Skills Quick Start Wizard

The Skills Quick Start Wizard administrator experience guides administrators through the key steps of implementing or optimizing their Skills framework. The experience provides detailed text that explains concepts and best practices, and it provides links to useful resources and Capability administrative tools. Each step is automatically marked complete as administrators progress through the wizard, tracking progress towards completion.

Even if an organization has already enabled Capabilities, the Skills Quick Start Wizard can still be launched to refine the existing configuration or learn about new concepts and features that may not be in use with the current deployment.

The Skills Quick Start Wizard contains the following steps:

  1. Introduction
  2. Get Your Skills - Skills Library Builder
  3. Configure Your Experience
  4. Validate Your Skills
  5. Content Skills Tagging
  6. Enable Permissions
  7. Spread the Word
  8. What's Next?

To access the Skills Quick Start Wizard, go to Admin > Tools > Core Functions > Capabilities > Skills Quick Start Wizard.

Introduction

The introduction helps administrators understand how to be successful when implementing Skills and Capabilities, including the following:

  • Guidance on how to earn organizational commitment
  • Definitions of key terms related to Skills and Capabilities
  • Prerequisite steps that should be taken prior to enabling and leveraging Skills and Capabilities

Select the Mark Complete button to proceed to the next step.

Get Your Skills - Skills Library Builder

This step enables administrators to easily fill their Capabilities Library with meaningful skills for their organization, leveraging the existing user profile data and CV/resume data. See Skills Library Builder.

Administrators can also leverage the Edge Import tool to import skills from an existing library. See Edge Import Homepage.

Select the Mark Complete button to proceed to the next step.

Configure Your Experience

This step provides quick links to some recommended settings that should be reviewed and validated. These include the following preference pages:

This step also provides quick links to some optional settings that may be reviewed for organizations that want to further customize the Skills and Capabilities experience. These include the following configuration pages:

  • Feedback Templates - The Feedback Templates configuration page enables administrators to customize the rating and feedback experiences for the end user. See Capability Feedback Templates - Manage.
  • Proficiency Levels - The Proficiency Levels configuration page enables administrators to customize the language that describes the levels of capability proficiency across the organization. The unified, standard language enables organizations to easily compare across skills and people. See Capabilities Preferences - Proficiency Levels.
  • Rating Scales - The Rating Scales configuration page enables administrators to customize the values that employees can select when completing a rating of themselves or others. See Capability Rating Scales - Manage.

Select the Mark Complete button to proceed to the next step.

Validate Your Skills

This step provides a quick orientation of the Capabilities Library where administrators can view, create, and edit capabilities in their organization's library. See Capabilities Library - Manage Capabilities.

Select the Mark Complete button to proceed to the next step.

Content Skills Tagging

This step automatically tags learning content as part of the initial skills library set up in the Skills Quick Start Wizard, making it easier to find the content needed to build the required skills. To know more about Content Skills Tagging, See Training Capabilities - Content Skills Tagging.

Select the Mark Complete button to proceed to the next step.

Enable Permissions

This step provides guidance regarding which permissions are needed for granting users access to the Skills Profile and user ratings. Permissions and security roles are managed in Security Role Administration. See Security Roles Administration.

Select the Mark Complete button to proceed to the next step.

Spread the Word

This step provides access to sample communication templates to help socialize skills within your organization and help employees build their skills profile. This includes the following resources:

  • Email templates
  • Email digest templates
  • Reporting templates

Select the Mark Complete button to proceed to the next step.

What's Next?

This step provides resources to help administrators stay connected to the Cornerstone product team and other customers. It also enables administrators to submit ideas, feedback, success stories regarding Skills and Capabilities. Lastly, administrators can provide direct feedback on the Skills Quick Start Wizard experience.

Select the Submit button to submit your feedback directly to the product team regarding the expedience.