Setting up Library items for the first time

As Performance and Talent Management overview diagram indicates, many features associated to Performance and Talent Management are related. The table below outlines the key dependencies between these features. The table also suggests the order in which to create these items that avoids issues with dependencies.

Order

Feature

Related

Example

Requires

1

Scales

  • Scale Response
  • Optional: Scale Language
  • Optional: Scale Response Language

Frequency

None

2

Competency

  • Indicator
  • Optional: Competency Training Option

Initiative

Competency Assessment requires Job Profile. If you are using Competencies for Recognition, Job Profiles are not required.

3

Indicator

Optional: Indicator Library Language

Come up with practical ideas to solve problems

Competency, Scale

4

Skill

  • Optional: Skill Training Option
  • Optional: Skill Library Language

Supply Chain Management

Scale

5

Metric

None

  • Number-based metric: Transcription accuracy
  • Scale-based metric: MS Office Proficiency
  • Text-based metric: Overall comment

Scale (for scale-based metrics)

6

Training

  • Optional: Skill Training Option
  • Optional: Competency Training Option

Communicating Effectively

None

7

Job Profile

Job Need

Administration

Job Need

8

Job Need

None

  • Competency Need: Initiative
  • Indicator Need: Come up with practical ideas to solve problems
  • Skill Need: Supply Chain Management
  • Metrics Need: Transcription accuracy
  • Scale
  • Competency (for Competency Need)
  • Indicator (for Indicator Need)
  • Skill (for Skill Need)
  • Metrics (for Metrics Need)

 

Note

Make sure you use the fHCM2__Prompt_v2__c.Prompt field for Indicator Library Items in your page layouts. This field, with the Rich Text Area field type, replaces the deprecated fHCM2__Prompt__c.Prompt field (Long Text Area field type).