Production Release, December 02, 2017

New Enhancements

Workforce Planning

  • Settings/Security: Tied to Talent Finder functionality within Security Roles. Any security role that has access to the talent finder functionality will have access to create a Workforce Planning template
  • Within the Company Settings: Admin Functions > Configuration > Settings, there is a company setting to define the Workforce planning threshold for suggested users. This percentage setting determines based on the defined WFP required level, for any users who don’t meet the requirement, in order to be visualized as suggested users, what is the percentage difference criteria
  • Creation: Navigate to Talent Finder from the left-hand navigation. The admin screen will now display two tabs, Traditional and Workforce Planning. The Workforce Planning page will store any created templates. The table view displays name, description, whether it is shared or locked, who created it, the last time it was refreshed, edit and launch capability.
    • To create a new WFP template, under the Page Actions drop-down, select the Create Workforce Planning option.
    • Step 1 > Details
      • Within the Step 1 You can name the template, add a description, and define who the template is shared with
        • Sharing: To define who to share the template with, click on the share icon.
          • There will be 4 radio button options
            • All - selecting this option will share the template with anyone who has access to WFP
            • Specific Users - Selecting this option will display a search bar, where you can search for specific users to add
            • Specific Security Roles - Selecting this option will display a drop-down list where you can select one or many security roles and then add them to the shared list
            • None - Selecting this option will ensure that only the person who created the template will have access to it.
          • For each of the options, except for 'None', there is a setting - Locked on sharing. Selecting this option will ensure that the people with access to the template only have the ability to run the output, but will be unable to edit the WFP template
    • Step 2 > Add Requirements
      • Similar to the traditional talent finder template, the second step is around defining the requirement. There are 5 options to choose from when defining the requirement block
        • Role - Selecting Role will give you a search bar where you find any roles within the system. Once you add the searched role, you will be allowed to update the name of the requirement block, define a required level % and define the number of required resources for this block. You will also see the tree structure based on the selected role, where you can update the expected proficiency level for the competencies, and even define a competency as required.
        • User - Similar to the Role functionality, but instead of searching for a specific role, you search for a user, and the currently assigned competencies for the user will be used to define the requirements block. You maintain the same functionality to rename the requirements block, define the required percentage, and how many required resources. You also have the ability to update the proficiency expectation for individual competencies and designate required competencies.
        • Competencies - Selecting the competencies option allows for selecting competencies individually from the entire catalog. Similar to the other choices, you name the requirement block, define % and number of required resources. You also have the ability to update the proficiency expectation for individual competencies and designate required competencies.
        • Training - Selecting the Training option will allow you to define a requirements block based on completed learning resources instead of competencies. Similar to the other choices, you name the requirement block, define % and number of required resources.
        • Experience - Selecting the Experience option will allow you to define a requirements block based on stored experience. There are two possible selection options:
          • Select Competency – will require you to search for a competency and then select the expected experience level based on the associated scale
          • Select Experience Elements – the other option will be defined based on the number of iterations for a selected experience element
        • All 5 options will have an ‘Add’ button which will create the requirement block based on the selections made. For the Competencies, Training, and Experience options, you have the choice of creating a new block, or adding the additional selections to an existing block.
    • Step 3 > User Filter
      • Once you have added the requirements blocks, the next step is to refine the search criteria for the returned users. This section can remain blank, and the results will be based on the entire user population, or you can make use of all the available search filter criteria to restrict the results as required
      • At the bottom of the WFP creation, there is an option to Run the template, which will display a slide-over of the results as well as an option to save the template.
  • Template Results
    • In order to view the WFP template results, from the table view, there is a run template button on the right of the edit template button. Selecting this button will generate the template results.
    • At the top right of the results, you will see the share icon, where you have the ability to modify who can see these results, as well as a timestamp with a refresh button. The WFP results are stored as cached data to improve performance of results. The timestamp refers to the last time the results were refreshed, and clicking the icon will manually refresh the results.
    • The template view has 3 sections with relevant data:
      • Headline Statistics – This section has information regarding the returned data for the template. Each tile is clickable, and will display a detailed output which can be downloaded to a CSV report.
      • Talent Pipeline Visualization – this displays the percentage covered vs gap vs at risk of your results. The green section of the visualization is the percentage of total met requirements. The yellow section would indicate any percentage of the results who meet the requirements, but are flagged as risk of loss. The red section is the percentage of results that did not meet the defined requirements. If you click on the visualization, you can see a trending visualization based on the point in time when the results were refreshed.
      • Results Section – The final section displays each of the defined requirements blocks. Each block will display a percentage filled, based on the defined requirements, counts of the number of users who meet criteria, and counts based on new users or number of users who dropped off the search.
        • Each requirement block will have an arrow on the top right corner, when clicked will display the users who meet criteria, along with their percentage match, and any suggested users as well. Each user has a drop-down list of options to choose from on the bottom right corner of their profile image
        • Resume – selecting this option will display a resume form for the user
        • Gap Closure Plan – this option will launch a development plan based on the requirement block criteria for the user
        • Commit – This option will commit a user for the requirement block. Users can only be committed to one requirement block at a time. If you choose to commit a suggested user, the percentage of the block will update based on the new user
        • Each requirement block will have a list of Action items:
          • Comparison – clicking on a user’s name will highlight the selection as blue. If you highlight one or more users, you can select the comparison option to view compare users based on the requirement block competencies
          • Select All & Deselect All – both of these options will function the same as clicking on a user’s name, only will affect all users within the block
          • Block Details – This option displays a pop-up indicating the makeup of the requirement block
          • List View – This option displays a quick reference view of the users who make up the requirements block

