Profile Management & ePerformance Global Configuration Guide

Purpose: This guide is intended to help colleges understand the underlying configuration that control the page and process experience in the Person Profile page and how it relates to the performance evaluation process.

Audience: Members of the HR community and Supervisors/Managers who seek a better understanding of the underlying global configurations.

Over of Profile Management Configuration Components

The Content Catalog is a repository of the data that can be associated with person and non-person profiles. It provides a generic structure for setting up different types of
information. The Content Catalog contains multiple Content Types and each Content Type contain Content Items. For example, we have Content Types of ctcLink PeopleSoft Skills and Leadership Skills (displayed on the Competency tab) and Language Skills (displayed on the Qualifications tab). The structure of the content catalog enables us to easily add new content types to our profiles.

Content Catalog visual containing content types, which contain content items

We already use Non-Person Profiles, which are data repositories that describe business entities rather than individuals. These are things like Job Code, Position, Job Family, or Salary Grade. The parts of Profile Management that we are adopting with this project are Person Profiles, which enable us to store key information about employees, such as their skills (competencies), licenses, certifications, languages and other key details about their experience, such as the projects they have worked on and trainings they have taken. Data in Person Profiles are used by PeopleSoft ePerformance, which relies on the underlying configuration in Profile Management.

Oracle provided a set of generic Content Types delivered as system data upon implementation. As a part of the ePerformance and Profile Management Project, a set of new Content Types are defined for our specific use. These configuration values are global, in that all colleges will use the same set of data, thus the HR community is key to the successful establishment of the underlying configuration for these modules.

Expand or collapse content Oracle Delivered Content Types
Content TypeDescription
AREA STUDYAreas of Study
COMPETENCYCompetencies - Will be replaced with customized configurations - See below
CRITERIAElement Criteria
DEGDegrees
EDLVLACHVEducation Level
EG SPCL PROJ(E&G) Educ and Govt Special Projects
ELEMENTCompetency Elements
GEOG_PREFGeography Preferences - Will be replaced with custom configurations
GOALGoals and objectives - Will be adapted in a new customized tab.
HONHonors and awards
INITIATIVEInitiatives
INTL_PREFInternational Preferences
LICLicenses and certifications
LNGLanguage skills
LOCATIONCurrent Location - Will be replaced with custom configurations
LOCATN_PREFLocation Preferences - Will be replaced with custom configurations
MEMMemberships
MISSIONMission Statements
NVQNVQs - Not used - (Applies to European Countries Only)
NVQ UNITNVQ Units - Not used - (Applies to European Countries Only)
NVQ ELEMENTNVQ Elements - Not used - (Applies to European Countries Only)
RANKMilitary Rank - Will be replaced with custom configurations
RESPResponsibilities
SPECL PROJSpecial Projects
SUB COMPSub-Competencies
TRAVELTravel Preferences
TSTTests/Examinations

Content Types

A Content Type is a way to categorize and contain information being tracked on a Person Profile. It serves as a framework, with each Content Type storing different types of data together, viewed as sections on each tab in the Person Profile component.

A Content Type controls:

  • Type of information stored in a Person Profile (competencies, certifications, etc.)
  • Data collection and display is structured (fields, business unit, rating model)
  • Use across the system (person profiles, professional development plans, performance evaluations, etc.)

How Content Types behave in the system is controlled by a mixture of configuration pages, not just the Content Type configuration page. Who can view and update a value (Content Item) in a Content Type is controlled on the Profile Type configuration page, as well as whether a value requires approval before it's posted to an employee's Person Profile.

In the ctcLink implementation of Profile Management we have defined the following tabs, with each tab having the following “sections” (Content Types):

Expand or collapse content Content Types in the Delivered Competencies Tab
  • Personal Competencies
    • Personal Competencies reflect the individual qualities and behavioral strengths an employee brings to their role. It encompasses skills and abilities categorized (Content Group) by: Analytics, Communications, Professionalism, Project Management, and Teamwork. These competencies influence how effectively an employee collaborates with others, manages responsibilities, and contributes to a positive and productive work environment.
    • This Content Type is not part of the delivered system data from Oracle and was configured per formal sign-off.
  • Organizational Competencies
    • Organizational Competencies are the knowledge, skills, and behaviors that enable employees to align people strategies with business goals, shape organizational culture, and improve overall organizational effectiveness. It encompasses skills and abilities categorized by: Analytic, Project Management, and Strategic. These competencies emphasize the ability to understand how the organization is structured, and the strategies needed to operate effectively with the systems in place. They speak to how an employee can influence the organizations culture, enact change on a large scale, and how they can improve overall organizational performance.
    • This Content Type is not part of the delivered system data from Oracle and was configured per formal sign-off.
  • Leadership Competencies
    • Leadership Competencies are the skills, behaviors, and mindsets that allow an employee to set direction, inspire others, make sound decisions, and drive results through people. These competencies emphasize the ability to lead themselves and others, influence outcomes and decisions, build trust and accountability, drive execution and navigate and lead others through the complexity of change.

