Universal Profile - Snapshot Overview

The Snapshot page is part of the Universal Profile and it enables users to view and manage compensation, performance, and succession information for the user.

Note: Each Snapshot widget must be configured and enabled by the administrator in Snapshot General Preferences before it appears on the Universal Profile - Snapshot page. If no widgets are enabled, then the Snapshot page appears blank.

To access the Snapshot page, go to Home > Universal Profile. Then, click the Snapshot tab.

To access another user's Universal Profile - Bio page, click the user's photograph from any page within Universal Profile or from Global Search. From there, you can access the user's Snapshot page by clicking the Snapshot tab. Users can view the Snapshot page of other users who are within their Snapshot permission constraints.

Troubleshooting Information

The following page contains an administrator's guide for configuring the Universal Profile:

View Team

The View Team flyout is designed to allow managers, approvers, and custom relationships to quickly navigate between subordinates' profiles and transcripts. When enabled, the View Team flyout is available to managers and dotted line managers on all pages of their Universal Profile and the Universal Profile of their subordinates. This flyout displays the manager's reports visually.

The View Team button only displays if enabled in the portal. Administrators may enable or disable this flyout via the My Team Dropdown section within Universal Profile General Preferences. See Universal Profile General Preferences.

See Universal Profile - View Team Flyout.

Options

An Options button may be available on various pages of the Universal Profile. See Universal Profile Options Drop-down Overview.

Widgets

Note: Each Snapshot widget must be configured and enabled by the administrator in Snapshot General Preferences before it appears on the Universal Profile - Snapshot page. If no widgets are enabled, then the Snapshot page appears blank.

See Snapshot General Preferences.

The following widgets may be available on the Snapshot page:

Compensation - Compensation Components

This widget is only available when enabled by the administrator in Snapshot General Preferences. In addition, this widget is only available to users with permission to view the Compensation widget on the Snapshot page.

This widget displays a snapshot of the user's most recent compensation statement. Up to four compensation components may be displayed in the widget, including bonus types, base types, and equity types. The administrator can configure which compensation components are reflected in the widget in Snapshot Preferences. In addition, the widget title can be configured by the administrator in Snapshot Preferences. See Snapshot General Preferences.

Users can click the widget to view their own compensation statement. Managers are not able to click the widget to view the compensation statement of a direct report. See Compensation Statement.

Competencies - Assessment Rating

This widget is only available when enabled by the administrator in Snapshot General Preferences. In addition, this widget is only available to users with permission to view the Competencies widget on the Snapshot page.

This widget displays a competency assessment rating for the user. The competency assessment title is also displayed. This widget can display the user's most recently completed standalone competency assessment rating or the rating for a specific assessment. The administrator can configure which standalone competency assessment is reflected in the widget in Snapshot Preferences. In addition, the widget title can be configured by the administrator in Snapshot Preferences.See Snapshot General Preferences.

Note: Only standalone competency assessments can be displayed on this widget. Performance review-based competency assessments are not displayed here. They only appear on the Snapshot: Reviews page.

Users can click the widget to view the user's Competencies Snapshot page. See Snapshot - Competencies.

Development Plans - Plan Progress

This widget is only available when enabled by the administrator in Snapshot General Preferences. In addition, this widget is only available to users with permission to view the Development Plans widget on the Snapshot page.

This widget displays either the user's average development plan progress or the progress of the user's primary development plan. If the user's primary development plan is displayed, then the primary development plan name is displayed. Otherwise, the widget indicates that the user's average development plan progress is being displayed. The administrator can configure which development plan progress is reflected in the widget (average or primary plan) in Snapshot Preferences. In addition, the widget title can be configured by the administrator in Snapshot Preferences.See Snapshot General Preferences.

Average Progress Calculation: If the average development plan progress is displayed, this is calculated using development plans in the following statuses: New, In Development, Approved, Past Due, Pending Acceptance Approval, Pending Cancellation Approval, Pending Completion Approval, Completion Approval Denied, and Complete.

