Chapter 3Managing Employee and Role Competencies

Chapter 3

Managing Employee and Role Competencies

Objectives

By the end of this chapter, you will be able to:

  • Add a competency type.
  • Add a competency.
  • Assign competencies to an employee and transfer to career planning.
  • Assigning competencies to a role.

Describing the Concepts That Are Associated With Managing Employee and Role Competencies

The main concepts for Managing Employee and Role Competencies are:

  • Accomplishments and competencies.
  • Competency category.
  • Competency type.
  • Role.
  • Importance.
  • Proficiency.

PeopleSoft Web-Based Learning Assistant

From the table of contents in the PeopleSoft Web-Based Learning Assistant, select PeopleSoft Human Resources, Managing Competencies, Concepts.

Select and read the following concepts:

  • Understanding Accomplishments and Competencies.
  • Understanding Competency Category.
  • Understanding Competency Type.
  • Understanding Role.
  • Understanding Importance.
  • Understanding Proficiency.

Activity 1: Adding a Competency Type

In this activity, you will review the activity overview and enter a new competency type.

BInstructorNotes

Instructor Notes

Managing Competencies enables you to track your employee’s skills, abilities, knowledge, and accomplishments and link them to roles within your organization.

Competency types are more specific groupings of competencies than the competency categories. A competency may have more than one competency type, whereas it can only exist in one competency category. Competency types are convenient ways of grouping similar competencies.

If your classroom is set up to use one database rather than an individual database for each student, assign the following values:

Student / Competency Type
Murray101 / CMP01
Murray102 / CMP02
Murray103 / CMP03
Murray104 / CMP04
Murray105 / CMP05
Murray106 / CMP06
Murray107 / CMP07
Murray108 / CMP08
Murray109 / CMP09
Murray110 / CMP10

Note. This activity should take approximately 5 minutes.

EInstructorNotes

Activity Overview

Your company tracks many competencies related to the use of computers. Your goal is to create a new competency type for computer-based competencies, which will serve as a general category when searching or reporting.

Walk-Through: Entering a New Competency Type

To enter a new competency type:

  1. Select Set Up HRMS, Common Definitions, Competencies, Competency Types.

The Find an Existing Value page appears.

  1. Select the Add a New Value tab.

The Add a New Value page appears.

  1. On Add a New Value page, enter COMP01 in the Competency Type field.
  2. Click Add.

The Competency Types page appears.

Competency Types page

  1. Enter the following information:

Page Element / Value or Status
Description / Computer Based Competencies
Short Description / Comp-Based
  1. Click Save.

This concludes the activity. Do not continue.

BInstructorNotes

Activity 2: Adding a Competency

In this activity, you will review the activity overview and add a competency.

BInstructorNotes

Instructor Notes

Category - Competency categories are broad areas where the competencies can be grouped. These categories can encompass many competency types. Any one competency can only exist in one competency category at a time. The default competency categories include Ability, Skill, Knowledge, and Other (Behavior) and are defined in the Translate Table.

Rating Model – Rating models allow users to assign a rating scale to competencies. Ratings are assigned in the Rating Model Table.

Type - Competency types are more specific groupings of competencies than the competency categories.

If your classroom is set up to use one database rather than an individual database for each student, assign the following values:

Student / Competencies
Murray101 / WNXP01
Murray102 / WNXP02
Murray103 / WNXP03
Murray104 / WNXP04
Murray105 / WNXP05
Murray106 / WNXP06
Murray107 / WNXP07
Murray108 / WNXP08
Murray109 / WNXP09

Note. This activity should take approximately 5 minutes.

EInstructorNotes

Walk-Through: Adding a Competency

To add a competency:

  1. Select Set Up HRMS, Common Definitions, Competencies, Competencies.

The Find an Existing Value page appears.

  1. Select the Add a New Value tab.

The Add a New Value page appears.

  1. On the Add a New Value, enter WINXP01 in the Competency field.
  2. Click Add.

The Competency Table page appears.

Competency Table page

  1. Enter the following information:

Page Element / Value or Status
Description / Microsoft Windows XP
Short Description / WindowsXP
Category / Knowledge
Type / CMP01 (use your own number)

Note. In the Type field, enter the Competency Type ID created in Activity 1.

