Perform organizational mapping
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Prerequisites
- SoftExpert Administration acquired by the organization.
- SoftExpert Process acquired by the organization.
- Process previously registered.
- Skill previously registered.
- Proficiency scale previously registered.
- Access the menu Management > Competency Mapping (CO006) or Registration > Competency (CO004) .
Presentation
In this article, we will show how to map competencies, that is, how to associate the competencies necessary for performing a function in a specific area or process/activity of the organization.
Mapping can be performed via the Competency (CO004) and Competency Mapping (CO006) menus .
Organizational mapping allows you to establish the necessary profile for employees to perform a specific function in a particular area of the organization.
Competency mapping by process/activity allows you to establish the necessary profile for employees to perform specific processes and activities. This configuration ensures that only suitable employees perform the operations, contributing to the efficiency and quality of the processes.
See below how to map skills:
Map by competency data screen
1. Access the Registration > Competency (CO004) menu .
2. In the first quadrant, fill in the search filters and click the SEARCH button .
3. Select the desired skill and click the button 
.
4. On the screen that opens, go to the Mapping tab .
5. Click the button 
to include a mapping for the competency.
6. In the Control field , indicate whether the competency will be mapped to an Organizational Unit , Area/Function , Function , Team , Process , or Process/Activity .
7. Use the Area and Function fields to filter the records.
8. In the Requirement field , indicate whether the competency is required or desirable for the selected record. If you select the Required option , it will be mandatory to possess the competency to perform the function or carry out the process/activity. Otherwise, it will not be mandatory.
9. In the Proficiency Level field , specify the required level for the selected record.
10. After selecting the desired record, click Save .
Mapping organizational competence
Competencies can also be mapped using the Administration module . Through it, we define which competencies should be associated with the area/function and which of these competencies will be mandatory for employees.
Watch the video below to understand how to map the necessary skills using SoftExpert Administration:
For a detailed description of the organizational mapping screen, see the article Organizational Mapping Overview .
Mapping competencies by process
1. Access the Management > Competency Mapping (CO006) menu .
2. In Views , in the upper right corner of the screen, select the Process/Activity option .
3. In the first quadrant, fill in the search filters and click the SEARCH button .
4. In the second quadrant, locate and select the desired process or activity.
5. In the third quadrant, click the button to add the competency that will be associated with the process or activity.
6. On the screen that opens, select the desired skills.
7. In the Proficiency Level field , define the required level in that skill so that the employee can perform operations in the process or activity.
8. In the Required column , check the skills that will be mandatory to perform operations in the process or activity.
9. Finally, click the Save button .
Skills that are not marked as required will be associated with desirable skills.
Analyze employees
In addition to mapping by process or area, we can also perform specific analyses of the employees who execute the record.
See how to perform this operation:
1. In the list of records in the second quadrant, select the area, function, team, process, or activity with mapped competencies.
2. Click the button 
to analyze the collaborators.
3. In the Analyze button , select whether you want to view all mapping requirements, only the desirable requirements, or only the required requirements.
4. Click the Skills Radar button to analyze the chart that compares the job requirements with the employees' skills.
5. Finally, click the Export button to export the mapping to an Excel spreadsheet.
Conclusion
With the mapping completed, the requirements for an employee to perform a function in a given area have been indicated. Below, see how to check the requirements for the employee's role using the articles "Checking Job Requirements" and " Checking Employees" .