1

Profile Management Setup and Maintenance

Initial setup for this activity is performed using Functional Setup Manager
- Workforce Deployment Offering: Define Common Applications Configuration
for HCM/Define Workforce Profiles
Ongoing maintenance is performed from the Profiles work area and on the
Profile Management cards in the Person Gallery (Career Planning,
Development and Growth, and Experience and Qualifications)
Define Workforce Profiles Task Lists and Tasks
_______________________________________________________
Setup tasks in FSM under Define Talent Profile Settings Task List:
Manage Workforce Profile Lookups

Manage Value Sets
Manage Workforce Profile Descriptive Flexfields
Manage Talent Notifications
2 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Setup tasks in FSM under Define Talent Profile Content Task List:
Manage Content Subscribers

Manage Profile Rating Models
Manage Educational Establishments
Manage Profile Content Types
Manage Profile Content Items
Setup tasks in FSM under Define Talent Profiles Task List:
Manage Profile Types

Manage Instance Qualifiers
The ongoing maintenance tasks are:
Manage Model Profiles

Search Profiles

Describe Oracle Fusion Profile Management

Profile Management provides a framework for developing and managing talent profiles
that meet your industry or organizational requirements. Profiles summarize the
qualifications and skills of a person or a workforce structure such as a job or position.
Profiles enable you to:
Track workers' skills, competencies, and accomplishments

Define the required or desired skills, degrees, and other qualifications of jobs and
positions
Manage talent-related activities, such as career planning, identifying training
needs, and performance management

Profile Management Terminology

Oracle Fusion Profile Management terminology:
Content library: The content library provides the foundation for profiles as it
stores both content types and content items.
Content type: A set of attributes for a worker or a job or position. Examples
include languages, competencies, and degrees.
Content item: An individual quality, skill, or qualification within a content type
that you track in profiles.
Content subscriber: Applications external to Oracle Fusion Profile Management
that use content types.
Educational establishment: A college, university, or other school that workers
use when they add education information, such as degrees, to their profile.
Person profile: A collection of a worker's skills, qualifications, education
background, and so on.
Model profile: A collection of the work requirements and required skills and
qualifications of a workforce structure, such as a job or position.
Profile type: A template for person or model profiles that is built using content
types.
Rating model: A scale used to measure the performance and proficiency of
workers.
These terms will be discussed in more detail in subsequent topics.

Oracle Fusion Profile Management Integrations

Oracle Fusion Profile Management integrates with Oracle Fusion Global Human
Resources that includes model profiles are assigned to jobs and positions so that you
can specify targeted skills and qualifications and work requirements for jobs and
positions.

Configure Talent Profile Settings

Profile Management
Key Settings:
Profile Management lookups

Profile Management notifications
Profile Management descriptive flexfields

Instructor Note: Profile Lookups

Navigate to the Manage Workforce Profile Lookups task in FSM to demo the available
lookups for Profile Management. If students want more information on each lookup type,
review the following list of lookup types and associated descriptions:
HRT_CONTENT_SUPP_CODE: Codes to identify where the content type

originated, such as from the customer or from a third party. HR specialists assign
supplier codes when setting up new content types. (extensible)
HRT_COMPETENCY_EVAL_TYPE: Types of competency ratings, such as self,
supervisor, and peer. Evaluation types are used in instance qualifier sets to
identify the role of the person who provided a competency rating for a worker.
(user)
HRT_DEGREE_LEVEL: Required levels of education for a job or position profile,
such as a Bachelor's degree or Masters degree. (user)
HRT_DURATION: Time periods for when a worker would like to make a career
move. Workers select a duration for their career move in the career preferences
information on the career planning card. (user)
HRT_EDUCATION_LEVEL: Types of education that a degree provides, such as
a Bachelor's degree or one year college. HR specialists use education levels
when creating content items in the Degrees content type. (user)
HRT_IMPORTANCE: Values for the importance level of each content type.
Importance values are used in the best-fit analysis calculation. (user)
HRT_PAY_FREQUENCY: Frequencies at which a worker is paid. Workers
specify a preferred pay frequency when they edit their work requirements on the
experience and qualifications card.(user)
HRT_READINESS: Time periods in which a worker will be ready for
advancement to a specified job or position profile. Managers and human
resource (HR) specialists use readiness levels when editing the talent ratings
information on workers' career planning cards. (user)
HRT_RISK_REASON: Reasons for why a worker is at risk for leaving the
company. Managers and HR specialists use risk reasons when editing the talent
ratings information on workers' career planning cards. (user)
HRT_SATISFACTION_METHOD: Methods by which an item such as a
competency is verified, such as assessment or demonstration. Managers and HR
specialists use these values to identify the method that was used to evaluate the
proficiency of a worker in a particular skill or quality. (user)
HRT_TRAVEL_FREQUENCY: Percentages of time a worker is expected to
travel for a job or position, for example, 25 percent or 50 percent. Managers and
HR specialists specify the required travel frequency on job and position profiles.
Workers also specify a travel frequency when they edit their work requirements
on the experience and qualifications card. (user)
HRT_VALIDITY_PERIOD: Periods of time for which content items such as
licenses and certifications are valid. Managers and human resource (HR)

