Organizational mapping overview
Introduction
Organizational mapping is a process that defines and displays the structure of an organization, identifying its different departments, positions, and the hierarchical and functional relationships between them.
It provides a clear view of the organizational structure, showing how departments and teams are interconnected. This helps the organization's members better understand their own roles and the roles of their colleagues.
Mapping is a key tool when it comes to planning organizational changes, such as restructuring departments, and assists in succession planning and in the identification of employee development opportunities.
An organizational mapping can be entirely performed within SoftExpert Suite system, keeping all the information organized and easily accessible.
See how the mapping data screen will be displayed:
A - At the top of the screen, the system displays information about the department and position whose requirements are being mapped.
B - The toolbar displays the buttons that allow for editing the organizational mapping. See further details below.
C - In this area, you can choose to view general data on the relationship between a department and a position, or the employees who are part of that department and hold that position.
D - This area displays options that allow for mapping the requirements needed for the role to be performed in the department in question.
Mapping can be done using the following components:
Administration
- File > Organization structure > Position (AD002).
- File > Organization structure > Organizational unit (AD003).
Training
- File > Course (TR004): this menu allows for performing a course mapping only; the other organizational mapping items cannot be edited. The mapping can be done through the course and path data screens.
- Management > Course mapping (TR005).
Competence
- File > Course (CO004): this menu allows for performing a competence mapping only; the other organizational mapping items cannot be edited.
- Management > Competence mapping (CO006).
Toolbar
See more details about the options available on the toolbar:
| Save | Click on this button to save the changes made to the mapping and keep the screen open. |
| Save and exit | Click on this button to save the changes made to the mapping and close the screen. |
| Copy | Click on this button to copy the mapping performed in a different department/position and apply it to the department/position being edited. |
| Reports | Click on the arrow below this option and select one of the alternatives to generate an organizational mapping report, configure new reports, or see the parameters that may be used to configure new reports. |
| Analyze employees | Click on this button to analyze the employees who hold the position being mapped. On the screen that will be displayed, it will be possible to analyze, in detail, the employee's requirements in relation to the mapped position requirements, view the position competences radar chart, and export the analysis to an Excel spreadsheet. |
Conclusion
Now that you know the options available, learn how to perform an organizational mapping.