Last Updated: November 2019
Purpose: This document provides step-by-step instructions for validating a Job Profile in Calibrate.
Audience: This document is meant to be used by Job Profile Editors after Job Profile Reviewers have reviewed a Job Profile and provided feedback.
Assumption: Validating a Job Profile consists of three tasks: 1) invite Reviewers to give you feedback on the Job Profile, 2) get feedback from Reviewers and 3) incorporate that feedback into the Job Profile. This User Guide is concerned with task 3 and assumes that tasks 1 and 2 are already complete. If you haven’t performed task 1 yet, see Invite Reviewer User Guide.
Before you begin: Validation is for a specific revision of a Job Profile. Should a Job Profile change, and thereby have it’s revision change, it will have to be Validated again. Consequently, Validating a Job Profile is an iterative process, which means you'll probably go through the steps in this User Guide more than once before a Job Profile is published.
You can find the definition of the capitalized words used in this User Guide in the SkillsEngine dictionary located here.
See Reviewer Feedback
1] After you log in, the Calibrate home page appears. To find the particular Job Profile, click the Profile icon on the left side of the home page.
2] The Job Profiles list appears. There are two ways to locate a particular Job Profile. The first way is to search for it by entering the Job Profile title in the search field. The list will automatically populate with choices.
3] The other way to search for the Job Profile is to use the page control at the bottom of the list. The ">" advances the list ahead one page at a time.
4] You can also jump to a page by clicking on the down arrow and then clicking on that page.
5] Once you've located the Job Profile in the list, click on it. That brings you to the page for that Job Profile.
6] Scroll down the Job Profile to see Reviewer feedback on Work Activities, Knowledge Domains, Soft Skills and Tools & Technologies. Reviewer feedback is in the column on the right.
NOTE: The feedback you'll see on the Job Profile page includes:
|NOTE: Since each skill may receive multiple different ratings from the various Reviewers, the rating you see in the Reviewer Rating column is the median rating of all the ratings from all the Reviewers. The median rating is considered to be the rating for that skill.|
7] To see the breakdown of Reviewer Rating for a particular skill, click the "ᴠ" to the right of the skill.
8] The skill breakdown screen appears.
NOTE: There are two very important pieces of information you can gather from the skill breakdown screen:
You can use this information to "weight" the ratings to help you determine an overall criticality rating for that skill.
Incorporate Reviewer Feedback
9] When you're ready to begin incorporating Reviewer feedback into your Job Profile, click the Revise button in the upper right corner.
|NOTE: If the button in the upper right corner doesn't say Revise, but instead says Edit, that means the Job Profile is already in Draft mode. Just go on to step 10.|
10] Click the Edit button in the upper right corner.
Validate Work Activities
11] Begin by incorporating feedback on Work Activities. Click Work Activities in the Edit Job Profile menu.
12] Start at the top with Pending Suggestions (if there aren't any go to step 15). To see who suggested the Work Activity, what their review type is and how they rated it, click the "ᴠ" to the right of the skill.
13] After evaluating the Pending Work Activity, click Accept or Reject to the left of the skill.
|NOTE: If you click Accept, the skill goes into the Included Work Activities list below, along with its Reviewer rating. If you click Reject, it goes into the Discarded list on the right, which means you can always add it back into the included list at a later time|
14] Repeat steps 12 & 13 for all Pending Suggestions.
15] Next, proceed through the Unrated Work Activities list one at a time. If necessary, click the "ᴠ" to the right of a Work Activity to view information about it, including where it came from, what the Reviewer types are that rated it (if any) and what rating those Reviewers gave it.
NOTE: When evaluating a Work Activity in the Unrated Work Activity list, you can assign it one of four values:
16] For each Work Activity in the list, using the Reviewer Rating on the right side as an input, decide what value to assign it.
17] Hover your mouse over the three circles or the "x" in the Editor Rating column.
18] If you think the Work Activity is CRITICAL, click the right-most circle. If it's IMPORTANT, click the center circle. If it's BENEFICIAL, click the left-most circle. The circles will fill in to indicate your choice. If it's IRRELEVANT click the "x" to the left.
19] If you want to change your selection, just click the undo arrow to the left of the Work Activity and start over. If you marked it IRRELEVANT and change your mind, locate it in the Discarded list on the right and add it back in by clicking "+". If you're unsure how to use the lists on the right, see Create Job Profile User Guide.
|NOTE: If you leave a Work Activity unrated when you finish incorporating Reviewer feedback, that Work Activity will not be part of the Job Profile. It will become irrelevant by default.|
20] Once you assign a value to a Work Activity, it will move to the bottom of the page in the Rated Work Activities list. If you want to change the value you assigned to it, you still can in the Rated Work Activities list.
21] To change the rating, click the appropriate circle on the left. If you want to make it IRRELEVANT, you’ll have to start over by clicking the undo arrow on the far left. The Work Activity will then go back up to the Unrated Work Activities list where you can click the “x” to the far left to make it IRRELEVANT.
|NOTE: To the right of each Work Activity in the Rated Work Activities list you may see a color status in the information “i” column. The legend for the color status is right under the Edit Job Profile menu. If you don’t see any color code there, that means there’s agreement between your value and the Reviewer’s value. Red means there’s disagreement and the skill is out of alignment.|
|NOTE: When you get to the end of the Work Activities list, if you think there is a Work Activity that is still missing from the list, you can add it in now. If you do, you’ll probably want to send the Job Profile out for review again|
22] If you want to add a Work Activity at this point, you can add one from the lists on the right (Related, Library, Discarded) or you can create a new one from scratch by clicking the Create a New Work Activity button at the bottom of the list.
|NOTE: If you're unsure how to use the lists on the right, see Create Job Profile User Guide. If you're unsure how to create a Work Activity from scratch, see Create Work Activity User Guide.|
Validate Knowledge Domains, Soft Skills and Tools & Technologies
23] To Validate Knowledge Domains, click KNOWLEDGE DOMAINS in the Edit Job Profile menu and repeat steps 11 - 22.
24] To Validate Soft Skills, click SOFT SKILLS in the Edit Job Profile menu and repeat steps 11 - 22.
25] To Validate Tools & Technologies, click TOOLS & TECHNOLOGIES in the Edit Job Profile menu and repeat steps 11 - 22.
26] When you have Validated the entire Job Profile, click Finish in the upper right corner.
27] At this point you still have the option to go back and edit the Job Profile by clicking the Edit button in the upper right corner.
28] When you are ready to finish the Validation click Validate.
|NOTE: Finishing the Validation does not mean it’s closed. You still have to close the validation to be done with it. CAUTION: Once you close a Validation it cannot be reopened.|
29] To close a Validation, click the Close Validation button in the upper right corner.
30] When the pop up appears that asks you if you want to close the review click OK. The Validation status changes to Closed.