Skills Matching and Succession Planning Report

Overview

The Skills Matching and Succession Planning Report shows an employee profile which has certain skills to match for succession planning. This report will give the user the employee information skills in order to match it with an available position within the organization.

An example of the report is shown below.

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Definition of Report Fields

The Skills Matching and Succession Planning Report includes the following fields:

Report Field

Description

Report Date

Date of report generation automatically generated by the system

Report Time

Time of report generation automatically generated by the system

User

User who generates the report

Page

Page Number

Filter Criteria

Filter Criteria as entered under Skills Matching and Succession Planning Report

Sort By

Used to sort the report by Skill and Certificate criteria

Institution Name

User’s Institution, e.g. Government of Canada

Department Name

User’s Department, e.g. Ministry of Finance

Employee ID

The system will display Employee ID for those employees which have the selected position (in the Target Position filter) in their career path

Employee Name

The system will display Employee First and Last Name

Current Position

The system will display the Employee Position Job Title. The system will display the position which have the selected position (in the Target Position’ filter) in their career path

Employee Certificates

The system will display the Employee Certificates that are included in the Employee Certificates under the Employee screen. An employee can have one or more certificates

Employee Education

The system will display the Employee Education that is included in the Employee Education under the Employee screen. An employee can have one or more education information sections

Employee Skills

The system will display the Required Employee Skills under the Employee screen. An employee can have one or more skills

Generation of the Report

The Skills Matching and Succession Planning Report shows an employee profile which has certain skills to match for succession planning.

To GENERATE the Skills Matching and Succession Planning Report, follow the steps below:

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The Skills Matching and Succession Planning Report includes the following filter criteria available for the report:

  • Employee - Employee  (optional parameter) can be selected using the Lookup icon , and Find icon  to retrieve the employee position. If selected, the report will include the selected employee position
  • Comments - Enter any additional information about the position if required.
  • Group By Organization Unit: If checked, the Group By Organization Unit is available.
  • Group By Institution Type: Select a Group By value from the drop-down menu.

If all filter criteria are left blank, all Positions will be included in the Report, as well as the Positions allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and  icons.