Employees can edit and showcase themselves to the whole organization with the profile page, using the other components installed by the Profile template, which can provide insightful information on experience, skills, certificates, badges, language proficiency, and more.
This template adds roles and functionality from other templates we've already documented. See our other knowledge base articles:
The Profile template adds the Licenses and certifications model, which contains all the fields for you to document any training.
See our knowledge base article, Create a new model.
You can add or edit properties to fit your organization's exact requirements. For example, see our knowledge base article, Add a property to your model's schema.
The Certification organization records the organization body offering the qualification.
The Certification model stores the name or description of the certification awarded by an organization to an employee.
The Language model contains properties for various languages. For example, you can enter language codes and language-specific greetings.
You can enter languages manually using the Languages page, import data from an existing spreadsheet using the Imports page, or set up an Integration with Google Sheets.
The Person language model stores the employee's spoken languages and their proficiency.
The School model stores the educational institutions' names.
The Person education model stores the employee's time in education, school, degree, a field of study, and grades.
The Work experience model stores users' work history, which they can add using their profile page:
The Feedback model stores performance feedback from managers on their direct reports.
The workflows included in this template relate to the certifications feature. For example, the Expire the certificate and notify the owner workflow detects when a certificate has expired, retrieves the person it belongs to, and sends them an email to let them know it has expired.
See our knowledge base article, Create a workflow.
The Notify owner of forthcoming certificate expiry workflow sends an email to the certificate owner seven days before the expiry.
The Set expires flag to true if no expiry date workflow displays an "Expires" chip when the expiry date is known.
The Expires chip shows underneath the date range for your certification. If there is no expiry date specified, the chip doesn't appear.
For the profile page to populate with the signed-in user's details, you must link the person record with the user record. You'll need to create two pages, one with a form for the User model and another page with a list block for the User model. Add a primary action to open the page with the form block. Then you can select the user's record and select the Person record from the list. Don't forget to add the user's details to the person model on the People Admin page. To add a bulk amount of users, you can import your users' data into the Person model and create a workflow to update the User model.
This template adds the Profile page, which contains Detail blocks relating to the models we have covered earlier in this article:
See our knowledge base article, Add a new page.
Your users need to open the Profile page with their unique ID in context so that their relevant information is loaded on the page and so they can make any changes. To do this, you need to add the link to the Profile page somewhere on the platform. When the user selects the link, the platform recognizes their ID. See our knowledge base article, About the object ID.
Using content from the Searchable navigation template, you can create a navigation item and give it the Home page nav category and display it on the Home page from the Home page template:
Alternatively, install the Employee directory, and global people search template. The directory block of the Directory page contains a primary action to the Profile page:
When your link is established, a user can edit their profile by selecting EDIT YOUR PROFILE, which opens the Edit your profile page in a modal window:
In the About you, Skills, and Mobility sections, selecting EDIT opens the Bio, contact, skills, and mobility page in a modal window, where users can enter a few sentences about themselves:
So that your users can select a skill from the Bio, contact, skills, and mobility page, you need to populate the Skills page:
To add a skill, select ADD to open the Skill page in a modal window:
In the Work experience section, selecting ADD opens the Work experience page in a modal window where users can enter details on their work history:
In the Licenses and certifications section, selecting ADD opens the Licence or certification page in a modal window:
So your users can select a certification Name and the Issuing organization, you need to add the Certifying organization and the Certification on the Certifications page.
On the Certifying organizations block, select ADD, which opens the Certifying organization page in a modal window:
On the Certifications block, select ADD, which opens the Certification page in a modal window:
In the Languages spoken section, selecting ADD opens the Language spoken page in a modal window:
You need to add the languages that appear in this list on the Language page for your users to select. For example, we added French, German, Italian, Korean, and Spanish in our example.
To add a language, select ADD, which opens the Language page in a modal window:
In the Education section, selecting ADD opens the Education page in a modal window:
You need to add schools to the Schools page, which shows a list of educational institutions' names:
To add a school, select ADD, which opens the School page in a modal window:
On a user's profile page, another user can select GIVE FEEDBACK, which opens the Give feedback page in a modal window:
Once you select PUBLISH FEEDBACK, the platform adds the comment to the user's profile page and the Feedback moderation page:
An administrator can edit or remove the comment by selecting the comment, which opens the Give feedback page in a modal window:
Users can view the feedback comment on a user's profile page by selecting the comment, which opens the Feedback comment page in a modal window:
The template also adds the Person menu and the Profile edit menu.
See our knowledge base article, Add a new menu and choose your menu type.
The Person menu contains the link to the Profile page:
In addition, this menu has the Person context header:
See our knowledge base article, Modify a page header.
The Profile edit menu contains a link to the Edit your profile page:
This menu has a similar header configured:
A completed employee Profile page might look something like this:
In this example, we have used the Badge cabinet template to create and award employees badges. See our knowledge base article, Badge cabinet.