Configure Staffing Profiles

You assign Staffing Dashboards to a Staffing Profile, which is then assigned to a Display Profile. Each employee and manager is assigned a Display Profile in the People Information component.

  1. From the Main Menu, go to Administration > Application Setup > Display Preferences > Display Profile Building Blocks and open the Staffing Profile page. The Staffing Profiles that are available are listed on the page.
  2. To create a new profile, click Create or to change a profile, select the profile and click Edit .
  3. Enter or change the name and description. If you are editing a profile, select one of the following:
    • Save changes everywhere that the named entity is used to change the selected profile.
    • Save as a new named entity to create a new profile based on the selected profile. If you select this option, you must also change the name of the profile.
  4. In the Staffing Dashboards section, you can:
    • Click Create to create a new Staffing Dashboard as described in Configure Staffing Dashboards.
    • Select a Staffing Dashboard and click Edit to change the Staffing Dashboard as described in Configure Staffing Dashboards.
    • Select a Staffing Dashboard and click Assign to assign a Staffing Dashboard to the Staffing Profile. You can assign multiple Staffing Dashboards and you can remove an assignment by clicking Un-Assign
  5. When finished, click Save.

Assign, unassign, or re-order Staffing Dashboards

  1. Type the name of the profile that you want to create.
  2. Type an optional description.
  3. In the Staffing Dashboard list, click the Staffing Dashboard to assign to this profile. A checkmark appears after the name of the selected Staffing Dashboard.
  4.  Click Assign to assign the Staffing Dashboard to the profile.
  1. Select the Staffing Dashboard to unassign
  2. Click Unassign . The checkmark next to the name disappears.
  1. Click Re-Order Selection. The Assigned Staffing Dashboards window appears.
  2. Select the Staffing Dashboard to re-order.
  3. Click the up or down arrows to move the Staffing Dashboard up or down in the order.
  4. Click Save Order.

You can edit any Staffing Dashboard from the Staffing profile page, or create a newStaffing Dashboard.

  1. Either:
    • Select (highlight) an existing Staffing Dashboard and click Edit .
    • Click New .
  2. See Configure Staffing Dashboards for instructions on how to edit or create a Staffing Dashboard.