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Rating Skills in SF Performance Form and displaying the rating in Growth Portfolio.

MridulSharmaSF
Contributor
‎2024 May 19 8:36 AM
4,408

In Performance form we were able to rate Goals and Competencies ,but what was missing till now was to rate the Skills ,with Talent Intelligence Hub we can now pull the Skills in Performance form and can rate them as well in same way we were able to rate Goals and Competencies.

Note : We can rate Job specific ,Core as well as Custom skills.

Configuration Requirements:

  • Talent Intelligence Hub is enabled

Note :

  • Data in the screenshot is not real data ,it is taken from Sales demo instance.

Steps to Configure :

Configure the attribute Core skill in Talent Intelligence Hub

Navigate to Manage Talent Intelligence Hub and click on "Attributes" and then click "Create" button

mridsha_0-1716100044053.png

1.Choose the Attribute Type as Skill from the dropdown list (Mandatory step).

2.Enter the Name of Skill (Mandatory step).

3.Enter the Description of the Skill (Optional step).

4.Choose status as Active (Mandatory step).

5.Select Tag as Core and click on Create.

mridsha_0-1716100518753.png

New attribute of Skill type created successfully.

mridsha_1-1716100580155.png

Configure the Core skill section in Performance form.

1.Navigate to Manage Template>Select your Performance form Template>Edit Fields and Sections>Add New Section>Select Section Type as "Attribute" and click on add.

mridsha_2-1716101161395.png

2.Relabel the section name as per the requirement and select

  • Attribute Type as Skill
  • Section Type as Core and save.

Note : Under advance option do select "Include the ability to rate" and select the Rating option type as per client requirement.

mridsha_3-1716101608304.png

Launch the form after making above changes to rate the PM form skills and lets see the outcome

mridsha_0-1716101791729.png

Navigate to Performance from Home dropdown list and select our Performance Form ,we can see our newly configured "Skills Section" is visible

mridsha_1-1716102026339.png

Providing the rating to the skill ,in our case i have given the Top rating as "3" for this skill

mridsha_3-1716103373083.png

 

Send the form to completion using Route form to see the outcome on Employee's Growth Portfolio

mridsha_1-1716102918667.png

Navigate to Growth Portfolio to see the Final outcome ;Rating is successfully flown to Growth Portfolio.

mridsha_4-1716103524976.png

Hence validation successful.

In this way we can configure and rate the skills in Performance form which was not possible in past ,but in Talent Intelligence Hub enabled instance we can configure and rate both Job specific ,Core and Custom skills.

Hope this blog was helpful to our SF consultants, please do like and share the blogs with others so they can utilize this new functionality for their Clients.

Thanks

Mridul

 

 

 

                                                    

 

 

 

 

 

 

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