Overview
Use the Build tab of the Team management area to assign new or edit existing skills as requirements for your team members’ current jobs. Changes you make here become available as career goals for your team members. The other team leaders who have the same team members can also see your changes in requirements.
It is not possible to edit requirements for the current jobs added as free text which have not been connected to a job from a library.
On the Build tab, you can switch between the lists of talents and jobs. To this end, use the drop-down box at the top left of the tab to select either Per talent or Per job profile respectively.
Let’s take a closer look!
Each job a smartPeople talent may add to their profile has a set of skills defined in smartLibray. This skills set implies the job requirements.
As a team leader, you can edit the job requirements for your team members, including direct and indirect reports.
You can view indirect reports and edit their requirements if the system is set up accordingly. For more details, contact your administrator.
To start assigning job requirements for your team member, follow the steps listed below:
1. On the command bar of the Build tab, click New requirements.
2. In the New requirements dialog that opens, click Per talent.
3. In the New talent requirements dialog that opens, select a team member whose job requirements you want to edit.
If the list is too long, you can search for the right talent using the search box. In addition, you can filter the list by showing either only direct or both direct and indirect reports.
5. In the job pane that opens, you can see a list of skills defined as requirements for the job.
If a tag (Changed, Added, or Removed) is displayed within a skill record, that means that these requirements were previously edited by another team leader with whom you share the same team member. You can further edit the requirements, if needed.
Here is a list of possible actions you can apply to change requirements per skill:
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- Add skill. You can add skills only as recommended ones.
- Change level. You can change a proficiency level for any skill. However, it is not possible to change a level of the mandatory skill to the same proficiency level or a lower one set in smartLibrary or per job profile.
- Remove skill. You can remove only recommended skills. If a skill is defined as mandatory in your company, it is not possible to remove it. However, you can remove a skill from the Mandatory skills list, if that skill was added as recommended, and then set as mandatory.
- Set as mandatory skill. You can set a skill from the Recommended skills list as mandatory. Once you do it, you can further apply any possible action to it.
- Set as recommended skill. You cannot make a skill recommended if it was initially defined as mandatory in smartLibrary by your company. However, you can set a skill from the Mandatory skills list as recommended, if that skill was initially added as recommended, and then set as mandatory.
- Reset to default. You can cancel all the edits to a skill you or your colleagues previously made. In this case, the requirement is set to the default settings defined in smartLibrary by your company.
- Open skill details. You can open the skill detail in a separate view.
To add a skill, click either the plus sign or + Add skill. For the rest of actions, click the three dots button within the skill record for which you want to edit requirements, then click the command of your choice in the context menu that appears, and follow the instructions that appear on the screen.
Once you add a skill, change its level or remove it, you can see a corresponding tag within that skill record: Added, Changed, or Removed. Point to the tag to view the date when the requirement was added as well as a team lead by whom the requirement was edited. For the Changed tag, you can get also the information about the proficiency level (changed from-to) as well as if the skill was changed from recommended to mandatory, if any.
You can change a recommended skill to mandatory and vice versa by clicking the corresponding icon within a skill record.
Remember that you cannot make a skill recommended if it was initially defined as mandatory in smartLibrary by your company. However, you can set a skill from the Mandatory skills list as recommended, if that skill was initially added as recommended, and then set as mandatory.
You can also delete all edited requirements for the talent’s job at a time. To this end, click the three dots button at the top right of the pane, and then click Delete edited requirements. In the dialog that appears confirm your decision by clicking Delete.
Use the tiles at the top of the pane to view:
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- Added skills
- Changed skills
- Removed skills
To come back to the full list of skills, click the tile once again.
6. Once you are done, click Close.
As a result, the talent record for whom you have edited the job requirements appears in the Per talent list on the Build tab. The edited requirements are also displayed for the team member. The skill match for the current job changes respectively.
On the Build tab of the Team management area, you can see a list of talents for whom current job requirements were edited by you or your colleagues (team leaders). To show the list, select Per talent in the drop-down box at the top left of the Build tab.
For each talent, you can view the following details:
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- Talent’s name
- Current jobs
- Report type (direct or indirect)
- Number of added skills
- Number of changed skills
- Number of removed skills
You can sort the list of talents by their name.
To reach out to your team member quickly and easily, contact that talent in MS Teams.
To send a message in MS Teams, point to the talent’s record in the Per talent list on the Build tab, click the three dots button, and then click Contact in MS Teams.
Otherwise, you can access and use the same command on the pane where all current jobs of the selected talent are listed. To this end, first open requirements, click the three dots button at the top right of the pane, and then click Contact in MS Teams.
The menu command becomes active if it is turned on in Ludi Cloud. For more details, contact your administrator.
As an alternative to assigning new requirements for your team members, you have an option to to assign new or edit existing skills set as requirements to a job. Depending on the settings, the job requirements you assign to a job become available as career goals in profiles of your direct or both direct and indirect reports.
You can manage only jobs belonging to job libraries connected to smartPeople. For more details, contact your administrator.
To start assigning requirements to a job profile, follow the steps listed below:
1. On the command bar of the Build tab, click New requirements.
2. In the New requirements dialog, click Per job profile.
3. In the New job requirements dialog, select a job whose requirements you want to edit.
4. In the Apply requirements to dialog, define the level to apply the requirements: Direct reports or Direct & indirect reports. You can also change the level later.
