Complete an Employee Talent Review Professional Profile Task

P a g e 1 | 41 Complete an Employee Talent Review Professional Profile Task Created on 12/08/2017 Revised on 12/08/2017

PURPOSE

The purpose of this job aid is to assist employees in adding or updating their Workday Professional Profile and to provide managers with the ability to assess their direct reports career potential using a Workday Employee Talent Review Professional Profile Task.

An updated Professional Profile assists managers with workday talent management and assessment tasks by allowing managers to filter up to date performance criteria which may be used to develop talent pools for organizational succession planning, when applicable.

Additionally, an Employee Talent Review Professional Profile Task allows managers to assess an employee’s career potential for performance talent management processes.

If you have any questions during the process, please contact Employee Relations.

TASKS IN THIS JOB AID

Complete an Employee Talent Review Professional Profile Task

Manager Review of an Employee Talent Review Professional Profile Task

View Employee Profile

Workday Job Aid

Complete an Employee Talent Review Professional Profile Task

https://connect.broward.edu/departments/admin/HumanResources/Pages/Contacts.aspx


Complete an Employee Talent Review Professional Profile Task Once an Employee Talent Review Professional Profile Task is launched by the Human Resources & Equity Department (Talent Partner), an employee will receive a task in his or her inbox to Update My Talent Profile.

Step 1 Select one:

− Go to Guided Editor – wizard that takes you step by step through each

section of the review. View instructional text at the top of each page and use the navigation bar to move between sections.

− Go to Summary Editor – has all sections on the same page for you to enter everything on one page at one time. Hover over section headings to view instructional text and click into each section to edit its details.


Complete an Employee Talent Review Professional Profile Task Note: Once an employee has selected which Editor (Guided or Summary

Editor) they would like to use to complete the Employee Talent Review Professional Profile Task an employee can switch editors at any time by selecting the Guide Me or Summary button.

Illustration for Guided Editor:

Illustration for Summary Editor:

Note: The Employee Talent Review Professional Profile Task has several

sections which may be added or updated by the employee and reviewed by the manager prior to completing the Employee Talent Review Professional Profile Task. These sections consist of:

• Job Details - This section highlights your current Job Details. (read only) • Internal Job Profile History - Review internal job profile history. (read only) • Job History - Review your external job history to the College, if applicable. • Work Experience – Review your Internal and External work experience. • Education - This section highlights your current education levels. (read only) • Training - Review your internal and external training experience. • Certifications – Review your current certifications. (read only) • Languages - Review your language abilities. • Awards and Activities - Review Awards and Activities. • Areas I would like to develop for future growth – Personal development goals. • What are my aspirations? – Career and job interests. • Competencies – If applicable. (read only) • Talent and Performance Details – Latest Performance rating. (read only) • Talent Summary – Add additional information or summary of performance.

Read only fields may be added or updated by contacting any of the Human Resources & Equity. To find points of contact click the following link: Records Management Team Members.

Complete each section by following the below listed steps.

When a section is completed, click “Next” to continue the review process.



Complete an Employee Talent Review Professional Profile Task Step 2 Job Details is a read only section and shows an employee’s current

Broward College Organization, Business Title, Location, Years of Services and Time in Job Profile. You cannot update or change current Job Details.

When an employee is done viewing Job Details, click “next”.

Step 3 Internal Job Profile History is a read only section showing an employee’s Internal Job Profile History. This profile will only show Job Profiles after the implementation of Workday from 2013 to present. It does not show prior job profiles formally captured by the College Integrated Database (CID). You cannot update or change Internal Job Profile History.

When an employee is done viewing Internal Job Profile History, click

“next”.


Complete an Employee Talent Review Professional Profile Task Step 4 The Job History section may be filled out by an employee and should

identify an employee’s External Job History experience, if applicable.

To add or update external Job History experience, follow the below steps. Step 4a To add information, click the “add” button.

To update information, click the pencil

To delete information, click the X Step 4b The below screen will open.

Step 4c Type an external Job Title.


