Skill assessment admin best practices
Purpose
This article describes recommendations for administrators to efficiently execute skill assessment. The recommendations include initial set up items and maintenance tasks.
Audience
This article is intended for users with admin permissions and access to the Admin Console such as company admins, HRBPs, and Eightfold solution architects.
General use case
The following features should be turned on/activated for a general use case:
- JIE
- Skill taxonomy
- Self-assessment in Career Hub
- Manager assessment in Career Hub
- Comments
- Skill search
Updates
APIs are not needed to update JIE or skill assessment. Data for JIE and skill assessment are in Eightfold’s backend database.
Notification configurations
Skill assessment 2.0 offers both instant and weekly notifications.
Instant notifications are triggered when an assessment is completed. Weekly notifications are sent to employees who have not completed their self-assessment. Notifications can be configured on/off in the Admin Console.
| Notifications | ||
|---|---|---|
| Type | Condition | Recipient |
| Instant | Employee completes their self-assessment | Manager |
| Instant | Manager completes the manager assessment for an employee | Employee |
| Weekly | Employee’s self assessment has not been completed | Employee |
Default email templates
For each type of skill assessment notification, there is a default email template.The following is a list of template names and default messages:
| Email Templates | |
|---|---|
| Name | Message |
| 1. Self assessment incomplete notification | Welcome to Career Hub!
You are invited to complete an self assessment on skills required by your current role as part of your onboarding process. The skill assessment is very important because it promotes a culture of transparency, feedback and learning at the organization. Click here to access your profile page. |
| 2. Employee skill assessment notification | {{firstName}},
Click here to review the skill ratings provided by {{employeeFirstName}} and comments. Please provide your assessment of {{employeeFirstName}}'s skills. |
| 3. Manager skill assessment notification | {{firstName}},
Click here to review the skill ratings and comments provided by {{managerFirstName}}.
|
The first template is for weekly employee notifications, the second template is what managers receive, and the third template is what employees receive when their manager has completed their assessment.
Each of these default email templates is customizable and can be altered if desired. You can review the content of these templates and make modifications as needed.
How to modify default email templates:
- In the Eightfold app, navigate to the username icon in the upper-right corner.
- Click on your name to access your account.
- Select Communication Templates from the top menu bar.
- Click on the appropriate template.
- Edit and Save your changes.
Managing skills
The JIE role library assigns both required (role) and other skills to job roles. The required and other designations are based on company preference and are configurable. Any changes made to skills in JIE are reflected in the skill assessment user interface.
Required or role skills can only be changed in JIE. Other skills can be changed by employees in the Other Skills tab.
Deleted skills
If a required skill is deleted from JIE but was previously rated in an assessment, the skill will still appear in the Other Skills tab (but not in the Required By Role tab).
If an assessment was never completed, it is assumed that the employee does not possess the skill in question and it will not appear in either tab, Required By Role or Other Skills.
Benchmark proficiencies
Benchmark proficiencies impact the rating experience in skill assessment. Assessments cannot be completed without them. Ensure that all benchmark proficiencies are set for your job roles.
How to update benchmark proficiencies:
- Access JIE from the Eightfold app by clicking on the small dot grid next to the username icon.
- Open a job role.
- Navigate to the Skill Proficiencies drop-down display in the Refine your Requirements table.
- Update the benchmark proficiencies against all of the skills listed.
- The updated proficiencies automatically appear in the employee’s Career Hub profile.