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A more advanced application for working with review templates is reviewing on the role profile skills of employees. This gives a detailed insight into the expected and actual skill levels per employee. Here are the most important things to keep in mind.
Setting up the section
You always start by creating a new section in the conversation template. Within this section, you can specify various settings that help with a good evaluation of the role profile skills. Think of:
Name and description: Make it clear in the name and description that it concerns a review on the role profile skills and give an instruction on how the employees should answer the questions.
90/180/360° review: Determine who should answer the questions about reviewing the role profile skills. Do you want the employee to assess himself, to collect feedback from direct colleagues, or to be assessed by a manager? Turn on the buttons for personal/peer/coach review as you wish.
Reporting (KPI): When reviewing on goals, only the KPI 'Skill Coverage' is available. When you select the KPI 'Skill Coverage', the question 'Role profile skills' is automatically added to the template. It is not mandatory to work with the KPI. The question 'Role profile skills' is also available in the toolbox, but by using this option without the KPI you do not collect data for the different Learned reports, such as the 9-grid.
Rating scale: When measuring the role profile skills, it is not possible to set a rating scale in the review template. The rating scale depends on the number of levels available per skill.
Theme: Choose the matching theme 'skills' so that it is immediately visible to the employee in the conversation form that you are going to discuss the skills in this section.
Role profile skills in the conversation template
When you selected the KPI 'Skill Coverage' when creating the section, the question for testing the role profile skills is automatically added. If you work without a KPI, you can add this question to a section as a separate part and combine it with other questions, for example. When testing role profile skills, a separate question is generated for each employee per skill in the role profile. The amount of questions, therefore, differs per person and depends on the number of skills in the role profile. If you have multiple role profiles, all skills (deduplicated) are included in the questionnaire.
Note: when creating the review you can choose to exclude role profiles. The associated skills and competencies are then not added to the employee's conversation form. In addition, it is possible in the conversation template to exclude certain skill categories. Reviews based on that template, therefore, do not contain the skills from those categories.
A standard question is then formulated for the employee:
How do you function on the relevant skills and competencies for the role <role name>?
You will then see the rating scale for each skill, consisting of the number of levels of the skill set. With Learned, this is a 5-point beginner-expert scale by default. When completing the questions, the employee also sees what skill level is expected of him for the role. This expected level is expressed against the actual level that the employee is assigned in the review. The resulting percentage is also referred to as the 'Skill Coverage'.
Display when creating the template:
View when filling out the conversation form:
In the template you also have the option to enable the slider button with 'Not applicable'. This ensures that the person completing the questionnaire has the option to skip questions. The skipped questions are not included in the final scores. Finally, you still have the option to make the comments field mandatory. If this slider button is activated, employees cannot submit the conversation form until all mandatory fields have been completed.