  1. Click Save.

This concludes the activity. Do not continue.

BInstructorNotes

Activity 3: Assigning Competencies to an Employee and Transferring to Career Planning

In this activity, you will review the activity overview and:

  • Walk-through: Enter a competency evaluation.
  • Walk-through: Assign competencies.
  • Walk-through: Rate competencies.

BInstructorNotes

Note. This activity should take approximately 15 minutes.

EInstructorNotes

Activity Overview

You are Carmicheal Espinosa’s manager and would like to evaluate him based on the following criteria: ability to manage own time, works well under pressure, conflict resolution, ability to listen and respond, can identify problems and causes, and stress tolerance. Assign and rate him on these competencies.

Walk-Though: Entering a Competency Evaluation

To enter a competency evaluation:

  1. Select Workforce Development, Competency Management, Track Person Competencies, Competencies.

The Find an Existing Value page appears.

  1. On the Find an Existing Value page, enter KU0015 in the EmplID field.
  2. Click Search.

The Competency Evaluation page appears.

Competency Evaluation page

  1. Click Add a New Row.

Note. The Review Date field is automatically populated with the current date.

  1. Select Approved/Official from the Evaluation Type drop-down list box.
Walk-Through: Assigning Competencies

To assign competencies:

  1. Select the Competency Assignment tab.

The Competency Assignment page appears.

Competency Assignment page

  1. Click Populate from Job.

The Assigned Competencies group box is populated.

Competency Assignment page

  1. Select Other from the Category drop-down list box.

The Source Competencies group box is populated.

Competency Assignment page

  1. Select the Stress tolerance check box from the Source Competencies group box to transfer it to the Assigned Competencies group box by clicking the Add icon.

The Stress tolerance competency appears under the Assigned Competencies group box.

Competency Assignment page

Walk-Through: Rating Competencies

To rate competencies:

  1. Select the Competency Rating tab.

The Competency Rating page appears.

Competency Rating page

  1. Enter the following information:

Page Element / Value or Status
Stress tolerance / 4-Very Good
Ability to manage own time / 4-Very Good
Works well under pressure / 4-Very Good
Conflict resolution / 3-Good
Ability to listen & respond / 4-Very Good
Can identify problem & causes / 3-Good

Note. The Effective Date field is automatically populated with the current date.

  1. Click Save.

This concludes the activity. Do not continue.

BInstructorNotes

Activity 4: Assigning Competencies to a Role

In this activity, you will review the activity overview and:

  • Walk-through: Assign competencies.
  • Walk-through: Rank competencies.
  • Walk-through: Rate competencies.

BInstructorNotes

Note. This activity should take approximately 15 minutes.

EInstructorNotes

Activity Overview

After hearing complaints from employees that your project managers do not have enough experience, you have decided to detail the Senior Project Managers position. Your goal is to assign competencies to the position so that in the future, if someone wishes to be promoted to Senior Project Manager, they will be evaluated based on this criteria.

PeopleSoft Web-Based Learning Assistant

From the table of contents in the PeopleSoft Web-Based Learning Assistant, select PeopleSoft Human Resources, Managing Competencies, Data Entry Procedures.

Select and read Assigning Competencies to Employees.

Walk-Through: Assigning Competencies

To assign competencies:

  1. Select Workforce Development, Competency Management, Assign Role Competencies, Competencies.

The Find an Existing Value page appears.

  1. Select the Add a New Value tab.

The Add a New Value page appears.

  1. On the Add a New Value page, enter 19000046 in the Position Number field.
  2. Click Add.

The Assign Competencies page appears.

Assign Competencies page

Note. The Effective Date field is automatically populated with the current date.

  1. Select Ability from the Category drop-down list box.

The Source Competencies group box populates.

Assign Competencies page

  1. Click “Job Code.”

The Assign Competencies group box populates.

Assign Competencies page

  1. Enter the following information:

Page Element / Value or Status
0101 – Analytical thinking / Select
0110 – Ability to manage own time / Select
  1. Click Add to transfer competencies from the Source Competencies group box to the Assigned Competencies group box.
  2. Click “View All” in the Assigned Competencies group box.
Walk-Through: Ranking Competencies

To rank competencies:

  1. Select the Rank Competencies tab.

The Rank Competencies page appears.

