Selecting an employee for recording career plan

See page overview.

Select the “Record Employee Career Plan” link from the left pane.
The “Select Employee for Career Plan” page appears.
The system displays the following

Date Format

The date format applicable to the login user. Tell me more

From the “Career Planning Unit” drop-down list, choose the organization unit from which the employee must be selected.
Select the employee either through direct entry or through search criteria.

Enter the following:

To select through Direct Entry

Employee Code

The code of the employee whose career plan must be recorded.

Select the “Employee Career Plan” hyperlink beside the “Employee Code” field.
The “Employee Career Plan” page appears.

To select employees based on planned job attributes

Select “Planned” in the “Search Criteria” group box, to search for employees based on planned job attributes.
In the adjacent field, enter a date to indicate that the planned job attributes will be applicable on this date. Example: you can enter “January 1 2003” as the date, and subsequently enter the planned job title to be “senior manager” Through these two entries, you have requested the system to retrieve the records of all employees who have been planned for the job title “senior manager” on January 1 2003.
Enter any or all of the following in the “Search Criteria” group box, to indicate the planned job attributes.

Note: Enter search criteria the same way while basing your search on actual job attributes, except that your search criteria will be based on actuals and not planned job attributes.

For example, enter one or more characters n the “job title” field to view the records of all employees whose actual job title contains these characters.

Job Title	To view the records of all employees whose planned job title contains specific characters, enter one or more characters of the job title. Alternatively, type in these characters in any combination with wild cards. Example: Manager*, will search for those employees whose planned job titles start with “Manager“.
Department	To view the records of all employees whose planned departments contain specific characters, enter one or more characters of the department. Alternatively, type in these characters in any combination with wild cards. Example: *Resource, will search for the department that ends with Resource.
Position Title	To view the records of all employees whose planned position titles contain specific characters, enter one or more characters of the position title. Alternatively, type in these characters in any combination with wild cards. Example: Manager*, will search for those employees whose planned position titles start with Manager.
Grade Set	To view the records of all employees whose planned grade sets contain specific characters, type in the starting character or characters of the grade. Example: GS1, 1, will search for employees whose planned grade sets contain the specified characters.
Grade	To view the records of all employees whose planned grades contain certain characters, type in the starting character or characters of the grade. Example: An organization may have employees under the grades G1, G2, etc. If you enter G1, the system will display all the employees whose planned grade is G1. If you enter G*, the system will display all the employees whose planned grades are G1 and G2.
Work Location	To view the records of all employees whose planned work locations contain specific characters, enter one or more characters of the work location. Alternatively, type in these characters in any combination with wild cards. Example: New*, will search for employees whose planned work locations are New York, New Jersey and New Delhi.

Select the “Search” pushbutton to view the records of all employees satisfying the search criteria you specified.

To select employees based on job actuals

Select “Actual” in the “Search Criteria” group box, to search for employees based on actual job attributes.
In the adjacent field, enter a date to indicate that the job actuals are applicable on this date. Example, if you want the system to retrieve the records of all employees whose job titles are actually “senior manager” on October 1 2002, enter this date. You can also enter a past date, such as “1 December 2002“, to request the system to retrieve the records of all employees whose job titles were “senior manager” on 1 December 2002.
Enter any or all of the following in the “Search Criteria” group box, to indicate the job actuals based on which you require to retrieve employees: Job title, Department, Position Title, Grade set, Grade, Work location.
Select the “Search” pushbutton to view the records of all employees satisfying the search criteria you specified.

