Competence in QM365

The competence function consists of several lists and functions. Built up in the right order, these enable you to work effectively with competence planning, and ensure that the organization has the right competence. It will also be easy to document the current status and future changes to be made. Anyone with the functions and report button in the left menu has access to competencies and position/roles.

Personnel assessment and Competence matrix have their own access management depending on the setting. In addition, everyone who is in the "Competence Administrator" user group has access. This is to ensure that only those who need to see each individual employee's competence have access to this information (Managers and HR).

All lists are readable by default. A system administrator must set up user rights for this configuration if determined appropriate (first two lists open, second three lists closed).

In addition, the system provides a competence planner, called "Competence matrix", where the user group "Competence Administrator" can select a department and see what competence is available, register the needs and see the gaps that need to be filled. This planning tool uses the data in the skills register and provides a good overview and planning functionality.

Lists/functions

Competencies Competence Area Competence category Title (competence name) Comptence type Degree Process Selectable Critical Open	Roles Title Description Role type (Role or position) Manned by (as many people you would like) Replacement (a user) Reports to (superior role) Open
PA - Personal Asessment Profile (tekst) Organization (dept(s) belonging to) Next revision (of the PA) Positions/roles (from that list) Listed competencies	Competence Matrix Tool for filtering out actual competence in the whole/parts of the organisation Set up competence needs Shows skills gaps Enter Measures to close competence gaps

Competence - Competence Management Overview

Define and register the necessary competence

Competences are registered by title. For each competence, you must register two levels of categories. These categories are called:

• Competence area (level 1)

• Competence category (level 2)

Before recording competencies, be sure to list them all, ie in an Excel sheet, and see how best to categorize them using these two levels.

In addition, you must select one competence type for each competence (Experience, Education, Course, Certificate, Skill). For each of these types, you can later register additional information for each person linked to the competence type. In addition, you can register process.

If the competence is no longer in use, remove the tag in the "Selectable" field.

Competence - Register and edit a Competence area

Register and work with positions and roles

The data recorded here can either be positions or roles, or both. Each element will be marked if it is either a position or a role. If you have the Enterprise edition, you can also set different location types.

Positions

If you register positions, you can add a job description for each one. Always start recording the top positions first since the bottom ones can refer to which position they report to in the "Reports to" field.

Roles

Most employees have at least one role, perhaps several, so you can register one person in several roles in addition to the position the person holds.

Other data

• For each registration (both positions and roles) you can register the person(s) who have a role in the field called "Staffed by".

• If a position/role has a deputy, this can be registered in "Deputy" - only one allowed.

• Short name role is used for those organizations that use short names - maximum five characters.

• Do not set it to selectable if the role/position is no longer in use.

• The organization is tagged to identify where in the organization this position/role is used.

• Competence can be marked to identify the competence(s) required to hold this position/role. Tagging this field will be of great help when you have to carry out personnel assessments later, as this competence(s) can automatically be added to the person who holds this position/role.

Videoer

Register/edit position/role:

Competence - Register and edit a Position or Role

Document and role description:

Competence - Document position and role descriptions

Define competences needed for a position/role:

Competence - Define competencies needed for a position or role

Add employees to position/role:

Competence - Assign employees to a position or role

Using role filters in process maps:

Competence - Using the role filter in the process map