15 maintain worker directories

Partner Boot Camp - Fusion
HCM Global HR
Maintain Worker Directories
Instructor Guide
August 8, 2013

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CONTENTS
Lesson 1: Maintain Worker Directories........................................1
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............................................................. 20
Activity 1 Introduction: Line Manager Self-Service .................................... 21
Activity 1: Line Manager Self-Service ................................................... 22
Activity 2 Introduction: Worker Self-Service ............................................ 25
Activity 2: Worker Self-Service............................................................ 26
Person Gallery and Portrait Review Question 1 ......................................... 28
Person Gallery and Portrait Review Question 2 ......................................... 29
All Person Gallery and Portrait Questions and Answers............................... 30
Instructor Note: Best Practice ............................................................... 31
Simplified User Experience...................................................................... 32
Simplified User Experience Overview ...................................................... 32
Simplified User Experience Features..................................................... 33
Instructor Note: Fusion Pages ............................................................. 34
Directory and Person Search................................................................. 35
Personal Information ........................................................................... 36
Line Manager Functions........................................................................ 37
Notifications and Settings..................................................................... 38
Instructor Note: Fusion Pages ............................................................... 39
Activity 1 Introduction: Changing Your Personal Information ...................... 41
Instructor Note: Activity..................................................................... 42
Activity 1: Changing Your Personal Information...................................... 43
Activity 2 Introduction: Browsing the Directory ........................................ 45
Activity 2: Browsing the Directory........................................................ 46
Activity 3 Introduction: Managing the Team............................................. 49
Activity 3: Managing the Team............................................................ 50
Instructor Note: Activity..................................................................... 51
Managing Gallery Portrait ....................................................................... 52
Manage Gallery Portrait Overview .......................................................... 53
Manage Gallery Portrait Tasks ............................................................. 54
Public-Portrait Settings ........................................................................ 56
Including Calendar Event Messages in Portraits ........................................ 57
Including Custom Gallery Messages in Portraits........................................ 58
Managing Gallery Portrait Review Question 1 ........................................... 59

ii
Managing Gallery Portrait Review Question 2 ........................................... 60
All Managing Gallery Portrait Questions and Answers................................. 61
Lesson Highlights .................................................................................. 62

Lesson 1: Maintain Worker Directories
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1
Objectives
After completing this lesson, you should be able to:
 View the gallery portrait
 Access the simplified user interface
 Maintain the worker directory
 Manage the gallery portrait

2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Person Gallery and Portrait
Person Gallery Overview
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.
From the search results, the user can:
 Navigate to a person's portrait.
 View a graphical organization chart of a person.
 Initiate actions, such as change an address or transfer a worker. The available
actions depend on the security privileges of the user. For example, a line
manager can transfer a subordinate, but the transfer action is not available to a
worker's peers.

Maintaining Person Keywords
Several attributes of person, employment, and profile records are used as person-
search keywords.
How Person Keywords Are Maintained
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.
Update Person Search Keywords Process
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.

Scheduling the Update Person Search Keywords Process
Use the Schedule Person Keyword Crawler task in the Setup and Maintenance work
area to schedule the Update Person Search Keywords process.
Scheduling the Process
The process is based on a job, which is the executable that determines what options
are available to you and what the process can do. You can submit the same process
using different parameters and other settings:
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.

Running the Update Person Search Keywords Process
Use the Run Person Keyword Crawler task in the Setup and Maintenance work area
to run the Update Person Search Keywords process. After you submit the process, you
can monitor it using the Scheduled Processes work area (Navigator - Tools - Scheduled
Processes):
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.

Person-Record Keyword Searches
The application searches for keyword values in these attributes of a person's records:
department, job name and code, position name and code, person name, primary e-mail,
primary phone, work location, competencies, language skills, licenses and certifications,
school education, awards and honors, affiliations, areas of interest, and areas of
expertise.
Access to Restricted Information
Access to information about a person's competencies, language skills, licenses and
certifications, school education, awards and honors, and affiliations is restricted to a
person's line managers. Restricted information is not searched and is never included in
search results when the searcher is not a line manager. However, if the match is found
in public information, such as areas of expertise, it appears in the search results for any
user.
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.

Search Relevance Profile Options
The search relevance profile options control how the strength of the relationship
between the searcher and the search result is calculated. The strength of the
relationship between the person performing a gallery search and each person whose
assignment appears in the search results can determine the order of the results: the
stronger the relationship, the closer to the top of the results an assignment appears. To
configure the profile options, use the Manage Person Search Relevance Profile Option
Values task in the Setup and Maintenance work area.
Weighting Profile Options
Using the weighting profile options, you can change the weighting applied to the
relevant factors. For example, the HR: Social Network Weight profile option specifies
the weighting applied to the relationship strength value for the social network factor. The
default value of each weighting profile option is 0.5. To increase the relevance of a
factor relative to other factors, you increase its weighting; to decrease its relevance, you
reduce its weighting. See the help topic Search Relevance Profile Options: Explained
for the complete list of weighting profile options.
Other Profile Options
 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: Maximum Hierarchy Proximity: When the searcher's primary assignment
is in the same organization, position, or manager hierarchy as a person's
assignment, the strength of the relationship depends on their proximity to each
other in the hierarchy. The maximum number of hierarchy boundaries to include
in the calculation is 4 by default. You can set this value for the enterprise on the

HR: Maximum Hierarchy Proximity 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.

