Assigning Competencies and Accomplishments to Roles

This chapter provides an overview of clusters, lists common elements, and discusses how to:

Set up clusters and job families.
Assign clusters, competencies, and accomplishments to roles.

Understanding Clusters

You assemble competency and accomplishment profiles for roles to establish proficiency levels for employees and job candidates. Competency and accomplishment profiles help you perform gap and match analyses for planning employee career and training needs and for filling positions and team assignments.

A cluster is a group of competencies and accomplishments. By defining a cluster and assigning it to a position or project, you automatically assign all of the individual competencies and accomplishments to that project or position.

You can assign clusters to multiple roles; you can also combine clusters with individual competencies and accomplishments. For example, you can create a management cluster that you assign to all management roles and then assign individual competencies and accomplishments to create a profile for a particular management position.

It is common to use clusters in the following scenarios:

Positions sharing common competencies.

Individual competencies can be assigned to roles; however, there might be some jobs, positions, or projects in your organization that share a grouping of competencies. In this case, even though individual roles would have competencies that might not be shared with other groups, they still might have some competencies in common. It is much easier to assign a cluster with these shared competencies to the role or the group, rather than assigning the competencies individually.
Team-based environments.

In a team environment, members are cross-trained in required functions and periodically improve their skills. The team breaks down tasks into mini-projects that require certain skills and competencies. During a defined period, team members perform the tasks of each cluster. For example, team members responsible for creating car doors might rotate from a two-month period on the welding team and then move to the window insertion team.
Skill-based pay environments.

In skill-based pay environments, such as medical outpatient clinics, employees must be proficient in a subset of the total task clusters but might add clusters to increase job responsibilities. For example, operating room nurses need specific competencies to perform their basic job. However, some nurses might add a customer service cluster. The nurses move from a specialist-only status to a more general status yet retain the competencies required for the specialty. In skill-based pay environments, overall tasks are broken down into clusters; employees usually have to be certified in a subset of required clusters.

Note. During some gap analysis and matching, you often compare an employee to a job code within a business unit. On most of these analysis and matching pages, job codes and job tasks are identified by corresponding business units. However, this is not applicable to positions and job families.

Common Elements Used in This Chapter

Role	An umbrella term for a position, a job family, a job code, or a job task.
Position	A position is uniquely identified by a position number.
Job code	A job code is identified by its setID and code.
Job task	A job task is identified by its setID and code.
Competency cluster code	Displays the code assigned to the cluster.

Setting Up Clusters and Job Families

To set up clusters and job families, use the Clusters component (CM_CLUSTER_TABLE).

This section discusses how to:

Assign competencies to a cluster.
Assign accomplishments to a cluster.

Pages Used to Set Up Clusters and Job Families

Page Name	Object Name	Navigation	Usage
Cluster Competencies	CM_CLST_COMP_TABLE	Set Up HRMS, Common Definitions, Competencies, Clusters, Cluster Competencies	Assign competencies included in a cluster.
Cluster Accomplishments	CM_CLST_ACMP_TABLE	Set Up HRMS, Common Definitions, Competencies, Clusters, Cluster Accomplishments	Define the accomplishments included in a cluster.

Assigning Competencies to a Cluster

Access the Cluster Competencies page.

Competencies

Importance

Select a rating to indicate how important this competency is in relation to the other competencies within the cluster.

The rating values are from 1-Low, to 5-High,with a default value of 3-Average.

Proficiency

Select a rating to measure the level of expertise required for a competency. Define rating models on the Rating Model Table Setup page and assign rating models to competencies using the Competency Table Setup page.

Assigning Accomplishments to a Cluster

Access the Cluster Accomplishments page.

Importance

Select a rating to indicate how important this competency is in relation to the other competencies within the cluster.

The rating values are from 1-Low, to 5-High,with a default value of 3-Average.

Assigning Clusters, Competencies, and Accomplishments to Roles

This section discusses how to:

Assign clusters to roles.
Assign rank to clusters.
Assign competencies to roles.
Rank competencies.
Rate competencies.
Assign accomplishments to roles.
Rank accomplishments.

Pages Used to Assign Clusters, Competencies, and Accomplishments to Roles

Page Name	Object Name	Navigation	Usage
Assign Clusters	CM_ROLE_CLST_ASGN	Workforce Development, Competency Management, Assign Role Competencies, Clusters, Assign Clusters	Assign clusters to a selected role.
Assign Clusters - Cluster Detail	CM_CLUSTER_SEC	Workforce Development, Competency Management, Assign Role Competencies, Clusters, Assign Clusters Click Cluster on the Assign Clusters page.	View the competencies and accomplishments assigned to the cluster and the relative importance of each one. For competencies, you can also view the proficiency level required.
Rank Clusters	CM_ROLE_CLST_IMP	Workforce Development, Competency Management, Assign Role Competencies, Clusters, Rank Clusters	Allocate an importance level to each cluster assigned to a selected role.
Assign Competencies	CM_ROLE_COMP_ASGN	Workforce Development, Competency Management, Assign Role Competencies, Competencies, Assign Competencies	Assign individual competencies to a selected role.
Rank Competencies	CM_ROLE_COMP_IMP	Workforce Development, Competency Management, Assign Role Competencies, Competencies, Rank Competencies	Allocate an importance level to each competency assigned to a selected role.
Rate Competencies	CM_ROLE_COMP_PROF	Workforce Development, Competency Management, Assign Role Competencies, Competencies, Rate Competencies	Define the proficiency level required for each competency assigned to a selected role.
Assign Accomplishments	CM_ROLE_ACMP_ASGN	Workforce Development, Competency Management, Assign Role Competencies, Accomplishments, Assign Accomplishments	Assign individual accomplishments to a selected role, such as language skills, professional memberships, or licenses.
Rank Accomplishments	CM_ROLE_ACMP_IMP	Workforce Development, Competency Management, Assign Role Competencies, Accomplishments, Rank Accomplishments	Allocate an importance level to each accomplishment assigned to a selected role.