specialists select validity periods when setting up content items for the Licenses
and Certifications content type. (user)
HRT_WORK_DAYS: Work days for a job or position, such as Monday through
Friday. Managers and HR specialists specify the expected work days on job and
position profiles.(user)
HRT_WORK_HOURS: Work hours for a job or position, such as 9:00 a.m. to
5:00 p.m. Managers and HR specialists specify the expected work hours on job
and position profiles. (user)
The complete list of lookup types for Profile Management can also be found in the Help
Portal under the topic, "Profile Management Lookups: Explained."
Remind students of the differences between user and extensible lookup types: you
cannot delete lookups for an extensible lookup type.

Profile Management Lookups

Lookups
A partial list of the lookup types for Profile Management:
HRT_CONTENT_SUPP_CODE: Codes to identify where the content type

originated, such as from the customer or from a third party. HR specialists assign
supplier codes when setting up new content types. (extensible)
HRT_COMPETENCY_EVAL_TYPE: Types of competency ratings, such as self,

supervisor, and peer. Evaluation types are used in instance qualifier sets to
identify the role of the person who provided a competency rating for a worker.
(user)
HRT_RISK_REASON: Reasons for why a worker is at risk for leaving the
company. Managers and HR specialists use risk reasons when editing the talent
ratings information on workers' career planning cards. (user)
HRT_WORK_HOURS: Work hours for a job or position, such as 9:00 a.m. to
5:00 p.m. Managers and HR specialists specify the expected work hours on job
and position profiles. (user)
HRT_WORK_DAYS: Work days for a job or position, such as Monday through
Friday. Managers and HR specialists specify the expected work days on job and
position profiles. (user)
_______________________________________________________
Lookups are lists of values in applications. Profile Management includes several lookup
types that have user or extensible customization levels. You should review these
lookups, and update them as appropriate to suit your enterprise requirements.
For more information about Profile Management lookups, click Help. In the Workforce
Development offering, search for the following: profile management lookup types.

Profile Management Notifications

Use the Manage Talent Notifications task to enable notifications for Profile
Management, as well as Performance Management, Goal Management, and Talent
Review. Examples include:
Manager is notified when a worker changes his profile

Worker is notified when a job profile in his interest list changes
_______________________________________________________
Profile Management contains several notifications that inform both managers and
workers when changes are made to the person profile.
Using this task, you can only specify whether to send the notifications; you cannot
change the text of the notifications.

Profile Management Descriptive Flexfields

List of descriptive flexfields included in Profile Management and the associated
tasks:
HRT_CONTENT_ITEMS_B: Manage Content Items

HRT_ESTABLISHMENTS_B: Manage Educational Establishments
HRT_PROFILE_ITEMS: Manage Model Profiles
HRT_RATING_MODELS_B: Manage Rating Models
HRT_RATING_LEVELS_B: Manage Rating Models, Rating Levels tab

Set Up Talent Profile Content

Profile Content
Key Concepts:
Content Library
Content Types
Content Items
Educational Establishments
Rating Models

Content Library
The foundation of Oracle Fusion Profile Management is the content library.
The content library contains content types and content items

Several content types are seeded
- Competencies
- Languages
- Degrees
You can add content types and items for those types to suit your
enterprise
This figure illustrates how the content library, content types, and content items fit
together.

Instructor Note: Demo Timing
The course was designed for you to perform the specified demonstration at this point.
Approximate Demonstration Timing: 5 minutes

.