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

Demonstration: Person Search
Demonstration
Background
You want to change the marital status of an employee.
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
1. In the global area Navigator menu, select Person Gallery.
Location: Search Person tab
2. In the Keywords field, enter Andrew Moore.
3. Click Search.
4. In the Search Results section, click Moore, Andrew.
Location: Andrew Moore portrait page.
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.
5. Scroll down to the Actions pane in the regional area.
6. Click Change Marital Status.
Location: Change Marital Status page
Information
The effective start date is the current date by default.

7. In the Marital Status field, select Married.
8. Click Submit.
Location: Warning dialog box
9. Click Yes.
Location: Confirmation dialog box
10.Click OK.
At this point, you should have changed the marital status of an employee.

Line Manager Self-Service
The organization chart presents line managers with a hierarchical view of people in their
organizations. When line managers view the portraits of their direct and indirect reports,
they see more detailed information than is available in the public version of a worker's
portrait and can perform actions that are not available in the public portrait.

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.
Note: You can configure maps in the location setup.

Portrait Cards
There are 16 Portrait Cards on which you can perform the following actions:
 Activities and Interests: View and manage personal areas of interest, spaces,
web page bookmarks, and the message board.
 Availability: View and manage your calendar, paid time off accrual, and absence
information.
 Benefits: View benefits such as life and wellness insurance.
 Career Planning: View and manage career preferences, review career
suggestions based on the best fit analysis, and review careers that you have
expressed interest in or that others have suggested for you. Managers can view
and update talent ratings for direct reports: Performance, Potential, Risk of Loss,
Advancement Readiness.
 Compensation: View salary and compa-ratio details.
 Connections: Invite others to connect with you so you can build a network and
share feedback, bookmarks, and other information.
 Contact Information: View and update information about how to contact you,
work location details, and manager and peer contacts.
 Current and Completed Tasks: View and act on workforce tasks.
 Development and Growth: Compare your competencies with the required
competencies of a job and view and add performance and development goals.
 Employment: View employment details such as assignment status, HR
manager, length of employment.
 Experience and Qualifications: View and update skills and qualifications, view
performance ratings of last three years and goal completion rate, and maintain
personal work requirements.
 Kudos: View and manage positive feedback you have received or given.
 Network Activities: track the activities and transactions of other users in this
region.
 Payroll: View pay information and manage payment methods to define the way
of making a payment to a particular bank account.
 Personal and Employment: Maintain personal and official document
information.
 User Account Details: View current assigned roles and requests.
Portrait Carousal View
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.

Instructor Note: Activity Timing
The course was designed for you to facilitate learners doing the specified activities, at
this point.
Approximate Activity Timing: 10 minutes
.

Activity 1 Introduction: Line Manager Self-Service
Background
XX Andrew Robinson has acquired the Project Management Professional certification.
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.

Activity 1: Line Manager Self-Service
In this activity, you update the qualifications of your worker.
Sign in as linda.swift.
Start Here
Home work area, Welcome tab (default view after sign in).
Location: Person Gallery page
2. Click the Organization Chart tab.
Location: Organization Chart page
Information
The organization chart presents a hierarchical view of people in the manager's
organization.
3. Expand Linda Swift in the chart (if not alreadt) to display your worker XX
Andrew Robinson in the hierarchy.
4. Click XX Andrew Robinson.
Location: XX Andrew Robinson portrait page
Information
As XX Andrew Robinson's line manager, you can view a version of the worker's
portrait that is more detailed than the public version of the worker's portrait.
5. Go to and click the Experience and Qualifications card.
Location: Skills and Qualifications section
6. Click Edit Skills and Qualifications.
Location: Edit Skills and Qualifications page
7. In the Content Type field, select Licenses and Certifications.

8. Click Add.
Location: Select and Add: Licenses and Certifications dialog
9. Search for and select Project Management Professional Certification.
10.Click OK.
Location: Edit Skills and Qualifications page
11.Select the Renewal Required checkbox.
12.In the Issue Date field, enter the current date.
13.Click Submit.
Location: Warning dialog box
14.Click Yes.
Location: Confirmation dialog box
15.Click OK.
Location: Experience and Qualifications card
At this point, you should have updated the qualifications of the worker XX Andrew
Robinson.

