3. Skill Profile (Personal Summary)

Owned by Graham Kennedy
Last updated: May 08, 2024
3 min read

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

If your Planner aAccount was provided without you having to complete the self-assessment surveys, then your Personal Details (as shown below) may still be blank.

  • You will need to Edit and populate these fields yourself.

  • Select the View Details link

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  • 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.

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  • Make the necessary changes and Press Save. Or Cancel if you do not wish to save the changes.

On this page:

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

  • If the selection is for Current role, the assignment will be saved

  • If the selection is for a Future role, there will be a confirmation pop-up as follows:

     

    • You can use the click here link to open the Requirement Profile in a new browser window, in order to check the details as per the pop-up information.

    • Use OK to save the Future assignment.

      • Or Cancel to cancel the assignment.

    • Close the extra browser window when no longer needed.

A specific Requirement can ONLY be assigned to ONE of Current or Future. (e.g. You cannot assign the same Requirement to both Current AND Future)