Configuring a Role-Readiness Form

Objective

After completing this lesson, you will be able to configure a Role-Readiness form.

Role Readiness Form Overview

Role Readiness forms are performance forms that allow employees to rate themselves on competencies associated with roles they are considering as part of their career development. These forms help employees estimate how ready they are for future roles.

The Role Readiness form is also called a Competency Assessment form. Role Readiness forms are most commonly accessed via links on a Career Worksheet.

The Role Readiness form allows the user to measure themselves against the Future Role competencies, so they can see the gaps and create development objectives to help bridge those gaps.

Note

With the <permission for="launch-assessment-form"> setting configured in the Career Worksheet template, roles that are granted this permission can see the Evaluate Readiness link in the Career Worksheet. By choosing the link, they launch a Role Readiness form for a specific job role, and the form will be routed according to its route map until completion. As an admin, you cannot use proxy to access a user's Role Readiness form in the Career Worksheet. Succession planners are able to launch Role Readiness forms from the Succession Org Chart.

A standard CDP implementation utilizes at least one Role Readiness form and often two: one for an employee’s current role and one for future roles an employee is considering (the more common option). A Performance Management license is required to use Role Readiness forms.

To configure a Role Readiness form that has been uploaded to the instance, complete the following steps:

  1. Create a Readiness Rating Scale by using action search to navigate to Rating Scales.
  2. Create a Readiness Route Map by using action search to navigate to Manage Route Maps.
  3. Modify the Role Readiness Form template.

To learn how to configure a Role Readiness form, watch this video:

Once a Rating Scale and Route Map have been created, the Role Readiness template needs to be updated with those two components. This can be done through Manage Templates, in the General Settings area.

The General Settings page of Role Readiness Form is displayed.

Additional settings for the template can be changed under Manage Form Templates (navigate to Form Template Settings). The Role Readiness template can be downloaded, and many other settings can be edited, such as the spelling and legal checks. The Route Map can also be set through Manage Form Templates.

The Managing Form Templates page is displayed.

Configure the Role Readiness Template

To learn how to complete this exercise, watch this video:

Steps

  1. Confirm the Role Readiness template. 

    1. Performance Management should have already been enabled in Provisioning.

    2. Log into your instance as the CDPAdmin and use action search to navigate to Manage Templates.

    3. Select the Performance Review option across the top.

    4. Confirm the THR95 Future Role Readiness Form Template is listed. Select the form to open it.

    5. Select General Settings, and confirm the Route Map field reads THR95 Route Map and the Rating Scale field reads THR95 1-5 Rating Scale. If the form template points to a different route map or rating scale, correct it.

    6. Select Edit Fields and Sections and Role Specific Competencies. Then select Show advanced options. Locate the field Include the ability to rate. Select the radio button for Everyone shares one rating box for each item. Do NOT check the box right below for Except the employee who has a private self-assessment rating box.

    7. Save your changes.

    8. Perform the same checks for the THR95 Current Role Readiness Form Template.

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