.

Activity 2 Introduction: Worker Self-Service
Background
Proof is required for extended absences.
Requirements
practice.
Activity Scope
Sign in to your portrait and submit your medical report as a proof of your absence.

Activity 2: Worker Self-Service
In this activity, you submit your medical report by accessing your portrait.
Sign in as linda.swift.
Start Here
Home work area, Welcome tab (default view after sign in).
Location: Person Gallery page
2. Click the My Portrait tab.
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).
Location: Personal Information section
4. Scroll down to the Documents of Record section toolbar, and click Create.
Location: Create Document Record dialog box
5. In the Type field, select Medical Reports.
6. In the Document Name field, enter Absence Medical Report.
7. In the From Date field. enter today’s date.
8. In the Issuing Authority field, enter Dr. Kate Williams.
9. In the bottom left corner, click the Manage Attachments icon.
Location: Attachments dialog box
10.In the Type field, select Text.
11.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.
12.In the Description field, enter Medical Report Summary.
13.Click OK.
Location: Create Document Record dialog box
14.Click OK.
At this point, you should have submitted your medical report by logging in to your
portrait.

Person Gallery and Portrait Review Question 1
The available actions in a person's portrait depend on the security privilege of the user.
1. True
2. False

Person Gallery and Portrait Review Question 2
The person gallery is a collection of portraits.
1. True
2. False

All Person Gallery and Portrait Questions and
Answers
1. The available actions in a person's portrait depend on the security privilege of
the user. (True / False)
True.
2. The person gallery is a collection of portraits. (True / False)
True.

Instructor Note: Best Practice
You can repeat the following features about the person gallery:
Person Gallery
 Is a launch pad for critical employee and manager processes
 Supports both light weight and heavy weight processes supported
 Supports following types of person search
- Keyword
- Structured
 Provides a link to the interactive organization chart
 Provides a link to the Portrait page
 Processes and data are controlled by functional and data security
 Portrait settings control data sharing
 Facilitates integration with collaboration tools
- Private Tag
- VOIP
- Presence
- Private Notes

Simplified User Experience
Simplified User Experience Overview
A simplified user interface (UI) is available in addition to the Fusion Desktop UI, which
operates on many devices (such as tablets, iPads, and others), and facilitates easy
access to simple common tasks. The simplified UI has reduced features and is focused
on the most common tasks. The data and data model are the same as in Fusion, but
the presentation has changed.

Simplified User Experience Features
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.

Instructor Note: Fusion Pages
Note: Fusion pages should always be referred to as the professional user interface or
full Fusion pages. Do not use terms such as the complex version.
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.

Directory and Person Search
In the Directory page, you can:
 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

Line Manager Functions
Users having the Line Manager role can see the following additional icons:
 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.

Notifications and Settings
In the Notifications page, you can view your notifications and take actions on them:
Users having the Human Resources (HR) Specialist role can access the Settings page
to modify the appearance settings and create announcments.

Instructor Note: Fusion Pages
Note: Fusion pages should always be referred to as the professional user interface or
full Fusion pages. Do not use terms such as the complex version.
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.

.

Activity 1 Introduction: Changing Your Personal
Information
Background
You want to add your parent as an emergency contact.
Requirements
practice.
Activity Scope
Add XX John Robinson as an emergency contact and provide their details.

Instructor Note: Activity
Note: There is an issue in this activity currently. In the last step, when you click Save
and Close, an error appears (Java null pointer exception); However, the contact is
created. Inform the students about the error.

Activity 1: Changing Your Personal Information
In this activity, you add an emergency contact.
Sign in using the Fuse login jessica.mullen.
Start Here
Simplified User Interface, Personal Information work area
1. In the My Details page, click Edit.
Location: Edit My Details: Contact Information page
2. Click the Contacts icon.
Location: Edit My Details: Contacts page
3. In the Contacts section, click Add.
4. In the Title field, select Mr.
5. In the First Name field, enter XX John.
6. In the Last Name field, enter Robinson.
7. Select the Emergency Contact checkbox.
8. In the Relationship field, select Parent.
9. In the Phone Numbers section, click Add.
10.Select the Primary checkbox.
11.In the Type field, select Home mobile phone.
12.In the Number field, select the country code for United States.
13.In the Area Code field, enter 714.
14.In the Phone field, enter 3027137.
15.Click Save and Close.
At this point, you should have added XX John Robinson as an emergency contact.

.