Complete an Employee Talent Review Professional Profile Task Step 4

Step 4d An employee may type a company name in the “Company” box and if a company name is “stored” in workday the employee may select from the drop-down screen choices.

Or an employee may check the “Create New” box to create a new company name not stored in workday.

NOTE: The company box stores company names. When a new company name is created, it will be stored for other employees to use.



Step 4e Type in the “Start Date” and “End Date” of the external Job History.

Step 4f After an employee has added or updated External Job History information, the employee should click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.

Step 4g To “Add” more External Job History repeat Steps 4a – 4f.

Step 4h When all External Job History has been added, or updated,

click “next”.


Complete an Employee Talent Review Professional Profile Task Step 5 The Work Experience section may be filled out by an employee and should

identify an employee’s prior or current Work Experience, if applicable.

To add or update Work Experience, follow the below steps. Step 5a To add information, click the “add” button.



Step 5c Select a Work Experience condition by clicking on the drop-down screen and select a condition.

Step 5d Select an Experience Level condition by clicking on the drop-down screen and selecting an experience level.



Step 5e After an employee has added or updated Work Experience information, the employee should click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.

Step 5f To “Add” more Work Experience repeat Steps 5a – 5e.

Step 5g When all Work Experience has been added, or updated, click

“next”.

Step 6 The Education section is a read only section showing an employee’s level of education. An employee cannot update or change education details. To update education details please contact any of the Human Resources & Equity Resources & Equity. To find points of contact click the following link: Records Management Team Members.

When an employee is done viewing Education, click “next”.



Complete an Employee Talent Review Professional Profile Task Step 7 The Training section may be filled out by an employee and should identify

an employee’s Training experience, if applicable.

To add or update Training experience, follow the below steps.

Step 7a To add information, click the “add” button.



Step 7c Select a Training Type condition by clicking on the drop-down screen and selecting a condition.

Step 7d Manually type in a Training Name.



Step 7e Type in the “Completed On” date of the Training Name.

Step 7f After an employee has added or updated Training experience, the employee should click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.

Step 7g To “Add” more Training experience repeat Steps 7a – 7f.

Step 7h When all Training experience has been added, or updated,

click “next”.


Complete an Employee Talent Review Professional Profile Task Step 8 Certifications is a read only section showing an employee’s work or

professional Certifications. An employee cannot update or change education details. To update education details please contact any of the Human Resources & Equity Resources & Equity. To find points of contact click the following link: Records Management Team Members.

When an employee is done viewing Certifications, click “next”.

Step 9 The Language section may be filled out by an employee and should identify an employee’s Language abilities, if applicable.

To add or update Languages, follow the below steps.







Step 9c Select a Language by clicking on the drop-down screen and select a condition.

NOTE: The Language Ability choices is a multi-selection field. An employee can add multiple Ability Choices to support Language skills. Such as: Ability Choice: Comprehension Comprehension Support Choices Comprehension: 1 - Beginner Comprehension: 2 - Classroom Study Comprehension: 3 – Intermediate Comprehension: 4 – Advanced Comprehension: 5 – Fluent Ability Choice: Overall Overall Support Choices Overall: 1 - Beginner Overall: 2 - Classroom Study Overall: 3 – Intermediate Overall: 4 – Advanced Overall: 5 – Fluent



NOTE: Continued

Ability Choice: Reading Reading Support Choices Reading: 1 - Beginner Reading: 2 - Classroom Study Reading: 3 – Intermediate Reading: 4 – Advanced Reading: 5 – Fluent Ability Choice: Speaking Speaking Support Choices Speaking: 1 - Beginner Speaking: 2 - Classroom Study Speaking: 3 – Intermediate Speaking: 4 – Advanced Speaking: 5 – Fluent Ability Choice: Writing Writing Support Choices Writing: 1 - Beginner Writing: 2 - Classroom Study Writing: 3 – Intermediate Writing: 4 – Advanced Writing: 5 – Fluent

For Example:

An employee may select multiple Language choices to support Language skills such as:

In this illustration, an employee has selected several Ability Choices to support Language skills.



