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2. Planner Home Page (Profile)

2. Planner Home Page (Profile)

Owned by Graham Kennedy
Last updated: Nov 13, 2020
4 min read

The Planner will always initially open on the My Skills Profile page. Check the tabs (i.e. SelfAssessed, Evidence ) to ensure it is displaying the one you are expecting to see, because the tab selection will span Planner sessions.

The Side menu bar can be compacted by selecting the Icon above it.

  • Profiles will show in Compact Mode by default.

If a Profile has been Approved by a someone, then an approval tag may be present next to the Edit button.

e.g.

Clicking on the approval tag will show any comments added as part of the approval. e.g.

Click the tag again to stop showing the comment.

 

On this page:

Planner Menu

Description

 

  • My Skills Profile - Home page for the SkillsTx Planner. Provides ability for the individual to:

    • View their Self-Assessed Profiles

    • Upload or view optional evidence required to support skills selections in the profiles

    • Change their self-assessed profiles including adding Skill attributes & notes for the skills

    • Change their personal details

    • Select their Current and Future Jobs (restrictions may apply) and view the job details

    • View the % matches of their Current/Future jobs

    • Overlay their Current/Future jobs against their Profiles in order to see specific matches and gaps

    • Add free format Notes regarding actions taken etc

  • My Action Plan - Access to the Action Planning pages for viewing detailed skills gaps and generating action plans against the gaps

  • My People - Usually available for Team Leaders and Line Managers configured in the Org Structure. Provides access to the Profiles and Action plans of the individuals assigned to them

  • Team Analytics - Usually available for Team Leaders and Line Managers configured in the Org Structure. Provides Analytics filtered by the individuals assigned to them

  • Workspace Analytics - Only available to Individuals who have been granted access to the Workspace Analytics by the Workspace Administrator. (Usually senior Management)

  • Manage Jobs - Will only be visible if you have been assigned as the Owner of Job/Role Descriptions. You have access to edit the JDs from this section.

  • My Settings - Access to change the personal Settings than can be managed by the individual

  • Self Assessed progress Overall % - Shows the % matches of the selected Current and Future jobs against the Self-Assessed profile



Information Notices:

On occasions you may find useful information notices appear at the top of the My Skills Profile page such as those shown here on the right. You are able to Dismiss the notices for the session, and depending on the type of notice they may re-appear when you next access your Planner. Others will be dismissed permanently.

Some may also have a link to more information or a video using a Show Me link.

Some messages will be from SkillsTx, others may be from EEA or your organisation, as Workspace Administrators have the ability to set messages of various types for display on Planner consoles to convey information.

The following actions are available from all Planner pages

Logging out of the session:

  • Select the Login ID in the top RHS. e.g.

    • Select Logout

Page Refresh, Help and Feedback:

  • The

    Icon is used to force a refresh of the page.

Tip

Use the Refresh if you believe a recent change is not being reflected in your Planner as soon as expected. Some actions by an Administrator or immediately following completion of your Self-Assessment surveys may take longer than expected to display the results.

  • The

    icon is used to access Help

  • The

    Icon can be used to provide feedback on the Planner:

    • Selecting the icon opens a pop-up window

    • Please submit your feedback as shown in the pop-up window

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