Consult collaborators
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Prerequisites
- General SoftExpert Administration parameters configured .
- Access the menu Consultation > Collaborator > Talent Bank (CO016) .
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Access the menu Consultation > Employee > LNTD Matrix X employee (CO029) .
Presentation
The menus described in this article provide comprehensive tools for accessing employee data in SoftExpert Competência.
The menu Search > Employee > Talent Bank (CO016) allows you to view user information, from their registration data to aspects of their professional life, such as: education, level of education, skills, requirements to perform certain functions, etc.
In the menu Consultation > Employee > LNTD X Employee Matrix (CO029) , it is possible to view and monitor, in a matrix, the assessment of the employee's training and development needs, based on their courses, skills, experiences, and education levels.
The system displays only the information that the user has permission to access, according to the general parameters of SoftExpert Administration. Learn how to configure the displayed information in the article General parameters of SoftExpert Administration .
Talent pool:
The talent pool gathers complete information about employees, from personal data to education, job requirements, courses, and performance reviews.
To access this data, follow the step-by-step instructions.
1. Access the menu Consultation > Employee > Talent Bank (CO016) .
2. Use the search filters and click the SEARCH button to find the desired collaborator.
3. Select the record from the results list and click the button 
to view its general data.
4. If desired, you can expand the button 
and select the following options to analyze the collaborators:
- Analyze employees : analyzes the employee data displayed in the query, showing radar charts and job requirements.
- Analyze selected employees : analyzes data from selected employees, displaying radar charts and job requirements.
Check the following advanced search filters:
Search filters
Filters allow you to locate collaborators based on specific criteria. To add filters, click the button in the Search Filters
panel . Main filters available:
- Collaborator : allows you to choose the area, function, or collaborator that will be displayed in the matrix.
- Collaborator – Advanced : further refines by data such as registration number, supervisor, user status, status in the area/function, date of admission and observation (in addition to collaborator attributes).
- Employee attributes : allows filtering by custom attributes.
- Competency : Allows filtering by type, competency, identifier, and name, as well as related data (learning method and document). It also allows refining by mapping criteria (required level and weight) and assessment criteria (assessed level and assessment period).
- Experience : Allows filtering by professional experience, identifier, name, time required, and actual time.
- Instruction Level : Allows filtering by level, identifier, name, and level status; in addition, it's possible to add levels with operator/status, mark them as required, and import from area/function (to bring in mapped required and desired levels).
- Favorites : displays only collaborators, courses, or skills marked as favorites.
LNTD Matrix x Collaborator
This query displays, in matrix format, the employee's situation regarding the skills, courses, experience, and education levels required for their role.
The matrix can be viewed in two ways:
- Organizational : displays data based on area and function mapping.
- By process : displays data based on requirements mapped to processes and activities.
To view the data in this menu, follow these steps:
1. Access the menu Consultation > Employee > LNTD Matrix X employee (CO029) .
2. Use the “LNTD Matrix X collaborator” filter in the Search Filters panel . See the available fields in the filter:
LNTD Matrix X collaborator
Display : select the options that will be presented in the matrix, which may include competence, course, experience, and level of education.
Group by : select the options to organize the list of records by mapped competencies or by areas/functions.
Situation : Check the options corresponding to the situations you want to view in the matrix. If the "Competency", "Experience", or "Education Level" options are checked in the Display field, some situations will not be enabled.
Display additional situations : check the option to display, in addition to the selected situations, other situations related to the course. This option can only be edited if the Situation field is filled in or if the selected view is Organizational .
Mapped objects only : Check this option so that only mapped objects are considered for querying. This option cannot be edited if the selected view is By process .
Display proficiency level : Check this option to display an icon showing the percentage relative to the employee's proficiency level in the skill, instead of indicating "qualified" and "unqualified". This option will only be available if the "Skill" option is selected in the Display field .
3. If desired, filter by area using the Select area button . You will be able to view inactive areas using the Group by field . Select the desired area and click Apply to filter.
4. Click SEARCH to view the records.
5. The displayed columns will contain the names of the competencies mapped to the employees and will be filled with icons that represent the employee's status in relation to them.
6. If desired, you can view the mapped competencies by hovering your mouse over the columns.
7. The third quadrant has rows and columns organized according to the list of records. In it, visualize the number of users with mapped situations in the competencies, courses, etc. That is, how many users are ineligible for the competency or course, how many have not been evaluated, how many are in training, etc.
8. After selecting a collaborator, click the button to view their profile. Access the article "Manage collaborator profile" to learn more.
Search filters
Filters allow you to locate collaborators based on specific criteria. To add filters, click the button in the Search Filters panel .
Main filters available:
- Collaborator : allows you to choose the area, function, or collaborator that will be displayed in the matrix.
- Collaborator – Advanced : further refines by data such as registration number, supervisor, user status, status in the area/function, date of admission and observation (in addition to collaborator attributes).
- Employee attributes : allows filtering by custom attributes.
- Competency : Enabled only when "Competency" is checked in " Display ". Allows filtering by type, competency, identifier, and name, as well as related data (learning method and document). Also allows refining by mapping criteria (required level and weight) and assessment criteria (assessed level and assessment period).
-
Course : Enabled only when Course is selected in Display . Allows filtering by course type, course, identifier and name, and also by type (track and/or course).
- Training (within the context of a course) : this filter only appears when situations such as Expired Training , Planned Training , or Training in Progress are selected ; then, it will be possible to filter by identifier, name, and type of training (group/individual). It is also possible to refine by period (start/end/validity), training status, and "subject requires training," as shown in the course's filter screen.
- Experience : Enabled only when "Experience" is checked in the Display section . Allows filtering by professional experience, identifier, name, time required, and actual time.
- Instruction Level : Enabled only when " Instruction Level" is checked in the Display section . Allows filtering by level, identifier, name, and level status; additionally, it's possible to add levels with operator/status, mark them as required, and import from area/function (to bring in mapped required and desired levels).
- Favorites : displays only collaborators, courses, or skills marked as favorites.
Conclusion
With the queries available in the Talent Bank and LNTD x Employee Matrix menus , it is possible to gather and analyze a complete set of information about each employee, facilitating the identification of skills, gaps, and development opportunities in a structured way.
To continue this process and put these analyses into practice, see how to start setting up competency assessment in the article Setting up competency assessment.