This is a short tutorial on how to set up the Talent Management Portal to use alternative competences with expiration dates in competence profiles to manage required renewal of employee knowledge.
To go through this tutorial you need to have a role that allows you to create alternative competences, competence profiles, activities and assign competence profiles to employees. To approve of the employees activity result you need to be his or her manager. Also the NextLearn.CompetencePortal.Model.Learning.ProcessCompletedActivities job must be running. If the job isn't running or you're not sure how to check this contact your system administrator.
This tutorial will not explain activity, customer or provider filtering, nor will it explain in detail the basic creation of competence elements, profiles or activities. It will solely go through the procedure to combine these items in the correct way to make competence expiration work.
Creating an alternative competence element
Select Alternative competences in the menu and fill out the form that opens. For this exercise the most important datum is the expiration date. Set an expiration date of 2 months.
Creating a competence profile
Select Competence Profiles in the menu and create a new competence profile that contains the alternative competence created above as a required element.
Assigning the competence profile
Assign the competence profile to an employee of your choice.
Creating an activity
Select activities from the menu and create a new Manual Authorized activity. After creating the activity click on the add objective link on the list row for the new activity. Choose Select objectives - competence standard, and add the newly created alternative competence element as an objective of the new activity (note that you may have to change category in the competence element selection form to Alternative competences).
Enroll employees
Enroll the employee to the activity created above. For Manual Autorized activities no occasions are necessary.
Approve the activity result
As manager go to the manager start page and follow the link X consultations to handle. This brings you to a page where you can set the status of the employee's activity. Set the status to approved, and click Ok. After a while the employee will have been awarded the competence element.
To go through this tutorial you need to have a role that allows you to create alternative competences, competence profiles, activities and assign competence profiles to employees. To approve of the employees activity result you need to be his or her manager. Also the NextLearn.CompetencePortal.Model.Learning.ProcessCompletedActivities job must be running. If the job isn't running or you're not sure how to check this contact your system administrator.
This tutorial will not explain activity, customer or provider filtering, nor will it explain in detail the basic creation of competence elements, profiles or activities. It will solely go through the procedure to combine these items in the correct way to make competence expiration work.
Creating an alternative competence element
Select Alternative competences in the menu and fill out the form that opens. For this exercise the most important datum is the expiration date. Set an expiration date of 2 months.
Creating a competence profile
Select Competence Profiles in the menu and create a new competence profile that contains the alternative competence created above as a required element.
Assigning the competence profile
Assign the competence profile to an employee of your choice.
Creating an activity
Select activities from the menu and create a new Manual Authorized activity. After creating the activity click on the add objective link on the list row for the new activity. Choose Select objectives - competence standard, and add the newly created alternative competence element as an objective of the new activity (note that you may have to change category in the competence element selection form to Alternative competences).
Enroll employees
Enroll the employee to the activity created above. For Manual Autorized activities no occasions are necessary.
Approve the activity result
As manager go to the manager start page and follow the link X consultations to handle. This brings you to a page where you can set the status of the employee's activity. Set the status to approved, and click Ok. After a while the employee will have been awarded the competence element.
Expiration
All that is necessary for the competence element is for some time to pass. The default setting in the Talent Management Portal is to include competences that will expire within two months or competences that have already expired. Thus by selecting expired competences in the menu you should be able to see the employee you just assigned the competence to.
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