Demonstration: Content Types
Demonstration Scope
Show the predefined content types, and discuss the attributes for each
property.
Demonstration Steps
Sign in as hcm_impl or hcm_impl1.
Start Here
Setup and Maintenance work area, Implementation Projects: XX Workforce
Deployment page
These task lists are expanded: Workforce Deployment - Define Common

Applications Configuration for Human Capital Management - Define Workforce
Profiles - Define Talent Profile Content
1. In the Manage Profile Content Types task row, click Go to Task.
Location: Manage Content Types page
2. In the Search Results section, review the predefined content types.
3. Select the Competencies row.
4. On the Search Results section toolbar, click Edit.
Information
Some of the properties and attributes for predefined content types cannot be
changed.
5. Click the Relationships tab.
6. Click the Subscribers tab.
7. Click Cancel.

8. Click Done.
Location: Implementation Projects: XX Workforce Deployment page

Content Types
Content types that you want to track in talent profiles are:
Skills
Qualities
Qualifications
Manage Profile Content Types, Edit Content Type
The content library contains predefined content types such as competencies,

languages, and degrees, but you can create new content types as needed. You can
also create free-form content types.
Content types have:
Properties: Fields to be displayed when setting up the content items and the
attributes of those fields
Relationships: Associations between content types, where one content type is
a parent of another, or where one content type supports another

Subscribers: Other Oracle Fusion applications that use content types

Free-form Content Types

Key Concepts:
Definition: A free-form content type contains only a code, name, and a

description, and does not have any properties defined for it until you add it to a
profile type.
Content: Free-form content types do not include any content items.
Usage: Free-form content types enable you to capture information in a profile
that you do not need to store in the content library. For example, you can set up
a free-form content type to store information about the previous employment
information for your workers.

Content Type Properties

These are the attributes that you can set for each field that you want to include
for each content type:
Label: Label for the field.

Default Value: Value that appears by default.
Required: Is the user required to complete the field?
Display: Is the field editable, hidden, or display only?
Source: Name of the lookup type that provides values for the field.
_______________________________________________________
Content type properties represent the information that you want to capture for the
content type. They are the fields and the attributes of those fields that appear when you
add content items for the content type.

Content Subscribers
Content subscribers are codes that represent other Oracle Fusion products or
applications that use content types. For example, HRMS is a predefined
subscriber code that represents Human Resources.
_______________________________________________________
When you edit predefined content subscribers, you can associate additional content
types, but you cannot remove any of the existing content types. You should not remove
predefined content subscribers.


.

Demonstration: Content Items
Demonstration Scope
Go to the Manage Profile Content Items task and show how the
properties defined in the content type determine the fields for the content
items for that type, and the attributes of those fields.
Demonstration Steps
Start Here
Deployment page

1. In the Manage Profile Content Items task row, click Go to Task.
Location: Manage Content Items page
2. In the Search Results section, review the predefined content items for the
Competencies content type.
3. Select one of the content items.
4. Click Edit.
Location: Edit Content Item page
5. Show the fields and their attributes.
6. Click Cancel.
7. Click Done.

Content Items
Manage Profile Content Items, Edit Content Item
Definition:
Content items are the individual skills, qualities, and qualifications within the content
types in the content library. For example, within the Competencies content type,
communication is a content item. You can create content items to meet your business
needs.
Content items contain:
Properties: Content items inherit the fields and field properties that you define
for the content type to which the item belongs. For example, one of the fields

defined for the Memberships content type is ITEM_DESCRIPTION field. The

attributes of this field are set up so that the label is Description, the field is
editable, and the field does not require an entry. When you set up a content item
for the Memberships content type, you will see a field labeled Description, in
which you can enter text to describe the agency, but the field will not be required.
Related content items: If the content type for which you are creating an item
has related content types, then you can enter the related content items for the
item. For example, if you have a content type relationship where the
Competencies content type is supported by the Goals content type, then on the
content items for competencies, you can enter the related goals.
Proficiency descriptions: If the content item belongs to a content type that has
a rating model defined for it, then you can either use the existing descriptions for
the ratings within the model, or define descriptions for the ratings that are specific
to the content item. When ratings are given for the content item, the descriptions
defined for the item are used instead of those on the rating model.


.

Instructor Note: Educational Establishments

Oracle Fusion does not include a complete and comprehensive list of world-wide
educational establishments, however you can add them.