Activity 2 Introduction: Browsing the Directory
Background
You want to view the contact details of the worker Lisa Jones
Requirements
practice.
Activity Scope
Search for the worker Lisa Jones in the directory and view her contact and employment
details

Activity 2: Browsing the Directory
In this activity, you search for the worker Lisa Jones.
Sign in using Fuse login jessica.mullen.
Start Here
Simplified User Interface, Directory work area
1. In the Directory page, click the Search Person task icon (on the right).
2. Enter Lisa Jones and click Search.
3. In the search results, click the name Jones, Lisa.
Location: Lisa Jones page
4. Click the View in Organization Chart icon.
Location: Directory page
5. On the left pane, click the Show Control Panel icon.
6. Click the View icon in the control panel.
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.
8. Click Jones, Lisa.
Location: Lisa Jones page
9. Click More Details.
Location: Fusion Person Gallery work area, Lisa Jones page
Information
You can view detailed information and perform actions for the worker in the
Fusion person gallery.

10.Click Home to go back to the simplified user interface.
At this point, you should have viewed the worker Lisa Jones's portrait.

.

Activity 3 Introduction: Managing the Team
Background
As a line manager, you want to access your team page and view the absence records
of one of your workers
Requirements
practice.
Activity Scope
Access your team page and view the absence records of your worker Harold Chow.

Activity 3: Managing the Team
In this activity, you access your team page and view the absence records of your
worker.
Sign in using Fuse login jessica.mullen.
Start Here
Simplified User Interface, My Team work area, My Team: Director page
1. Click the Reports and Analytics icon.
2. Click Headcount to view your team headcount based on the employment
category.
3. Click Workforce Mobility to view your team mobility.
4. In the Show list, select Graph to view the data in a graphical format.
5. Click the My Team: Director page to close the graph and return to the My Team:
Director 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, select the Directs icon to drill down to his direct reports.
10.In the Harold Chow row, click the Actions list.
11.Select View Absence Balances under the Absences menu item.
Location: Fusion Person Gallery work area, View Absence Balances page
12.Click Home 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.

Instructor Note: Activity
Note: There is an issue in step 6 (In the Mitch Blum card, click the More icon to view
the worker's assignment details) in the activity currently. The More icon is not working.
Inform the students about this.

Managing Gallery Portrait

Manage Gallery Portrait Overview
Managing the gallery portrait includes:
 Configuring the public portrait
 Managing the portrait cards display
 Managing gallery administration messages
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

Manage Gallery Portrait Tasks
Configuring the public portrait
You can specify, for the enterprise, which portrait users can see some types of portrait
information by default. You can also specify whether users can change the settings in
their own portraits.
Managing the Portrait Cards Display
The Manage Portrait Display task is provided as a debugging tool for Oracle
Development to identify and resolve issues in the portrait cards. Customers should use
this task at the direction of Oracle Development only, and not use it to hide portrait
cards. Hiding cards or actions in the portrait is done through the creation of custom
duties and roles, which is discussed in detail in the Define Security for HCM lesson.
Managing Gallery Administration Messages
Calendar events identify dates, such as public holidays, on which the standard work
patterns of a workforce are likely to be disrupted. Calendar event messages appear in
the portraits of people affected by a calendar event. Custom gallery messages alert
portrait users to events other than calendar events that could affect worker availability.
The message appears in relevant portraits for the period that you specify.

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.
You can share each type of portrait information by default with:
 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.
Allowing User Control of Portrait Settings
If you allow user control of any setting, then workers can update the setting from their
own portraits. For example, if you allow user control of the skills and qualifications entry,
then a person can prevent portrait users from seeing that information, regardless of your
default setting. To ensure that some portrait users, such as a person's managers,
always have access to particular information, do not allow user control of the portrait
setting for that information.

Including Calendar Event Messages in Portraits
Calendar events identify dates, such as public holidays, on which the standard work
patterns of a workforce are likely to be disrupted. When you select a calendar event
category, such as Public holiday, a message for each calendar event in that category
appears in relevant portraits for the duration of the event. How relevant portraits are
identified depends on whether you use work schedules:
 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:
 For workers in the German locations whose primary schedule or schedule
assignment does not include this calendar event as an exception
 For workers in the French or Indian locations

Including Custom Gallery Messages in Portraits
Custom gallery messages alert portrait users to events other than calendar events that
could affect worker availability. For example, assume that your sales team has
relocated for two weeks while building works are completed. You want the following
message to appear in the portraits of the sales team for that period:
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.

Managing Gallery Portrait Review Question 1
Worker can update the portrait settings from their portraits.
1. True
2. False

Managing Gallery Portrait Review Question 2
What determines where the message appears relative to other custom messages in the
same portrait?

All Managing Gallery Portrait Questions and Answers
1. Worker can update the portrait settings from their portraits. (True / False)
True. If you allow user control of any setting, then workers can update the setting from
their own portraits.
2. What determines where the message appears relative to other custom
messages in the same portrait?
Priority factor

Lesson Highlights
 Person gallery and portrait
 Simplified user interface
 Maintain the worker directory
 Manage the gallery portrait

15 maintain worker directories

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