HR Guide - Skills

You'll be setting up a HR Channel shortly and will require a Content Security Right for your staff to access this Channel.

Step:

Create a Content Security Right for users to be able to access and fill in timesheets, e.g. HR Content Security Right

In order to access the HR suite, you'll need to create a HR Channel and Responsive Skin with Prime Content area. 

Steps:

Create a Skin, a simple, generic one will do. It must have a Prime Content Design Element on it, preferably set at 100% width.

Create a Channel of HR channel type, assign the above Skin and previously created Content Security Right. Select the 3 Hide options, Hidden, Hide From Site Search, Hide From Search Engines on the Channel.

Notes:

You do not need a separate Channel for Timesheets, Absences, Skills. All HR Elements will be displayed under the same Channel

The Skills available to assess your staff is created via Topic Lists.

Steps:

You will need to create a main Skills topic lists with the following sub-topics: Qualifications, Publications, Skills, Tools and Services. Within each of these sub-topics

For Qualifications and Publications, you will need to create a further level down where all the Qualifications and Publications you wish to assess are listed.

For Skills, Tools and Services, you need to group these with a heading topic and list all the relevant skills, tools and services under those.

It may look something like:

Default Topic Lists

• Skills
  
  • Qualifications
    
    • ISTQB/ISEB Foundation
    • ISEB/BCS Intermediate
    • ISTQB Adv Test Manager
    • ISTQB Adv Test Analyst
  • Publications
    
    • Conference Presentations
    • Magazine/Journal articles
    • White Papers
  • Skills
    • Software Testing
      • Exploratory / Ad Hoc Testing
      • Compliance Acceptance Testing
      • Component Integration Test (Link Test)
      • Operational Acceptance Testing
    • Non-Functional Testing
      • Penetration Testing
      • Usability Testing
      • Accessibility Testing
      • Maintainability Testing
  • Tools
    • Operating Systems
      • UNIX
      • LINUX
      • Windows 7
      • Windows 8 / 8.1
    • Databases
      • SQL Server
      • ORACLE
      • DB2
      • MS Access
  • Services
    •    Testing Services
      • Agile Transition Service
      • Agile Testing Service
      • Digital Testing Strategy
      • Digital Testing Services

Note: You could also use the Topic Import to create this structure. All topics need to be unique, however you could assign multiple parents to each topic.

This is the place to configure your Skills component for your staff.

Steps:

Under Security, you should see HR Profiles. If you do not see this and have the correct system security, HR Administration, try logging out and back in and then refresh the left hand navigation (bottom left, there is a refresh icon)

Add a HR Profile

Name [Enter a name for this profile]

Introduction [This introductory text is displayed to staff on the main HR channel once staff have logged in]

HR Options [This allows you to display the components you wish to enable within the HR Suite. Tick the Skills checkbox.

Under the Skills panel, select the relevant topic list for Qualifications, Publications, Skills, Tools and Services.

Help Information [Displayed on the bottom right of the Skills, provide guidance to your staff on how to use this component]

Note:

You only need one HR Profile to configure Timesheets, Absences and Skills

Once the HR Profile is created and configured, you'll need to tie this to the zone.

Steps:

Scroll down to the Profiles panel under Zones

Select the HR Profile created

Display Side

Staff who have the assigned content security right should be able to access the HR channel created

e.g. www.yourwebsite.com/hr

You will then see a button which takes you to the Skills forms.

Each staff should fill in and update their Qualifications, Publications, Skills, Tools and Services

Control Side

Line managers and HR Administrators who have the correct System Security Right should be able to access a contact record and see an additional HR tab which details the skills entered by each staff member.

They should also view the HR Skills component to match staff with any combination of Skills criteria.

To match staff with skills required, go to the HR Skills component within the Control Centre

You will see each of the Skills areas shown with a plus sign next to them.

Qualifications

Click on the Qualifications (plus sign) and select the qualifications you want to filter by. Then click Save button and you will see listed, the results where staff met the qualifications criteria selected.

Publications

Click on the Publications (plus sign) and type in a number (number of publications a user has written). Then click Save and you will see listed, the results where staff met the Publications criteria selected.

Skills, Tools and Services

Each skill, tool and service is listed with a score dropdown next to them. You can select which skills, tools and services to search for by selecting a score (5-1). The results will match any Contacts that have that score or higher.

Notes:

5 is the highest score. You can search and filter by any combination of Qualifications, Publications, Skills, Tools and Services.

The results will match are each option selected with an AND operand, i.e. Qualifications (A Levels / School Diploma) AND Skills (Agile Approach - 4)

This will return results where a Contact has A Levels / School Diploma AND Agile Approach is 4 or higher

Each set of results for Skills can be exported to a CSV file.

Simply go to HR Skills, filter by your required criteria and click the Export button