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, select the user's photograph from any Universal Profile or Global Search page. 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.

Permissions

PERMISSION NAME

PERMISSION DESCRIPTION

CATEGORY

Bio About - View

Enables user to view the Bio page for users within their permission constraints. This permission must be enabled to view the Transcript page within Universal Profile. If a user does not have this permission and they click a person's name or user photo within the Universal Profile, then the Bio page will not open.

On the Learner Home page, this permission also allows end users to view the Completions & Hours field, the training sidebar, and the Continue Learning carousel.

This permission can be constrained by Employee Relationship, OU, User's OU, User's Direct Reports, User Self and Subordinates, and User. Note: For security purposes, this permission is constrained to User Self and Subordinates by default. However, the permission constraints can be modified to allow users to view the Bio About page for other users.

Universal Profile

Employee Relationships - Manage

Grants ability to add and remove user peers and approve or deny peers that are pending approval. This access may be granted for all users or a subset of users depending on constraints. This permission also grants access to the Peers section on custom User reports. This is an administrator permission.

Performance - Administration

Select Peers and Reviewers

Grants ability to select peers and reviewers in off-cycle performance reviews. This permission can be constrained by User's Corporation, OU, and User's OU. This is an end user permission.

Performance

Snapshot - Badges

Enables user to view the Badges widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. Any user with this permission will always be able to view their own Badges widget when the widget is enabled. This permission also allows end users to view the Badges field on the Learner Home page.

This permission works in conjunction with the Snapshot Main - View permission. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

Snapshot - Compensation

Enables user to view the Compensation widget within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, and User's Direct Reports. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

Snapshot - Competencies

Enables user to view the Competencies widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

Snapshot - Development Plans

Enables user to view the Development Plans widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

Snapshot Goals - Manage

Enables user to manage their own goals, and others public goals, using the Goals widget and subpage within the Universal Profile - Snapshot page, for users within their permission constraints. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, and User's Direct Reports.

Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

Snapshot - Leaderboard

Enables user to view the Leaderboard widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission works in conjunction with the Snapshot Main - View permission. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Any user with this permission will always be able to view their own Leaderboard widget when the widget is enabled. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

Snapshot - Peers

Grants ability to view the Peers widget within the Universal Profile - Snapshot page. This permission can be constrained by OU, User's OU, User's Self and Subordinates, User, User's Self, User's Subordinates, and User's Direct Reports. This is an end user permission.

Universal Profile

Snapshot - Reviews

Enables user to view the Reviews widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

Snapshot Main - View

Enables user to view the Snapshot page for users within their permission constraints. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, and User's Direct Reports. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

Snapshot Succession – Manage

Enables user to view the Succession widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. On this page, users can view and manage successors and successor ratings. Users cannot view their own Succession widget and subpage, regardless of permissions. This permission can be constrained by OU, User's Subordinates, User's Direct Subordinates, and Employee Relationship.

Universal Profile

Snapshot Succession - View

Enables user to view the Succession widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. On this page, users can view successors and successor ratings. Users cannot view their own Succession widget and subpage, regardless of permissions. This permission can be constrained by OU, User's Subordinates, User's Direct Subordinates, and Employee Relationship. For most users, this permission should be constrained by User Self and Subordinates.

Universal Profile

View Goals

Grants ability to view own goals and (depending on role and settings) goals of others (manager's visible goals, direct subordinate's goals, company goals, division goals). This permission can be constrained by Employee Relationship, OU, User's OU, and User Self and Subordinates. This is an end user permission.

Performance

Troubleshooting Information

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

See Configuration Guide - Universal Profile.

View Team

The View Team flyout allows 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 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 drop-down may be available on various pages of the Universal Profile. This menu may include options such as Assign Training and Create Goal. See Universal Profile Options Drop-down Overview.

Widgets

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 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 .

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.

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.

When a user clicks the widget on their Snapshot page, the My Peers page opens. See Performance - Manage Peers.
When a manager clicks the widget on a subordinate's page, the Manage Employee Relationships page opens. See Manage Employee Relationships.

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

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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