Personal Summary
1-2-3 Guidance
These are guidance action steps to assist your with your use of the Planner.
Hovering over each step will provide details of the step itself, as well as links for specific actions
Clicking on the step will proceed to the action explained in the hover-over
View/Change personal information
Select the View Details link
You can change your Image by selecting the Edit icon and selecting a new image file fro your device.
Use Edit Profile to make changes to your Personal Details.
Make the necessary changes and Press Save. Or Cancel if you do not wish to save the changes.
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Requirement Progress
This shows the % matches of the Current/Future Job/Roles that are assigned to you vs your Self Assessed/Endorsed (If appropriate) Skills Profiles.
Depending on how your instance has been configured you can make changes to the assignments using the Assign button.
Assign Job/Roles
Select the Assign button
If the selection ability for either Current or Future is not available, then this indicates your organization has chosen NOT to allow you to select your own Job/Role, but will no doubt be selecting these on your behalf. This is most often the case for Current Job/Role only, to help ensure the current situation is standardized.
The Endorsed/Self Assessed columns indicate the % match for those Skills Profiles
You can use the Name (Search) option, to filter the available Jobs/Roles
Select the Job./Role you wish to assign to Current/Future as required
Press the Save Changes to save the new assignments
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