Matrix Updates

  • There were a few updates conducted on the previously named ‘Status Matrix’. With the previous release, we introduced the concept of a proficiency view which can be toggled on or off. With the positive reception of this enhancement, we have renamed the ‘Status Matrix’ as the ‘Team Matrix’, and introduced the toggle on the matrix itself. The left-hand navigation link as well as the Security Role setting have been updated to reflect the name change.
  • If you have the Proficiency View setting enabled in Admin Functions > Configuration > Settings, then the Team Matrix will display two button toggles
    • Status – Will display as previously, with the status icons and the roll up percentage based on completed / total assigned
    • Proficiency – Will display the proficiency visualization (pie chart) and the roll up percentage or raw counts based on the company setting in Admin Functions > Configuration > Settings
  • If you do not have the Proficiency View setting enabled, then you will not see a toggle displayed on the Team Matrix
  • Matrix Tools Update
    • Search Filter Revamp – We made updates to both the User and Competency Search Filters to ensure simplicity and ease of use.
    • Replaced the filter type check-boxes with a multi-select drop-down list
    • For structures that have a hierarchical view, we have included a button to toggle between search types. By clicking the Hierarchy View icon, instead of the search box, the tree structure will display for each of the components. They will be indicated in different tabs
    • Included Add and Show Preview buttons.
      • Add button – after searching for items or selecting them in the tree view, you need to press the Add button to ensure they get included in the matrix results.
      • Preview Results button – Included a preview button that will display possible results based on the filter selection that has been added.
    • Status Filters – Updated the status icons so that instead of selecting a check box, clicking on the icon itself will highlight it to include in matrix results. Defaults to display all statuses, but once you select a status, only those that are selected will display in the matrix
    • Toggle Details remains the same
    • Saved Filters – One of the most subtle, but most impactful changes was the update to the saved filter capability. The previous filter capability was determined per search filter, but it did not take into account any of the other criteria selected on the page. We have modified the saved filters to include all matrix tools options along with the filter. For example, the saved filter will not only be the user and competency filter, but it will also include any selected status icons as well as your toggle details.
    • Save New Filter – Enter name on filter box then click save button. You should see a green check mark under save button indicating the filter saved successfully. The new filter will now appear in the drop-down list on the left.
    • Filter Options – Clicking on the Filter icon will display drop-down list options
      • Delete – selecting this option will delete the currently selected filter
      • Update – selecting this option will update the currently selected filter based on the current matrix tools criteria
      • Set as Default – selecting this option will ensure the currently selected filter is the default filter when navigating to pages using saved search filters
      • Clear Default Filter – selecting this option will clear default search filter, so navigating to any pages using saved search filters will appear as blank
      • Clear Filter – selecting this option will clear your currently selected filter option
    • Bottom of matrix tools will have a Show More Filters button that if selected will display up to 4 more options depending on security configurations
      • Experience Slider – if experience scales are in use based on System configuration settings, the experience slider will appear in this section
      • Show Experience Y/N – this selection will either display or hide the experience watermark when displaying competencies in Status View. Again, option will only display when experience scales are in use
      • Show Roll Up % - this selection will determine if you see the percentage at the competency group level for either the status or proficiency view
      • View Saves Only – This selection will render the matrix on only those competencies which you have saved.

