Instructor Guide
CONTENTS
Objectives ................................................................................................. 1
Person Gallery and Portrait .......................................................................... 2
Person Gallery Overview ........................................................................... 2
Person Search ......................................................................................... 3
Person Search ....................................................................................... 3
Maintaining Person Keywords .................................................................. 4
Scheduling the Update Person Search Keywords Process ............................ 6
Running the Update Person Search Keywords Process ................................ 8
Person-Record Keyword Searches ............................................................ 9
Search Relevance Profile Options ........................................................... 10
Organization Chart ............................................................................... 12
Instructor Note: Demo Timing ............................................................... 13
Demonstration: Person Search .............................................................. 14
Line Manager Self-Service ....................................................................... 16
Worker Self-Service ............................................................................... 17
Portrait Cards ........................................................................................ 18
Instructor Note: Activity Timing ............................................................... 19
Student Activity: Line Manager Self-Service .............................................. 20
Activity 1 Introduction: Line Manager Self-Service ..................................... 21
Activity 1: Line Manager Self-Service ..................................................... 22
Instructor Note: Activity Timing ............................................................... 24
Student Activity: Worker Self-Service ....................................................... 25
Activity 2 Introduction: Worker Self-Service .............................................. 26
Activity 2: Worker Self-Service .............................................................. 27
Person Gallery and Portrait Review Question 1 ........................................... 29
Person Gallery and Portrait Review Question 2 ........................................... 30
All Person Gallery and Portrait Questions and Answers ................................ 31
Instructor Note: Best Practice .................................................................. 32
Simplified User Experience ........................................................................ 33
Simplified User Experience Overview ........................................................ 33
Simplified User Experience Features ....................................................... 34
Instructor Note: Fusion Pages ............................................................... 35
Directory and Person Search ................................................................... 36
Personal Information .............................................................................. 37
Line Manager Functions .......................................................................... 38
Notifications and Settings........................................................................ 39
Instructor Note: Fusion Pages.................................................................. 40
Instructor Note: Activity Timing ............................................................... 41
Student Activity: Changing Your Personal Information ................................ 42
Activity 3 Introduction: Changing Your Personal Information ....................... 43
Instructor Note: Activity ....................................................................... 44
Activity 3: Changing Your Personal Information ....................................... 45
Instructor Note: Activity Timing ............................................................... 46
Student Activity: Browsing the Directory ................................................... 47
Activity 4 Introduction: Browsing the Directory .......................................... 48
Activity 4: Browsing the Directory .......................................................... 49
Instructor Note: Activity Timing ............................................................... 51
Student Activity: Managing the Team ....................................................... 52
Activity 5 Introduction: Managing the Team .............................................. 53
Activity 5: Managing the Team .............................................................. 54
Instructor Note: Activity ....................................................................... 55
Managing Gallery Portrait .......................................................................... 56
Manage Gallery Portrait Overview ............................................................ 57
Manage Gallery Portrait Tasks ............................................................... 58
i
Public-Portrait Settings ........................................................................... 60
Including Calendar Event Messages in Portraits.......................................... 61
Including Custom Gallery Messages in Portraits ......................................... 62
Managing Gallery Portrait Review Question 1 ............................................. 63
Managing Gallery Portrait Review Question 2 ............................................. 64
All Managing Gallery Portrait Questions and Answers .................................. 65
Lesson Highlights ..................................................................................... 66
ii
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Objectives
After completing this lesson, you should be able to:
The Person Gallery is a collection of portraits that incorporates three primary functions:
Person search
Worker self-service
Line Manager self-service
A portrait comprises personal and employment information about a person; the type and
quantity of information in the portrait depend on the security access of the person
viewing the portrait.
Person Search
Person Search
The Person Gallery is equivalent to a corporate directory; users can search for any
worker in the enterprise. Search is controlled by the Public Person security profile. Any
user can see the public data of people who have been designated as public during
security implementation. For human resource specialists and line managers, more
detailed access is usually available to the records of subordinates or other people for
whom the user is responsible.
Keyword values are copied automatically from the originating records to the
PER_KEYWORDS table, where they are indexed to improve search performance.
Whenever the value of a keyword attribute changes (for example, if a person acquires a
language skill or a new job), an event is raised. In response, services run a process to
update the relevant attributes for the person in the PER_KEYWORDS table; therefore,
most changes are made in PER_KEYWORDS immediately and automatically.
Although most changes to the PER_KEYWORDS table are made automatically, you
need to run the Update Person Search Keywords process regularly because the
automatic process does not apply future-dated changes to the PER_KEYWORDS table.
Running the Update Person Search Keywords process also ensures that all changes
are copied to the PER_KEYWORDS table, despite any temporary failures of the
automatic process.
You can run the Update Person Search Keywords process manually or schedule it to
run at regular intervals. The likely volume and frequency of changes to person records
in your enterprise will determine how often you run the Update Person Search
Keywords process:
If the volume and frequency are high, you need to schedule the process to run
frequently.