Step 9d If the Language is “Native” to an employee, the employee may select “Native”. If the Language is not “Native” to the employee leave unchecked.

Step 9e After an employee has added Language experience, the employee should click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.

Step 9f To “Add” more Language experience repeat Steps 9a – 9e.

Step 9g When all Language experience has been added, or updated,

click “next”.


Complete an Employee Talent Review Professional Profile Task Step 10 The Awards and Activities section may be filled out by an employee and

should identify an employee’s Awards and Activities, if applicable.

To add or update Awards and Activities, follow the below steps.




Step 10c Select an Awards and Activates condition by clicking on the

drop-down screen and selecting a condition.

Step 10d Manually type in a Title of the Award.



Step 10e Manually type in the Sponsor/Issuer of the Award.

Step 10f Type in the “Start Date” of the Sponsor/Issuer.

Step 10g After an employee has added Awards and Activities, the employee should click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.



Step 10h To “Add” more Awards and Activities repeat Steps 10a – 10g.

Step 9g When all Awards and Activities have been added, or

updated, click “next”.

Step 11 The Areas I would like to develop for future growth section may be filled out by an employee and should identify an employee’s Areas of Personal Growth and Development, if applicable.

To add or update Areas I would like to develop for future growth, follow the below steps. NOTE: The Areas I would like to develop for future growth

choices is a multi-selection field. An employee can add multiple choices to support their Personal Growth using the “Relates To” drop down screen. All the below listed categories have subcategories and should be used to support their Personal Growth attributes. The “Relates To” categories are: Suggested Competencies by Category All Competencies Job Profiles Work Experience






Step 11c Manually type in the Development Item.



Step 11d Manually type in Additional Information for the Development Item, if applicable. (Optional)

Step 11e On the “Relates To” tab, click on the drop-down button to select one of the many fields an employee can choice from to support the Development Item.



Step 11f Select “one” or “multiple” choices using the “Relates To” task to support the Development Item, if applicable. (Optional)

Step 11g Type in the “Start Date” and “End Date” of the Development Item.



Step 11h Select “one” of the “Status” choices by clicking on the drop-down button to show progress on the Development Item.

NOTE: The “Status” choices are:

In Progress – Item has been started. Complete – The item has been completed. Not Applicable – Not applicable to the item.

Step 11h Continued

“Status” chosen for the Development Item.



Step 11i An employee may manually add a “Status Note” to support an “In Progress” or “Not Applicable status for the Development Item.

Step 11j After an employee has added Development Items, the employee should click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.



Step 11k To “Add” more Development Items repeat Steps 11a – 11j.

Step 11l When all Development Items have been added, or updated,

click “next”.

Step 12

The What are my aspirations? section may be filled out by an employee and should identify an employee’s Personal Aspirations, if applicable.

To add or update Personal Aspirations, follow the below steps.




Note: There are two Personal Aspiration choices, Career Interests and Job Interests. Career Preference Choices: Broaden – Expand career interests to include more skills. Develop at level – Working to develop the needed skills for a current job profile. Expand beyond role – Working to expand skills beyond initial roles.

Step 12a Select a Career Preference condition by clicking on the drop-down screen and selecting a condition. In addition, the Career Interests comment box may be filled out, if applicable.



Step 12b After an employee has added or updated Career Preference, the employee should click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.

Note:

Job Interests Choices: The Job Interests field is a multi-selection field. An employee can add multiple job profile choices to support Job Interests using the “Job Profile” drop down screen.

Step 12c Select a Job Interest condition by clicking on the drop-down screen and selecting a Job Profile or multiple Job Profiles.



Step 12d After an employee has added or updated Job Interests, the employee should click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.

Step 12e When an employee has added, or updated the Career and Job Interests section click “next”.

When all Personal Aspirations have been added, or updated,

click “next”.


Complete an Employee Talent Review Professional Profile Task Step 13 The Talent and Performance Details is a read only section. You cannot

update or change the Talent and Performance Details.

NOTE: The “Performance Rating” may not be populated and will not affect any field or information in the Professional Profile update task. If it is populated, then the Performance Rating should reflect your latest Performance Review Rating.

