Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Fusion Profile
Management to
Release 19C
Manage Talent Profiles
Conclusion ................................................................................................. 32
Appendix A ................................................................................................ 33
Enhancements made in release 19C for Profile Management include changes to the user experience and to
talent profile administration. The enhancements address many challenges highlighted by customers and users
and will better support the expanding market requirements for managing talent profiles.
The enhanced Skills and Qualifications UI displays more details about a person’s skills and qualifications,
including the history of competency ratings and competency gaps. Content section security secures user
access to the various sections and associated data.
The enhanced interfaces are available in the Career and Performance functional grouping from the Home
page navigation.
Profile Management administration continues to support requirements for structured and unstructured content.
For example, the delivered Special Projects template gives you the flexibility to configure content sections to
capture content from a predefined list of projects or from manual entry of projects, enabling customers to
capture details related to known internal projects or to capture details about unknown projects to which their
employed talent is connected.
For the configuration of model profiles, the enhancements deliver intuitive features allowing administrators
more efficiencies when defining model profiles that align with the person profile definition. The content sections
defined on the Person Profile Type are the content sections that can be selected when configuring the model
profile types. This association ensures that person-model reporting and gap analysis is achievable.
1. Accomplishments2
2. Area of Study*
3. Career Preferences
4. Career Statement*
5. Certifications1 2
6. Competencies1 2
7. Education**1 2
8. Education Level*
9. Highest Education Level*
10. Honors1 2
11. Languages1 2
12. Memberships1 2
13. NBox Rating*
14. Performance Rating*
15. Potential Rating*
16. Readiness Rating*
17. Risk Rating*
18. Skills 2
19. Special Projects1 2
20. Talent Score*
21. Technical Post Details*
22. Work History
23. Work Preferences/Requirements2
*Template is hidden in product and not reusable; used for mapping relevant sections during upgrade
Administrative enhancements include functionality changes to the administration tasks. These enhancements
provide more intuitive interfaces and efficient task flows. Talent Profile administrators will have access to the
following Profile Management administration tasks:
The enhancements made to the Manage Profile Types task reduces the amount of configuration required to
create and manage talent profile definitions. The task continues to handle the configuration of both person and
model profile types (Job, Position, and Organization Model Profiles) with added capabilities including:
• Certifications
• Competencies
• Education
• Honors/Awards
• Languages
• Memberships
• Special Projects
The maintenance feature that enables the library of items for establishments including schools, institutions,
and other establishments can also be defined using the Manage Item Catalog task. The Manage Item Catalog
task includes the following enhancements:
• The ability to define an item list that can be reused by sections of the same content template.
• A specific item catalog can be defined for a single content section.
• Establishment item catalogs can be used across template types where the establishment attributes
(for example, School and Establishment) are available.
The Manage Model Profile administration task has been enhanced to include the ability to preview the model
profile details interface. This task continues to enable the ability to manage the definition of instances of a job,
position, or organization model profile. Each instance of a model profile can also be configured to include the
attributes necessary to capture specific details about the job, position, or organization (for example, Job
Description, Job Responsibility, and Job Qualifications).
If you have the approvals feature configured for any given section, please be aware that outstanding approval
transactions will not be migrated to the enhanced talent profile. It is recommended that you inform all users to
complete (approve, reject, or withdraw) any outstanding approval transactions before the upgrade is run.
When choosing to upgrade to the enhanced user experience and administrative features, the system
administrator will have access to an administrative utility, the Manage Profile Upgrade Mapping task, which
enables the upgrade of Profile Management setup and user data. The system administrator will need the new
aggregate privilege, Manage Talent Profile Upgrade Mapping
(HRT_MANAGE_PROFILE_UPGRADE_MAPPING) to get access to the administration task, also referred to
as the mapping tool.
You will see the following setup tasks in the Profiles work area:
You will be able to access the Manage Profile Upgrade Mapping page from the above page. After selecting
Next on the Manage Profile Upgrade Mapping page, you will navigate to the Submit Upgrade Processes
page that displays the following records, as shown below:
You must select Complete to complete the migration of the transaction data. You should not select Roll Back
even if it’s available in the screen.
It is recommended that customers first upgrade a production mirror test or stage environment to work through
and identify impacted areas of their Fusion implementation.
