Chapter 3
Managing Employee and Role
Competencies
Objectives
By the end of this chapter, you will be able to:

Add a competency type.

Add a competency.

Assign competencies to an employee and transfer to career planning.

Assigning competencies to a role.
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Managing Employee and Role Competencies
Chapter 3
Describing the Concepts That Are Associated With Managing Employee
and Role Competencies
The main concepts for Managing Employee and Role Competencies are:

Accomplishments and competencies.

Competency category.

Competency type.

Role.

Importance.

Proficiency.
PeopleSoft Web-Based Learning Assistant
From the table of contents in the PeopleSoft Web-Based Learning Assistant, select
PeopleSoft Human Resources, Managing Competencies, Concepts.
Select and read the following concepts:

Understanding Accomplishments and Competencies.

Understanding Competency Category.

Understanding Competency Type.

Understanding Role.

Understanding Importance.

Understanding Proficiency.
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Chapter 3
Managing Employee and Role Competencies
Activity 1: Adding a Competency Type
In this activity, you will review the activity overview and enter a new competency type.
Instructor Notes
Managing Competencies enables you to track your employee’s skills, abilities,
knowledge, and accomplishments and link them to roles within your organization.
Competency types are more specific groupings of competencies than the competency
categories. A competency may have more than one competency type, whereas it can only
exist in one competency category. Competency types are convenient ways of grouping
similar competencies.
If your classroom is set up to use one database rather than an individual database for each
student, assign the following values:
Student
Competency Type
Murray101
CMP01
Murray102
CMP02
Murray103
CMP03
Murray104
CMP04
Murray105
CMP05
Murray106
CMP06
Murray107
CMP07
Murray108
CMP08
Murray109
CMP09
Murray110
CMP10
Note. This activity should take approximately 5 minutes.
Activity Overview
Your company tracks many competencies related to the use of computers. Your goal is to
create a new competency type for computer-based competencies, which will serve as a
general category when searching or reporting.
Walk-Through: Entering a New Competency Type
To enter a new competency type:
1. Select Set Up HRMS, Common Definitions, Competencies, Competency Types.
The Find an Existing Value page appears.
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2. Select the Add a New Value tab.
The Add a New Value page appears.
3. On Add a New Value page, enter COMP01 in the Competency Type field.
4. Click Add.
The Competency Types page appears.
Competency Types page
5. Enter the following information:
Page Element
Value or Status
Description
Computer Based Competencies
Short Description
Comp-Based
6. Click Save.
This concludes the activity. Do not continue.
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Chapter 3
Managing Employee and Role Competencies
Activity 2: Adding a Competency
In this activity, you will review the activity overview and add a competency.
Instructor Notes
Category - Competency categories are broad areas where the competencies can be
grouped. These categories can encompass many competency types. Any one
competency can only exist in one competency category at a time. The default
competency categories include Ability, Skill, Knowledge, and Other (Behavior) and are
defined in the Translate Table.
Rating Model – Rating models allow users to assign a rating scale to competencies.
Ratings are assigned in the Rating Model Table.
Type - Competency types are more specific groupings of competencies than the
competency categories.
If your classroom is set up to use one database rather than an individual database for each
student, assign the following values:
Student
Competencies
Murray101
WNXP01
Murray102
WNXP02
Murray103
WNXP03
Murray104
WNXP04
Murray105
WNXP05
Murray106
WNXP06
Murray107
WNXP07
Murray108
WNXP08
Murray109
WNXP09
Note. This activity should take approximately 5 minutes.
Walk-Through: Adding a Competency
To add a competency:
1. Select Set Up HRMS, Common Definitions, Competencies, Competencies.
The Find an Existing Value page appears.
2. Select the Add a New Value tab.
The Add a New Value page appears.
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3. On the Add a New Value, enter WINXP01 in the Competency field.
4. Click Add.
The Competency Table page appears.
Competency Table page
5. Enter the following information:
Page Element
Value or Status
Description
Microsoft Windows XP
Short Description
WindowsXP
Category
Knowledge
Type
CMP01 (use your own number)
Note. In the Type field, enter the Competency Type ID created in Activity 1.
6. Click Save.
This concludes the activity. Do not continue.
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Chapter 3
Managing Employee and Role Competencies
Activity 3: Assigning Competencies to an Employee and Transferring to
Career Planning
In this activity, you will review the activity overview and:

Walk-through: Enter a competency evaluation.

