Location: View Employee Position requirements
Overview:
Through this operation, it is possible to view and keep track of whether employees meet the mapped requirements for the position that one exercises. To do that, through the tab located at the top right of this menu, it is possible to switch between the following visions:
Vision
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Description
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Competence
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Will display, in the search result, the competences grouped by the employees and department and positions they were mapped to.
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Course
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Will display, in the search result, the courses grouped by the employees and department and positions they were mapped to.
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Professional experience
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Will display, in the search result, the professional experiences grouped by the employees and department and positions they were mapped to.
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Educational level
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Will display, in the search result, the educational levels grouped by the employees and department and positions they were mapped to.
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Specific buttons:
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Click on this button to view the radar chart of the mapped requirement selected in the list of records.
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Click on the arrow next to this button and select the desired option to view: the mapping data, the employee profile, the competence evaluation, the valid training and the next training. Select the desired record before clicking on the button. Notice that the displayed options will vary according to the selected vision and according to the configurations set in the requirement selected in the list of records.
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Click on this button to use the Analytics resource to analyze the result obtained from the search.
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Click on the arrow next to this button to configure and issue the desired position requirements report This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and it also searches for the parameters that may be used in the configuration of new reports.
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Click on this button to change the main screen layout to three quadrants. When selecting this option, the third quadrant will display the information referring to the employee profile to which the requirement selected in the list of records of the second quadrant refers.
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Click on this button to change the main screen layout to two quadrants.
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Use the following filters to find the records you wish by using specific information. To use such filters, go to the Search filters panel and click on the button to add filters.
For further details about the "Search panel" and other view operations, refer to the "User guide Views" section.
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Click on the Select department button and in the Group by field, click on the corresponding option by which you wish to find the record: all, active, or inactive. In the panel below this field, in the displayed hierarchy, select the object you wish to use as a filter. After that, click on Apply. For more information, refer to the Search filters Filtering records through the type hierarchy section.
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Click on the Add employee button and select the department, position and or employee whose position requirements status you wish to search. After that, click on Apply.
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User ID: Enter the employee ID # whose position requirements status you wish to search.
Name: Enter the name of the employee whose position requirements status you wish to search.
Position: Select the position of the employee whose status you wish to search. Use the other buttons next to the field to fill it in with the logged-on user data and clear it.
Leader: Select the leader of the employee whose position requirements status you wish to search.
User status: Expand the list and check the possible status of the employee whose position requirements status you wish to search. Use the buttons on the side of the field to check all available options and clear the markups made.
Department and position status: Expand the list and check the respective options to indicate if the employee whose position requirements status you wish to search is fit or unfit to perform the position in the department to which it belongs.
Hire date: Select the date range that covers the hire date of the employee whose position requirements status you wish to search.
Comments: Enter the comments about the employee whose position requirements you wish to search.
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Click on the Add attribute button and select the attribute associated with the profile of the employee whose position requirements status you wish to search, the operator and a value for it. To use more than one attribute to this filter, use the Add attribute option in the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.
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Status: Expand the list and check the option corresponding to the employee status in relation to the position requirements. Use the buttons on the side of the field to check all available options and clear the markups made.
Requirement: Expand the list and check the options corresponding to the mapped requirement for the employee who you wish to search.
Mapping type: Expand the list and check the options that correspond to the mapping type of the requirement that you wish to view: organizational or individual.
Filter by default department/position: Keep this option checked, in order for the system to display, in the search result, only mapped requirements for the default department and position of the employee whose training you wish to search. Uncheck it so that the system also considers the mapped requirements for the other enabled departments and positions associated with the employee in the search.
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Competence type: Select the type that classifies the mapped competence for the employee whose position requirements status you wish to search.
Competence: Select the mapped competence for the employee whose position requirements status you wish to search.
ID #: Enter the mapped competence ID # for the employee whose position requirements status you wish to search.
Name: Enter the mapped competence name for the employee whose position requirements status you wish to search.
Learning method type: Select the type that classifies the learning method type related to the mapped competence for the employee whose position requirements status you wish to search.
Learning method: Select the learning method related to the mapped competence for the employee whose position requirements status you wish to search.
Document: Select the document related to the mapped competence for the employee whose position requirements status you wish to search.
Mapping: Use the following fields to find the desired record by means of the criteria assigned to the mapped competence for the employee whose position requirements status you wish to search:
▪Demanded level: Select the mapped proficiency level for the competence. ▪Weight: Enter a range of numbers that covers the weight assigned to the competence level in the mapping. Evaluation: Use the following fields to find the desired record by means of the criteria assigned to the mapped competence for the employee whose position requirements status you wish to search:
▪Evaluated level: Select the proficiency level reached by the employee in the competence. ▪Evaluation date: Select a date range that covers the date on which the competence evaluation was performed.
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Course type: Select the mapped course type for the employee whose position requirements status you wish to search.
Course: Select the mapped course for the employee whose position requirements status you wish to search.
ID #: Enter the mapped course ID # for the employee whose position requirements status you wish to search.
Name: Enter the mapped course name for the employee whose position requirements status you wish to search.
Type: Expand the list and check the option that corresponds to the record you wish to search: path or course.
Training: Use the following fields to find the desired employee, by means of the training data related to the mapped course:
▪Start: Select the date range that covers the training execution start. ▪End: Select the date range that covers the training execution end. ▪Validity: Select the date range that covers the training validity period. ▪Training status: Check the options corresponding to the status in which the training can be found. Use the buttons next to the field to expand the list of options, check all available options, and clear the checked options. ▪Object requires training: Check this option for the system to display in the search result, the requirements requiring a training to be performed to meet their needs.
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Professional experience: Select the mapped professional experience for the employee whose position requirements status you wish to search. Use the other buttons next to this field to view the professional experience data and clear it.
ID #: Enter the mapped professional experience ID # for the employee whose position requirements status you wish to search.
Name: Enter the mapped professional experience name for the employee whose position requirements status you wish to search.
Required time: Enter a time range that covers the professional experience time required for the position of the employee you wish to search. For example, when you fill the >= field with the value 1 and select in the Month/Year field the year(s) option, the employees whose role requires more than one year of experience will be displayed.
Actual time: Enter a time range that covers the actual professional experience time of the employee you wish to search.
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Educational level: Select the mapped educational level for the employee whose position requirements status you wish to search. Use the other buttons next to this field to view the educational level data and clear it.
ID #: Enter the mapped educational level ID # for the employee whose position requirements status you wish to search.
Name: Enter the mapped educational level name for the employee whose position requirements status you wish to search.
Educational level status: Expand the list and check the option corresponding to the status of the educational level mapped for the employee whose position requirements you wish to search.
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Only favorite employees: Check this option for the system to display only employees classified as favorites in the search result. For more information, refer to the Search Filters View favorite records section.
Only favorite competences: Check this option for the system to display only competences classified as favorites in the search result.
Only favorite courses: Check this option for the system to display only courses classified as favorites in the search result.
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After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be listed on the right side of the view screen.
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