Considered as one of the key sources of competitive advantage, human capital plays a critical role in an organization. Competency Management is one of the most important tools that help organizations to assess and measure the competence of an individual as well as to identify the key behaviors required for an individual to perform in an excellent manner. This will help them to recognize the right candidates and fit them to the right jobs.
The process steps of the Competency Management functionality in Exact Synergy Enterprise are:
After competency profiles have been generated, the process of creating review requests can be done immediately at the competency profiles generation screen. Otherwise, you can wait for the background job to be completed to generate the requests automatically.
Alternatively, the HR personnel can monitor the activity of the profiles and perform the operation of processing requests manually at the competency requests generation screen, which will be discussed in this document. This function is available only if the competency method is defined as Advanced in the HRM general settings. For more information on the general settings, see Defining HRM General Settings.
HRM/Setup/Competency management/Generate competence request
To generate competency review requests, function right 508 – Maintain payroll components is required. Users with the HR role have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to display the results according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Click this to update the results according to the defined criteria.
Click this to generate the competency review requests to be sent to respective reviewers. The requests created will have an open status. The type of request used is defined in the general or division settings in the Competency section. For more information, see Defining HRM General Settings or Creating and Modifying Divisions.
Click this to delete existing competency profiles that have been generated. Only profiles with an open status can be deleted. For more information on how to generate competency profiles, see Generating Competency Profiles.
Click this to exit.
This section allows you to define the people that will be displayed in the results. Only people with competency profiles linked and matching the defined criteria will be displayed.
Note: If you are generating competency requests via the competency profiles generation screen, the start date of the profile and the information filled in the Criteria section will be transferred to this section.
Type or select the division code of the people. For more information on divisions, see Overview of Divisions. Once you have selected a division, you can view the details of the division by clicking the name of the division displayed next to the box. For more information, see Viewing Division Cards.
Type or select the cost center code of the people. For more information on cost centers, see Overview of Cost Centers. Once you have selected a cost center, you can view the details of the cost center by clicking the name of the cost center displayed next to the box. For more information, see Creating and Modifying Cost Centers.
Type or select the job group code of the people. For more information on job groups, see Overview of Job Groups.
Type or select the job activity code of the people. For more information on job activities, see Overview of Job Activities.
Type or select the job title code of the people. For more information on job titles, see Overview of Job Titles.
Type or select the ID to display the direct subordinates of the selected person.
Type or select the ID to display the selected person. For more information on creating entries for applicants or employees, see Creating Applicants and Creating and Modifying Entries for People respectively.
Type or select the date or range of dates to display people with competency profiles generated on the specified dates.
Select the Employee, Contractor, Student, Temporary, and/or Applicant check boxes to display the respective types of people.
Select the Open, Draft, Reviewed, Completed, and/or Final check boxes to display people whose competency profiles match the defined statuses.
Once you click Show, the results will be displayed. See the following screen for an example:
Select the check box in the header of the listing to select all people at once. Select the check box for the corresponding applicant(s) and/or employee(s) to select only the particular applicant(s) and/or employee(s).
This column displays the IDs of applicants and/or employees.
This column displays the names of applicants and/or employees. Click the hyperlink to view the corresponding information.
This column displays the names of the reviewers. Click the hyperlink to view the corresponding information.
This column displays the start dates of the profiles.
This column displays the status of the competency profiles generated:
This column displays the status of the requests such as Approved, Realized, or Processed, depending on the flow defined for the request type used. Request types are defined at Workflow/Setup/Requests/Request types.
This column displays the status of the stages for competency requests that are being generated after you have clicked Create: