Defining Tasks and Roles

To define tasks and roles, use the WA_TASK_D00.GBL and WA_ROLE_D00.GBL components.

This section provides an overview of tasks and roles and discusses how to:

Set up tasks.
Specify accomplishment details.
Set up roles.

Pages Used to Set Up Tasks and Roles

Page Name	Definition Name	Navigation	Usage
Task	WA_TASK_D00	select Workforce Analytics, then select Workforce Planning, then select Setup and Process, then select Setup Task, then select Task	Define tasks as a collection of competencies and accomplishments that are needed for you to perform a particular task. You use these task definitions on the Role setup page to define roles.
Degree Details	WA_TASKACMP_EDU_SP	Click the Degree Details link on the Task page.	Enter additional details for an accomplishment that is a degree.
License/Certification Details	WA_TASKACMP_LIC_SP	Click the License/Certification Details link on the Task page.	Enter additional details for an accomplishment that is a license or certification.
Language Details	WA_TASKACMP_LNG_SP	Click the Language Details link on the Task page.	Enter additional details for an accomplishment that is a language.
Role	WA_ROLE_D00	select Workforce Analytics, then select Workforce Planning, then select Setup and Process, then select Setup Role, then select Role	Define roles, which are groupings of competencies, accomplishments, and tasks that are required for you to perform a certain function in the organization.
Degree Details	WA_ROLEACMP_EDU_SP	Click the Degree Details link on the Role page.	Enter additional details for an accomplishment that is a degree.
License/Certification Details	WA_ROLEACMP_LIC_SP	Click the License/Certification Details link on the Role page.	Enter additional details for an accomplishment that is a license or certification.
Language Details	WA_ROLEACMP_LNG_SP	Click the Language Details link on the Role page.	Enter additional details for an accomplishment that is a language.

Understanding Tasks and Roles

In Workforce Planning, a role is a grouping of competencies, accomplishments, and tasks that are required for a worker to perform a certain function in the organization. In HRMS, a role is defined by a job code, position, job task, or job family. In Workforce Planning, we exclude job task and job family from our role definition. HRMS roles that are defined by job code or position are mapped and imported as a Workforce Planning role during data migration. Use the Roles page both to edit imported or existing roles and to create new roles.

In Workforce Planning, a task is a sub-grouping of competencies and accomplishments that are required for you to perform a task within a role. In HRMS, these are called competency clusters. Competency clusters that are defined in HRMS are mapped and imported as Workforce Planning tasks during data migration. In addition, roles that are defined in HRMS as job tasks or job families are also mapped and imported as Workforce Planning tasks. Use the Tasks page both to edit imported and existing tasks and to create new tasks.

Task Page

Use the Task page (WA_TASK_D00) to define tasks as a collection of competencies and accomplishments that are needed for you to perform a particular task.

You use these task definitions on the Role setup page to define roles.

Navigation

select Workforce Analytics, then select Workforce Planning, then select Setup and Process, then select Setup Task, then select Task

Image: Task page

This example illustrates the fields and controls on the Task page. You can find definitions for the fields and controls later on this page.

Task Definition

Default Importance

Select a value from the list of translate table values. Valid values for this field, and for the Importance field used elsewhere on this page, provide a relative importance scale from0 to 6 with the following meanings:

0: None

1: Least

2: Low

3: Medium

4: High

5: Highest

6: Required

Clone Task

In Add or Correction mode, you can use this field to select an existing task definition, clone it, and then modify it to save time and effort when creating a new but similar task definition.

Competencies

Competency

Select a competency from the list of prompt values, which are from the COMPETENCY_D00 table.

Select from Competency Tree

Click this button or select a competency from the Competency tree. To select additional competencies for this task, add rows of data.

Proficiency andYrs Experience (years experience)

For each competency indicate the required Proficiency level andYrs Experience (years of experience). The Proficiency and Yrs Experience are used in the Match process to evaluate the relative fit of a workers tasks and competencies within a competency strategy.

