EmpowHR: Section 16 - ePerformance

Initializing from Profiles

When Generate Documents and Initialize from the Profile is selected on the Template Definition page - Structure tab, EmpowHR verifies that there are items to add to the document based on the nonperson profiles associated with the employee's job information.

If Initialized from Profile is selected, EmpowHR:

• Identifies the profile type entered in the Profile Type in the Profile Management group box on the Template Definition page - Structure tab.
• Identifies all Profile ID identifications associated with the profile type.
• Identifies all the profile identity options and keys associated with the Profile IDs.
• Orders those profile-identify options according to the sequence defined on the Configuration page - Profile Identity Options tab.
• Identifies the employee job information record.
• Looks at the first profile identity option in the sequenced list and see if there is a data for that item in the employee’s job information record that matches the key.
  • If there is a match, add the associated content items from the profile ID to the document.
  • If there is no match, select Nest Profile Identity on the sequenced list.
  • If it is the end of sequenced list, stop.
• Defines Templates.
• Identifies the template source on the Document Type page.
• Defines group IDs.
• Generates documents for a group or employees; HR human resources administrators or managers must specify the ID of the group that pertains to the employees they want to process.
• Sets up notifications on the Template Definition page - General tab.