Team Builder

Team Builder allows managers to select team members based on specific attributes, skills and experience data entered in the employee's Career Profile. Team members can be searched for and assigned roles based upon function (i.e., Team Leader or Team Sponsor).

To access Team Builder, go to Successsion > Team Builder.

Click Create New Team link
Enter name of team
Click Save
Click View Details icon
Click Add Functional Component link to create the role or functional position of each team member
Enter Component Name
Click Save
Click Search icon
Select any number of the following Attributes to specify skills, experience, education, etc for this team role

Select Award:

Select Award Type operator from drop-down menu, select award from drop-down list
Select Date Received operator from drop-down menu, enter date or select using date calendar icon
Select Details operator, enter details
Select IMPORTANCE from drop-down list
Click Add

Select Licenses and Certifications:

Select License Type operator from drop-down menu, select license or certification from drop-down list
Select Date Received operator from drop-down menu, enter date or select using date calendar icon
Select Product Type, then select product type from drop-down list
Select Details operator, enter details
Select Expiration Date operator , enter date or select using date calendar icon
Select IMPORTANCE from drop-down list
Click Add

Select Education:

Select Degree Type operator from drop-down menu, select degree from drop-down list
Select Institution operator, enter
Select Major operator from drop-down menu, enter major
Select Minor operator, enter minor
Select Graduation Date operator , enter date or select using date calendar icon
Select Details operator, enter details
Select IMPORTANCE from drop-down list
Click Add

Select Role/Experience:

Select Role Type operator from drop-down menu, select role from list
Select Start Date operator from drop-down menu, enter date or select using date calendar icon
Select End Date operator from drop-down menu, enter date or select using date calendar icon
Select Current Role from drop-down list
Select Details operator, enter details
Select IMPORTANCE from drop-down list
Click Add

Select Skills:

Select Skill Type operator from drop-down menu, select skill from list
Select Proficiency operator , select proficiency from list
Select Experience (in years) operator , enter number for years
Select Current Skill from drop-down list
Select Date Last Used operator from drop-down menu, enter date or select using date calendar icon
Select Details operator, enter details
Select IMPORTANCE from drop-down list
Click Add

Select Key Accomplishments:

Select Details operator from drop-down menu, enter details
Select Start Date operator from drop-down menu, enter date or select using date calendar icon
Select End Date operator from drop-down menu, enter date or select using date calendar icon
Select Current from drop down list
Select IMPORTANCE from drop-down list
Click Add

Select Self Competency Assessment:

Select Competency from drop-down menu, select from list
Select Career Profile Rating operator from drop-down menu, select from list
Select IMPORTANCE from drop-down list
Click Add

Select Availability Selection Criteria - this allows you to narrow your search by any Organizational Unit
Click Search. The potential team members are displayed based on the Attributes criteria selected and are sorted by score, which is based in the importance rating. Click Employee Name to see their individual Career Profile.
Select Team Member/s for this team by checking the select checkbox for each
Click Save
Click Add Functional Component link to create a second or subsequent role or functional position. Continue adding Functional Components and attributes for functional components for all roles within this team.
Select Team Leader (required field)
Select Team Sponsor if applicable
Print the team list by selecting Printable Version link or Export the team list by selecting Export to Excel link
Click Save