Importance

For each competency, indicate the required importance. This is used in the Match processes to evaluate the relative value or fit of a worker's tasks and competencies within a competency strategy. The importance is used in the Value Allocation process to allocate the strategy value to the competencies.

Accomplishments

Select an accomplishment from the list of prompt values, which are from the ACCOMP_D00 table. To select additional accomplishments for this task, add rows of data.

When you select an accomplishment, the system displays the Accomplishment Category. Valid values are Test,Membership,National Vocational Qualification,Honor/Award,Degree,Lic/Certif (license or certification), andLanguage.

If the accomplishment that you select is a degree, license or certification or language, the system displays the Degree Details,License/Certification Details, orLanguage Details links, as applicable. Click one of these links to access the Degree Details, License/Certification Details, or Language Details page. Collectively, these three pages are called the Accomplishment Details pages.

For each accomplishment, indicate the required importance. The importance is used in the Match processes to evaluate the relative value or to fit a worker's tasks and accomplishments within a competency strategy. The importance is used in the Value Allocation process to allocate the strategy value to the accomplishments.

Specifying Accomplishment Details

You can access the Accomplishment Details pages using the links on the Task page or from other pages in the system. The Accomplishment Details pages are simple pages with only one or a few fields on each, as summarized in the following table:

Page	Fields	Usage
Degree Details	Major Code	Select a code for the primary major for which the degree was granted.
License/Certification Details	Country andState	Indicate the country and state that the license or certification was granted by.
Language Details	Reading Proficiency,Speaking Proficiency, andWriting Proficiency	Indicate the appropriate proficiency level for each of these fields. Valid values are `Low,` `Moderate` and `High.` The proficiency is used in the Match process to evaluate the relative fit of a worker's language accomplishment within a competency strategy.

Page

Fields

Usage

Degree Details

Major Code

Select a code for the primary major for which the degree was granted.

License/Certification Details

Country andState

Indicate the country and state that the license or certification was granted by.

Language Details

Reading Proficiency,Speaking Proficiency, andWriting Proficiency

Indicate the appropriate proficiency level for each of these fields. Valid values are Low, Moderate and High.

The proficiency is used in the Match process to evaluate the relative fit of a worker's language accomplishment within a competency strategy.

Role Page

Use the Role page (WA_ROLE_D00) to define roles, which are groupings of competencies, accomplishments, and tasks that are required for you to perform a certain function in the organization.

Navigation

select Workforce Analytics, then select Workforce Planning, then select Setup and Process, then select Setup Role, then select Role

Image: Role page

This example illustrates the fields and controls on the Role page. You can find definitions for the fields and controls later on this page.

Valid values for role type are:

Job Code

For roles loaded from HRMS job data.

Position

For roles loaded from HRMS position data.

Qualification Profile

Reserved for future use (integration with PeopleSoft Resource Management application).

External Dictionary

For roles loaded from a third-party dictionary provider.

External Competency Management

For roles loaded from a non-PeopleSoft competency management system.

Role Definition

Clone Role

In Add or Correction mode, you can use the Clone Role field to select an existing role definition, clone it, and then modify it to save time and effort when creating a new but similar role definition.

Tasks

Task

Select a task, if applicable, from the prompt list values. Values are from the WA_TASK_D00 table. When you add a task to a role, the system imports the task competencies and accomplishments.

Note: Later, if a source task is changed (to include additional competencies, for example), the system does not propagate the change to the existing roles that incorporate the task.

Importance

Indicate the importance of the task. The importance is used in the Match processes to evaluate the relative value or fit of a worker's role tasks in a given competency strategy. The importance is also used in the Value Allocation process to allocate the strategy value to the competencies and accomplishments.

View Details

When you select a task, the system displays the View Details link. Click this link to open a new window to the Task page, and review the task definition.

Competencies and Accomplishments Group Boxes

Competency andAccomplishment

The fields in the Competencies andAccomplishments group boxes are the same fields as described in the page discussion for the Task page.