Walk-through: Assign competencies.

Walk-through: Rate competencies.
Note. This activity should take approximately 15 minutes.
Activity Overview
You are Carmicheal Espinosa’s manager and would like to evaluate him based on the
following criteria: ability to manage own time, works well under pressure, conflict
resolution, ability to listen and respond, can identify problems and causes, and stress
tolerance. Assign and rate him on these competencies.
Walk-Though: Entering a Competency Evaluation
To enter a competency evaluation:
1. Select Workforce Development, Competency Management, Track Person
Competencies, Competencies.
The Find an Existing Value page appears.
2. On the Find an Existing Value page, enter KU0015 in the EmplID field.
3. Click Search.
The Competency Evaluation page appears.
Competency Evaluation page
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4. Click Add a New Row.
Note. The Review Date field is automatically populated with the current date.
5. Select Approved/Official from the Evaluation Type drop-down list box.
Walk-Through: Assigning Competencies
To assign competencies:
1. Select the Competency Assignment tab.
The Competency Assignment page appears.
Competency Assignment page
2. Click Populate from Job.
The Assigned Competencies group box is populated.
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Competency Assignment page
3. Select Other from the Category drop-down list box.
The Source Competencies group box is populated.
Competency Assignment page
4. Select the Stress tolerance check box from the Source Competencies group box to
transfer it to the Assigned Competencies group box by clicking the Add icon.
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The Stress tolerance competency appears under the Assigned Competencies group
box.
Competency Assignment page
Walk-Through: Rating Competencies
To rate competencies:
1. Select the Competency Rating tab.
The Competency Rating page appears.
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Competency Rating page
2. Enter the following information:
Page Element
Value or Status
Stress tolerance
4-Very Good
Ability to manage own time
4-Very Good
Works well under pressure
4-Very Good
Conflict resolution
3-Good
Ability to listen & respond
4-Very Good
Can identify problem & causes
3-Good
Note. The Effective Date field is automatically populated with the current date.
3. Click Save.
This concludes the activity. Do not continue.
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Managing Employee and Role Competencies
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Activity 4: Assigning Competencies to a Role
In this activity, you will review the activity overview and:

Walk-through: Assign competencies.

Walk-through: Rank competencies.