When the review of this section is completed, click “next”.

Step 14 The Talent Summary section may be filled out by an employee and should be used to provide the employee’s supervisor with additional information which may not have been covered during this Talent Review Professional Profile Task about the employee’s career aspirations and potential. (Optional)

To add or update Talent Summary, follow the below steps.




Step 14a Manually type in Talent Summary comments. (Optional)

Step14b After an employee has added Talent Summary comments, the employee should click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.

Step 14c When an employee has added, or updated the Talent Summary section click “next”.


Complete an Employee Talent Review Professional Profile Task Step 15 Employee’s should review all sections of the Employee Talent Review

Professional Profile Task for accuracy.

Upon review of the Employee Talent Review Professional Profile Task employees may add or update any section by clicking the pencil.

Once the employee has reviewed all sections of the Employee Talent Review Professional Profile Task for accuracy, the employee should click “submit” to complete the task.

The Task has now been forwarded to the employee’s immediate supervisor for review and action. Click “Done”.


Manager Review of an Employee Talent Review Professional Profile Task Once an employee has reviewed and submitted an Employee Talent Review Professional Profile Task the Manager will receive a task in his or her inbox to Complete Talent Review.

Step 1 Select one:

− Go to Guided Editor – wizard that takes you step by step through each

section of the review. View instructional text at the top of each page and use the navigation bar to move between sections.

− Go to Summary Editor – has all sections on the same page for you to enter everything on one page at one time. Hover over section headings to view instructional text and click into each section to edit its details.


Manager Review of an Employee Talent Review Professional Profile Task Note: Managers should review each section of the employee’s Employee

Talent Review Professional Profile Task for accuracy. These sections consist of:

• Job Details - This section highlights your current Job Details. (read only) • Internal Job Profile History - Review internal job profile history. (read only) • Job History - Review your external job history to the College, if applicable. • Work Experience – Review your Internal and External work experience. • Education - This section highlights your current education levels. (read only) • Training - Review your internal and external training experience. • Certifications – Review your current certifications. (read only) • Languages - Review your language abilities. • Awards and Activities - Review Awards and Activities. • Areas I would like to develop for future growth – Personal development goals. • What are my aspirations? – Career and job interests. • Competencies – If applicable. (read only) • Talent and Performance Details – Latest Performance rating. (read only) • Talent Summary – Add additional information or summary of performance.

An employee cannot update or change education details. To update education details please contact any of the Human Resources & Equity Resources & Equity. To find HR points of contact click the following link: Records Management Team Members.

Managers should review each section by following the below listed steps.

When a section has been reviewed, click “Next” to continue the process.

Step 2 Managers, may “add”, “update” or “delete” information by clicking the

“add” button , or click the pencil to “update” information, or click the X to “delete” information.

Note: Managers should discuss any updates to the employee’s Employee Talent Review Professional Profile Task prior to making changes.

Step 3 Once the Manager has completed reviewing sections (i.e. Job Details, Internal Job Profile History, Job History, Work Experience, Education, Training, Certifications, Languages, Awards and Activities, Areas I would like to develop for future growth, What are my aspirations?, Competencies) the next section is the Talent and Performance Details section and is a (read only) section showing the employees performance over time: Current Performance Rating and the prior Performance Rating.



Manager Review of an Employee Talent Review Professional Profile Task Step 4 Once the Manager has completed reviewing the Talent and Performance

Details section, the Manager should click “Next” to continue the process.

Step 5 Managers should review the employee’s Talent Summary section and

make any additional comments, if applicable.

To add or update Talent Summary, follow the below steps.


Step 6 Manually type in the Manager Talent Summary comments. (Optional)

Step 7 After a Manager has added Talent Summary comments, the Manager should click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.


Manager Review of an Employee Talent Review Professional Profile Task Step 8 When a Manager has added, or updated the Talent Manager Summary

section click “next”.

Step 9 In the Employee Potential Section Managers MUST assess their employee’s performance potential within the College workforce!!!