      It encompasses skills and abilities categorized by forms of leadership:
      • Adaptive Leadership - The ability to recognize when new approaches are needed, mobilize others to tackle challenges without clear solutions, and continuously adjust in response to changing conditions.
      • Strategic Leadership - Ability to anticipate future trends, make high-impact decisions, and guide the organization toward its goals by balancing long-term vision with short-term execution.
      • Transformational Leadership - Ability to inspire and motivate people to exceed expectations by transforming their attitudes, beliefs, and behaviors toward a shared vision, focusing on creating meaningful change in individuals and the organization.
         
    • This Content Type is not part of the delivered system data from Oracle and was configured per formal sign-off.
  • Labor Competencies
    • It encompasses skills and abilities categorized by: Personnel Management and Union Management.

      Labor Competencies represent the skills, knowledge, and behaviors required to effectively manage workforce operations and labor relations from both the employer and union perspectives. These competencies are grouped under two different search categories:
      • Personnel Management - Focus on the employer-side responsibilities, such as hiring, performance management, compliance with labor laws, employee development, and workplace policies.
      • Union Management - Focus on labor relations and collective representation, including contract negotiation, grievance handling, collective bargaining, and maintaining productive relationships between unions and management.
         
    • This Content Type is not part of the delivered system data from Oracle and was configured per formal sign-off.
  • Technical Competencies
    • Technical Competencies are the practical capabilities needed to execute the core job functions using specific tools, systems, or software. These competencies capture an employee's proficiency with equipment, software, or systems relevant to their role. For those employees working specifically in an Information Technology role, these competencies encompass the technical expertise needed to perform to real-world tasks like maintaining systems, software, or infrastructure, solving technical problems and adapting to evolving technologies and standards. These competencies are categorized by: Hardware, Network, Operating System, and Software.
    • This Content Type is not part of the delivered system data from Oracle and was configured per formal sign-off.
  • ctcLink PeopleSoft Skills
    • ctcLink PeopleSoft Skills are a way to track an employee's skills at using our implementation of the PeopleSoft product suite. The values provide the ability to rate an employee's skill level at the module level and individual key business processes that are part of their job duties. While an individual may show "learning":skill level in the HR Core module as a whole, they should be "capable" or "highly capable" in the key business processes that make up their basic job duties after the initial learning period for their position.
    • This Content Type is not part of the delivered system data from Oracle and was configured per formal sign-off.
  • Prof-Tech Faculty Core
    • This area is under evaluation for use in collaboration with Bill Belden in the SBCTC Education Division.
Expand or collapse content Content Types in the Delivered Qualifications Tab
  • Honors and Awards
  • Language Skills
  • License and Certifications
  • Memberships
  • Tests or Examinations
Expand or collapse content Content Types in the Delivered Education Tab
  • School Education
  • Degrees
  • Areas of Study
Expand or collapse content Content Types in the Custom Goals Tab 
  • Mission Statements (Requires Approval)
  • Personal Goals
  • Goals and Objectives
Expand or collapse content Content Types in the Delivered Projects Tab
  • Educ and Govt Special Projects
  • Special Projects
Expand or collapse content Content Types in the Delivered Military Service Tab (customized for use)
  • Military Rank
Expand or collapse content Content Types in the Delivered Locations Tab (customized as Travel Locations for use)

Content Types for this section have not yet been defined. 

The team is exploring the adoption of this delivered tab to define travel location information for those reviewing travel authorizations and expense reports for accuracy. The concept is that to ensure travel rules are being followed it must be clear where the traveler's location (where the travel starts from) is in order to ensure travel radius rules are followed. These include:

Official Duty Station - The official duty station is driven by the Unique Facility Identifier (UFI) and represents the location of a position’s assigned, permanent state facility worksite (if a state owned or leased facility), field assignment city/ state, or home-based city/state. A state official or employee's official duty station is to be assigned by the agency. 