The functional privilege that grants access to the Manage Profile Upgrade Mapping task, which becomes
available once the profile options listed above are enabled, is the Manage Talent Profile Upgrade Mapping
(HRT_MANAGE_PROFILE_UPGRADE_MAPPING). This functional privilege is granted to the Workforce
Profile Administration Duty (ORA_HRT_WORKFORCE_PROFILE_ADMINISTRATION_DUTY). This duty role
is granted to the Human Capital Management Application Administrator job role
(ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB).
You can use the Human Capital Management Application Administrator job role to access the Mapping task or
map the Workforce Profile Administration Duty to any role to have Profile Management Administration
privileges.
To check, log in as a Security Manager, go to the Security Console, select Roles, and search for the Human
Capital Management Application Administrator Job Role
(ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB). Under the Role
Name, enter Workforce Profile and this should provide you with the list of the Duty Roles. You should be able
to see the Workforce Profile Administrator Duty Role
(ORA_HRT_WORKFORCE_PROFILE_ADMINISTRATION_DUTY).
In addition, the Manage Profile Upgrade Mapping task can only be accessed using the Search Profiles UI;
therefore, the role should have access to the Search Talent Profile functional privilege
(HRT_SEARCH_TALENT_PROFILE). This functional privilege is granted to the Workforce Profile Specialist
Duty (ORA_HRT_WORKFORCE_PROFILE_SPECIALIST_DUTY). This duty role is granted to the Human
Resource Specialist job role (ORA_PER_HUMAN_RESOURCE_SPECIALIST_JOB).
You can use the Human Resource Specialist job role to access the Search Profiles UI or map the Workforce
Profile Specialist Duty to any role to have access to the mapping task and other Profile Management setup
tasks in the Search Profiles UI.
To check, log in as a Security Manager, go to the Security Console, select Roles, and search for Human
Resource Specialist Job Role, select ORA_PER_HUMAN_RESOURCE_SPECIALIST_JOB, and under the
Role Name, enter Workforce Profile and it should provide you with the list of the Duty Roles. You should be
able to see Workforce Profile Administrator Duty Role
(ORA_HRT_WORKFORCE_PROFILE_SPECIALIST_DUTY).
Release 13 security enhancements will continue to be supported for seeded content sections that are migrated
to the Profiles upgrade; therefore, once seeded content sections are migrated, the security setup pre-migration
will persist after the upgrade. In the case of existing customer-defined content sections that are mapped to a
template and a new content section is created, you will need to configure security for that newly created
content section after the upgrade.
For accessing the content for person profiles, you must give the required access for the content section to a
role. You can specify the level of access as view, edit, or report for each role. For example, users in the line
manager role can be given edit access to add and edit the Competencies content and view access to only
read the Education content for their workers.
In addition, content section security secures user access to the various delivered talent ratings. The aggregate
security privilege, View Talent Ratings, is required to gain access to the new Talent Ratings page.
Use the Manage Profile Content Section Access task in the Setup and Maintenance work area to secure
access to content sections in person profiles. You must have the IT Security Manager role or privileges to
perform this task. For a selected content section, you can:
• Identify the predefined or custom job roles and abstract roles that can access the content section in
person profiles.
• Specify the level of access for each role. The levels are shown in this table:
When you map a content section to a role, a data security privilege is granted to the role automatically. For
example, you could map the Leadership content section to the predefined Employee abstract role and set the
access level to Edit. This table shows the resulting data security policy. The data security privilege shown in
this data security policy would be generated and granted to the role.
• The policy name is in the form: role code, Grant on Profile Content Type content
type code. The policy description is the same as the policy name.
• The data resource is Person Detail.
• The data security privileges are in the form: Manage | Report | View | content type name
Content Type
• The condition, which controls access to specific instances of person records, identifies the relevant
person security profile.
After saving your changes on the Manage Profile Content Section Access page, you must regenerate:
Regenerating roles updates their data security permissions. If you don't regenerate relevant roles, then users
can't access content sections in person profiles.
Note: If you plan to copy abstract or job roles to which security profiles are assigned, then revoke the security
profiles before you perform the copy. This precaution ensures that any data security policies, including those
generated when you map content sections to a role, aren't copied.
Restrictions
Content sections in person profiles are unsecured when person profiles are included in:
• Best-fit analyses
• Oracle Transactional Business Intelligence reports
No access is required for content sections added to model profiles as their content aren't secured.
In addition to the seeded roles, you will need a custom role to access (View and/or Edit) content section data
for other employees in the Directory. This custom role is a job role and should be added to the user. Enclosed
are the steps that you must follow to create the Public View Custom role but keep in mind that you will also
have to grant content section access to his role in order to View and/or Edit the content sections that you want
the employee to view other employees Skills and Qualifications via the Directory.