Manager Review of an Employee Talent Review Professional Profile Task NOTE:

Potential Assessment Attributes

Description

Potential Employee’s ability to take on more responsibility, or to move into a position marked for succession

Retention Risk of the employee leaving the company Achievable Level

Employee’s ability to advance in relation to their current position

Loss Impact The impact to the organization if this employee were to leave

Potential Assessment Attribute Choices:

High Potential – An employee who has demonstrated having the potential, ability, and aspiration for successive leadership positions within the College. Employee is ready now.

Promotable – An employee who has the knowledge, skills and abilities to be advanced to the next higher position of responsibility. Employee is ready now.

Emerging Talent – An employee who has the desire, aspiration and motivation to seek further knowledge, skills and abilities for future growth. Employee needs further growth opportunities.

Correctly Placed – An employee who is correctly placed within the organization who may not exhibit future growth potential but works to standards. Employee is consistent in their current assignment.

Placement Issue – An employee who may or may not meet or maintain minimum performance standards. Employee is not ready. Achievable Level Assessment Attribute Choices:

Up 1 – 2 Levels – Employee has shown the ability to move up 1 -2 organizational levels within the College.

Up 2 – 3 Levels – Employee has shown the ability to move up 2 -3 organizational levels within the College.

Up 3+ Levels – Employee has shown the ability to move up 3 or more organizational levels within the College.


Manager Review of an Employee Talent Review Professional Profile Task NOTE:

Retention Assessment Attribute Choices:

1 – High Risk – An employee who has demonstrated their desire to leave the organization to advance their careers. Likely to leave within the next (2) years.

2 – Medium Risk - An employee who demonstrates the desire not to stay with the organization if a comparable opportunity may arise. Not likely to leave in the next two (2) years.

3 – Low Risk – An employee who would prefer to remain in the Organization even if a comparable opportunity arises. Not likely to Leave in the next five (5) years. Loss Impact Assessment Attribute Choices:

Critical – The loss of the employee would be serious and may impact the overall strategic and operational functions of the College.

Significant – The loss of the employee would be substantial but may not impact the overall strategic and operational functions of the College.

Moderate – The loss of the employee would be modest and may not impact the overall strategic and operational functions of the College.

Minor – The loss of the employee would not impact the overall strategic and operational functions of the College.

Step 10 To add or update Employee Potential, follow the below steps.



Manager Review of an Employee Talent Review Professional Profile Task Step 11 Select Potential by clicking on the drop-down screen and select a condition.

Step 12 Select Achievable Level by clicking on the drop-down screen and select a condition.

Step 13 Select Retention by clicking on the drop-down screen and select a condition.


Manager Review of an Employee Talent Review Professional Profile Task Step 14 Select Loss Impact by clicking on the drop-down screen and select a

condition.

Step 15 If applicable, managers may add Notes to support Employee Potential selections.


Manager Review of an Employee Talent Review Professional Profile Task Step 16 After a manager has assessed Employee Potential, the manager should

click the Check Mark to the right of the Answer Box to save and complete or click the Arrow to close the Answer Box without saving comments.

Step 17 Manager’s should review all sections of the Employee Talent Review Professional Profile Task for accuracy.

Upon review of the Employee Talent Review Professional Profile Task managers may add or update any section by clicking the pencil.

Once the manager has reviewed all sections of the Employee Talent Review Professional Profile Task for accuracy, the manager may click “Approve” to complete the task, “Send back” to the employee for further review or “Deny” the action.


Manager Review of an Employee Talent Review Professional Profile Task Step 16 Once the manager “approves” the Employee Talent Review

Professional Profile Task, the task will now be completed. Click “Done”.

Note: Manager’s may view employee’s potential assessment by viewing the Talent Management dashboard.

Note: Information updated by employees using the Employee Talent Review Professional Profile Task may be viewed by the manager by following the below steps.


View Employee Profile Step 1 From an employee “Summary View” click on the “Career” action tab.

Step 2 Click on any “tab” on the “tab row” to view information.

Complete an Employee Talent Review Professional Profile Task

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