Tracking Employee Competencies and Accomplishments

This chapter provides an overview of competency and accomplishment tracking and discusses how to:

Enter employee competencies.
Enter employee accomplishments.
Run employee competency and accomplishment reports.

Understanding Competency and Accomplishment Tracking

In PeopleSoft Human Resources, you can maintain information on the competencies and accomplishments of employees and applicants. You can use this information to:

Help employees make decisions about their professional development.
Identify employees with particular experiences or knowledge that might qualify them for other projects and positions.
Determine if job applicants have the necessary credentials for a position.

When an applicant is hired, competency and accomplishment information entered in the Recruiting pages automatically becomes part of the person’s employee record.

Once you enter employee data, you can search PeopleSoft Human Resources for candidates or employees with certain skills or credentials. For example, if your company is planning to expand to the Pacific Rim, you can determine which employees or applicants speak Japanese.

Entering Employee Competencies

This section discusses how to:

Assign competency evaluation IDs.
Assign competencies to employees.
Synchronize with PeopleSoft Enterprise Human Resources Plan Careers.
Define proficiency levels for assigned competencies.
Verify competency tracking methods.

Pages Used to Enter Employee Competencies

Page Name	Object Name	Navigation	Usage
Competency Evaluation	CM_COMPETENCY_EVL1	Workforce Development, Competency Management, Track Person Competencies, Competencies, Competency Evaluation Enterprise Learning, Result Tracking, Update Competencies/Accomps, Competencies, Competency Evaluation Workforce Development, Career Planning, Track Competencies/Accomps, Competencies, Competency Evaluation Organizational Development, Succession Planning, Review Competencies/Accomps, Competencies, Competency Evaluation Organizational Development, Succession Planning USF, Review Competencies/Accomps, Competencies, Competency Evaluation	Establish Evaluation IDs for use in performance reviews.
Competency Assignment	CM_PERS_COMP_ASGN	Workforce Development, Competency Management, Track Person Competencies, Competencies, Competency Assignment Enterprise Learning, Result Tracking, Update Competencies/Accomps, Competencies, Competency Assignment Workforce Development, Career Planning, Track Competencies/Accomps, Competencies, Competency Assignment Organizational Development, Succession Planning, Review Competencies/Accomps, Competencies, Competency Assignment Organizational Development, Succession Planning USF, Review Competencies/Accomps, Competencies, Competency Assignment	Enter employee competencies. If you have set up competency profiles for your job codes or positions, you can use these profiles to populate employee competencies. Note. Before you assign competencies, you must set up competency codes on the Competency Table.
Plan Careers / Manage Competencies Link	COMP_STRDVLP_SEC	Workforce Development, Competency Management, Track Person Competencies, Competencies, Competency Assignment Click Link to Career Planning on the Competency Assignment page.	Synchronize competency data between the Plan Careers and the Manage Competencies business processes. Note. With PeopleSoft Human Resources, you can add employee competency data in both these processes. To keep data consistent, transfer competency information between them.
Competency Rating	CM_PERS_COMP_PROF	Workforce Development, Competency Management, Track Person Competencies, Competencies, Competency Rating Enterprise Learning, Result Tracking, Update Competencies/Accomps, Competencies, Competency Rating Workforce Development, Career Planning, Track Competencies/Accomps, Competencies, Competency Rating Organizational Development, Succession Planning, Review Competencies/Accomps, Competencies, Competency Rating Organizational Development, Succession Planning USF, Review Competencies/Accomps, Competencies, Competency Rating	Record employees’ level of expertise for each competency assigned to them, and record their interest in developing each competency. Note. Before assigning ratings to employees, you must define ratings on the Rating Model Table and assign rating models to competencies on the Competency Table.
Competency Verification	COMPETENCIES	Workforce Development, Competency Management, Track Person Competencies, Competencies, Competency Verification Enterprise Learning, Result Tracking, Update Competencies/Accomps, Competencies, Competency Verification Workforce Development, Career Planning, Track Competencies/Accomps, Competencies, Competency Verification Organizational Development, Succession Planning, Review Competencies/Accomps, Competencies, Competency Verification Organizational Development, Succession Planning USF, Review Competencies/Accomps, Competencies, Competency Verification	Track how you verified competencies assigned to employees. Also record when employees acquired the competencies assigned to them, how recently they used each competency, and their total experience in each competency.

Assigning Competency Evaluation IDs

Access the Competency Evaluation page.

Use this page to track 360-degree feedback if your organization uses this evaluation method. In 360-degree feedback, several people, such as subordinates or peers in addition to the manager, evaluate an employee on one's specified competencies.