To select employees based on other search criteria

Employee Code From	To view the records of employees within a specific employee code range, enter the employee code that starts the range.
Employee Code To	To view the records of employees within a specific employee code range, enter the employee code that ends the range.
Performance Rating	To view the records of all employees with a given performance rating, select this performance rating from the drop-down list. For example, Excellent or Good
Employee Name	To view the records of all employees whose names contain specific characters, type in the starting character or characters of these employee names. Alternatively, type in these characters in any combination with wild cards. Example: Michael*, will search for those employee names that start with Michael, examples, Michael Anderson, Michael Smith and Michaels.
Service in Organization (in months)	Choose of the following options, to view the records of all the employees whose service in the organization, in months, falls within a specific range: Between the lower limit and the upper limit specified Less than the lower limit specified Greater than the upper limit specified Enter the values of the lower limit/upper limit/both, in the adjacent two fields.
Service in Current Job (in months)	Choose of the following options, to view the records of all the employees whose service in the current job, in months, falls within a specific range: The options available are Between the lower limit and the upper limit specified Less than the lower limit specified Greater than the upper limit specified Enter the values of the lower limit/upper limit/both, in the adjacent two fields.
Qualification Description	To view the records of all employees possessing a specific qualification, type in the starting character or characters of the qualification. Example: M*, will search for employees with qualifications starting with the letter ‘M’, such as MBA, MCA and ME.
Mobility	To view the records of all employees who are willing to travel or relocate, select “Yes”. To view all employees who are not willing to travel or relocate, select “No”.
Competency Match Count / Competency Ratio	To view the records of all employees whose number of competencies for the job match a specified number of the required competencies, carry out the following Select “Competency Match Count” from the drop-down list box. Select “Greater than”, Less than” or “Between” in the adjacent drop-down list box. Enter the values or range of values in the third and fourth fields. Example. To view the records of all employees whose ratio of possessed competencies to required competencies is a given value, carry out the following Select “Competency Ratio” from the drop-down list box. Select “Greater than”, Less than” or “Between” in the adjacent drop-down list box. Enter the values or range of values in the third and fourth fields. Example.
Career Planning Rule	To view the records of all employees who satisfy a specific stored procedure rule, enter the rule name. You can also define a new stored procedure rule and retrieve employees based on this rule, apart from the existing rules. For example, you can define a rule to retrieve the records of all employees who have served in the Human Resources department for 5 years and are now located in California, in Industrial Relations department.

Select the “Search” pushbutton to view the records of all employees satisfying the search criteria you specified.
The records of the employees satisfying the search criteria will be displayed in the “Employee Details” multiline. The following career-specific details are shown in each employee record:

Employment Unit	The employment unit of the employee.
Employee Code	The code of the employee.
Employee Name	The name of the employee.
Job Title	The title of the job of the employee.
Department Desc.	The description of the department.
Performance Rating	The rating of the employee’s performance. These ratings are retrieved from the “Performance Appraisal” component.
Service In Organization (In months)	The total service of the employee in the organization, calculated in months.
Competency Match Count	The competency match count applicable to the employee. See example on competency match count.
Competency Ratio	The competency ratio for the employee. See example on competency ratio.
Mobility	“Yes” implies that the employee has indicated that he or she is mobile. “No” indicates the contrary.
Qualification Description	The description of employee’s qualification.
Service In Current Job (In Months)	The total service of the employee in the current job, calculated in months.

Note: If only one search criteria value is entered, the system will fetch the records that satisfy this value.

If more than one search criteria value is entered, the system will fetch the records satisfying all the specified values

. If you do not enter any value in the search criteria group box and select the “Search” pushbutton, the system will fetch all the records that are applicable to the selected career planning unit.

Choose the employee by checking in the “Select” column beside the record.
Select the “Employee Career Plan” hyperlink at the bottom of the page.

To save the Search Criteria

Ensure that you have entered all the search criteria.
Enter a name in the “Career Planning Criteria Name” field.
Select the “Save Criteria” pushbutton to save the criteria. This criteria name will be listed in the drop-down list above the “Search Criteria” group box.

To retrieve employee records through the search criteria name

From the drop-down list above the “Search Criteria” group box choose a search criteria name. For example, the name could be “All Senior Executives”.
Select the “Get Planning Criteria” pushbutton.
All the search criteria fields that you had saved are displayed in the search criteria fields. Using the example above, they could be “Planned”, “Job Title = Senior executive”, ‘Grade Set = 6”, “Performance Rating = Greater than average”
Edit these search criteria, if required, to customize it for any other requirement. For example, you can add “Service in Current Job (in months) = Greater than 11”. You can edit the following: Performance Rating = Equal to Exceptional”.
Select the “Search” pushbutton.
The “Employee Details” multiline shows the records of the employees who satisfy these search criteria.

6Hyperlinked topics below

Page objective

Use this page to select an employee for recording his / her career plan.

What you can do in this page

To select through direct entry

To select through search criteria

To save search criteria

To select through search criteria name

To select through Search Criteria

Use this method to search for employees based on criteria such as performance, duration of service in the organization, mobility, service in job and competencies. In the search criteria group box, specify the search criteria based on which the system will fetch the records. Search based on wild card characters is also supported. You also have the option of searching for employees based on Planned or Actual Job attributes with effect from a given date.