Demonstration: Educational Establishments
Demonstration Scope
View the Profile Educational Establishments and show how to add the
college, university, or other schools content type.
Demonstration Steps
Start Here
Deployment page

1. In the Manage Educational Establishments task row, click Go to Task.
Location: Manage Educational Establishments page
2. On the Search Results section toolbar, click Create.
Location: Create Educational Establishment page
3. Review the required fields.
4. Click Cancel.
Location: Warning dialog box
5. Click Yes.
Location: Manage Educational Establishments page
6. Click Done.

Educational Establishments
Key Concepts:
Definition: Educational establishments include schools, universities, and

colleges.
Usage: Define educational establishments for workers to use when they add
education information to their profile.


.

Demonstration: Rating Models
Demonstration Scope
Go to the Manage Profile Rating Models task and compare the
predefined rating models.
Demonstration Steps
Start Here
Deployment page

1. In the Manage Profile Rating Models task row, click Go to Task.
Location: Manage Profile Rating Models page
2. In the Search Results section, review the predefined models.
3. Select the Performance Rating Model row.
Location: Edit Rating Model page
5. On the Rating Levels tab, review the available fields and their attributes.
6. Click the Review Points, Rating Categories, and Distributions tabs, reviewing
the fields and attributes for each in turn.
7. Click Cancel.
Location: Manage Profile Rating Models page
8. Click Done.

Rating Models
Key Concepts:
Use rating models to rate workers on their performance and level of proficiency in
the skills and qualities that are set up on the person profile.
You can also use rating models to specify target proficiency levels for items on a
model profile, so that the model profile can be compared to workers' profiles.
To rate workers on their performance and proficiency, you attach rating models
to the content types that are included in the person profile, and then workers can
be rated on the items within the type. For example, you can rate workers on the
Communication content item within the Competencies content type.
Rating models that measure workers' potential and the impact and risk of loss
are also available.

Rating Model Components
Rating models can include some or all of the following components, depending
on the use for the model:
Rating levels: Rating levels identify the qualitative values, such as 1, 2, 3, or 4,

that you use to rate or score a worker's performance (1 being the lowest). Define
numeric ratings for rating models that you use with performance documents that
use the average calculation method.
Review Points: Define review points for rating models that you use with
performance documents that use the sum or band calculation method. The
review points and point ranges that you define for the rating model are used to
calculate ratings.
Rating categories: Rating categories enable you to group rating levels together
for analysis tools used in the talent review process, such as the box chart that is
used in the talent review process. You should not change rating categories after
setting them up, as the changes could affect the analytic.
Distributions: Oracle Fusion Compensation Management and Oracle Fusion
Performance Management both use rating model distributions to determine the
targeted minimum and maximum percentage of workers that should be given
each rating level. Compensation Management uses the distribution values that
you set up directly on rating models. However, you can set up distributions at the

performance template level on the Rating Model Distribution page for rating
models that are used in Performance Management.

Rating Models and Model Profiles

Key Concepts:
Proficiency Level: For model profiles, you can specify target proficiency levels
for items on the profile, so that the model profile can be compared to workers'
profiles.
Usage: Using the ratings, managers can compare a model profile to workers'
profiles to determine the best person suited to fill a position. Workers can
compare their profile to model profiles to identify other positions within the
organization that they are suited for, or to identify gaps in skills that they need to
fill before applying for other positions.

Set Up Talent Profiles

This section describes the following:
Profile types
Instance qualifiers


.

Demonstration: Profile Types
Demonstration Scope
Go to the Edit Profile Type page and discuss the key concepts for these
areas:
Content sections
Summary text
Demonstration Steps
Start Here
Deployment page

Profiles - Define Talent Profiles
1. In the Manage Profile Types task row, click Go to Task.
Location: Manage Profile Types page
2. From the Search Results section, select the PERSON row.
Location: Edit Profile Type page
4. On the Content Sections tab, click Competencies.
5. In the Content Sections section, click the Competencies link to access the
section properties.
Location: Content Section page
6. Review the properties and section access options.
7. Click Cancel.

8. Click the Summary tab.
9. Review the predefined text and the locations on which each text block appears.
10. Click Cancel.
11. Click Done.

