Calculating a fit analysis for a resource's current position

If you are not sure whether a resource's current position is a good fit, you can compare the resource's qualifications (skills, competencies, education, and credentials) with the desired and essential success profile defined for the position to which the resource is assigned.

The qualifications used in calculating a percent fit or percent fit with margin are configured on the Percent Fit tab of the Organization setup form.

For example, if a position includes Networking as a desired (but not essential) skill, and the organization percent fit settings exclude non-essential skills, Networking is not included in the comparison between the position's qualifications and the resource's qualifications.

Select Administrator > Resources > Resources.
On the Resource Search tab, open the resource for which to calculate a fit analysis.

The resource's profile opens on the At A Glance tab, which displays the last calculated results for Percent Fit and Percent Fit With Margin.
Click the Fit Analysis tab.
To calculate or recalculate a percent fit for a work assignment, click Calculate Fit.
The results of the analysis are displayed.
- At the top of the form, the position name is displayed with values for the Percent Fit and Percent Fit With Margin calculation results.
- A spider graph compares the skills and competencies of the resource with those of the position. The graph can also be displayed as a bar graph or a list.
  
  Note:
  The graph is based on Percent Fit only.
- For each type of qualification included in the percent fit calculation, a list of the qualifications included in the position is displayed with this information:
  
  Note:
  You will see only the qualification types for which your organization configured percent fit calculations. If no match margins are configured for a qualification type, the calculation results are the same for Gap (percent fit) and Gap With Margin (percent fit with margin).
  - The Essential column displays whether the qualification is essential for the position or not.
  - For skills and competencies, the Level columns indicate the position's required competency level for the qualification (if any) and the resource's competency level for the qualification.
  - For credentials, the list only displays the credential required by the position. Credentials have no levels.
  - For education, the list displays the required education and the highest education level attained by the resource. Education attributes must be defined with a Level Equivalence to allow for level comparison.
  - The Gap column displays whether the resource matches (Match), does not match (Below), or Exceeds (Exceed) the requirements for the qualification when match margins are not taken into account, that is when the calculation looks for an absolute match.
    
    For credentials, the Gap will be "Match" if the resource has the credential, or "Below" if the resource does not have the credential.
    
    To calculate the Percent Fit value, the system divides the total number of qualifications in the Gap column that are a "Match" by the total number of qualifications. "Exceed" values are not considered a match.
  - The Gap With Margin column displays whether the resource matches (Match), does not match (Below), or Exceeds (Exceed) the requirements for the qualification when match margins are taken into account.
    
    Match margins are a way for administrators to include as matched results that do not exactly match the position requirements. For example, assume the organization is configured to allow a match margin of one level below and one level higher than the required position level for skills. If a position requires a rating of 3 for a skill and an resource's level for that skill is 2, the Gap result will be "Below" and the Gap With Margin result will be "Match." If another resource has a level of 4, the Gap result will be "Exceed" and the Gap With Margin result will be "Match."
    
    To calculate the Percent Fit with Margin value, the system divides the total number of qualifications in the Gap With Margin column that are a "Match" by the total number of qualifications. "Exceed" values are not considered a match. Therefore, in either of the above example, the Percent With Margin score will be higher than the Percent Fit score.
    
    Note:
    For credentials, the Gap With Margin will display as a match if the "Include For Resources" organization setting is selected.
  - For qualifications that have a "Below" result in the Gap column, a Suggested Activities link indicates that there is a catalog activity with an outcome that would help the resource meet the qualification requirement. You can click the Suggested Activities link to view and print the suggested activities.