1. Go to Security Console
2. On the Roles page, select Create Role
3. Enter the Role Name and Role Code (i.e. Custom Employee Public Profile Role)
4. Select HCM – Job Roles under Role Category
5. Add any other information such as Description
6. Make sure the Role Hierarchy is empty.
7. Select Next and under Users, you can add the users to the role.
8. Select Next and Save and Close.
9. After you create the Custom Public Role, make sure that you grant appropriate Content Section
Access security to the new role using the Manage Profile Content Section Access task.
10. Navigate to Manage Data Role and Security Profiles UI and assign “View all workers” person security
profile (or an appropriate person security profile that identifies the correct “Other Workers” population)
and select “Submit” to regenerate the role. Please note that the content section access works based
on the person security profile only and not based on the public person security profile.
The product upgrade requires that a series of ESS jobs be run to migrate the talent profile configuration to the
enhanced template structural design and to update the existing user data. System administrators will need to
enable the following profile option under the Manage Administrator Profile Values task:
Profile Management is commonly defined as the foundation of the Fusion talent suite and the latest
enhancements have improved its ability to support the expanding market requirements for talent profiles. In
preparation for this upgrade, the analysis of your current talent profile configuration may require some
significant review. However, if your person and model profile type configurations include only predefined
content types and sections with some extensions, you will need only to review the new predefined templates
using the Profile Management Content Template Definitions spreadsheet and the Person and Model Content
Template Mapping Worksheets to determine where your extended content requirements are being met. The
remainder of this step would be for your information and mostly not relevant to your implementation of Profile
Management. If your talent profile configuration has more extensions including customer-defined content
sections for the person or model profile types, then you will need more analysis and therefore should review
this step in its entirety.
It is also highly recommended that system administrators perform a pen and paper mapping exercise of the
current configuration prior to running any of the processes in the mapping tool. Given the significant changes
that have been made to the talent profile, it is recommended that you consider including necessary internal
and external resources to participate in this effort.
The goal of this exercise is to determine how to map the current talent profile configuration. Together with this
white paper, there are three spreadsheets that will be helpful during this step:
1. The Profile Management Content Template Definitions spreadsheet contains the list of templates and
attribute definitions for both Person and Model Profiles. This spreadsheet will help you to become
familiar with the available templates and their attributes and to determine which of the templates meet
your current and future business requirements.
2. The Person Profile Content Template Mapping Worksheet provides a list of templates and attribute
definitions for the Person Profile.
3. The Model Profile Content Template Mapping Worksheet provides a list of templates and attribute
definitions for the Model Profile.
It is important to enable macros before opening the spreadsheets. Since the Model Profile is based
on the Person Profile attribute definition, you should first work on the Person Profile Content
Template Mapping Worksheet and then work on the Model Profile Content Template Mapping
Worksheet.
You can use these spreadsheets and/or modify the tabs/templates to map your existing content
sections and attributes to the upgrade templates and template attributes. Instructions for how to use
the spreadsheet and develop a mapping draft for your configuration are provided in the first tab.
Here are some examples of how the templates can be reused to define sections to meet your specific
business requirements:
Career and Work Preferences Manager Career Observations, Career Preferences, Work Preferences
As you are considering the appropriate templates for each of your talent data requirements, you will notice that
the enhanced talent profile supports your customer-defined talent content. Using the mapping tool, your
customer-defined content sections can be mapped to a predefined template in the new architecture.
For content configured and stored in Profile Management that is not specific to your talent business
requirements, we recommend that you use alternative solutions for maintaining that data. You may want to
consider using descriptive flexfields on relevant pages (for example, core HR, payroll, and time and labor) HR
Helpdesk, and Document of Records to manage this data.
Please note the upgrade of the talent profile can continue without making the decisions about the future
placement of the non-talent data stored in Profile Management. These configured customer–defined content
sections should NOT be included in the upgrade when using the mapping tool. This data will remain in the data
model until you have made decisions for future storage.
While developing the talent profile mapping draft, you should become familiar with the type of content section
configurations possible in Profile Management and that you have as part of your requirements. Below are
details about each type and things to consider in the steps for upgrading to the enhanced talent profile.
Considerations:
Predefined content sections have been delivered in Profile Management that can be used as delivered or
modified to meet your requirements. You should review the configuration of the predefined person and model
sections and specifically any customer-defined attributes added to the predefined content section for accuracy.