If the volume and frequency are low, running the process once a month is
recommended.
When you run the Update Person Search Keywords process, the whole
PER_KEYWORDS table is refreshed; therefore, you are recommended to run the
process at times of low activity to avoid performance problems.
Schedule
The default schedule for a process is to run as soon as possible. If you select the
advanced mode in the Process Details dialog box, you can specify the exact dates and
times to run the process, or set the process to run at a specified interval within a date
range. If available, you can also select a saved schedule that your administrator has
defined.
Output
If you select the advanced mode in the Process Details dialog box, you can set more
output options.You can define one or more output documents, and specify the name,
layout, and format of each output document. You can optionally select delivery
destinations for the output document, for example to send the output to a particular
recipient through e-mail. For more details on the process output, see the help topic
Process Output: highlights.
Notification
You can select to receive an e-mail when the process ends, and also indicate which
users are notified if the process ends with a specified status.
Note: You can also schedule and run processes from the Scheduled Processes work
area. Most predefined processes are accessible from their own work areas or from the
Setup and Maintenance work area. Use the Scheduled Processes work area (Navigator
- Tools - Scheduled Processes) to schedule and run other generic processes that are
not accessible from their own work areas.
Keyword Indexing
Keywords are indexed values, which means that they are copied from person records
and organized in the PER_KEYWORDS keywords table for fast retrieval. Most changes
to person records are copied as they occur to ensure that there is no difference
between the source and indexed values. However, depending on when the Update
Person Search Keywords process was last run, some recent changes to person records
may not appear in search results.
HR: Selection History Timeout: The number of times the searcher selects a
person's assignment from the search results during a specified period, which is 7
days by default, is recorded automatically. You can specify this period for the
enterprise on the HR: Selection History Timeout profile option
HR: Relationship Priority Factor: The searcher can specify a rating for a
search result, and each rating is associated with a multiplying factor. On this
profile option, you can specify the highest possible multiplying factor that can be
applied to a search result. By default, the multiplying factor is 2. If you increase
its value, you increase the significance of the searcher's own ratings relative to
other factors.
Organization Chart
From the person search, you can navigate to a person's organization chart; You can
view your own organization chart in the Organization Chart tab in the Person Gallery.
The organization chart displays the selected person and the person’s manager and
peers initially; You can change the number of subordinate levels to be displayed, and
select different viewing and grouping criteria. Use the matrix chart to display other
manager types in addition to the Line Manager, in the organization chart.
The course was designed for you to perform the specified demonstration at this point.
Demonstration Scope
Search for the person Andrew Moore in the person gallery and change the person's
marital status.
Demonstration Steps
Sign in as curtis.feitty.
Start Here
Home work area, Welcome tab
Information
You are in Andrew Moore's portrait; you can initiate any (available) actions
for the person from here. The available actions depend on the security privileges.
For example, you have more detailed access if you are designated as the
person's human resources administrator.
Information
The effective start date is the current date by default.
8. Click Submit.
9. Click Yes.
At this point, you should have changed the marital status of an employee.
Worker Self-Service
A worker's own portrait, the My Portrait tab in the person gallery, contains the most
detailed collection of information about the worker. It is also the launch point for the
worker's self-service actions, such as maintaining talent profiles (competencies,
languages, for example), creating and updating contact details, and participating in
social connections.
Portrait Cards
There are 16 Portrait Cards on which you can perform the following actions:
Note: All portrait cards may not be visible to all users. Hiding portrait cards or actions is
done through the creation of custom duties and roles, which is discussed in detail in the
Define Security for HCM lesson.
The course was designed for you to facilitate learners doing the specified activities, at
this point.
Requirements
Use the bold text for the object names, replacing the XX with your initials, 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
As XX Andrew Robinson's line manager, you must update his qualifications.
Sign in as linda.swift.
Start Here
Home work area, Welcome tab (default view after sign in).
7. Click Add.
9. Click OK.
At this point, you should have updated the qualifications of the worker XX Andrew
Robinson.
Requirements
Use the bold text for the object names, replacing the XX with your initials, 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
Sign in to your portrait and submit your medical report as a proof of your absence.
Sign in as linda.swift.
Start Here
Home work area, Welcome tab (default view after sign in).
Information
The My Portrait page displays information about you and enables you to
initiate various actions.
3. Go to and click the Personal Information portrait card (using the right arrow).
4. Scroll down to the Documents of Record section toolbar, and click Create.
10. In the bottom left corner, click the Manage Attachments icon.
12. In the File Name or URL field, enter the text Test medical report.
Note:You are entering sample text for the purpose of completing this activity.
You would typically attach a scanned copy of a medical report or enter a file URL
if the report is available online.
At this point, you should have submitted your medical report by logging in to your
portrait.
1. True
2. False
1. True
2. False
Person Gallery
Note: The More Details icon usually takes you to the Fusion pages to perform detailed
tasks; you can return back to the simplified user interface any time by clicking the Home
link.
Students may want to know if they have to use separate URLs to access Fusion and the
simplified user interface. This is true for release 7 for SaaS customers.