The possibility to assign requirements for multiple levels of subordinate profiles is turned on in Ludi Cloud. For more details, contact your administrator.
If there are any requirements previously changed by other team leaders ranking below you, they might be overwritten by your changes. It will not be possible to restore them.
If you change the reporting level from direct and indirect reports to direct reports, requirements for indirect reports will be reset back to default.
As a result, the job pane opens, and you can start editing the requirements of the current job. To this end, follow instructions starting step 5 in New requirements per talent.
Once you are done assigning requirements for the job, the job record appears in the Per job profile list on the Build tab. The edited requirements are also displayed for only your direct or both direct and indirect reports depending on the level you have previously selected. The skill match for the current job changes respectively.
On the Build tab of the Team management area, you can see a list of jobs for which you edited requirements. To show the list, select Per job profile in the drop-down box at the top left of the Build tab.
For each job, you can view the following details:
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- Job title
- Skill change in percentage
- Number of added skills
- Number of changed skills
- Number of removed skills
- Level to which the requirements were assigned: direct reports or both direct and indirect reports
- Number of talents possessing this job affected by the change
- Date a job was last edited
You can sort the list of jobs by their title.
You can view details of a job which requirements you edited in a new tab. To this end, point to the job record in the Per job profile list on the Build tab, click the three dots button, and then click Open job details.
Otherwise, you can access and use the same command on the job pane. Once you open job requirements, click the three dots button at the top right of the pane, and then click Open job details.
If the possibility to assign requirements for multiple levels of subordinate profiles including both direct and indirect report is turned on by your administrator, you can change the level at any time: either directly when assigning requirements or when opening them for editing at a later point in time. If it is turned off, you can assign requirements only for your direct reports.
To change applicable group, click the three dots button at the top right of the job pane, click Change applicable group, and then select the group you need in the pane that opens.
Otherwise, you can click Change below the job name in the pane and then select the group you need.
To open a pane presenting a list of current jobs as well as edited requirements for a definite talent from the Per talent list on the Build tab, point to the talent’s record, then click the three dots button, and then click Open requirements. Otherwise, you can just click that talent’s record.
Once the pane opens, you can also start editing the requirements of a current job that talent has. For more details, see instructions starting step 4 in New requirements per talent.
To open a pane presenting edited requirements for a definite job from the Per job profile list on the Build tab, point to the job’s record, then click the three dots button, and then click Open requirements. Otherwise, you can just click that job’s record.
Once the pane opens, you can also start editing the job requirements. For more details, see see instructions starting step 5 in New requirements per talent.
It is possible to cancel changes you or your colleagues made to the default job requirements as follows:
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- by deleting edited requirements for a separate skill of a definite talent’s profile or a job profile
- by deleting edited requirements for all skills of a current job of a definite talent or all reports at a time
- by deleting edited requirements for all skills of all current jobs of a definite talent
- by deleting edited requirements for all skills of all current jobs for several talents at a time
You can delete edited requirements for a separate skill of a definite talent’s profile or a job profile, once you open a current job of that talent or a job profile in a separate pane. To this end, point to the skill which requirements you want to reset to default, and then click Reset to default in the context menu that appears.
To delete edited requirements for all skills of the current job of the definite talent, first, open requirements, and then click the current job for which you want to delete edited requirements. In the job pane that opens, click the three dots button at the top right, and then click Delete edited requirements in the context menu that appears. In addition, you can use the same command on the talent’s pane that shows first once you open requirements for the talent. In the talent’s pane, point to the current job record that has been changed, click the three dots button, and then click Delete edited requirements.
To delete edited requirements for the definite job, first, open requirements, click the three dots button at the top right of the job pane, and then click Delete edited requirements in the context menu that appears.
When you decide to delete all edited requirements for all skills of all current jobs of the definite talent, first, open requirements for that talent, click the three dots button at the top right, and then click Delete all edited requirements. Otherwise, on the Build tab, point to the record in the Per talent list, click the three dots button, and then click Delete all edited requirements.
To delete edited requirements for all skills of all current jobs for several talents at a time, select the talents’ records in the Per talent list on the Build tab, and then click Delete all edited requirements on the command bar.
For each case, confirm your decision to delete the edited requirements by clicking Delete in the dialog that appears.
Recommended skills set per talent have a priority over recommended skills set per job profile. The former are displayed in the talent’s profile.
Per talent
Per job profile
John Doe
Data scientist
Statistics (2)
Statistics (1)
Communication (2)
Communication (3)
Per talent, a proficiency level of a mandatory skill cannot be changed to the same proficiency level or a lower one set in smartLibrary or per job profile. A higher proficiency level of a mandatory skill set per talent or per job profile has a priority over a lower proficiency level set per talent or job profile.
Per talent
Per job profile
John Doe
Data scientist
Statistics (2)
Statistics (1)
Communication (2)
Communication (3)
Whereas a higher proficiency level of a mandatory skill set in smartLibrary has a priority over a lower proficiency level set per job profile or per talent.
Per talent
Per job profile
smartLibrary
John Doe
Data scientists
Data scientists
Communication (3)
Communication (2)
Communication (4)
Next step
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