Official Residence - An employee's "Official Residence" is not the employee’s home, but the city, town, or other location where an employee maintains their primary residence. If your residence is not within the city limits it is treated the same as an unincorporated location (i.e. your mailing address is Olympia, but your residence is not within the city limits). 

Official Station (The "Office") - The city, town, or other location where the state official or employee's office is located, or the city, town, or location where the state official or employee's work is performed on a permanent basis. For the purposes of these travel regulations, Olympia, Tumwater and Lacey are considered to be the same official station. A state official or employee's official station is to be designated by the agency. It is to be determined by the needs of the agency and not assigned because it is the home or preferred living area of a state official or employee.

Official Worksite - The official worksite is the city, town, or unincorporated area where the majority of the employee’s time is spent. The determination is not based on the preference of the state official or employee. The agency maintains the authority to exercise flexibility in determining the employee’s official worksite, considering the agency’s requirements and nature of the position.

Official Workstation (for travel reimbursement) - The official workstation for travel reimbursement may be the city, town, or unincorporated area of the state official or employee’s Official Duty Station or Official Worksite as determined by the agency for purposes of travel reimbursement.

Expand or collapse content Content Items

a Content Item is a reusable record that stores a specific competency, skill, qualification, certification, degree, language, license, membership, accomplishment, or other profile-related attribute used throughout the Talent Management and Profile Management framework.

A Content Item is essentially the individual entry inside a broader Content Type.

For example:

  • Content Type = “Competencies”
    • Content Items:
      • Project Management
      • Java Programming
      • Leadership
      • Financial Analysis
  • Content Type = “Degrees”
    • Content Items:
      • Bachelor of Science
      • MBA
      • PhD Computer Science         
Expand or collapse content Content Groups

Profile Type

This explanation is coming soon...

ePerformance "Global" Configurations

what is this?

Expand or collapse content ePerformance Installation Table Decisions

Configure global options for ePerformance processing.

Navigation: Set Up HCM > Install > Product Specific > ePerformance Installation

At the top of the Installation page for ePerformance are the Last Document ID, Debug options (left unchecked unless developed need to analyze a performance issue) and certain high level configuration settings.

The Last Document ID - [Set To: 1023] This counter setting is what the system will use to generate the next 'auto-generated' document identification number. This will increment up when the next document is created. The system automatically generates the document ID by adding 1 to the Last Document ID.

Allow Language Override - [Research Needed, Currently: UncheckedThe ctcLink system base language is English. This check box enables document generation in a language other than the system base language. If this check box is deselected, the system generates all documents in the system base language.

PS Audit Enabled - [Recommend: Unchecked] This check box is part of a two-step method for turning on auditing. It will only work if auditing is turned on at the database trigger level. This would only be used if there were a specific reason to enable it as auditing with a database trigger has an impact on overall system performance.

Enable AutoSave - [Recommend: Checked] - Enables the AutoSave feature in ePerformance. Using this feature requires staff to disable the popup blocker feature in your browser for the AutoSave feature to work properly. In ctcLink, we have inactivity warnings, which time out their browser sessions if they don't respond to the warning messages within a specific timeframe. 

When the AutoSave feature is selected, the system automatically saves documents before browser sessions are timed out, preventing users' unsaved data from being lost due to inactivity. When enabled, the AutoSave feature applies to all performance and development document pages (including modal pages), which are used for defining evaluation criteria, tracking mid-period progress, and entering self, manager, as well as peer (or other role-based) evaluations. This feature is not supported in performance notes.

Enable Rich Text in Model only: [Recommend: Unchecked] Select this check box for users to enter evaluation comments in a Pop Up (modal) window. By default, this feature is disabled. To enter comments, users click either the Edit Comments link or Writing Tools link to open a modal page, where they compose comments in plain or rich text. When disabled, users enter comments (plain or rich text) in comments fields directly. 

Note: This option does not apply to Fluid ePerformance.

Don't reposition document on Save - [Recommend: Checked] Select this check box for the page to remain in the same position and not return to the top when documents are saved. Clear this check box for the system to reposition to the top of the page when documents are saved. By default, this option is cleared.

Configure e-Mail Notifications

The Configure e-Mail Notifications section of the installation page controls how the system will notify the employee, manager and HR administrator for specific actions within ePerformance. The configuration check boxes are fairly self-explanatory. Checking the box activates the notification when the specific action occurs.

Document Creation

When a performance evaluation or professional development plan is created the recipients are notified.

  • Document was created by HR - the recipients are either the Manager or the Employee
  • Document was created by the Manager or the Employee - the recipients are either the Manager or the Employee who was not the creator.

