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 |
|
Frequency |
None |
2 |
Competency |
|
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 |
|
Supply Chain Management |
Scale |
5 |
Metric |
None |
|
Scale (for scale-based metrics) |
6 |
Training |
|
Communicating Effectively |
None |
7 |
Job Profile |
Job Need |
Administration |
Job Need |
8 |
Job Need |
None |
|
|
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).