Prerequisite

• Access the Settings menu > General parameters (CO023).

Presentation

The general parameters menu brings together specific settings for SoftExpert Competência. These settings can influence the system's behavior (for example, task generation and matrix sorting) and, depending on the option, may also impact integrated components.

Configure general parameters

1. Access the Settings menu > General parameters (CO023).

1.1. Automation Section :

• Use this section to enable the "Cancel evaluation when user is deactivated" option , which causes the system to cancel open evaluations in which the deactivated user is either the evaluated employee or the evaluator.

2. Initial Assessment Section :

• Use this section to define whether the system will generate an "Initial Employee Evaluation" task when a new user is registered in the system.

2.1. Enable task for initial evaluation of new employees.

• Marked : When registering a new user, the system generates the initial evaluation task, and for this, it is necessary to configure the fields below.
  • Responsible team : the team that will receive the task.
  • Grace period : advance notice (in days/weeks/months/years) for generating the task before the execution deadline.
  • Evaluation deadline : the time (in days/weeks/months/years) that the person in charge will have to complete the task.
• Unchecked : the task will not be generated automatically; in this scenario, the evaluation of new users must be conducted manually (for example, via the employee's profile or by evaluation plan).

2.2. Consider express evaluation as initial evaluation of the employee.

By enabling this option, if the new user's skills have already been assessed through an express evaluation (in SE Administration), this evaluation will be considered an "initial evaluation" and the task will not be generated.

3. Career and Succession Section :

• Use this section to define which proficiency scales (and their respective revisions) will be used in career and succession assessments, in the following aspects: Potential , Possibility of promotion , Risk of turnover , Impact of turnover , and Reason for turnover.
  • In each field, select the proficiency scale and review level that will be used to assess the corresponding aspect.

Warning : If the scale associated with the Potential aspect is changed, the system will display an alert indicating the need to update the "Potential" axis of the Performance x Potential Matrix.

4. Performance vs. Potential Matrix Section :

• This section defines the default configuration of the matrix used to classify employees by performance and potential. Access the article "Configure general parameters of the Performance x Potential Matrix" to learn more.

5. After completing the settings, click the button to save the general parameters.

Conclusion

With the general parameters configured, SoftExpert Competência operates according to the rules defined for initial assessment, career and succession planning, and classification in a performance x potential matrix, ensuring greater consistency in the use of the component and standardization of the results presented to users.