Profile Management – tips and tricks

1. Profile Management – tips and tricks Oracle Open World 2013 • September 25, 2013

2. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) agenda • Person Profile vs. Non Person Profile • Person Profile Key Concepts • ESS/MSS for Person Profile • Non-Person Profile Key Concepts • ESS/MSS for Non-Person Profile • Administrator Actions

3. To move between headings and bullet levels, use the ‘Indent List Level’ buttons found on the ‘Home’ tab • NOT the bullet button Person vs. Non-Person Profile • Person Profiles are attached to a person id. • When a new profile is created, the system assigns a profile id. The applicable emplid needs to be attached to the profile id when the profile is created. • PeopleSoft is delivered with some Content Types, but specific Content Items need to be configured. • Additional Content Types can be configured to meet your specific organizational needs. • Non-Person profiles are attached to identities, such as; Jobcode, Position, Business Unit, etc. • Non-Person profiles can be used to group like jobcodes, positions, locations, etc. • They can also be used to assign specific competencies for specific jobcodes or job families.

4. To move between headings and bullet levels, use the ‘Indent List Level’ buttons found on the ‘Home’ tab • NOT the bullet button Person Profile Key Concepts Person Profile Definition: • Person profiles are used by organizations to describe individuals. Profiles summarize the skills, competencies, and qualifications of a person. • Custom Content Types and Content Items can be configured to avoid certain customizations • Organization Value: • Tracking employees' skills, competencies, and accomplishments is used in both Career and Success Planning. • Avoid customizations that become costly to maintain.

5. To move between headings and bullet levels, use the ‘Indent List Level’ buttons found on the ‘Home’ tab • NOT the bullet button ESS Person Profile • ESS • Employees can view, edit or add profile items that have been designated for ESS.

6. To move between headings and bullet levels, use the ‘Indent List Level’ buttons found on the ‘Home’ tab • NOT the bullet button ESS Person Profile • ESS • Employees can add new profile items. Items will either go through workflow approval or add directly to data base.

7. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) ESS Person Profile • Mobility • If allowed, employees can add location or geographic preferences. These items are visible thru career and succession planning and will help HR and executives to make decisions based on the employees preferences

8. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) MSS Approve Person Profile • MSS • Once an employee has submitted an item requiring approval, the manager or administrator needs to review and approve it.

9. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) MSS Approve Person Profile • MSS • The database will be updated once the manager clicks approve.

10. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) MSS Team Profile • A Manager can view, edit or add a profile for any of their team members. • The manager will select the specific person they wish to view or edit

11. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) MSS Team Profile • MSS • Once the manager selects a specific employee, they will be able to see any items awaiting approval as well as that employee’s profile information.

12. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) MSS Team Profile • MSS • Managers can enter additional items into profile management for their employees. The screen looks the same as the employee screen. In this example the manager is entering a new certification for the employee.

13. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Non-Person Profile Key Concepts • Non-Person Profile describe competencies, qualifications, etc. of certain jobcodes, positions, job family or salary grade. • Employees can see what profile types they are a part of. • Managers and Administrators can search for people with the same profiles. • Other candidates for non-person profiles are: • Business Unit • Company • Department • Job Function • Job Task • Location • Regulatory Region

14. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) ESS Non-Person Employees can view non-person profiles that are applicable to them. The profile has to be marked as available for ESS to be viewable

15. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) ESS Non-Person In this example, the employee can see what responsibilities have been assigned based on their job.

16. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) MSS Non-Person Managers can view profile types that have been made available for MSS.

17. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) MSS Non-Person The screen in MSS is the same as ESS. Managers can add, edit or delete.

18. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Administrator Actions • Administrators have access to: • View Profile Management • Enter and update profile management data • Approve profile management items • Create additional Content types or Content items • Report off profile management data

19. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Add Content Type Additional content types can be added to meet your organizational needs. When creating a new content type, PS will default 5 field names. You will want to leave these, but you can add more of your own if needed.

20. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Add Content Type In order for the new content type to be viewable on the profile management pages, you have to add a section to the profile type.

21. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Add Content Type Select the content section you wish to add.

22. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Add Content Type Once you select the content section you wish to add, you will need to designate what role(s) will have access to it.

23. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Add Content Type You will give a name to the new tab as well as designate its order in the collection.

24. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Add Content Type Once the content type is created, you will need to create the content items. When creating a content item id, it can not be the same as any other content id in PS.

25. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Adding Identity to Non-Person Profile In order to report on non-person profiles, you have to add the applicable values as a Profile Identity.

26. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Adding Identity to Non-Person Profile You will need to pick the profile identity; enter the Set ID, and find the appropriate code.

27. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) Reporting • There are two records that need to be joined in order to query profile management. • JPM_PROFILE • JPM_JP_ITEMS • The Profile ID and Emplid are in the JPM_Profile record • The Content type is in the JPM_JP_ITEMS record and is called JPM_CAT_TYPE

28. * Please ensure you have updated your footer information. • STEPS • From the ribbon select ‘View’ tab and click on ‘Slide Master’ • In slide master view – ensure you select the very first page • Update footer text and change logo (if required) • FOOTER TEXT • Update the footer text – the text will update throughout the presentation • Please ensure you remove either the ‘CBRE’ or the ‘Client Name’ text depending upon the logo placed in the document • UPDATING THE LOGO • You can only have the Client logo or the CBRE logo. Please delete/add, as appropriate • Ensure client logo is positioned in same location as CBRE logo and size is no larger than CBRE logo (ie approx. 1cm x 3cm) appendix • Configurable to store many types of employee level data • Honors/Awards • Tests • Languages spoken • Memberships • Product / Specialty • Marketing LOB • Degrees held • Driver’s License • Schools attended • Mobility • Responsibilities • Competencies • PJM Competencies • Licenses • Certifications • Exit information • Prior work info • Plus any more that are desired in the future

29. DIVIDER OPTION 2 • Use this option if you want to use an image • You can either replicate the image from the front cover or you can insert an alternative image • To add an image, click on the picture placeholder icon • Windows Explorer will open, find your required image and click ‘Insert’. • When cover image inserted, right-click in the grey area directly below this text box and select ‘Reset slide’ Q & A • Thank you for your time – marcia.blandford@cbre.com