Assigning Clusters to Roles

Access the Assign Clusters page.

Default From

Job Family	Click to display a list of the default clusters assigned to this role’s job family. This link is available only if you selected a position or a job code.
Job Code	Click to display the default clusters assigned to the job code. This link is available only if you selected a position.

Assigned Clusters

The Assigned Clusters group box lists the clusters assigned to the selected role.

Cluster

Click to display the Cluster Detail page where you can view a list of the competencies and accomplishments assigned to the cluster.

Source Clusters

The Source Clusters group box lists the clusters on the Cluster Table that are not assigned to the role.

Add and Delete Buttons

(add button)	Select clusters in Source Clusters and then click Add to assign clusters to the role. The selected clusters move to Assigned Clusters.
(delete button)	Select clusters in Assigned Clusters and then click Delete to remove clusters from the role. The selected clusters move back to Source Clusters.

Assigning Rank to Clusters

Access the Rank Clusters page.

Assigned Clusters

Cluster

The system lists the clusters you assigned to the role on the Role Cluster - Assign Cluster page.

Importance

Select a rating to indicate how important this competency is in relation to the other competencies within the cluster.

The rating values are from 1-Low, to 5-High,with a default value of 3-Average.

Assigning Competencies to Roles

Access the Assign Competencies page.

Job Family

Click to display the default competencies assigned to this role’s job family. This link is available only if you selected a position or a job code.

Job Code

Click to display the default competencies assigned to the job code. This link is available only if you selected a position.

To add new competencies to the role, search for competencies using a combination of Category, Type, or Competency. When you complete these fields, the system displays the matching competencies in Source Competencies.

Assigned Competencies

The Assigned Competencies group box lists the individual competencies assigned to the selected role.

Source Competencies

The Source Competencies group box lists the results of the competency search.

Add and Delete Buttons

(add button)	Select competencies in Source Competencies and then click Add to assign competencies to the role. The selected competencies move to Assigned Competencies.
(delete button)	Select competencies in Assigned Competencies and then click Delete to remove competencies from the role. The selected competencies move back to Source Competencies.

Ranking Competencies

Access the Rank Competencies page.

Rating Competencies

Access the Rate Competencies page.

Assigned Competencies

The Assigned Competencies group box lists the individual competencies assigned to the role on the Competencies - Assign Competencies page. Use the Cluster Competencies page to view the rating of competencies that are assigned to the role as part of a cluster.

Competency	The system populates the competency code and name from the Competency Table.
Importance	The system populates the importance from the Competencies - Rank Competencies page.
Rating	Select a rating. The ratings vary according to the rating model used to measure the competency.

Assigning Accomplishments to Roles

Access the Assign Accomplishments page.

To add new competencies to the role, search for competencies using a combination of Category and Accomplishment. When you complete these fields, the system displays the matching accomplishments in Source Accomplishments.

Default From

Job Family	Click to display the default accomplishments assigned to this role’s job family. This link is available only if you selected a position or a job code.
Job Code	Click to display the default accomplishments assigned to the job code. This link is available only if you selected a position.

Assigned Accomplishments

The Assigned Accomplishments group box lists the individual accomplishments assigned to the selected role.

Accomplishment

Select a specific accomplishment, or enter part of the accomplishment code.

Source Accomplishments

The Source Accomplishments group box lists the results of the accomplishment search.

Add and Delete Buttons

(add button)	Select accomplishments in Source Accomplishments and then click Add to assign accomplishments to the role. The selected accomplishments move to Assigned Accomplishments.
(delete button)	Select accomplishments in Assigned Accomplishments and then click Delete to remove accomplishments from the role. The selected accomplishments move back to Source Accomplishments.

Ranking Accomplishments

Access the Rank Accomplishments page.

Assigned Accomplishments

In the Assigned Accomplishments group box, the system lists the accomplishments you assigned to the role on the Accomplishments - Assign Accomplishments page. Use the Cluster Accomplishments page to view the ranking of accomplishments that are assigned to the role as a part of a cluster.

Job Family	Click to display the default competencies assigned to this role’s job family. This link is available only if you selected a position or a job code.
Job Code	Click to display the default competencies assigned to the job code. This link is available only if you selected a position.