Validating position requirements
Prerequisites
- Access to the Management > Employee profile (AD006) menu.
- Registered user.
- Competence previously created in SoftExpert Competence.
- Course or path previously created in SoftExpert Training.
- Previously created experience.
- Previously created educational level.
- Previously created authority.
- Previously created responsibility.
Introduction
When accessing an employee profile through the management menu, it is possible to check whether the employee meets the requirements mapped for the positions assigned to them during the organizational mapping, in addition to mapping individual requirements.
See how to perform this operation:
Validating position requirements
1. Access the Management > Employee profile (AD006) menu.
2. Search for the desired profile, select it, and click on the button.
3. Select the Position requirements tab.
4. The Requirements panel, located on the left side of the screen, displays the requirement types, grouped by the department and position associated with the employee. Select the desired option for the information to be displayed:
Competence
This section presents the competences mapped for the employee's position, the level required for the employee to be considered qualified to perform the role assigned to them, and, if a competence evaluation has been carried out, the system also displays the evaluated level, the competence score, and the date on which the evaluation took place.
On the side toolbar, the following buttons are available:
Mapping competences
1. Click on the button.
2. Select the Competence desired for the employee.
3. Enter the required Proficiency level.
4. Choose the Weight of the competence.
5. In the Requirement field, define whether the competence will be Required or Desirable.
6. Click on the button.
Creating an express evaluation
1. Select a competence that has not been evaluated and click on the button.
2. Select the employee's proficiency level as to the competence.
3. In the Appraiser field, select the user who evaluated the competence. The field will be automatically filled in with the logged user's data, but it can be edited.
4. In the Evaluation date field, select the date on which the competence evaluation took place. This field will be automatically filled in with the date on which the express evaluation is being created, but it can be edited.
5. Enter an Explanation for the proficiency level assigned to the employee, if necessary.
6. Click on the button.
Competences are created and evaluated via SoftExpert Competence.
Course
This section displays the courses and paths mapped for the employee's position.
On the side toolbar, the following buttons are available:
Adding a course or path
1. Click on the button.
2. In the Course field, select the course or training path in which the employee must participate.
3. In the Requirement field, define whether the course/path will be Required or Desirable so that the employee is considered qualified to perform the role assigned to them.
4. Click on the button.
Courses and paths are created and executed via SoftExpert Training.
Experience
This section displays the professional experiences mapped for the employee's position.
On the side toolbar, the following buttons are available:
Adding an experience
1. Click on the button.
2. Select the desired Experience.
3. In the Requirement field, define whether the experience will be Required or Desirable.
4. In the Status field, define whether the employee is considered Qualified or Unqualified for the experience.
5. Enter the Experience time required for the position, and the employee's actual experience time.
6. Click on the button.
Educational level
This section presents the educational levels mapped for the employee's position.
Next to the Educational level field in the Required and Desirable sections, icons will be displayed to indicate whether the employee's educational level meets (qualified) or does not meet (unqualified) the mapped educational level requirements.
Authority
This section presents the authorities mapped for the employee's position.
Click on the button to view the data of the authority selected in the list of records.
Responsibility
This section presents the responsibilities mapped for the employee's position.
Click on the button to view the data of the responsibility selected in the list of records.
Description
This section presents the description provided in the Department x Position relationship when the department was created.
• Next to each requirement, the system displays an icon indicating the status of the employee in relation to the requirements that have been mapped in order for the role assigned to this employee to be performed in the department to which they belong.
• If the employee does not meet a requirement, they will be considered Unqualified. If all requirements are met, the employee will be considered Qualified. The employee's current status can be viewed through the DPS (Department and position status) column of the list of records found in the Management > Employee profile (AD006) menu.
• Organizational mapping can be performed via the Administration, Competence, and Training components.
Conclusion
By tracking all the requirements, it is possible to identify whether the employee is qualified for their position and create development plans when necessary.