View the organization chart, which is based on the line manager hierarchy
defined in the person's assignment.
Search for and select persons in the search results, to view their public portraits.
The Advanced Search button takes you to the Fusion Person Gallery advanced
search. The search is based on the same PER_KEYWORDS table that is used in
the person gallery search
View your portrait either by selecting yourself in the organization chart or search
for and select yourself in the search results.
Personal Information
In the Personal Information page, you can:
View and update contact and biographical information, personal contacts, and
documents of record
View your benefit plans, benefits cost, dependents and beneficiaries, and
navigate to the Fusion pages for additional details
View your payslips and manage payment methods
View you salary and compensation, and navigate to the Fusion pages for
additional details
My Team - Managers can view the portraits of their direct and indirect reports,
initiate actions for their workers, access reports, analytics, and other related links
that take them to the Fusion pages.
Team Compensation - Managers can view the salary and compensation details
of their wokers, view analytics, and navigate to the Fusion pages to perform
further actions.
Team Talent - Managers can view the performance and goals information of their
workers, view related analytics, and navigate to the Fusion pages linked from
here.
Users having the Human Resources (HR) Specialist role can access the Settings page
to modify the appearance settings and create announcments.
Students may want to know if they have to use separate URLs to access Fusion and the
simplified user interface. This is true for release 7 for SaaS customers.
Requirements
Use the bold text for the object names, replacing the XX with your initials, 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
Add XX John Robinson as an emergency contact and provide their details.
Start Here
Simplified User Interface, Personal Information work area
12. In the Number field, select the country code for United States.
At this point, you should have added XX John Robinson as an emergency contact.
Requirements
Use the bold text for the object names, replacing the XX with your initials, 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
Search for the worker Lisa Jones in the directory and view her contact and employment
details
Start Here
Simplified User Interface, Directory work area
1. In the Directory page, click the Search Person task icon (on the right).
7. Select Employment.
Information
This displays the employment details for all the persons in the organization
chart. You can view the employment details in Lisa Jones's portrait page also.
Information
You can view detailed information and perform actions for the worker in the
Fusion person gallery.
10. Click the Home icon in the global area to go back to the simplified user interface.
At this point, you should have viewed the worker Lisa Jones's portrait.
Requirements
Use the bold text for the object names, replacing the XX with your initials, 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
Access your team page and view the absence records of your worker Harold Chow.
Start Here
Simplified User Interface, My Team work area, My Team page
4. In the Show list, select Graph to view the data in a graphical format.
5. Click the My Team page to close the graph and return to the My Team page
6. In the Mitch Blum card, click the More icon to view the worker's assignment
details.
7. Click the List icon on the top right corner of the page to switch to the list view.
8. In the Sort By field, select Job to sort your workers by job name.
9. In the Mitch Blum row, click the Directs icon to drill down to his direct reports.
11. Select Manage Absence Records under the Absences menu item.
12. Click the Home icon in the global area to go back to the simplified user interface.
At this point, you should have accessed your team page and viewed the absence
information of your workers.
You can access the Manage Gallery Portrait task list from the Functional Setup
Manager using the navigation path:
Workforce Deployment > Define Common HCM Configuration > Define Workforce
Records > Manage Gallery Portrait
Public-Portrait Settings
You can specify, for the enterprise, which portrait users can see some types of portrait
information by default. For example, you could allow all portrait users to see the social
network portrait card but only a person's managers to see the person's skills and
qualifications information. The portrait user's role determines the actions that the user
can take in a person's portrait.
My Managers
Anyone above the worker in the manager hierarchy can see the specified
portrait information.
Connections
The worker's social connections can see the specified portrait information.
Everyone
Anyone who can view the portrait can see the specified portrait information.
If you use work schedules, relevant portraits belong to people who have a
primary schedule or schedule assignment that includes the calendar event as an
exception.
If you do not use work schedules, relevant portraits belong to people who are in
the locations or organizations associated with the calendar event.
For example, St. Stephen's Day is a public holiday in Germany but not in France or
India. If you select the public-holiday event category, this message would appear on St.
Stephen's Day in the portraits of workers in your German locations. The message
does not appear:
The sales team is currently working from building 370. Use mail stop 209. Phones are
unaffected.
When you create the message, you select the target department (sales) and the target
location (building 350). The message appears in the portraits of all workers who have at
least one active assignment in the sales department in building 350 during the specified
period. At the end of that period, the message disappears from portraits; however, you
can edit any component of the message at any time. For example, if the building work
takes longer than expected, or if it resumes later in the year, you can edit the message.
If the message applies to a hierarchy of departments, you select the target organization
hierarchy and, if appropriate, the top organization when creating the message. The
target organization hierarchy always identifies a department hierarchy. The priority
value, which is unique for the specified period, determines where the message appears
relative to other custom messages in the same portrait.
1. True
2. False
Lesson Highlights
Person gallery and portrait
Simplified user interface
Maintain the worker directory
Manage the gallery portrait