Snapshot General Preferences

The Snapshot General Preferences page enables administrators to define the order, title, and preferences for each widget that appears on the Universal Profile - Snapshot page. The visibility of widgets on the Universal Profile - Snapshot page is determined by each user's permissions. Also, the order in which the widgets appear may be affected by widget size, so the order in which widgets appear on the Universal Profile - Snapshot page may differ from the administrator-defined order.

Note: Widgets only appear in Snapshot General Preferences if the corresponding functionality is enabled in the portal. For example, the Succession widget is only available in Snapshot Preferences if Succession is enabled for the portal.

To access the Snapshot General Preferences page, go to Admin > Tools > Core Functions > Universal Profile > Snapshot General.

Configure the following options for each widget:

Order

The administrator can drag and drop the widget types to determine the order in which the widgets are displayed on the Universal Profile - Snapshot page. A widget at the top of the list will appear first on the Snapshot page. Note: The order in which the widgets appear may be affected by widget size, so the order in which widgets appear on the Universal Profile - Snapshot page may differ from the administrator-defined order.

Widget Type

This is a static, read-only display of the widget type.

Title

The following titles may be specified:

Widget Title

In this field, enter the title that should appear at the top of the widget on the Universal Profile - Snapshot page. This field is required and the character limit is 50. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

SubPage Title

In this field enter the title that should appear at the top of the subpage when the corresponding widget is clicked. For example, when the Succession widget is clicked, the Succession subpage opens. This field is required and the character limit is 50. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Subpages are only available for the following widgets:

  • Competencies
  • Development Plans
  • Documents
  • Goals
  • Reviews
  • Succession
  • Badges
  • Leaderboard

Display Widget

This option determines whether the widget should appear on the Universal Profile - Snapshot page. Select this option to display the widget, or deselect this option to hide the widget.

Widget Preferences

The available preferences vary for each widget type:

Compensation

In this widget, administrators can select to display the user's Salary and up to four compensation components. Select the following for each component:

  • Display user's current salary - Select this checkbox to display the user's current salary.
  • Type - From this drop-down, select the component type that should be displayed (e.g., Base, Bonus, Equity). If a component type does not have any available components, then the component type is not available in the drop-down menu.
  • Component - From this drop-down, select the specific compensation component that should be displayed. The available components correspond with the component type that is selected in the Type drop-down menu. For example, if Bonus is selected, then only bonus type components are available.

Competencies

When the Competencies widget is enabled in Snapshot Preferences, the Competency Assessment Summary page should be disabled for optimal implementation.

Select one of the following options:

  • Display rating of most recently completed assessment - Select this option to display the overall rating from the user's most recently completed competency assessment.
  • Display rating of the following assessment: - Select this option to display the user's overall rating for a specific competency assessment. You must click the pop-up icon to select the competency assessment task from which the user's overall rating should be displayed. When this option is selected, a competency assessment task must be selected.

Development Plans

When the Development Plans widget is enabled in Snapshot Preferences, the Development Plans Summary page should be disabled for optimal implementation.

Select one of the following options:

  • Display progress of primary plan only - Select this option to display the progress for the user's primary development plan.
  • Display average progress of all plans - Select this option to display the average progress across all of the user's development plans.

Goals

When the Goals widget is enabled in Snapshot Preferences, the Goals page should be disabled for optimal implementation.

Reviews

When the Reviews widget is enabled in Snapshot Preferences, the Performance Reviews Summary page should be disabled for optimal implementation.

Select one of the following options:

  • Display rating of most recently completed review - Select this option to display the overall rating from the user's most recently completed performance review.
  • Display rating of the following review: - Select this option to display the user's overall rating for a specific performance review. You must click the pop-up icon to select the performance review task from which the user's overall rating should be displayed. When this option is selected, a performance review task must be selected.

Succession

When the Succession widget is enabled in Snapshot Preferences, the My Team > Succession page should be disabled for optimal implementation.

Select one of the following options:

  • Display number of User-based potential successors - Select this option to display the number of potential successors for the user.
  • Display number of Position-based potential successors - Select this option to display the number of potential successors that have been identified for the selected user's current position.
  • Display SMP Metric Fields - Select this option to display the data from an SMP metric field. You must click the pop-up icon to select the SMP metric field that should be displayed. When this option is selected, an SMP metric field must be selected.

Badges

This widget displays the number of badges the user has been awarded. This includes all types of badges (e.g., Feedback and Learning). The My Badges subpage enables users, managers, and administrators to view all of the badges that the user has been awarded. This page displays all types of badges.

Leaderboard

This widget displays the number of points the user has been awarded from completing training, receiving training badges, and receiving positive feedback badges. The Leaderboard subpage displays a full leaderboard of users and their point totals.

Overwrite Settings

Choose whether to overwrite custom settings for child division OUs. If you choose to overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

If this option is unselected, then only the child OUs that do not have customized settings will be updated, as well as any OUs that are added in the future.

A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.

An OU is considered customized if its preferences or settings have been changed.

Submit or Cancel

Click Submit to submit any unsaved changes, or click Cancel to discard any unsaved changes.

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