Employee Snapshot – A Concise preview for Managers

Employee Snapshot – A Concise preview for Managers

The Employee Snapshot feature enables managers

  • To view and analyse data of an individual employee by using dashboards and tiles within the PeopleSoft Fluid User Interface pages.
  • One stop solution to access an employee’s talent data
  • Delivers 4 business processes and dashboards to manage and analyse information about workforce
    • Summary
    • Promotion Readiness
    • Compensation Review
    • Performance Review
    • Career Planning

 

employee-snapshot-for-managers-1

 

Configure Employee snapshot

Navigation: Select Talent Administrator>>Configure Employee Snapshot.

Competencies

  • Number of years is used to restrict older competency data that may no longer be relevant. Only competencies with the number of years are displayed
  • Evaluation types – When more than one evaluation type is mentioned for an employee this gives the sequence of display. At least one value must be provided.

 

employee-snapshot-for-managers-2

 

Licenses and Certification

  • Selecting yes ensures Licences and certification page is available for the user
  • The interval during which a warning is issued to the user to complete a certification. Expiration dates for licences and certifications are set up in qualifications details.

 

Projects

  • User to limit older projects from appearing on the special projects tile and special projects page.

 

employee-snapshot-for-managers-3

 

Performance History page

  • Limit the maximum number of performance reviews to be displayed for an employee.
  • Performance document type to be displayed. These values are setup in document types pages

 

employee-snapshot-for-managers-4

 

Performance versus Potential page

The Performance versus Potential Rating Box is used to compare and analyse the ratings from the recent performance and the career planning.

User can

  • Choose to display/hide the rating box
  • Configure the axis level details for analysis
  • Provide the rating model to be used – rating models can be set in rating model page
  • Map with potential ratings – which is displayed on the employee impact tile.

 

employee-snapshot-for-managers-5

 

Rating Model Page

  • User to rate an employee’s proficiency level and also define values for the rating sections of a performance document.
  • Rating models are used by several applications within HCM, including:
  • Manage Profiles business process.
  • PeopleSoft ePerformance.
  • Manage Employee Reviews business process.
  • Plan Careers and Successions business processes.
  • Manage Base Compensation and Budgeting business process.

 

employee-snapshot-for-managers-6

 

Risk versus Loss Page

  • Choose to display/hide the feature

 

employee-snapshot-for-managers-7

 

Succession Option Page

  • Select which of the employee’s succession plans(official/draft) should display on the Succession Plan

 

Promotion Readiness

In HCM image 28,we have new learning tile in employee snapshot – promotion Readiness dashboard.

  • Gives managers quick graphical summary of learning statuses associated with employee profile in enterprise learning management.
  • Analyse promotion readiness for an employee using these tiles:
    • Current Salary : User can view the salary range for an employee’s job and where the employee falls within that range.
    • Job Competencies: User can view employee rating types in comparison to the competency ratings associated with the job.
    • Salary History: User can see employee’s salary, variable cash, and variable noncash information.
    • Performance History: User can able to see overall rating for an employee from past performance periods
    • Learning : User can see a number of courses which are learnt and number of courses planned.

 

employee-snapshot-for-managers-8

 

Access the learning tile to view the current and past employee learning details

 

Author: Akshata Lagamannavar, PeopleSoft Consultant

PeopleSoft Services

Implement, Enhance, Update & Support PeopleSoft at Zero Cost!

Read More