Profile Types
Profile types include person profile types and model profile types.
The person profile type:
Provides a template that you use to create profiles of your workers

Contains the skills, qualities, and qualifications that you want to track for
your workers
The person profile type is predefined, and you can have only one
Manage Profile Types > Edit
Model profile types are templates for workforce structures such as jobs and positions.
Model profiles identify:
Targeted and required skills and qualifications for a job or position

Work requirements, such as work schedule and travel frequency
Multiple model profile types can be set up

Profile Type Components

Profile types comprise multiple content types. When adding and deleting content
sections, be aware of the following:
Sections: Content types are referred to in profile types as content sections, and
you can include content types from the content library and free-form ones.
Section Properties: Sections for content types from the content library inherit
some properties from the content type, but you can change properties as
needed.
Seeded Sections: Do not delete the Career Potential, Performance Rating, and
Risk of Loss, and Talent Score sections, as these sections are the source for the
Talent Ratings region of the Career Planning card, and are used by Performance
Management and Talent Review.
Section Visibility: Content sections that you add to the person profile type
appear only on the Experience and Qualifications card; you cannot specify where
you want them to appear.
Section Role Access: For workers to be able to add a content section to their
profiles, you must set up role access for employees to be able to edit the content
section.

Instructor Note: Seeded Sections

Seeded Sections are not deleted as these sections are the source for the Talent
Ratings region of the Career Planning card, and are used by Performance Management
and Talent Review.

Summary Text
Person Profile Text
Key Concepts:
Text Display: For the person profile type, many of the content sections have
summary text that appears on regions of the profile cards.
Text Usage: You can use the existing text, or change it to suit your business
needs. For example, you might want to update the text that appears on the Skills
and Qualifications card before an annual performance review period to remind
workers to update their skills so that they are current for the performance review.

Instance Qualifier
Key Concepts:
Definition: An instance qualifier set is a group of codes that you use to uniquely
identify different occurrences of the same profile item within the Competency
content type.
Usage: Instance qualifiers typically identify the role of the person who edited a
competency. For example, if a worker, the worker's peer, and the worker's
manager all enter a rating for a competency on the worker's profile, instance
qualifier sets uniquely identify each instance, or, the rating given by each
different role.


.

Demonstration: Instance Qualifier Set
Demonstration Scope
Go to the Edit Instance Qualifier Set page for the Potential instance
qualifier set and review the settings.
Demonstration Steps
Start Here
Deployment page

Profiles - Define Talent Profiles
1. In the Manage Instance Qualifiers task row, click Go to Task.
Location: Manage Instance Qualifiers page
2. Search for the Potential qualifier set.
3. From the Search Results section, select the POTENTIAL qualifier set row.
Location: Edit Instance Qualifier Set page
5. Review the following columns:
- Employee View
- Manager View
- Searchable
- Employee Default
- Manager Default

6. Click Cancel.
7. Click Yes.
Location: Manage Instance Qualifiers page
8. Click Done.

Instance Qualifier Sets

The following qualifier sets are available:
EVAL_TYPE: used with the Competencies content type and identifies the role of
the person who rated a particular competency for a worker
POTENTIAL: used with the Career Potential content type and identifies whether
the rating was updated in a talent review meeting or on the worker's profile
RISK: used with the Risk of Loss content type and identifies whether the rating
was updated in the profile or in a talent review meeting
PERFORMANCE_RATING: used with the Performance Rating content type and
identifies whether the rating is the compensation, performance, profile, or talent
review rating
TALENTSCORE: used with the Talent Score content type and identifies whether
the talent score was updated on the profile or in a talent review meeting
_______________________________________________________
Depending on the Oracle Fusion applications that you have implemented, your
managers and HR specialists may be able to provide ratings for workers in multiple
locations in addition to the workers' profiles. For example, if you are using Oracle Fusion
Talent Review, the rating given for a worker on his profile can be changed during a
talent review meeting. Instance qualifier sets are groups of codes that you set up for
content types, and they enable you to uniquely identify the origin of the rating.

Settings for Qualifier Sets

For each code in an instance qualifier set, you can specify:
Priority: Determines the order in which different instances of a competency are

displayed, and also determines which instance to use when searching and
comparing profiles. The lowest number indicates the highest priority.
Employer and Manager Views: Determine which instances are visible to
employees and to managers.
Search Ability: You can specify whether items that have been assigned the
instance qualifier code should be included in profile searches. For example, you
might not want the ratings for competencies given by peers to display when other
workers are searching person profiles.
Default Instance Qualifier for Employee and Manager: You can specify the
default instance qualifier to use when managers and employees update a
competency. Each time an employee or manager updates a competency, the
record is assigned the instance qualifier code that is identified as the employee
or manager default code.


.