Evaluation ID	You can enter an evaluation ID manually or have the system assign one for you. The system assigns evaluation IDs in sequence. You should either consistently assign IDs manually, according to a planned system, or you should consistently have the system assign them. Note. (GBR) If you use Manage Competencies to administer National Vocational Qualifications (NVQs) for employees in the U.K., the system generates an NVQ evaluation when you enroll an employee and updates the evaluation on completion of NVQ units. NVQ administration is explained in Managing Local Functionality for the UK.
Licenses and Certifications	Click to display the Licenses and Certifications page.
Evaluation Type	Select an evaluation type. If you want a manager to review competency evaluations, select Approved/Official to indicate approved or official competencies that are assigned to an employee. Note. If you are not using 360-degree feedback or will not have multiple evaluations for an employee, use the Approved/Official evaluation type. Remember that there can be only one Approved evaluation type.
Review Date	Enter the date the review took place.
Review Active	Select if this is a current evaluation. The system considers only active evaluations when performing inquiries, such as a role match or competency search.
From Performance Document	This check box is selected if the competency evaluation originated from PeopleSoft ePerformance.
Reviewer ID and Reviewer Name	If the reviewer is an employee, select the employee ID. If the reviewer is not an employee, leave this field blank and complete the Reviewer Name field instead. This field is not available if you have selected an evaluation type of Approved/Official or Self.
Reviewer is Approved	Select if the reviewer is approved. If you have selected an evaluation type of Approved/Official, this check box is not available for entry.

Assigning Competencies to Employees

Access the Competency Assignment page.

Link to Career Planning

Click to display the Plan Careers / Manage Competencies Link page and view competencies included in the employee’s career plan. You can also transfer competencies between the business processes.

Populate from Job

Click to populate employee competencies based on the employee’s current job code. If you use position management, the system also displays any competencies assigned to the employee’s position.

Assigned Competencies

The Assigned Competencies group box lists the competencies assigned to the employee.

Competency Search

To assign competencies to the employee, search for competencies using a combination of category and type. When you complete these fields, the system displays the matching competencies in Source Competencies.

Source Competencies

The Source Competencies group box lists competency search results.

Adding Competencies

Select competencies in Source Competencies, and then click Add to assign competencies to the employee. The selected competencies move to Assigned Competencies.

Note. If you add a competency in error, remove it with the Competencies - Competency Rating page.

Synchronizing with Plan Careers

Access the Plan Careers/Manage Competencies Link page.

Each group box lists the competencies that you have assigned to the employee, either from the Competencies - Competency Assignment page or the Career Strength/Develop Areas page.

Strgth/Develop (strength/development area)	The system indicates if the competency represents an area of strength or development for the employee based on the rating assigned to the employee from the Competencies - Competency Rating page. Each rating is designated a strength or development area on the Rating Model Table.
Select All	Click to select all of the competencies in a group box. When you click the button again, the system cancels the selections.

For each group box, select the competencies that you want to transfer, and then click OK to start the transfer.

Defining Proficiency Levels for Assigned Competencies

Access the Competency Rating page.

Assigned Competencies

The Assigned Competencies group box lists the employee’s assigned competencies.

Effective Date

Enter an effective date for your modification to the employee’s competency assignment. To track the history of an employee’s proficiency or interest level for an assigned competency, insert a new row for that competency with a new effective date.

Interest Level

Indicate the employee’s interest in developing the selected competency.

Detail

Click to view details of a specific competency. This displays the details of the competency as set up in the Competencies Element table.

Verifying Competency Tracking Methods

Access the Competency Verification page.

Assigned Competencies

The Assigned Competencies group box lists the competencies that you assigned to the employee on the Competency Assignment page.

Entering Employee Accomplishments

This section discusses how to:

Track educational background.
Track professional education and training.
Track licenses and certifications.
Track professional memberships.
Track language abilities.
Track significant special projects.
Track test results.