Questionnaire Updates

  • Questionnaire workflow update – Added ability to define workflow at question level.
    • Navigate to Admin Functions > Competency Library > Questionnaire Attributes > Questions to enter the Question Admin Screen. Upon creation or editing of a question, there is now a drop-down list to select the question workflow. The 3 options are:
      • User Only – this option makes it so only the end user submits answers to the question. For multiple choice type questions, the answers are automatically calculated based on a pre-defined correct response, while a free text question will allow the end user to determine if they are deemed competent or not based on their response alone.
      • Assessor Only – this option will have the assessor respond to questions on behalf of the user
      • User answer, assessor validate – this option will have the user enter an answer, and the assessor has to validate the answer before it is deemed correct
    • Questionnaire Tab Asynchronous Update – Ensured that questions answered from the Questionnaire tab will display whether answered correctly or incorrectly without having to refresh the screen
    • Questionnaire Assessment Type Form User Actions – made an update to ensure that end users are able to answer questions from the questionnaire form assessment.
    • Questionnaire Tab badge/icon expansion – made an update to ensure that clicking on the badged icons on a question will expand the resources view to show the associated competencies, rating elements, or learning resources associated to the question

Analytics Updates

  • Performance Improvement – Added two of the existing analytics to the new analytics engine to increase performance, Competency Over/Under & Proficiency Distribution by Competency
  • New Analytics – Added 2 new analytics, which can be enabled through company settings at: Admin Functions > Configuration > Settings > Analytics Tab
    • Competence Progression – An aggregate view of three data points captured in system, status, proficiency and development percentages filtered by proficiency scale
    • Competence by Location – heat map view of user competency per location
      • This analytic requires manual set-up in order to display data. Within the location screen, Admin Functions > Company > Locations > Page Actions Drop-down > Location Analytic Mapping. This will navigate to a screen to map locations to countries in order to display the heat map appropriately.

Proficiency Scale Updates: Restrictions to protect data loss

  • In order to minimize impact and potential data loss associated with modifying proficiency scales, we have implemented some restrictions regarding what changes are allowed.
    • Will no longer allow the deletion of an in-use proficiency scale. If the proficiency scale is tied to a group with competencies/rating elements, then it is defined as in use
    • Will no longer allow change of a proficiency scale within a competency group that has active rating elements
    • When updating the parent competency group for a competency, will only allow the new parent group to be within the same proficiency scale
    • Will no longer allow the deletion of proficiency scale levels within an in-use proficiency scale

Preventative Control for Assessment Submission Logic

  • In order to reduce the number of assessments conducted in error, we have implemented some preventative controls within the assessment submission process
    • We have ensured that the assessment submission button can not be accidentally pressed multiple times, resulting in duplicate assessments
    • We have updated the import logic for assessments to ensure duplicate assessments are not created in error
    • We have included a pop-up indication when submitting an assessment with the same assessment date as a previous assessment. The user will need to select whether to continue with the submission, or to cancel it.

My Assessments/Assessment Workbook Update

  • Updated pop-up text when submitting a workbook with assessments that have not been actioned
  • Ensured the counts on the paging reflects accurately

Search Filter Alphabetical Sorting

  • With the update to the matrix tools search filters, we included an update to ensure the search results display in alphabetical order within their object type

Bug Fixes

  • Fixed issue arising from editing question
  • Fixed issue that caused duplicate assessment dates to appear incorrectly
  • Fixed issue where Competency tree was referencing question object
  • Resolved issue caused by an All Reports filter within the matrix tools
  • Fixed issue that prevented the sort order on the question tree from updating
  • Fixed issue where deleted assessors prevented assessment forms from opening
  • Fixed issue where Risk of loss names not displaying
  • Fixed issue where Critical skills were not being represented in status tiles
  • Fixed issue where Supervisor security roles were not removing based on inactive relationships
  • Fixed issue where Development Plan cancel button was not responding
  • Fixed issue impacting proficiency scale recalcs
  • Fixed issue where Competency Role to Competency updates were not displaying correctly in service logs
  • Fixed issue where select assessor options were not displaying as intended
  • Fixed issue where drop-down lists were displaying duplicates
  • Fixed Matrix Freeze panes alignment issues
  • Fixed Distinct proficiency scale - asynchronous update issue
  • Fixed Distinct proficiency scale - assessment color update
  • Fixed Security Filter issue where drop-down lists were not updating properly
  • Fixed issue impacting saving of competencies
  • Fixed issue where importing duplicates was not giving appropriate errors
  • Fixed issue where competency groups were merging upon import
  • Fixed issue where user learning resource imports were not triggering recalcs appropriately
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