Demonstration: Where Instance Qualifier Sets Are

Used
Demonstration Scope
Viewing instance qualifiers in use within the application
Scope
Sign in as LINDA.SWIFT and go to the portrait of one of her direct reports, Jack Fisher
in the Person Gallery. Show how to view and edit a worker's ratings for:
Performance
Potential
Risk and Impact of Loss
Demonstration Steps
1. Sign in to Oracle Fusion HCM as LINDA.SWIFT.
2. In the global area Navigator menu, select Person Gallery.
Location: Person Gallery page
3. In the Keywords field, enter Jack Fisher.
4. Click the Search icon.
5. On the Search Results section, click Fisher, Jack to open his portrait.
Location: Jack Fisher portrait page
6. Click the Career Planning card for Jack Fisher.
7. On the Talent Ratings section, click the Edit icon button.
Location: Edit Talent Ratings page
8. Review the scores and ratings that you can edit for:
- Performance
- Potential

- Risk of loss and impact of loss
- Advancement readiness
9. Sign out of Oracle Fusion HCM.
Managers and HR specialists can enter ratings for workers directly on this portrait card,
but these ratings can also be changed during a talent review meeting and on a
performance document. Instance qualifier sets are used to identify where the rating was
given.

Instructor Note: Activity Timing
The course was designed for you to facilitate learners doing the specified activities, at
this point.
Approximate Activity Timing: 5 minutes

.

Activity 1 Introduction: Creating a New Content Type

and Items
Background
InFusion Corporation provides many opportunities for workers to volunteer
for projects that support community service, environmental responsibility,
and community leadership. Therefore, leaders at InFusion Corporation ask the
implementation team to design a way for workers to track the following types of
corporate citizenship activities that they participate in:
Social Responsibility
Environmental Responsibility
State Citizenship
Requirements
Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor.
You must have access to Oracle Fusion Application InFusion database or
comparable training or test instance at your site, on which to complete this
practice.
Activity Scope
Create a new content type for corporate citizenship, which you will later add to the
Person profile type so that workers can then add the new content section to their profile
and enter comments to describe their corporate citizenship activities.
Use the following decision table below to help you create the content type:


Activity 1: Creating a New Content Type

In this activity, you create a new content type.
Sign in either as hcm_impl or hcm_impl1.
Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page

Profiles - Define Talent Profile Content.
1. In the Manage Profile Content Types task row, click Go to Task.
Location: Create Content Type page
3. In the Code field, enter XX Citizenship.
4. In the Name field, enter XX Corporate Citizenship.
5. In the Description field, enter Content type to track corporate citizenship

activities.
6. On the Field Properties section toolbar, click Add.
7. In the Field Name field, select ITEM_DATE_1.
8. In the Label field, enter Date of Participation.
9. On the Field Properties section toolbar, click Add.
10. In the Field Name field, select ITEM_TEXT_20.
11. In the Label field, enter Project Name.
12. Click Save.

Location: Confirmation dialog box
13. Click OK.
Location: Edit Content Type page
14. Click the Subscribers tab.
15. On the toolbar, click Add.
16. In the Code field, select HRMS.
17. Click Save and Close.
18. Click Done.
Location: Implementation Project: XX Workforce Deployment page
19. In the Manage Profile Content Types task row, click the Status icon button.
Location: Edit Status dialog box
20. In the Status field, select Completed.
Location: Implementation Project: XX Workforce Deployment page
At this point, you should have created the XX Corporate Citizenship content type.


.

Activity 2 Introduction: Creating Content Items
Background
InFusion Corporation provides many opportunities for workers to volunteer
for projects that support community service, environmental responsibility,
and community leadership. Therefore, leaders at InFusion Corporation ask the
implementation team to design a way for workers to track the following types of
corporate citizenship activities that they participate in:
Social responsibility
Environmental responsibility
State citizenship
Requirements
practice.
Activity Scope
Create new content items for corporate citizenship so that you can add the new content
type to the person profile type. Workers can then add the new content section to their
profile, and enter comments to describe their corporate citizenship activities.

Activity 2: Creating Content Items

Start Here
Deployment page

Profiles - Define Talent Profile Content.
1. In the Manage Profile Content Items task row, click Go to Task.
Location: Create Content Item dialog box
3. In the Content Type field, select XX Corporate Citizenship.
4. In the Content Item field, enter Environmental Responsibility.
5. Click Continue.
Location: Create Content Item page
Information
Use the Create Content Item page to enter the details for the content item,
based on the field properties that you set up for the content item.
6. In the Item Code field, enter Env.
7. Click Save and Close
8. Repeat steps 2 through 7 to create the remaining content items.
- Content Item: Social Responsibility; Item Code: Social

- Content Item: State Citizenship; Item Code: State Ctznshp
9. Click Done.
10. In the Manage Profile Content Items task row, click the Status icon button.
At this point, you should have created the Environmental Responsibility, Social
Responsibility, and State Citizenship content items for the Corporate Citizenship content
type.