Walk-through: Rate competencies.
Note. This activity should take approximately 15 minutes.
Activity Overview
After hearing complaints from employees that your project managers do not have enough
experience, you have decided to detail the Senior Project Managers position. Your goal is
to assign competencies to the position so that in the future, if someone wishes to be
promoted to Senior Project Manager, they will be evaluated based on this criteria.
PeopleSoft Web-Based Learning Assistant
From the table of contents in the PeopleSoft Web-Based Learning Assistant, select
PeopleSoft Human Resources, Managing Competencies, Data Entry Procedures.
Select and read Assigning Competencies to Employees.
Walk-Through: Assigning Competencies
To assign competencies:
1. Select Workforce Development, Competency Management, Assign Role
Competencies, Competencies.
The Find an Existing Value page appears.
2. Select the Add a New Value tab.
The Add a New Value page appears.
3. On the Add a New Value page, enter 19000046 in the Position Number field.
4. Click Add.
The Assign Competencies page appears.
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Assign Competencies page
Note. The Effective Date field is automatically populated with the current date.
5. Select Ability from the Category drop-down list box.
The Source Competencies group box populates.
Assign Competencies page
6. Click “Job Code.”
The Assign Competencies group box populates.
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Assign Competencies page
7. Enter the following information:
Page Element
Value or Status
0101 – Analytical thinking
Select
0110 – Ability to manage own time
Select
8. Click Add to transfer competencies from the Source Competencies group box to the
Assigned Competencies group box.
9. Click “View All” in the Assigned Competencies group box.
Walk-Through: Ranking Competencies
To rank competencies:
1. Select the Rank Competencies tab.
The Rank Competencies page appears.
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Chapter 3
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Rank Competencies page
2. Enter the following information:
Page Element
Value or Status
0101 - Analytical thinking
Above Avg
0110 – Ability to manage own time
High
Note. Column 1 = Low, Column 2 = Below Avg, Column 3 = Average, Column 4 =
Above Avg, Column 5 = High.
Walk-Through: Rating Competencies
To rate competencies:
1. Select the Rate Competencies tab.
The Rate Competencies page appears.
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Rate Competencies page
2. Enter the following information:
Page Element
Value or Status
0101 – Analytical thinking
4 – Very Good
0110 – Ability to manage own time
4 – Very Good
3. Click Save.
This concludes the activity. Do not continue.
Instructor Notes
Questions: Assigning Competencies to a Role
Ask these questions:
Question
Answer
The system would not allow you to rank the project
management skill as high and then rate the
proficiency skill as low.
False
What might be an accomplishment?
e. All of the Above
When defining competencies and accomplishments
for roles, PeopleSoft requires you to specify an
importance code.
True
What represents roles in Managing Competencies?
e. All of the Above
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Yes, the system will allow you to attach a low
proficiency rating to something of high importance.
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Chapter 3
Managing Employee and Role Competencies
Questions: Assigning Competencies to a Role
Answer these questions:
1. True or False: The system would not allow you to rank the project management skill
as high and then rate the proficiency skill as low.
2. What might be an accomplishment?
a. Degree.
b. License.
c. Test Score.
d. Honor or Award.
e. All of the Above.
3. True or False: When defining competencies and accomplishments for roles,
PeopleSoft requires you to specify an importance code.
4. What represents roles in Managing Competencies?
Position Numbers.
Job Codes.
Job Family.
Job Task.
All of the Above.
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Managing Employee and Role Competencies
Chapter 3
Activity 5: Adding a Competency Type
In this activity, you will review the activity overview and add a competency type.
Instructor Notes
If your classroom is set up to use one database rather than an individual database for each
student, assign the following values:
Student
Competency Type
Murray101
CMX01
Murray102
CMX02
Murray103
CMX03
Murray104
CMX04
Murray105
CMX05
Murray106
CMX06
Murray107
CMX07
Murray108
CMX08
Murray109
CMX09
Murray110
CMX10
Note. This activity should take approximately 5 minutes.
Activity Overview
Your company tracks employee communication related abilities. Your goal is to create a
new competency type for communication-based competencies in PeopleSoft.
Introductory Activity: Adding a Competency Type
Adding a Competency Type
To add a competency type:
1. Select Set Up HRMS, Common Definitions, Competencies, Competencies Types.
The Find an Existing Value page appears.
2. Select the Add a New Value Tab.
The Add a New Value page appears.
3. On the Add a New Value page, enter COMX01 in the Competency Type field.
4. Click Add.
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Chapter 3
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The Competencies Types page appears.
5. Enter the following information:
Page Element
Value or Status
Description
Communication Competencies
Short Description
Communicat
6. Click Save.
This concludes the activity. Do not continue.
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Managing Employee and Role Competencies
Chapter 3
Activity 6: Adding a Competency
In this activity, you will review the activity overview and add a competency.
Instructor Notes
If your classroom is set up to use one database rather than an individual database for each
student, assign the following values:
Student
Competency
Murray101
CM01
Murray102
CM02
Murray103
CM03
Murray104
CM04
Murray105
CM05
Murray106
CM06
Murray107
CM07
Murray108
CM08
Murray109
CM09
Murray110
CM10
Note. This activity should take approximately 5 minutes.
Challenger Activity
Your company wants to track employee abilities to speak publicly. Your goal is to create
a new competency for Public Speaking in PeopleSoft and assign the competency to the
Communication Competency type that you created in the Activity 5.
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Chapter 3
Managing Employee and Role Competencies
Review
In this chapter, you learned that:

Competency types group competencies for searching and reporting purposes.

Competency categories include: skills, knowledge, ability, and other.

Whether attaching competencies to an employee or a role, you must always rate
proficiencies, that is, how good the employee is or how good you must be when
performing that role.
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