How to use platform insights to steer discussions and achieve alignment.
Steps to follow:
1. Starting from the Manager view, select Dashboard to view your team.
2. Filter the view by team.
3. Click the action menu next to team member [ ⁝ ] to see available options.
4. Click to open the skills profile and choose "Complete alignment conversation".
5. View and compare self and manager skill ratings side by side in the "Skills alignment" tab.
Tip: Use the “Skill levels to align” section as a starting point for your 1:1 discussion.
6. Click a skill to view its details and level descriptions.
7. Discuss the differences between the assessed levels. Focus on whether or not a skill has been practically demonstrated - using the level dot points in the skill description for guidance.
8. Once you're both comfortable with the levels selected, view the pre-defined skill levels in the "Occupation requirements" tab.
9. Tick the check box to confirm you’re in a 1:1 session or ready to discuss role requirements with your team member.
10. Review a summary of any skills that remain unaligned, then either discuss or proceed.
11. Now that both the manager and employee have agreed on the levels held, they can be compared to the levels defined for the role in the "Occupations requirement". tab Upskilling opportunities are skills that are below occupation’s required level.
12. Click a skill to view its details and level descriptions.
Tip: Reassure employees that it’s normal to have gaps at the beginning of this process - even if they've been in their role for quite a while. Upskilling is an opportunity and adopting a growth mindset sets a strong foundation for the next step.
13. That next step is building a development plan - and will be covered in a separate walk-through.