Using Background and Competency Criteria for Ranking

Objective

After completing this lesson, you will be able to search for talents using ratings and competencies

Searching by Ratings and Competencies

Background and Competency criteria can be used to get a "best fit" ranking of Talent.

The options available in the Rating & Competencies section are based on your configuration in Talent Search Settings, including:

  • Whether all ratings or only the latest ratings are searched.
  • The rating scale labels are displayed.
  • Which picker is used to choose competencies. The picker can support competencies, skills, or custom attributes depending on your configuration:
    • The competency picker under the Job Description Manager framework.
    • The capability picker under the Center of Capabilities framework.

Note

If you've migrated to Talent Intelligence Hub, you are able to search by ratings, skills, and competencies. The section is labeled Ratings & Attributes.

Searching by Competencies/Attributes

It’s easy to add competencies into the Talent Search with a dropdown menu to choose competency libraries.

In the Ratings & Competencies section if you select Competencies, the Add Competencies screen opens. You can select the competency library from the dropdown first, then choose the competencies from that library. Once the competencies are chosen, they are added to the Talent Search criteria and a rating within those competencies can be chosen for the search.

To add competencies from multiple libraries, without closing the Add Competencies screen, simply choose another library from the dropdown and make your selections until you have added all the competencies you want to include in your search. When you choose another library, you see numbers listed next to each competency library, denoting how many competencies have been chosen for the search from that library.

If you’ve migrated to Talent Intelligence Hub, select Attributes from the Ratings & Attributes list. You can then select from both skills and competencies.

Add competencies dialog box is displayed.

Searching by Ratings

You can select from six rating options to use in your search criteria:

  • Competency
  • Objective
  • Performance
  • Potential
  • Custom 1
  • Custom 2

Once you select the rating from the Ratings & Competencies dropdown list, you have the option to specify start and end dates as part of the filter. Then select your From rating and your To rating.

Once all of your rating and competency criteria are selected, choose Search to run the Talent Search.

Background and Trend Portlet Fields in Talent Search v2

Talent Search v2 does not support xml configuration for background portlets. For example, if the visibility of any field is set to none in the Succession data model xml, then on the People Profile UI, that field is not visible. But on Talent Search v2, if you select a background portlet, then it always shows all fields that are defined in the data model xml.

Code Snippet
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<background-element id="insideWorkExperience" type-id="1" max-entries="3">
<label>Work Experience Within Company</label>
<data-field id="department" field-name="vfld2" visibility="none" max-length="4000" max-file-size-KB="1000">
<label>Department </label> 
</data-field>
</background-element>

In the XML code above, visibility of the department field is set to none, therefore it is not visible under the Work Experience within company background portlet in People Profile. But on selecting the same portlet in Talent Search v2, you can see the Department field as it does not follow the visibility of fields set in xml.

Additionally, the trend/rating portlets of Talent Search v2 show only three fields:

  • Start date
  • End date
  • Rating range

Rating portlets fields do not depend on their portlet xml configuration.

Set Up Succession Talent Search

Business Example

Your company is now using the Talent Search feature. Follow the steps to guide you through the setup of this feature. Afterwards, you should be able to:

  • Grant Access and Appropriate Permissions to Talent Search
  • Select Talent Search Settings within Admin Center
  • Utilize Talent Search as an Administrator or Succession Planner

You can watch the following video for steps on Setting up Succession Talent Search:

Practice setting up the Talent Search features :

ExerciseStart Exercise

Practice test the Talent Search that was created :

ExerciseStart Exercise

Task 1: Talent Search Setup

Steps

  1. Grant the necessary Talent Search permissions.

    1. Log in to your SAP SuccessFactors training instance as the Administrator.

    2. Use Action Search to navigate to Manage Permission Roles.

    3. Select the Administrators role.

    4. Choose Edit and then Next.

    5. Under the User Permissions section, choose Succession Planners.

    6. Make sure that the checkboxes for Talent Search Access and Talent Search Export Permissions are both selected.

    7. Scroll to the Administrator Permissions section and choose Manage System Properties.

    8. Make sure that the Talent Search Managementoption is enabled.

    9. If you made changes, choose Next and then Save. If you did not need to make changes, choose Cancel.

    10. From the Manage Permission Roles screen (link at the top of the page), select the Manager role and repeat steps d) through f).

    11. If you made changes, choose Next and then Save. If you did not need to make changes, choose Cancel.

  2. Configure Search Fields.

    1. From the Manage Permission Roles screen (link at the top of the page), select the Administrator's role, Edit and Next, and choose Talent Search Fields.

    2. Make sure that all the checkboxes are selected under each header (Profile, Background, Ratings, Other) for the Administrator.

    3. If you made changes, choose Next and Save. If you do not need to make changes, choose Cancel.

    4. Perform the same process for the Manager role but select fewer fields to demonstrate the search customization that can be done by role.

    5. Upon completion of both steps 1 and 2, log out and log back in as the Administrator.

  3. Set up Talent Search Settings in Admin Center.

    1. UseAction Search to navigate to Talent Search Settings.

    2. Select some Default Search Fields, such as Department and Location, in the Basic Information section.

    3. Save your settings.

Task 2: Utilizing Talent Search

Steps

  1. Select Search Fields.

    1. Log in to your SAP SuccessFactors instance using a role with Talent Search access. For best understanding, you want to log in as the Administrator first and then repeat this section proxied as a Manager (Felicia Ford) to view your permission variations from Task 1.

    2. Choose Succession → Talent Search.

    3. Add Basic Information from the dropdown arrow. Do not add too many criteria, maybe only one or two, and make sure that you have results. If you do not have results, enlarge your search.

    4. Select Include Inactive User.

    5. Choose Search.

  2. Compare Employees.

    1. Select the checkbox beside three employee names and choose Compare. You will not see the action toolbar until you select at least one employee.

      View the Action toolbar for selected employees.

      Result

      A separate screen launches, displaying data captured within People Profile.Compare the selected employees.

    2. After reviewing the comparison, choose Close at the bottom of the screen.

  3. Nominate Successors.

    1. Select the employee(s) you wish to nominate and choose Nominate.

      Result

      The selected users display in a new page.The selected users are displayed.

    2. Select a position to which to nominate the selected employees, and select a readiness level.

    3. Choose Nominate.

      Result

      When the nominations are complete, a message appears at the top right of the page, stating success.

    This concludes the exercise.

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