.

Activity 3 Introduction: Adding a New Content Type to

the Person Profile Type
Background
InFusion Corporation provides many opportunities for workers to volunteer for projects
that support community service, environmental responsibility, and community
leadership. Therefore, leaders at InFusion Corporation ask the implementation team to
design a way for workers to track the following types of corporate citizenship activities
that they participate in:
State Citizenship
Requirements
practice.
Activity Scope
Add the new XX Corporate Citizenship content type and content items to the Person
profile type so that workers can then add the new content section to their profile, and
enter comments to describe their corporate citizenship activities.

Activity 3: Adding a New Content Type to the Person

Profile Type
Start Here
Deployment page

Profiles - Define Talent Profiles.
1. In the Manage Profile Types task row, click Go to Task.
2. In the Search Results section, select the PERSON row.
4. On the Content Sections section toolbar, click Add Content Section.
Location: Add Content Section dialog box
5. Click XX Corporate Citizenship.
6. In the Content Sections section, click the XX Corporate Citizenship link.
Location: Content Section page
Information
Use the Content Section page to edit the properties of the content section.
Some properties are inherited from the content type, but you must add
additional properties that are more suitable for how the content section appears
on a profile, as opposed to how you want to capture information for the content

type in the content library.
7. On the Content Properties section toolbar, click Add.
8. In the Column Name field, select ITEM_DATE_1.
9. In the Label field, enter Date of Participation.
10. In the Display field, select Both.
11. On the Content Properties section toolbar, click Add.
12. In the Column Name field, select ITEM_TEXT240_1.
13. In the Label field, enter Description of Participation.
14. In the Display field, select Both.
Information
In the Content Section Access section, set up access for employees to be able
to edit the section, and for managers and HR specialists to view it.
15. On the Content Section Access section toolbar, click Add.
16. In the Role field, select Employee.
17. Select Update.
19. In the Role field, select HR Specialist.
21. In the Role field, select Manager.
22. Click OK.

24. Click Done.
25. In the Manage Profile Content Types task row, click the Status icon button.
At this point, you should have added the XX Corporate Citizenship content section to
the Person profile type.


.

Activity 4 Introduction: Adding the New Content

Section to a Profile
Background
InFusion Corporation provides many opportunities for workers to volunteer for projects
that support community service, environmental responsibility, and community
leadership. Therefore, leaders at InFusion Corporation ask the implementation team to
design a way for workers to track the following types of corporate citizenship activities
that they participate in:
State Citizenship
Requirements
practice.
Activity Scope
Add the new content section to a worker profile and enter comments to describe the
worker's corporate citizenship activities.

Activity 4: Adding the New Content Section to a

Profile
In this activity, you sign in as JACK.FISHER and add the new content section to a
worker profile.
Start Here
Home work area, Welcome page
1. Sign in as JACK.FISHER.
2. In the global area Navigator menu, select Person Gallery.
Location: Person Gallery page
3. Click the My Portrait tab.
Information
You add new content sections to the Experience and Qualifications card.
4. Find and select the Experience and Qualifications card.
5. On the Skills and Qualifications section, click the Edit Skills and
Qualifications icon button.
Location: Edit Skills and Qualifications page
6. In the Content Type field, select XX Corporate Citizenship.
7. Click the Add button.
Location: Select and Add dialog box
8. In the Name field, enter Social.
9. Click Search.
10. Select the Social Responsibility row.
11. Click OK.
Location: Edit Skills and Qualification page
Information

The content item, Social Responsibility has been added to the profile. You can
now enter details about the social responsibility activities that you participate
in.
12. On the Content type to track corporate citizenship activities section toolbar,
click Add.
13. In the Name field, enter State Citizenship.
14. Click Search.
15. Select the State Citizenship row.
16. Click OK.
Information
The content item, State Citizenship has been added to the profile. You can now
enter details about the state citizenship activities that you participate in.
17. On the toolbar, click Add.
18. In the Name field, enter Environmental Responsibility.
19. Click Search.
20. Select the Environmental Responsibility row.
21. Click OK.
Information
The content item, Environmental Responsibility has been added to the profile.
You can now enter details about the environmental responsibility activities that
you participate in.
22. When you are finished, click Submit.