Users can click the widget to view the user's Development Plans Snapshot page. See Snapshot - Development Plans (Legacy).

Documents

This widget is only available when enabled by the administrator in Snapshot General Preferences. This widget displays the number of documents within the Snapshot Documents page that are available to the user who is viewing the page. Click the widget to open the user's Documents page. See Snapshot - Documents.

Goals - Goal Progress

This widget is only available when enabled by the administrator in Snapshot General Preferences. In addition, this widget is only available to users with permission to view the Goals widget on the Snapshot page.

This widget displays the user's cumulative goal progress. The widget title can be configured by the administrator in Snapshot Preferences.See Snapshot General Preferences.

Cumulative Progress Calculation: The cumulative goal progress is calculated using goals in the following statuses: Pending Approval, Pending Modification Approval, Pending Completion Approval, Denied, Modification Denied, Approved, Pending Modification Cancelled, Draft, Pending Cancellation Approval, and Complete. Goals in Deleted or Cancelled status are not included in the calculation.

Users can click the widget to view the user's Goals Snapshot page. See Snapshot - Goals for additional information.

Peers

When the Universal Profile - Peers functionality is enabled and the Peers widget is enabled in Snapshot General Preferences, a Peers widget appears on the Universal Profile - Snapshot page. This widget displays the number of peers that are configured for the user. The Peers widget is only available to users with the appropriate permissions.

Reviews

This widget is only available when enabled by the administrator in Snapshot General Preferences. In addition, this widget is only available to users with permission to view the Reviews widget on the Snapshot page.

This widget displays a performance review rating for the user. This widget can display the user's most recently completed review rating or the rating for a specific review. The administrator can configure which performance review is reflected in the widget in Snapshot Preferences. In addition, the widget title can be configured by the administrator in Snapshot Preferences. See Snapshot General Preferences.

Users can click the widget to view the user's Reviews Snapshot page. See Snapshot - Reviews.

If the performance review task is configured to display a text rating, then the widget displays the text rating and the review title.

If the performance review task is configured to display a text and numeric rating or only a numeric rating, then the widget displays the numeric rating and the review title. The numeric rating is represented out of five stars. For example, a rating of four out of five is represented with four colored stars and one gray star.

Succession - Metric Rating

This widget is only available when enabled by the administrator in Snapshot General Preferences. In addition, this widget is only available to users with permission to view the Succession widget on the Snapshot page.

This widget displays an SMP metric rating for the user. The SMP metric title is also displayed. The administrator can configure which metric is displayed in Snapshot Preferences. In addition, the widget title can be configured by the administrator in Snapshot Preferences.See Snapshot General Preferences.

Users can click the widget to view the user's Succession Snapshot page. See Snapshot - Succession.

Succession - Successors

This widget is only available when enabled by the administrator in Snapshot General Preferences. In addition, this widget is only available to users with permission to view the Succession widget on the Snapshot page.

The administrator can configure the widget to display either the number of user-based or position-based potential successors.

  • If the widget is configured to display user-based potential successors, then the widget displays the number of potential successors for the selected user.
  • If the widget is configured to display position-based potential successors, then the widget displays the number of potential successors for the selected user's position.

The widget title can be configured by the administrator in Snapshot Preferences.See Snapshot General Preferences.

Users can click the widget to view the user's Succession Snapshot page. See Snapshot - Succession.

Badges

This widget is only available when enabled by the administrator in Snapshot General Preferences. Also, this widget is only available to users who have the Snapshot - Badges permission. This widget displays the number of badges the user has been awarded. This includes all types of badges (e.g., Feedback and Learning). Click the widget to open the user's My Badges page. See Snapshot - My Badges.

Leaderboard

This widget is only available when enabled by the administrator in Snapshot General Preferences. Also, this widget is only available to users who have the Snapshot - Leaderboard permission. This widget displays the total number of points the user has been awarded from completing training, receiving training badges, and receiving positive feedback badges. This is the total number of points the user has earned all time. Click the widget to view a full leaderboard of users and their point totals. See Snapshot - Leaderboard.

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