**Template is only provided for mapping of relevant content type and not reusable by administrators
for content section configuration
Note, the predefined Special Projects content section can be mapped to the delivered Projects template using
the mapping tool but by default will NOT be mapped.
Considerations:
These customer-defined sections have been configured on the Person Profile Type only. You should review
the configuration of the person content section for accuracy.
Customer-defined person profile sections will be identified in the Manage Profile Upgrade Mapping task ->
Person Profile Section Mapping user interface as Customer-Defined Person-Only Profile Sections.
Additionally, you can select a template and map the configured attributes to template attributes. You will also
have the ability to assign a template attribute or a flexfield to any customer-defined attributes that are defined
on the relevant content section.
Considerations:
These customer-defined sections have been defined on the person and at least one model profile type. You
should review the configuration of the person and related model content sections for accuracy.
Customer-defined person and model profile sections will be identified in the Manage Profile Upgrade Mapping
task -> Person Profile Section Mapping user interface as Customer-Defined Person-Aligned Profile Sections.
Additionally, you can select a template and map the configured attributes to template attributes. You will also
have the ability to assign a template attribute or a flexfield to any customer-defined attributes that are defined
on the relevant content section.
Considerations:
These customer-defined sections have been defined on a model profile type only. You should review the
configuration of the model content section for accuracy.
Model-only profile sections support requirements for additional model profile information and additional model
profile specific details. As a result, there are two types of content configuration in the enhanced talent profile
for these types of sections and they include:
1. Additional Model Profile Information: The enhanced talent profile now includes the ability to add
additional information/content on a model profile (for example, Job or Position Profile) including
Description, Responsibilities, and Qualifications. When your model-only content section has been
configured for this purpose, you have the ability to load this content using HDL into the attributes
supporting this new feature. For more information, see step seven: Using HDL to Load Profile Data
and note that these model-only content sections should not be included in the upgrade using the
mapping tool.
2. Additional Model Profile Requirement Details: Model-only content sections configured for this purpose
support requirements for presenting additional content on the Talent Role Details page but as a
profile requirement (for example, additional information supporting requirements of a specific degree
for a Job or Position Profile). These customer-defined model-only content sections can be migrated to
the enhanced architecture using the mapping tool. Note this additional information does not have
requirements for presentation or the capturing of content in the Person talent profile.
Customer-defined model profile sections will be identified in the Manage Profile Upgrade Mapping task ->
Person Profile Section Mapping user interface as Customer-Defined Model-Only Profile Sections
1. Sections that are configured for Additional Model Profile Information should NOT be included in the
upgrade when using the Manage Profile Upgrade Mapping task. If included in the upgrade, they will
be treated like content that is required for Additional Model Profile Requirement Details.
When viewing details of the person content section Manage Profile Upgrade Mapping task -> Define
Person Profile Mapping user interface for the Model-only Profile Sections, you will notice that there
may be no attributes to map when the person section is a free form section or one attribute (Content
_Item_ID, which will be automatically mapped) to map when the person section is a non-free form
section. These person profile sections have been auto-created as part of the migration to map the
customer-defined model-only content section that is now aligned with a person profile section. You
will need to select a template for mapping in the Manage Profile Upgrade Mapping task -> Define
Person Profile Mapping user interface. When selecting a template you will need to use the Model
Profile Content Template Mapping Worksheet to determine the best template for mapping of each
model-only sections.
The best approach is to select the template that best supports your attributes even if only a subset of
the attributes are supported. Then in the Manage Profile Upgrade Mapping task -> Define Person
Profile Mapping interface, select to include the relevant section in the upgrade. Notice that you will
have the ability to select from any of the corresponding 10 person content templates
(Accomplishments, Certifications, Competency, Education, Honors, Language, Membership, Projects,
Skills, and Work Requirements).
In the Submit Upgrade Processes interface, select to run the Upgrade Setup Data process job to
migrate the configuration of the newly added person content section. This process migrates all
relevant setup (for example, content items, subscriber definitions, and rating models) including the
model content section configuration. The configured attributes on the model content section will be
migrated to attributes available on the relevant model template or flexfields, even though they were
not explicitly selected during mapping. The Upgrade User Data process job will migrate the relevant
user content (actual job, position, or organization profile data).
The mapping tool is an integral part of the upgrade as it is specifically designed to support the administrator
through the mapping and data migration steps. This step familiarizes you with the features available in the
mapping tool and walks you through some working examples for using the tool.