Rank Competencies page

  1. Enter the following information:

Page Element / Value or Status
0101 - Analytical thinking / Above Avg
0110 – Ability to manage own time / High

Note. Column 1 = Low, Column 2 = Below Avg, Column 3 = Average, Column 4 = Above Avg, Column 5 = High.

Walk-Through: Rating Competencies

To rate competencies:

  1. Select the Rate Competencies tab.

The Rate Competencies page appears.

Rate Competencies page

  1. Enter the following information:

Page Element / Value or Status
0101 – Analytical thinking / 4 – Very Good
0110 – Ability to manage own time / 4 – Very Good
  1. Click Save.

This concludes the activity. Do not continue.

BInstructorNotes

Instructor Notes
Questions: Assigning Competencies to a Role

Ask these questions:

Question / Answer
The system would not allow you to rank the project management skill as high and then rate the proficiency skill as low. / False
Yes, the system will allow you to attach a low proficiency rating to something of high importance.
What might be an accomplishment? / e. All of the Above
When defining competencies and accomplishments for roles, PeopleSoft requires you to specify an importance code. / True
What represents roles in Managing Competencies? / e. All of the Above

EInstructorNotes

Questions: Assigning Competencies to a Role

Answer these questions:

  1. True or False: The system would not allow you to rank the project management skill as high and then rate the proficiency skill as low.
  2. What might be an accomplishment?
  3. Degree.
  4. License.
  5. Test Score.
  6. Honor or Award.
  7. All of the Above.
  1. True or False: When defining competencies and accomplishments for roles, PeopleSoft requires you to specify an importance code.
  2. What represents roles in Managing Competencies?

Position Numbers.

Job Codes.

Job Family.

Job Task.

All of the Above.

Activity 5: Adding a Competency Type

In this activity, you will review the activity overview and add a competency type.

BInstructorNotes

Instructor Notes

If your classroom is set up to use one database rather than an individual database for each student, assign the following values:

Student / Competency Type
Murray101 / CMX01
Murray102 / CMX02
Murray103 / CMX03
Murray104 / CMX04
Murray105 / CMX05
Murray106 / CMX06
Murray107 / CMX07
Murray108 / CMX08
Murray109 / CMX09
Murray110 / CMX10

Note. This activity should take approximately 5 minutes.

EInstructorNotes

Activity Overview

Your company tracks employee communication related abilities. Your goal is to create a new competency type for communication-based competencies in PeopleSoft.

Introductory Activity: Adding a Competency Type

Adding a Competency Type

To add a competency type:

  1. Select Set Up HRMS, Common Definitions, Competencies, Competencies Types.

The Find an Existing Value page appears.

  1. Select the Add a New Value Tab.

The Add a New Value page appears.

  1. On the Add a New Value page, enter COMX01 in the Competency Type field.
  2. Click Add.

The Competencies Types page appears.

  1. Enter the following information:

Page Element / Value or Status
Description / Communication Competencies
Short Description / Communicat
  1. Click Save.

This concludes the activity. Do not continue.

Activity 6: Adding a Competency

In this activity, you will review the activity overview and add a competency.

BInstructorNotes

Instructor Notes

If your classroom is set up to use one database rather than an individual database for each student, assign the following values:

Student / Competency
Murray101 / CM01
Murray102 / CM02
Murray103 / CM03
Murray104 / CM04
Murray105 / CM05
Murray106 / CM06
Murray107 / CM07
Murray108 / CM08
Murray109 / CM09
Murray110 / CM10

Note. This activity should take approximately 5 minutes.

EInstructorNotes

Challenger Activity

Your company wants to track employee abilities to speak publicly. Your goal is to create a new competency for Public Speaking in PeopleSoft and assign the competency to the Communication Competency type that you created in the Activity 5.

Review

In this chapter, you learned that:

  • Competency types group competencies for searching and reporting purposes.
  • Competency categories include: skills, knowledge, ability, and other.
  • Whether attaching competencies to an employee or a role, you must always rate proficiencies, that is, how good the employee is or how good you must be when performing that role.

PeopleSoft Proprietary and Confidential1