Pages Used to Track Employee Accomplishments

Page Name	Object Name	Navigation	Usage
School Education	SCHOOL_EDUCATION	Enterprise Learning, Result Tracking, Update Competencies/Accomps, Education, School Education Workforce Development, Competency Management, Track Person Competencies, Education, School Education Workforce Development, Career Planning, Track Competencies/Accomps, Education, School Education Organizational Development, Succession Planning, Review Competencies/Accomps, Education, School Education Organizational Development, Succession Planning USF, Review Competencies/Accomps, Education, School Education	Document an employee’s educational background. You must set up school types on the School Type Table to use this page.
Professional Ed. and Training (professional education and training)	EDUCAT_TRAIN_GBL	Enterprise Learning, Result Tracking, Update Competencies/Accomps, Education, Professional Ed. and Training Workforce Development, Competency Management, Track Person Competencies, Education, Professional Ed. and Training Workforce Development, Career Planning, Track Competencies/Accomps, Education, Professional Ed. and Training Organizational Development, Succession Planning, Review Competencies/Accomps, Education, Professional Ed. and Training Organizational Development, Succession Planning USF, Review Competencies/Accomps, Education, Professional Ed. and Training	Record professional qualifications and other training. You must set up degree codes, major codes, school codes, and faculty codes to use this page.
Licenses and Certifications	LICENSES_CERTIFS	Enterprise Learning, Result Tracking, Update Competencies/Accomps, Licenses and Certifications, Licenses and Certifications Workforce Development, Competency Management, Track Person Competencies, Licenses and Certificates, Licenses and Certifications Workforce Development, Career Planning, Track Competencies/Accomps, Licenses and Certificates, Licenses and Certifications Organizational Development, Succession Planning, Review Competencies/Accomps, Licenses and Certificates, Licenses and Certifications	Record pertinent licenses or certificates. For example, if an employee in Finance and Accounting has a CPA license, you can enter the information here. You must set up license/certification codes on the License/Certification Table to use this page.
Memberships	MEMBERSHIPS	Enterprise Learning, Result Tracking, Update Competencies/Accomps, Memberships, Memberships Workforce Development, Competency Management, Track Person Competencies, Memberships, Memberships Workforce Development, Career Planning, Track Competencies/Accomps, Memberships, Memberships Organizational Development, Succession Planning, Review Competencies/Accomps, Memberships, Memberships	Record employee membership in professional organizations. You must set up membership codes on the Membership Table to use this page.
Languages	LANGUAGES	Enterprise Learning, Result Tracking, Update Competencies/Accomps, Languages, Languages Workforce Development, Competency Management, Track Person Competencies, Languages, Languages Workforce Development, Career Planning, Track Competencies/Accomps, Languages, Languages Organizational Development, Succession Planning, Review Competencies/Accomps, Languages, Languages Workforce Administration, Global Assignments, Assignee Qualifications, Languages, Languages	Enter the languages employees are proficient in, particularly those pertinent to their jobs or to your industry. To use this page, you must set up language codes on the Language Table.
Honors and Awards	HONORS_AWARDS	Workforce Development, Competency Management, Track Person Competencies, Honors and Awards, Honors and Awards Workforce Development, Career Planning, Track Competencies/Accomps, Honors and Awards, Honors and Awards Organizational Development, Succession Planning, Review Competencies/Accomps, Honors and Awards, Honors and Awards	Record honors or awards your employees have received. To use this page, you must set up codes for honors and awards on the Honor/Award Table.
Significant Special Projects	SPECIAL_PROJECTS	Workforce Development, Competency Management, Track Person Competencies, Track Person Competencies, Significant Special Projects, Significant Special Projects Workforce Development, Career Planning, Track Competencies/Accomps, Significant Special Projects, Significant Special Projects	Track projects that benefit your organization or an employee’s own professional standing.
Test Results	TEST_RESULTS_PANEL	Enterprise Learning, Result Tracking, Update Competencies/Accomps, Test Results, Test Results Workforce Development, Competency Management, Track Person Competencies, Track Person Competencies, Test Results, Test Results Organizational Development, Succession Planning, Review Competencies/Accomps, Test Results, Test Results Organizational Development, Succession Planning USF, Review Competencies/Accomps, Test Results, Test Results	Track test results, such as typing, programming aptitude, or mathematical tests. You must set up test codes on the Test Table to use this page.

Tracking Educational Background

Access the School Education page.

Note. (USF) If you are a United States federal user, use the Professional Ed and Training page to track education.

School Code, School Name, and State	Enter the code or name for the school attended. When you move out of this field, the system automatically completes the school name (if you entered a code) and state (or province, county, and so on, depending on the country).
Area of Study	Enter a major and grade.

Tracking Professional Education and Training

Access the Professional Ed. and Training page.

Degree, Date Acquired, Average Grade, and Graduated

Select the degree the employee has earned, followed by the date the degree was obtained and the average grade. If the employee has graduated, select the check box.

Major Code and School Code

Select codes for the employee’s major and school. The system automatically populates additional information based on the codes you select. If no code exists, enter the information manually.

If you select another country code after you’ve already selected a state code, the system clears the value in the State field.

Training

Course Title and School Name

If the employee has completed additional professional training courses, enter the course titles and school names. Add additional rows as necessary.

