Job Settings>Skills/Certifications
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Job Settings>Skills/Certifications |
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This function allows you to set up and maintain a database of Skills and Certifications held by Employees and/or required to perform the jobs in your organization.
The general approach to establishing the Skills and Certifications is: 1) Decide what type of Skill and Certification information you want to track at your Organization. 2) Review the default Skill Types provided and determine which ones are required for your Organization and how the Reviewable and Required Proficiency Indicators should be set (See Core Tables). 3) Determine whether any of the Skill Types will still require grouping by Category or Sub-Category and establish the appropriate Categories and Sub-Categories (instructions provided below). 4) Set up the Skills and Certifications that are to be tracked.
If you would like more information on getting started with Skills and Certifications please email techsupport@encv.com.
In the Navigation bar, move the mouse over the Jobs Module and click on Job Settings > Skills/Certifications:
The Skills and Certifications screen lists all of the skills in the system sorted by Skill Title.
General notes: •Use the Tool Bar to navigate off of this screen. •Use the Search Box to search for a specific Skill by typing the Skill reference or title of the Skill you are looking for. •The Filter Box allows you to choose filters for the skill list. •The Actions Box displays all of the actions that can be performed. •The View Box displays the other functions that can be accessed from this screen. •The Selected Row is identified in black bold font.. •The row the mouse is over is highlighted in green. •The column that the information is sorted by is identified by a slightly darker background. Clicking on a column heading will sort by that column. •The scroll bar on the list is used to scroll through all of the records in the table. Note: Initially only the first 50 records will be retrieved. As you scroll through the list and get close to the bottom the next 50 will be retrieved and you will see the record count increase.
Columns: •A •A •The Category and Sub-Category columns allow for grouping of Skills for searching. •The Job Count identifies how many Jobs the skill is linked to (and the View Linked Jobs report lists the Jobs). •The Employee Count identifies how many Employees the skill is linked to (and the view Linked Employees report lists the Employees). •The Review Count identifies how many Employee Competency Reviews include the skill (and the View Linked Reviews report lists the Reviews).
Clicking the
•Any combination of filters can be applied to make your list of skills smaller. •The (All) entry in the pick lists means that all possible values will be returned. •The (Unassigned) entry in the pick list means that those Skills where the field is not set will be returned (e.g. Choosing Category (Unassigned) will find all the skills that don't have a Category assigned). •The Jobs filter allows you to find Skills that are or are not linked to Jobs. •The Employees filter allows you to find Skills that are or are not linked to Employees. •The Reviews filter allows you to find Skills that are or are not linked to Competency Reviews.
1.Click 2.The Skill Details screen is displayed with all of the information that can be entered about the skill displayed in one scrollable screen. Important Note about Skill Reference: The Skill Reference is the primary key for the skill in the database. It must be unique and can not contain any special characters (e.g. no /*& etc). The system will not allow you to enter a duplicate or invalid key.
3.All of the fields default to blank (or 'Not Applicable' which is treated like blank) except for the Skill Type which defaults to the first entry in the pick list. 4.Active defaults to 5.Suggestions for Enhancement is the text that will be printed in the Learning and Growth Report when this skill is evaluated as a Development Opportunity for an Employee. Entry of this information is optional and is only included in the Learning and Growth Report if the Analysis Policy "Enable Skills Analysis in Organizational Learning and Growth Module?" is turned on. 6.Memo Notes are a good place to store information about changes that are made to the skill and when. 7.Click 8.Click
Note: Skill Reference will always be converted to uppercase on this screen for storing in the database. This is to ensure consistent identification of the Skills.
Note: When a new record gets saved, it gets inserted into the list at the top of the list rather than refreshing the entire list and it gets set as the selected record.
1.Select the desired skill on the list and click 2.The Skill Details screen is displayed with all of the information that has been entered about the skill displayed in one scrollable screen.
3.This is the same screen that was used to add a new skill except that the Skill Reference can not be changed. 4.Suggestions for Enhancement is the text that will be printed in the Learning and Growth Report when this skill is evaluated as a Development Opportunity for an Employee. Entry of this information is Optional and is only included in the Learning and Growth Report if the Analysis Policy "Enable Skills Analysis in Organizational Learning and Growth Module?" is turned on. 5.Memo Notes are a good place to store information about changes that are made to the skill and when. 6.Making a skill inactive or changing the Skill Type can have implications for jobs and Competency Reviews. Refer to the Help Topics Changing Skill Type and Deactivating Skills for more information and recommended actions. 7.Click 8.Click
1.Select the desired Skill and click Note: There are some specific rules around which skills can be deleted. Refer to the Help Topic Deleting Skills for more information.
2.The Confirmation Message Window will be displayed asking you to confirm the deletion of the Skill.
3.Click 4.Click
Click
Refer to the Report Frame section of the Help Topic Interacting With Encompassing Visions to learn how to use this Report Viewer.
The additional functions available on this screen from the View Box are:
•Skill Categories (see Maintain Category/Sub-Category) •Skill Sub-Categories (see Maintain Category/Sub-Category)
•Displays a listing of the Employees that have the selected skill linked to them.
Refer to the Report Frame section of the Help Topic Interacting With Encompassing Visions to learn how to use this Report Viewer.
When running the View Linked Jobs report you have the option include each Employee linked to the job.
•Checking •Click •Click
View Linked Jobs with Employees:
Note: If there are no Employees assigned to a Job then 'No employees assigned this job' will appear in place of the Employee Information.
Refer to the Report Frame section of the Help Topic Interacting With Encompassing Visions to learn how to use this Report Viewer.
View Linked Jobs without Employees:
Refer to the Report Frame section of the Help Topic Interacting With Encompassing Visions to learn how to use this Report Viewer.
•Displays a listing of the Employee Competency Reviews that have the selected skill included.
Refer to the Report Frame section of the Help Topic Interacting With Encompassing Vsions to learn how to use this Report Viewer. |
in the 
button
to add a new skill. 
(unchecked). Make the skill active by clicking in the checkbox to make it 
to check for any errors and, if there are no errors, save the new skill. Refer to the 
to close the window without saving the skill. 
or double-click the skill to make changes to the selected skill. 
to delete the Skill.
to confirm and proceed with the delete.
to print the listing of Skills as shown on the screen including the filtering and sorting. You will be able to print the report, save it to your computer, or Export to Word.