Apart from these search criteria, you can perform a search based on a career planning rule. You also have the option of defining a new rule and subsequently performing a search based on this new rule. The system allows you to save the search criteria by assigning a criteria name; you can use the saved search criteria later on, for retrieving employees for other career planning processes.

Page overview

Use this page to retrieve employees based on

Planned job attributes of the employee
Actual job attributes of the employee
Other search criteria

Planned job attributes of the employee: You can request the system to retrieve all employees who fulfill certain planned job attributes that have been authenticated by the supervisor. For example, you can request the system to retrieve all employees whose planned job title is “manager” . To narrow the list of employees who fulfill the planned job attributes, you can also specify the planned position title, planned grade, planned gradeset and planned work location. You can narrow the search still further, by adding other search criteria such as qualification and career planning rule.

Actual job attributes of the employee: You can request the system to retrieve all employees who fulfill the job attributes you specify. For example, you can request the system to retrieve all employees whose job title is actually “senior manager” and whose grade is actually “3”. You can narrow the search still further, by adding other search criteria such as qualification and career planning rule.

Other search criteria:. You can request the system to retrieve employees, based on one or more of the search criteria given below. Alternatively, you can specify one or more of these search criteria in combination with the search criteria based on planned job attributes or actual job attributes.

Performance rating: this refers to retrieving employees whose rating is Exceptional or greater , or whose rating is Average or greater.
Service in the organization: this refers to retrieving employees whose service in the organization is within a given range of months. For example, you can request the system to retrieve all those employees whose number of months of service to the organization is between 14 and 20.
A range of employee codes: this refers to retrieving employees whose employee codes satisfy the range you specify. For example, you could specify E1002 to E1025; the system will retrieve E1003, E1007, E1009, E1015, E1019 and E1023.
Qualification: this refers to retrieving employees who satisfy a specified qualification.
Competency match count: this refers to retrieving employees who have a given range of competencies
Competency ratio: this refers to retrieving all employees for whom the ratio between possessed competency levels and required competency levels is a given range. For example, you can retrieve the records of all employees whose competency ratio is between 0.65 and 0.85.

Note: The maximum value of the competency ratio is 1.

Career planning rule: this refers to retrieving all employees who satisfy a stored procedure rule that exists already or is newly defined by you. The career planning rule is significant among search criteria, because it overrules any other search criteria with which it is entered in combination.

Example on competency match count

You need to view the records of those employees who have a minimum of 5 competencies in common with the required competencies, for the job “group head”.

Ensure that the “Job Title” field displays “group head”
Select “Competency Match Count” from the drop-down list box under “Qualification Description”
Select “Greater than” from the adjacent drop-down list box
Enter 4 in the next field.

The required competencies for the job “group head” could be “system orientation”, “conceptual thinking”, “analytical ability”, “decision making”, “marketing acumen”, “exposure to international trade” “forward thinking” and “inter-personal skills”. The system may retrieve the record of

Burt Maxwell, who possesses the following competencies: “conceptual thinking”, “analytical ability”, “decision making”, “exposure to international trade” and “inter-personal skills”.
Carol Woodford, who possesses the following competencies: “system orientation”, “conceptual thinking”, “analytical ability”, “decision making”, “marketing acumen”, “exposure to international trade” .

Example on competency ratio

You need to view the records of those employees whose ratio of possessed competencies to required competencies is between 0.5 and 0.65, for the job “group manager.

Ensure that the “Job Title” field displays “group head”
Select “Competency Ratio” from the drop-down list box under “Qualification Description”
Select “Between” from the adjacent drop-down list box.
Enter 0.5 in the third filed.
Enter 0.65 in the fourth field.

The required competencies for the job of “group manager” are 8. The system will retrieve the records of Burt Maxwell, who has 5 competencies in common with the required competencies and whose competency ratio is therefore 0.62.

Defining a new rule and retrieving employees based on this rule

Select the “Define Rule” hyperlink beside the “Career Planning Rule” field.
The “Maintain Stored Procedure Rule” page appears.
Create the stored procedure rule in this page.
Save the stored procedure rule with a user-defined name
Return to the “Select Employee For Career Plan” page.
Refresh the page using the browser’s option.
Enter the name of this rule in the “Career Planning Rule” field.

Note: You can enter any other search criteria in combination with the rule. However, the rule will overwrite all other search criteria if there is a conflict of criteria.

Select the “Search” pushbutton.
The “Employee Details” multiline will show the records of all employees who satisfy the rule.