Now that you have the talent profile mapping draft defined using the Content Template Mapping Worksheet,
the system administrator can use the mapping tool (Manage Profile Upgrade Mapping task), to configure the
mapping of the talent profile configuration.
The Manage Profile Upgrade Mapping: Define Person Profile Mapping UI of the mapping tool lists the content
sections currently configured as part of the Person Profile Type. The list in the Define Person Profile Mapping
UI will include predefined content sections and potentially customer-defined content sections. The Talent
ratings content sections will not be displayed or would need to be mapped in the Define Person Profile
Mapping UI; Talent Ratings will be migrated automatically by the migration process. The Manage Profile
Upgrade Mapping: Define Person Profile Mapping UI also presents details about the individual sections that
have been configured, including:
1. Number of Profile Items: The total number of profile items currently stored in the Profile Items table.
2. Total Attributes: The total number of attributes represents the attributes that have been configured in
the relevant content section as either summary, detail, or both.
3. Attributes to Map: The number of attributes that require manual mapping assignment:
a. By default, predefined content sections and their predefined attributes will be mapped to the
relevant template and template attribute and these sections will typically have zero attributes
to be manually mapped.
b. When predefined content sections have been extended with additional attributes, there will
be a value greater than zero representing the number of attributes to be manually mapped.
c. Customer-defined content sections will require that all defined attributes in the section are
mapped using the individual content section mapping UI.
4. Include in Upgrade: Feature that determines if a content section is included in the upgrade of setup
data.
a. Sections NOT included in the upgrade will not migrate when the upgrade of setup data job is
run.
b. The section configuration and related user data will NOT be available when the upgrade is
complete.
Clicking the link for each content section will navigate the user to the mapping details for the content section.
Mapping details for predefined content sections will show automatic mapping assignments for both template
and attributes, and any customer-defined content sections and customer-defined attributes are presented for
user-specific mapping.
1. For predefined content sections, the user has no ability to change automatic mappings, but for
customer-defined attributes on a predefined content section, the user can manually map that attribute
to available template attributes or to a descriptive flexfield.
2. For customer-defined content sections, the user has the ability to map the content section to a
content template and each of its attributes to the attributes available from the selected content
template or to descriptive flexfields.
3. Note that customer-defined attributes that are not mapped or assigned to a template attribute or a
descriptive flexfield will not migrate when the upgrade of setup data job is run and therefore, related
setup data and user data will NOT be available when the upgrade is complete.
The mapping details of each content section that is upgraded is an important part of the upgrade. It is
recommended that detailed documentation of the mapping configuration be developed during this step to
reconcile any customer-defined reports, HDL configurations, any customer scripts or integrations, and
implementation documentation. The Profile Management Content Template Definitions spreadsheet can be
extended and updated for this purpose.
The Manage Profile Upgrade Mapping administration task guides users through the process of migrating talent
profile setup and user data. The content mapping capability is supportive of mapping predefined and
customer-defined content section to the newly delivered templates, and supporting the mapping of customer-
defined attributes to template attributes and flexfields. The following is an example of a Talent Profile
Management configuration and how its content can be mapped using the mapping utility.
Long Corporation has configured its Person Profile Type to include four predefined content sections and two
customer-defined content section.
Content Sections:
The system administrator will notice that the customer-defined section, Sandy Nonfreeform Custom1, has
three attributes and they all need to be mapped. When customer-defined content sections are being mapped,
the user is able to select a content template to which to map the content section. Administrators should
become familiar with the details of the content templates and the associated attributes before making
decisions about mapping customer-defined content sections. Selecting the customer-defined content section in
the Profile Mapping work area navigates the user to the data map where the user is able to select a content
template for mapping and then select any available template attributes or flexfield to map the section
attributes. The associated model profile section will also be migrated because of this mapping.
Additionally, a customer-defined model-only content section is configured for capturing education requirement
details for a job profile. When customer-defined model-only content sections are being mapped, the user will
view the auto-created person content section (i.e., PERSON_Education_Details) in the Define Person Profile
interface. Selecting the auto-created person content section in the Profile Mapping work area navigates the
user to the data map where the user is able to select a content template for mapping. The administrator will
notice that they are limited to selecting from a list of person profile templates that have corresponding model
profile templates. The associated model profile section will be migrated because of this mapping. For details
on using the mapping tool for this type of content, see Type IV in step three.
