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How to create a portal in employee profile of Successfactors

muruganandh_v43
Participant
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2,829

1, How to create a portlet that maintains a history of change in Employee Profile in Successfactors?

2, It has to be implemented organizational wise to all employees. How to do that?

3, Portlet to have a drop down menu. How to do that?

Accepted Solutions (1)

Accepted Solutions (1)

Alina
Active Participant
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Hello, chitraramalingam3699,

To add the custom MDF Portlet in the Profile section, follow the steps below:

For People Profile Page (PP3) Instances

  1. Navigate to Admin Center > Tool Search > Configure People Profile
  2. In the Search area for Available blocks, look for "Live Profile MDF Information" block. (It should appear if you search "mdf")
  3. Drag and drop the porltet into the desired available space
  4. Select the UI screen Id and click on Save button.
  5. Once the above steps are completed, the portlet will start to appear on the Profile Page. If the custom block is not part of a standard portlet, normal RBP behavior applies.

For Employee Profile, v12 Instances

  1. Navigate to Admin Center > Employee Files > Configure Employee Files.
  2. If you wish to add the MDF UI Portlet in the new layout in the Employee Profile section, click on Add New View OR if you wish to add the MDF UI Portlet in the existing editable layouts choose from the list available.
  3. Click on Insert Portlet and click on Create & Add button for the Live Profile MDF Information
  4. Give a title to the portlet and select the MDF Screen ID of the required MDF Object and click on Save and then Save Dashboard. This is the ID that was given in the Manage Configuration UI page.
  5. Once the above settings are completed, grant access to the newly created MDF Portlet UI by enabling the checkbox for the newly created Employee Layout in Manage Permission Roles > Permission > Employee Views.

Note: Live Profile MDF Portlet in Employee Profile Section can be created only for Objects that have externalCode set as User data type.

Best regards,

Alina

muruganandh_v43
Participant
0 Kudos

Thanks for the detailed information alina123, I have added portlets and through Employee Views I enabled and they are now visible. But through Background Elements, Standard and User Info, I cant see the portlet created by me. How I can add the picklist for the portlets that I have created?

Alina
Active Participant
0 Kudos

Hello, chitraramalingam3699,

Did you grant the permissions on these picklist?

Best regards,

Alina

Answers (1)

Answers (1)

Alina
Active Participant
0 Kudos

Hello, chitraramalingam3699,

In Employee Profile, you can add picklists to:

  • Background Elements;
  • Standard;
  • User Info.

To edit the fields, you need:

  1. Open your instance;
  2. Search "Manage Business Configuration;
  3. Employee Profile.

Background Elements:

  1. Background Elements;
  2. Choose the field;
  3. Click in "Details" in the data field that you want to add a picklist;
  4. Found "Picklist";
  5. Click in the dropdown and choose the picklist that you want to use;
  6. Click "Done";
  7. Save.

Standard:

  1. Standard;
  2. Choose the field;
  3. Found "Picklist";
  4. Click in the dropdown and choose the picklist that you want to use;
  5. Save.

User Info:

  1. User Info;
  2. Choose the field;
  3. Found "Picklist";
  4. Click in the dropdown and choose the picklist that you want to use;
  5. Save.

Kind regards,

Alina