Qualifications

A qualification is an objective, measurable requirement, or achievement. The qualification setup tables identify the qualifications that resources can include in their resource profiles or that users can list as requirements for the resources they request for an assignment. The Resource Match engine compares a resource's qualifications with the qualifications that are requested for an assignment.

These are seven types of qualifications:

  • Education (including degrees, majors, and schools).

  • Honors and awards.

  • Languages.

  • Licenses and certifications.

  • Memberships.

  • Tests.

  • Competencies.

Specific qualifications for education, languages, licenses and certifications, and memberships can be included in Resource Matching to find the best fit between resources and resource requests. On resource profiles, you can include qualifications for the remaining categories (honors, awards, and tests) for informational purposes only.

Competencies

A competency is another type of qualification. Competencies encompass skills, abilities, knowledge, or behavior, such as experience with office equipment, knowledge of special manufacturing processes, or a background in financial planning. Unlike other qualification types, competencies are measured or evaluated using a rating model that you define.

For each resource competency, you can track several data elements on the resource profile, including the proficiency (degree of expertise) that the resource has attained, the resource's number of years of experience with the competency, and the level of interest the resource has in the competency. When requesting or searching for a resource, you can specify the competencies that are important, the resource's proficiency and years of experience with the competency, and whether the competency is desired or required. In addition, you can use competencies to capture resource specialties on the resource profile. A resource's specialties indicate that person's areas of expertise.

You must define competency types, rating models, and competencies to support the Resource Matching feature if you implement PeopleSoft Resource Management without PeopleSoft HCM.

Note:

Competency effective dating logic is not used for resources that are managed in PeopleSoft Resource Management.

Competency Rating Models

You define the set of alphabetic or numeric codes for ranking an employee's degree of expertise and interest in a competency. Define a single rating model for the entire organization or build multiple models for different projects or departments.

Rating model descriptions are sorted alphabetically in the system. You can assign a number prefix to the description to determine the sort order, such as 1-Beginner, 2-Intermediate, and 3-Advanced.

Note:

The Resource Matching feature uses the Interest rating model (INT) values to calculate the Competency Interest factor fit score. You must use the Interest rating model to specify the interest rating. However, an administrator can modify the Interest rating model values as required.