Once the mapping is complete and sections are selected for upgrade per customer data requirements, the
system administrator is able to submit the upgrade processes by first initiating the Upgrade Profile Setup Data
scheduled job. This job is responsible for targeting the original talent profile configurations and creating the
necessary configurations to enable the enhanced features in the product.
Below are the talent profile components and details about the changes that will occur when they are
transitioned to the new architecture:
The configuration of the Person Profile Type will continue to be available in the Manage Profile Type task. All
upgraded content sections and talent ratings sections are configured as part of the Person Profile Type. The
Person Profile type can be configured to support auto creation of person talent profiles and customer-defined
approval rules.
All configured person profile content sections and attributes are now defined as either summary or detail. As
part of the transition, attributes that were configured as “both” will be configured as “summary.”
PLEASE NOTE: After the migration is complete, ALL content section attributes will be displayed, even though
the attributes were not included in the migration mapping exercise. Please review each content section and
hide those attributes within a content section that won’t be used or were not part of the migration.
• Career Preferences
• Work Preferences
• Competencies
• Work History
• Education
The configuration of predefined Job, Position, and Organization Model Profile Types will continue to be
available in the Manage Profile Type task. Yet, system administrators should take note of a few things:
• The transition of the predefined model profile types includes the configuration of content sections that
directly align with content sections configured on the person profile type. This will only include
predefined content sections configured in a model profile type.
• Customer-defined content section configured on both the person and at least one of the model profile
types. See details above for the Type III Person-aligned Profile Sections.
• Customer-defined content sections configured on the model profile type only will be migrated. See
details above for Type IV Model-only Profile Sections.
• Job Profile Types configured with non-Job workforce structures (for example, positions or
organizations) will be migrated as configured. Administrators should take this opportunity to configure
a non-Job profile type if required.
4 Content Items
All applicable content item definitions, predefined and customer-defined, are transitioned into item catalogs.
The enhanced administration includes a new administration task, Manage Item Catalog, which supports
requirements for defining structured content that represents specific skills and credentials. In addition,
educational establishments can be configured as an item catalog and in setup data migration. The educational
establishments are transitioned to a single item catalog.
The identification of relevant content section subscribers is configured as part of the Person Profile Type. The
content section subscribers continue to support content presentation within Profile Management and other
Fusion consuming products. The enhanced administration provides the ability to define subscription specific
configuration of a content section.
The following subscribers are migrated as part of the setup data upgrade (note, customer-defined content
section subscribers will NOT be migrated):
• Talent Profile (HRMS) – subscription for Skills and Qualifications and Talent Ratings UIs.
• Talent Management (TM) - subscription for Model Profile Details UI.
• Oracle Learning Cloud (WLFLM) - subscription for Fusion Learning.
• Oracle Recruiting (IRC) - subscription for Fusion Recruiting.
• Resource Management (RM) - subscription for Resource Management flows.
• Oracle Taleo Recruiting Cloud Service (TALEO) - subscription for Taleo integration flows.
• Career Development (CD) - subscription for Career Development.
The ability to distinguish instances of a rating and identify the evaluation source and the evaluator of a rating or
credential are important functional requirements that will continue to be supported. The definition of instance
identifiers is configured as part of the Person Profile Type. Instance identifiers are represented as evaluator
types for competency type sections and as evaluation types for delivered talent rating sections.
The following predefined Instance Qualifiers definitions are migrated in the setup data upgrade:
• Evaluation Type
• Reviewer ID
• Career Potential
• N Box Cell Assignment
• Performance Rating
• Risk of Loss
• Talent Score
Note that customer-defined instance qualifiers will NOT be migrated as part of the setup data migration.
Content sections can be extended using descriptive flexfields to support attribute requirements not delivered
on the template. When upgrading setup data using the mapping tool, the process creates flexfields with
context-sensitive segments for attributes that are mapped to the flexfield option. These flexfields are an
extension of the specific section for which the attribute is configured. When a section is created or defined for a
profile type, during either the upgrade or post-upgrade, a DFF Context code is created and will be presented in
the Edit Content Section UI for any given profile type. Using the DFF Context Code, you can create flexfields
for each content section after the upgrade by selecting the Manage Descriptive Flexfields task under Setup
and Maintenance. Flexfields configured for a content section after upgrade and as part of the upgrade are
presented as attributes within the content section in the Skills and Qualifications.