For the ctcLink ePerformance Installation we have determined that regardless of who creates the document, the recipient should be notified, therefore both boxes are checked.

To ensure those working to define the criteria for a performance evaluation (PE)or professional development plan (PDP) are notified at the various progress check-points the following notification options are available:

  • Employee adds or updates an item on the PE/PDP the Manager is notified.
  • Manager adds or updates an item on the PE/PDP the Employee is notified.
  • When the Define Criteria stage passes approval the Manager or Employee is notified.

For the ctcLink ePerformance Installation we have determined that recipients should be notified for any action taken, therefore both boxes are checked.

 

Nominations - what is this?

Eval words

admin related words

email related words

termination related words

words

words

words

 

Global/Local Configuration of Objective Pages

Objective Plans Overview

In ePerformance, the Objectives page is a key self-service and manager-facing interface used to plan, track, and manage employee performance and development goals. It serves as the central hub for goal setting, progress monitoring, and competency-based development.

Typically organizations define their business objectives each year. This process starts by setting up the new objectives by organization prior to the start of the new business year. Many times managers and employees are completing performance evaluations linked to the objectives of the current year, while the executive team is defining the objectives for the next year. Since multiple years can simultaneously exist, the system enables you to distinguish the objective pages from one year to the next.

An Objective Plan is used as the high level organizational structure to differentiate the various years of business objective pages. The objective plan identifies the hierarchy method. For department hierarchies, the objective plan also identifies the tree that is needed to link organizational objectives pages for a particular period to a predefined hierarchy that is created in Tree Manager.

The Objective Page functionality allows Employees, Managers, and HR Administrators to:

  • Set and review performance objectives aligned with enterprise goals.
  • Track progress toward these objectives over time.
  • Link objectives to competencies, sub-competencies, and development tips for targeted growth.
  • Monitor due dates and reminders for objective completion.

Key Features:

  • Objective Creation & Assignment: Managers or HR can create objectives, assign them to employees, and set due dates.
  • Progress Tracking: Employees can log progress, upload evidence, and view milestone checklists.
  • Competency Linking: Objectives can be tied to specific competencies used in Performance Evaluations and stored in their Person Profile.
  • Development Tips Integration: Managers can attach development tips to objectives, guiding employees on how to achieve them.
  • Notifications: The system can send email or workflow notifications when objectives are due or when progress needs review.
     

The installation table controls how the system sends notifications to Employees, Managers and/or HR Administrators.

Workflow Transactions

     
Set up workflow approval transactions and categories.

Navigation: Set Up HCM > Common Definitions > Self Service > Workflow Transactions

Generic [Email] Templates

Maintain Email Templates

Navigation: Set Up HCM > Common Definitions >  Approvals > Generic Templates

Installation Settings [Delegations]

Navigation: Set Up HCM > Common Definitions >  Delegation > Installation Settings

Configure Transactions [Delegations]

     
Configure Delegation Transactions

Navigation: Set Up HCM > Common Definitions >  Delegation > Configure Transactions

Direct Reports Interface

Define direct reports setup for transactions using PeopleSoft manager self-service direct reports interface.

Navigation: Set Up HCM > Common Definitions >  Direct Reports for Managers > Direct Reports Interface

Rating Model

The "Global" Rating Model was defined as part of the initial HR Competency Value configuration approval, signed off on by college on February 23, 2026. These values are used as rating scale for items and sections within a performance review and are stored in the Person Profile for each HR Competency value. Ratings are an optional value on the Person Profile when entering a new competency and are not required to be selected when saving the record.

The values configured for the ePerformance and Profile Management project are as follows:

Rating Model = Global

Rating Model Values & Long Descriptions:

  • Learning – Building foundational skills and gaining confidence (replace with) proficiency.
  • Capable (Meets Expectations) – Consistently meets expectations and demonstrates reliability.
  • Highly Competent – Performs with strong competence and growing expertise.
  • Exceptional – Delivers outstanding results and sets a high standard.

Navigation: Set Up HCM > Product Related > Profile Management > Content Catalog > Rating Model

The Rating Explanation icon shows the long description associated with each rating value.

Define Participant Roles

Define the various roles that participate in the document process. The base configuration that exists is:

E - Employee: Employee Role
M - Manager: Manager Role
O - Other: Entire Campus Members
P - Peer: Colleagues within your group or department.

 

Navigation: Set Up HCM > Product Related > > ePerformance > Document Structure > Define Participant Roles

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