Define skills plans

Open Administration > Training Plan > Training plan parameters

The basis of the feature is to define a provisional plan over a well-defined period. Plans are managed in a repository from a page in the menu.

Procedure

1. Click New.

2. Fill out the plan sheet: The card describes the different periods of the plan. The period of the financial year over which the plan will be executed and the prior collection and arbitration periods.

• Name *: The label for the name of the planned plan – it appears as a title on the pages about the plan.

• Description: description of the plan (possibility to use HTML code) – this is displayed in the header of the pages concerning the provisional plan (as in the requirements book).

• Beginning of the financial year * : the start date of the period of execution of the provisional plan.

• Fiscal  Year End *: The end date of the implementation of the period of the provisional plan.

• Opening of the employee/line collection: the date from which the employees/line managers can create requirements for the provisional plan that will be executed after the arbitration period (during the financial year). This date must be positioned BEFORE the start of the financial year.

• End of requirements collection: end date of the collection of training needs for employees/supervisors (before the arbitration phase).

• Arbitration Start: Date of the start of the Needs Arbitration phase – until the end of the financial year it is possible to collect requirements.

• Plan Close: Closing date of the plan – at this date, the plan is frozen, no changes are possible for either the collection or the arbitration.

• Plan Status: Current Plan Status, Read-Only Field – Possible Values:

  • Creation: Creation of the plan.

  • Open: The collection of needs is open.

  • Pending Arbitration: The arbitration is scheduled after the date of the day viewed.

  • Arbitration: The plan is within the period of the arbitration.

  • Closed: The provisional plan is closed.

Additional Information

Some dates may overlap, for example, between the date of the opening of the compendium and the date of the arbitration of needs.

Two forecast plans (financial year dates) cannot overlap.

Understand budgets

Open Administration > Training Plan > Training plan parameters

The creation of budget items in Syfadis Xperience makes it possible to develop a budget framework in order to monitor the budget of the provisional plan (amount of arbitrated needs) and the achievements in relation to this framework.

The budget of a plan can be drawn up according to the nature of the costs, by population (groups) or by training theme.

Create a training budget

Open Administration > Training Plan > Training plan parameters

Envelopes are managed from a forecast plan: Envelopes tab.

This list summarises all the budget items of the plan with the main information. From this screen, it is possible to import budgets via a file.

In the case of domain-based management, the user only views budgets of the current domain.

List of budgets in a plan

Procedure

1. Choose the plan.

2. Go to the Budgets tab.

3. Click New.

4. Complete the fields:

   • Label: Required field.

   • Description: Text for informational purposes.

   • Amount: Default amount in €.

   • Category: Information that can be used in the detailed tracking of a plan.

   • Charge type: possibility to attach a cost type from the nature repository in order to make the envelope appear in the tracking.

   • Connecting group: scope of a budget per group in order to visualise the budget framework at the time of arbitration or in the follow-up of a plan for group leaders (domain, structure, project, establishment, team, job).

Additional Information

In the case of a deletion of a group or cost type, there is no processing to modify or delete the envelopes.

Understand budget monitoring

Open Administration > Training plan > Training plan monitoring

The total amount of the budget is visible in the tracking pages. This amount is not displayed by default, visibility must be enabled by setting to see it.

Calculation of this amount = Sum of the budgets corresponding to the scope of the connected user + those with a cost nature integrated into the monitoring.

Budgets are displayed on the following screens:

• Follow-up of a provisional plan – Hierarchical/Administrator/RF/HR side

• Detailed Plan Tracking - Administrator/RF/HR

• Arbitration of a provisional plan – Administrator/RF/HR side

Understand strategic objectives

Open Administration > Training Plan > Training plan parameters

A strategic objective is an element to categorise a need in a plan.

Each plan has its own objectives – a Strategic objectives tab is available per plan. A manager can create as many objectives as they want for their plan. These objectives are then proposed when creating a requirement related to this plan.

An objective comprises a label and a description.