The type and number of flexfields available for each section include:
Flexfields created as part of the upgrade and post upgrade can be updated to reflect corrected attribute name,
attribute order, and attribute requirements. Additionally, flexfields can be configured to include value sets that
may be required for some attributes that were previously configured with a common lookup. Consider
exporting the common lookup values and importing them into the appropriate flexfield value set or manually
inputting the values into the new flexfield value set. Note the following tips when creating or updating flexfields:
• When searching for Profile Management flexfields use the flexfield code "HRT_PROFILE_ITEMS."
• After creating a flexfield or updating an existing flexfield, you must deploy the flexfield before you will
see changes or new flexfields in the interface.
8 Common Lookups
Common lookups can be configured for specific attributes in the enhanced talent profile. However, common
lookups configured for migrated attributes will not be migrated as part of the upgrade. Administrators will be
required to align the common lookup with the appropriate attribute using the content section properties feature
of the content section. Additionally, if an attribute previously configured with a common lookup is mapped to a
flexfield, the administrator can export the common lookup values and import them into the value set for the
appropriate flexfield.
9 Attachments
The ability to add attachments to a person profile will continue to be supported in the enhanced talent profile.
Attachments to person profiles will be migrated and available to users post upgrade.
10 Approvals
The enhanced talent profiles includes enhancements to the handling of approvals, however outstanding
approvals transactions before the upgrade will not be migrated as part of the upgrade. So if you have the
approvals feature configured for any given section, it is recommended that you inform all users to complete
(approve, reject, or withdraw) any outstanding approval transactions before the upgrade is run.
Once the setup data is upgraded, the administrator will have access to the following administrative tasks and is
able to review and confirm the migration of the data:
• Manage Profile Type – content sections will be displayed but the subscriber section will not be displayed
for each content section
• Manage Item Catalog
System administrators will also have access to all the original Profiles administration tasks to view the original
configuration but will not have the ability to make changes. The system administrator will need to complete the
upgrade or roll back the setup data migration in order to get full access to the administration tasks.
It is recommended in this step of the upgrade that customers consider the following to configure and verify the
setup data migration:
1. Update and review flexfields to perform additional configuration on any added flexfields.
2. Update customer-defined reports.
3. Update customer-defined training and other end user materials.
4. Update customer-defined scripts and data loads.
You can review the log file that is generated once the Upgrade Profile Setup Data job is run. Navigate to Tools
-> Scheduled Processes Setup and search for the log file by either using the process ID or the name of the
scheduled job (Profile Setup Data Upgrade). The log file will provide details of any errors encountered during
the process.
Part of this step is an optional roll back. If the system administrator determines that changes are needed to the
mapping definitions completed in step one, the roll back feature gives you the ability to reverse the setup data
migration. This option reverses all of the data migrations and removes all of the data created using the self-
service interfaces in step two. If the roll back option is selected, the system administrator must start from the
beginning of step one. You can view any errors generated during rollback by reviewing the log file for the
Profile Setup Data Roll Back scheduled job.
Figure 14 After Upgrade Profile Setup Data (see option for Rollback and upgraded tasks in right panel for
reviewing upgraded setup)
After verifying that the migration of the setup data meets requirements, the system administrator is clear to run
the scheduled job for upgrading end user data (Upgrade Profile User Data).
During this step, the end user data is transformed to support presentation in the new end user interfaces, Skills
and Qualifications and Talent Ratings UI. The Profiles Search UI will be upgraded to the enhanced Search
Profiles UI and the right panel task menu will now reflect the enhanced administrative tasks.
It is recommended that the system administrator and other specific users review the end user data using the
end user interfaces, Skills and Qualifications and Talent Ratings, and reports. Users are able to confirm end
user presentation of person profile data with the ability to add and update new content for a person profile.
Note that the user data will continue to be stored in the Profile Items table. It is also recommended in this step
of the upgrade that customers consider the following to verify user data presentation and migration:
1. Modify the Skills and Qualifications and Talent Ratings UIs using Page Composer; reorder content
section attributes and define specific attributes as required.
2. Update attribute labels presented in the UIs also using Page Composer and define the required
content section (using SectionID) as part of the conditions or EL expression. Each content section
has a different SectionID therefore, please make sure you change the SectionID when changing the
label to multiple content sections. If you would like to query the SectionID, you can use the following:
SectionID Query:
SELECT SECTION_ID, NAME FROM FUSION.HRT_PROFILE_TYP_SECTIONS_VL
WHERE TEMPLATE_BASED_SECTION_FLAG = 'Y'
ORDER BY NAME
Note: Customer-defined labels that existed previously as a section configuration will not be migrated.