23. Click Yes.
Location: Confirmation dialog box
24. Click OK.
Location: My Portrait tab
Information
XX Corporate Citizenship is now included on your Experience and Qualifications
card.
At this point, you should have added new content sections to the Experience and
Qualifications card.

Talent Profile Content Quiz

Talent Profile Content Review Question 1

You add properties for free-form content types when you:
1. Add the content type to a profile type.

2. Add the content type to a worker's profile.
3. Add a content item for the content type.


If you create a new content type and add it to the person profile type, which is the most
likely reason for the new content type not being available when you try to access it in
the Experience and Qualifications card?
1. You forgot to save the content type.

2. You forgot to add the HRMS content subscriber to the new content type.
3. You added the content type to the wrong person profile type.


Select the statement that is true regarding rating models:
1. A rating model typically contains rating levels, review points, rating categories,
and distributions.
2. Rating categories determine the labels for analytics such as those used in the
talent review process.
3. Distributions are used only in Oracle Fusion Performance Management.
4. You attach rating models to content items.


Which of the following components of the person profile type can be changed:
1. The content sections contained in the profile type.

2. Summary text for content sections.
3. Attributes of fields that are inherited from the content type.
4. All of the above.


You can create a new person profile type.
1. True
2. False

All Talent Profile Content Quizzes and Answers

You add properties for free-form content types when you:
1. Add the content type to a profile type.
If you create a new content type and add it to the person profile type, which is the
most likely reason for the new content type not being available when you try to
access it in the Experience and Qualifications card?
2. You forgot to add the HRMS content subscriber to the new content type.
Select the statement that is true regarding rating models:

2. Rating categories determine the labels for analytics such as those used in the talent
review process.
Which of the following components of the person profile type can be changed:
4. All of the above.
You can create a new person profile type.

2. False

Lesson Highlights
In this lesson, you should have learned:
How Oracle Fusion Profile Management supports other Talent Management

products
You can configure lookups and notifications for Oracle Fusion Profile
Management to suit business needs
The content library contains several predefined content types and content
items
You can create new content types and items to suit business needs
How profile types are configured
How to add a new content type to a profile type

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Partner Boot Camp

Fusion HCM Global HR

August 08, 2013

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Lesson 1: Define Workforce Profiles

Describe Oracle Fusion Profile Management

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 1

Profile Management Setup and Maintenance

Define Workforce Profiles Task Lists and Tasks

Manage Workforce Profile Lookups

2 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Manage Content Subscribers

Setup tasks in FSM under Define Talent Profiles Task List:

Manage Profile Types

The ongoing maintenance tasks are:

Manage Model Profiles

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 3

Describe Oracle Fusion Profile Management

Track workers' skills, competencies, and accomplishments

4 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Profile Management Terminology

These terms will be discussed in more detail in subsequent topics.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 5

Oracle Fusion Profile Management Integrations

6 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Configure Talent Profile Settings

Profile Management lookups

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 7

Instructor Note: Profile Lookups

HRT_CONTENT_SUPP_CODE: Codes to identify where the content type

8 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 9

Profile Management Lookups

A partial list of the lookup types for Profile Management:

HRT_CONTENT_SUPP_CODE: Codes to identify where the content type

HRT_COMPETENCY_EVAL_TYPE: Types of competency ratings, such as self,

10 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Profile Management Notifications

Manager is notified when a worker changes his profile

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 11

Profile Management Descriptive Flexfields

HRT_CONTENT_ITEMS_B: Manage Content Items

12 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Set Up Talent Profile Content

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 13

The content library contains content types and content items

14 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Instructor Note: Demo Timing

Approximate Demonstration Timing: 5 minutes

Copyright 2013, Oracle and/or its affiliates. All rights reserved. 15

Demonstration: Content Types

Sign in as hcm_impl or hcm_impl1.

These task lists are expanded: Workforce Deployment - Define Common

1. In the Manage Profile Content Types task row, click Go to Task.

Location: Manage Content Types page

2. In the Search Results section, review the predefined content types.

3. Select the Competencies row.

4. On the Search Results section toolbar, click Edit.

5. Click the Relationships tab.

6. Click the Subscribers tab.