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.
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
On this page:
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Top Menu Bar:
Planner
Current Selection accessing your Planner
Training Portal
Link to the SkillsTX Learning Management System (LMS) (Opens in a new browser tab)
Support
Link to the SkillsTx website Support Page (Opens in a new browser tab)
News
Link to the SkillsTX website News page (Opens in a new browser tab)
Logout
Use to logout of the system
You can use the Language selector to change the language. All the languages provided by the SFIA Foundation are available
You can select Account & Settings to make changes to your SkillsTx account
Planner Menu Bar
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The Planner Menu Bar will be different depending on the types of access you have been granted and the Organizational structure that has been configured. |
Menu Item
Visibility
Description/Usage
Skills Profile
Everyone
Personal Summary, Skill Profile/s and Job/Role assignments. From this page you can:
View/Change Personal Details & Image
View/Change Self-Assessed Skills Profile
View/Change Job/Role Assignments
View Skill gaps
View a snapshot of the status of Outstanding Actions
Action Plan
Everyone
Manage your Action Plan
Evidence
Everyone
Upload/Manage Evidence
Notes
Everyone
Maintain a set of personal Notes
My People
Line Managers & Team Leaders Only
Manage the relationship aspects of the people assigned to you
Assessor
People appointed as Assessors Only
Team Analytics
Line Managers & Team Leaders Only
Access the analytics pages defined from a Team perspective
Workspace Analytics
Specifically selected people. (Via Admin)
Related pages
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