(GER) Germany

If this record is for an Internal Professional Education, select the check box. Enter the practical grade and the theoretical grade.

(AUS) Australia − Higher Education

These group boxes appear only if the Education & Government check box on the Installation Table - Country Specific page has been selected.

Education Level

Select the highest education level achieved by the employee.

(AUS) Australia − Australian Public Service

Minor Code and Minor	Select the minor code from the values provided. If the minor does not have a code associated with it, enter the minor in the Minor field.
Education Level	Select the highest education level achieved by the employee.

(JPN) Japan

Faculty Code

Select a faculty code.

To enter a faculty that doesn’t have a code, leave the Faculty Code field blank and enter a description in the Faculty field.

Sub-Faculty Code

Select a sub-faculty code.

To enter a sub-faculty that doesn’t have a code, leave the Sub-Faculty Code field blank and enter a description in the Sub-Faculty field.

Tracking Licenses and Certifications

Access the Licenses and Certifications page.

Country and State

Displays the country code indicated in this user’s preferences. You can select the state where the license was issued.

Note. If you select a different country code after a state code is entered, the system clears the State field.

Tracking Professional Memberships

Access the Memberships page.

Mandate

Enter the mandate.

Mandate Position

Enter the mandate position.

Tracking Language Abilities

Access the Languages page.

Native

Select if the language is the person’s first language.

Translator

Select if the person can translate this language.

Teacher

Select if the employee is able to teach a class in this language. The system uses this check box when scheduling multilingual courses.

Tracking Significant Special Projects

Access the Significant Special Projects page.

Enter the name of the person’s employer (department or group) at the time the project was completed, the date completed, and a description of the project.

Tracking Test Results

Access the Test Results page.

Test

Enter the test code. The system automatically populates the description.

Running Employee Competency and Accomplishment Reports

This section discusses the pages used to run the employee competency and accomplishment reports.

Pages Used to Run the Employee Competency and Accomplishment Reports

Page Name	Object Name	Navigation	Usage
Competency Inventory	RUNCTL_PER011	Workforce Development, Competency Management, Track Person Competencies, Competency Inventory	Run the Competency Inventory report (PER011) that lists employees in a department and their competencies. Run the Refresh Employees Table process before running this report to include any new employees and their associated competencies. Use the same Run Control ID for both the Refresh Employee Table process and the Competency Inventory report.
License/Certificate Report	RUNCTL_CMM007	Workforce Development, Competency Management, Track Person Competencies, Licenses/Certificate Renewal, License/Certificate Report	Run the Licenses, Certificates Renewal report (CMM007) that lists employees who need to renew a license or certificate.

Page Name

Object Name

Navigation

Usage

Competency Inventory

RUNCTL_PER011

Workforce Development, Competency Management, Track Person Competencies, Competency Inventory

Run the Competency Inventory report (PER011) that lists employees in a department and their competencies.

Run the Refresh Employees Table process before running this report to include any new employees and their associated competencies.

Use the same Run Control ID for both the Refresh Employee Table process and the Competency Inventory report.

License/Certificate Report

RUNCTL_CMM007

Workforce Development, Competency Management, Track Person Competencies, Licenses/Certificate Renewal, License/Certificate Report

Run the Licenses, Certificates Renewal report (CMM007) that lists employees who need to renew a license or certificate.

Link to Career Planning	Click to display the Plan Careers / Manage Competencies Link page and view competencies included in the employee’s career plan. You can also transfer competencies between the business processes.
Populate from Job	Click to populate employee competencies based on the employee’s current job code. If you use position management, the system also displays any competencies assigned to the employee’s position.
Assigned Competencies	The Assigned Competencies group box lists the competencies assigned to the employee.
Competency Search	To assign competencies to the employee, search for competencies using a combination of category and type. When you complete these fields, the system displays the matching competencies in Source Competencies.
Source Competencies	The Source Competencies group box lists competency search results.

Assigned Competencies	The Assigned Competencies group box lists the employee’s assigned competencies.
Effective Date	Enter an effective date for your modification to the employee’s competency assignment. To track the history of an employee’s proficiency or interest level for an assigned competency, insert a new row for that competency with a new effective date.
Interest Level	Indicate the employee’s interest in developing the selected competency.
Detail	Click to view details of a specific competency. This displays the details of the competency as set up in the Competencies Element table.

Mandate	Enter the mandate.
Mandate Position	Enter the mandate position.

Native	Select if the language is the person’s first language.
Translator	Select if the person can translate this language.
Teacher	Select if the employee is able to teach a class in this language. The system uses this check box when scheduling multilingual courses.