3. Update attributes within a content section in the Edit Content Sections page using Page Composer
and the “PropertyDisplayOrder” binding.
Note: Do not change the 1st property order. If you do, it will break the logic. Do not use order 1 for any
other property.
During this step, the system administrator has the option again to roll back the user data upgrade. Just as
before, if the roll back option is selected, the system administrator must start from the beginning of step one.
You can view any errors generated during rollback by reviewing the log file for the Profile User Data Roll Back
scheduled job.
To simplify the data entry, you can use HCM Data Loader to load Item Catalogs and Additional Model Profile
Information into the enhanced talent Profile Management architecture. If you need to extract data from the
original Profile Management architecture, note that the data continues to exist in the data model during and
post upgrade.
Loading Item Value Sets: Before uploading HCM Data Loader files for Item Value Sets, the system
administrator has to complete the following steps:
1. Create the Item Catalog in the Manage Item Catalog task (for example, create Degrees Item
Catalog).
2. Associate the Item Catalog to the Content Section (for example, add Degrees Catalog to the Degrees
Content Section).
3. Refresh the HCM Data Loader files:
a. Go to Data Exchange - Navigate to My Client Groups > Data Exchange > Right Panel >
View Business Objects. You will need the Human Capital Integration Specialist Job role
assigned to the user to View Business Objects and the HCM Data Loader Scope
configuration parameter must be set to Full.
b. Search for Talent Management (Product Area) and Content Item (Business Object), select
every row, and select Refresh Object or Refresh All Objects.
4. Download the files you will use and review:
a. The Content Item files should contain the Value Set ID and Value Set Name.
b. The Profile files should contain the Section ID and Section Name.
5. When creating the Content Item files, make sure you add the Value Set Name (for example, Degrees)
created in Step 1 above).
Note: Attachments for the Person and Model Profile can be added using the HCM Data Loader, Talent Profile
file.
All of the Profile Management business objects supported for HCM Data Loader include:
• Content Item
• Content Item Translation
• Content Item Rating Description Translation
• Content Item Relationship
• Talent Profile
• Talent Profile Translation
• Talent Model Profile Extra Information Translation
For more information on HCM Data Loader, see the online documentation: Oracle Human Capital
Management Cloud, Integrating with HCM.
The system administrator can now roll out access to the updated profiles interfaces, both administrative and
end user interfaces. Users will have access to the following interfaces and administration tasks:
• Skills and Qualifications UI
• Talent Ratings UI
• Manage Profile Type
• Manage Item Catalog
• Manage Rating Models
• Manage Profile Content Section Access
• Manage Model Profiles
• Search Model Profiles
• Keyword Search for Person Profiles
Users will no longer have access to the following interfaces and administration tasks:
Please review the content section attributes and hide the attributes that are not going to be used.
For testing purposes, keep in mind all the integrated flows (see below) and the impact of the upgraded content
sections to those integrated flows.
In this step of the upgrade, it is recommended that the system administrator prepare for configuration in the
production environment. During this step, the system administrator should export the following from the stage
environment:
• Page Composer configurations for Skills and Qualifications and Talent Ratings UIs.
• Updates to labels from Page Composer. For more information about how to change content section
attribute labels, see Page Modification, User Interface Text Modification.
It is recommended that a timeline be established for the production upgrade and all steps and options in this
process are considered and allowed for in this timeline.
During this final step, the timeline developed for the production upgrade should be honored as the system
administrator completes steps one through four in the production environment. Note the export/import services
are not yet available to migrate changes from the test environment to production. At this time in the upgrade,
users will need to be off the system. This includes users of all Fusion Talent solutions and other consuming
solutions including Global HR (only Person Management and Pending Worker HR flows should be avoided
during the upgrade), Learning, and Recruiting.
CONCLUSION
At the conclusion of the Profile Management upgrade, users will find enhanced administrative flows that
simplify the talent profile configuration and end user experiences that will bring consistency in user interface
flows and navigations across the Oracle Fusion HCM suite. In addition, the architectural changes made to the
Profile Management data model provide better capability in supporting the various customer requirements for
talent content.
HRT_CN_TECH_LEVEL Level
HRT_IMPORTANCE Importance
HRT_SUGGESTION_ASSOC_TYPE Association
HRT_SUGGESTION_SOURCE Source
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Upgrading Oracle Fusion Profile Management--
September 2019