Modeling a resource's percent fit for another position

If you are considering promoting or transferring a resource, you may want to compare the resource's qualifications (skills, competencies, education, and credentials) with the position profile.

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

For example, let's say a position includes Networking as a Desired skill. Let's say the organization percent-fit settings exclude skills that are not Essential. In this case, Networking will not be included in the comparison between the position's qualifications and the resource's qualifications.

  1. Sign in as Administrator.
  2. Select Resources > Resources.
  3. On the Resource Search tab, open the resource for which to calculate a fit analysis.
  4. Click the Fit Analysis tab, and click Model Fit Analysis.

    The last modeled fit analysis that was performed is displayed.

  5. To model a percent fit for another position, click New Model.
  6. Specify this information:
    Compare To Position

    Select the position to compare with the resource.

    Compare Only Essential Qualifications

    Select this check box to include only the position's essential qualifications in the calculations.

    or

    Clear this check box to include all of the position's qualifications in the calculations.

  7. Click OK.

    The results of the analysis are displayed.

    • At the top of the form, the position name appears 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 appears with the following 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 will be 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.

      • 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.

      • 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, look for the presence of a Suggested Activities link. Click Suggested Activities to view and print the suggested activities that would help the resource meet the qualification requirement.