Setting Up Match Evaluation Types

To set up match evaluation types, use the Match Evaluation Types (MATCH_TYPES) component.

This topic discusses how to define match evaluation types.

You must set up match evaluation types that correspond to the users for whom you want to run match analyses. Evaluation types determine which evaluations are included in each analysis.

Page Name

Definition Name

Usage

Match Evaluation Types Page

CM_MATCH_INSTR

Define match evaluation types specifying the types of inquiries a user can run and the evaluation types a user can access. To run the match analyses, you must first set up evaluation types and user access.

Use the Match Evaluation Types page (CM_MATCH_INSTR) to define match evaluation types specifying the types of inquiries a user can run and the evaluation types a user can access.

To run the match analyses, you must first set up evaluation types and user access.

Image: Match Evaluation Types page

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

Match Evaluation Types page

Field or Control

Definition

Search Type

Displays Role/Person. This enables the selected user ID to match non-person profiles to employees, employees to non-person profiles, and teams to projects.

Evaluation Type

Select evaluation types for this user.

These control which competency ratings the system includes when performing the analysis. For example, when performing a gap analysis for an individual (as opposed to a project team), you might include manager and peer evaluations and exclude customer evaluations.

If Self is selected as the evaluation type, only self-evaluations that have been approved by the employee's manager are included in the role matching process.