9.2 Creating A Person Profile

PURPOSE: Use this document as a reference for creating and maintaining individual Person Profile information (i.e. Degrees, Certifications, Languages, etc.) in ctcLink.

AUDIENCE: Human Resource Administrators and HR Specialists

IMPORTANT: In order to enter Person Profile Information the individual must have an existing Biographical Record in Workforce Administration. (Refer to QRG for
Modifying a Person to verify.

There are multiple areas to update in Profile Management, for this example we will focus on Education.

CREATE A NEW  PERSON PROFILE:

Person Profiles are created in the Workforce Development module.

  1. Navigation:  Navigator > Workforce Development > Profile Management > Profiles > Person Profiles
  1. Select the Add New Value tab, (the Profile ID will default to NEW).
  2. Select the Add button.
Add a New Value tab
  1. Enter or Select the Empl ID from the lookup option.
  2. Select a Profile Type from the lookup option.
  3. The Profile Status will default to Active, change if needed.
  4. The Description will default to the individual's name, leave as is.

NOTE: Leave the Profile Actions field as is.

Person Profile page

ENTERING EDUCATION INFORMATION (SCHOOL, DEGREE, AREA OF STUDY)

  1. Select the tab for the Content Type entry (i.e. Competencies, Education, Qualifications, etc.) For this example we will select Education.
  2. In the School Education Section, select Add New School Education.
Person Profile page, Education tab
  1. The Effective Date defaults today's date, change if needed. *Required Field
  2. Select the Education Level from the lookup option. *Required Field
  3. The Status defaults to Active, leave as is. *Required Field
  4. Select a Country from the lookup option. (optional)
  5. Select a State from the lookup option. (optional)
  6. Select a School Type from the lookup option. (optional)
  7. Select a School Code from the lookup option. (optional)
  8. Enter the name of the school in the School Description field.
  9. Enter the Average Grade. (optional)
  10. Select the Completed box, if the person completed this Education Level (for this example, if the person did not graduate from HS leave the box unchecked).
  11. Select OK.

NOTE: To add multiple Education Levels, select the Apply and Add Another button.

Add New School Education page
  1. In the Degrees section, select the Add New Degrees hyperlink.
Person Profile page, Education tab
  1. The Date Acquired will default today's date, change if needed.
  2. Select the applicable Degree. *Required Field
  3. Select the applicable Major. *Required Field
  4. The Status will default to Active, leave as is. *Required Field
  5. Select a Country from the lookup option. (optional)
  6. Select a State from the lookup option. (optional)
  7. Select a School Type from the lookup option. (optional)
  8. Select a School Code from the lookup option. (optional)
  9. Enter the name of the school in the School Description field.
  10. Enter the name of the school in the Major Description field.
  11. Select a Minor Code, if applicable. (optional)
  12. Enter the Minor Description. (optional)
  13. Enter the Average Grade. (optional)
  14. Enter the GPA. (optional)
  15. The Graduated box will be checked, leave as is (for this example, if the person did not graduate or obtain a post HS Degree, uncheck the box).
  16. Enter the Year Acquired
  17. Check the Terminal Degree for Discipline indicator box, if applicable.
  18. Enter any notes or comments in the Educator box (this is a free text box).
  19. Select OK.  (You may need to scroll down to bottom of window view to select the OK button.  Button not shown in screen shot).

NOTE: To add multiple Degrees, select the Apply and Add Another button.

  1. In the Areas of Study section, select the Add New Areas of Study link.
Person Profile page, Education tab
  1. The Date Acquired will default today's date, change if needed.
  2. Enter the Area of Study.
  3. The Status will default to Active, leave as is.
  4. Enter the Grade. (optional)
  5. Select OK.

NOTE: To add multiple Areas of Study, select the Apply and Add Another button.

Add New Areas of Study page
  1. Select Save

Notice all sections are now filled with the information assigned.

Person Profile page, Education tab

Congratulations you have successfully created Education Information into a Person Profile!!!

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