1. Configure the module before launching. The stage includes the preparation of the platform in the administrative panel.
2. The basic process of working with development plans. The work is already directly in the interface of the manager and the employee.
The required steps are marked ***
Configuring the module before launching
1. ***Register employees and ***assign roles to employees.
2. Create additional fields for the employee's questionnaire.
3. Add skills/competencies.
4. Create job profiles.
5. Import skill assessments for employees.
6. Create a catalog of educational content.
7. Configure the parameters of the goal cards.
8. Create automatic goals.
The basic process of working with development plans
1. ***Open a development plan.
2. ***Create goals.
3. ***Agree on a plan: create routes, alignments, or send them for revision.
4. ***Next, the goal is completed by the employee.
5. Open a dialog about goals in the comments section.
6. Summarize the results. For individual goals and for the entire plan.
Important: Depending on the user's role, they may have different access to the options.
If one of the options is unavailable, it means that it is not open for the role of this user.
Support can configure the visibility of the option for the entire role at the request of the administrator.
The admin interface.
Open the IPR administrative panel.
1. ***Register the employees.
If your IPR module is integrated with Equio, then user data is transferred automatically and created/updated in the "List of accounts" and "List of employees" sections.
You can register users in the IPR yourself.
For manual registration:
If you need an account to work with subordinates (creation, approval, etc.), then you need an "account".
How to register accounts..
If an employee needs to specify the details of the questionnaire, link the supervisor to it and upload assessments of his skills, then it is necessary to fill out the "employee" and link it to the account. An account is created automatically when an account is created, it only needs to be filled out.
How to register company employees.
***Assign roles to employees.
Role verification and granting administrator and HR access to the appropriate users. For them, as well as for managers, you can link employees and even entire departments. The automatic Equio pulls up my leadership team.
If you need to create an additional role, please contact Support.
2. Create additional fields for the employee's questionnaire.
If there are not enough fields in the structure of user groups, then you can add them.
How to fill in the list of fields..
3. Add skills/competencies.
The skills are applied when drawing up an individual employee development plan. They help to identify those competencies that need to be improved during the year. Thanks to these skills, it is possible to create an effective individual development plan that will contribute to the growth of not only the employee, but also the entire organization. It is the skills that we will link to materials or goals.
The administrator works with a list of skills grouped into "folders": competencies and clusters of competencies.
Skills are entered manually or imported from a file.
How to fill in the skill tree..
4. Create job profiles.
A position profile is a description of the main responsibilities, requirements, and competencies associated with a specific work position in an organization. It helps you determine which skills, knowledge, and experience are needed to successfully complete tasks.
The administrator can create and edit a list of skills for each position, as well as set the required proficiency levels for them.
Multiple positions can be linked to one profile. For example, the "Sales Director" and "Sales Director" received from the accounting systems will become one "Sales Director".
How to fill out job profiles.
5. Import skill assessments for employees.
System administrators can independently upload the results of evaluation procedures, on the basis of which employees create development plans and set goals. The download takes place in the "List of employees" section by importing an Excel file of a certain format.
The evaluation history is saved and, after import, is available to the administrator with varying degrees of detail, and as an actual current level to the employee, his supervisor, and other users with access to this IPR.
How to import skill assessments..
6. Create a catalog of educational content.
A catalog of materials is training or materials that are attached to goals in order to complete the assigned tasks.
We import training programs and events from Equio and make them available for admission to the IPR. This content can be published and supplemented with offline training and standard educational activities that are entered manually or imported via Excel.
At the same stage, we link the skills that this content develops to our catalog content.
How to fill out a catalog of materials.
7. Configure the parameters of the goal cards.
Setting up the fields that users fill in when creating a goal.
It includes adding new fields, editing existing ones (for example, hiding them, renaming them, adding hints).
You can create a template for development goals, business goals, etc.
How to fill out the form editor.
8. Create automatic goals that will be included in the development plan once or cyclically, according to the selected parameters.
The matrix of cyclic goals allows you to automate the process of creating goals for employees, which greatly simplifies the work of HR specialists and managers.
Namely:
1) Automatically create goals for employees when certain events occur;
2) Create cyclical goals that will be repeated at regular intervals.
For example, security checks, audits, repeated at regular intervals.
How to create a cyclical goal.
The user interface of the supervisor.
Go to the individual development plan.
Important: Depending on the user's role, they may have different access to the options.
If one of the options is unavailable, it means that it is not open for the role of this user.
Support can configure the visibility of the option for the entire role at the request of the administrator.
1. ***Open a development plan.
How to create a plan for one or more employees.
2. ***Create goals.
We link skills and materials to them, if necessary.
How to add a goal to an employee.
How to add a goal for employees en masse..
3. ***Agree on a plan: create routes, alignments, or send them for revision.
How to coordinate a plan for an employee on their own..
As a manager, launch the coordination of his employees' plans en masse.
How to send employee plans en masse for revision..
4. ***Next, the goal is completed by the employee.
If CleverLMS materials are linked to the goals, the materials' progress statuses are displayed automatically. The fields with the percentage of completion are filled in.
If there is no link to CleverLMS materials, you need to change the goal statuses yourself.
5. Open a dialog about goals in the comments section.
How to comment on a goal.
6. Summarize the results. For individual goals and for the entire plan.
Both the employee and his immediate supervisor, as well as other colleagues, can be involved in this process. Each evaluator will have to fill out a form consisting of one or more questions. Based on the results of all such surveys, the system calculates an average score on a 100-point scale. If you need to set up questionnaires, please contact Support.
How to start summing up.
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