This template allows you to detect talented staff members after the yearly performance reviews. The template supports the following process

1. Each employee has performance reviews. If the average score of the last 3 years is above 2.5 / 5, then the employee needs to take a potential assessment.
2. This potential assessment is a list of 12 questions in 4 categories (communication, problem solving, leadership and technical skills). Each question can be answered by Always or Occasionally. If the employee scores 7/12 with at least one score in each category, he proceeds to the next round which is the ability assessment.
3. The ability assessment has 3 yes / no questions. The employee only passes when the answer to all questions is yes.
4. The final part is completing the accelerated assessment which is collecting data about the strengths and development possibilities of the employee.

The Employees table holds all this information and assigns a category to each employee. This allows the HR department to quickly detect the employees that are in the accelerated category.

The entire process is supported by an application that is used by the HR department. The application offer a good overview of the assessment that needs to be taken and contains forms to take the assessment.

Database: Skill Discovery Management

Employees

Fields

• Name (Text)

• Email (Email)

• Phone (Phone number)

• Picture (File)

• Job role (Text)

• Home address (Text)

• ZIP code (Text)

• Date of birth (Date)

• Start date (Date)

• End date (Date)

• Is active (Formula)

• Status (Single select)

• Birthday this year (Formula)

• Manager (Link to table)

• Performance rewiews (Link to table)

• Count reviews (Count)

• Total last 3 years (Formula)

• Average last 3 years (Formula)

• Sustained performance (Formula)

• Last review (Rollup)

• Potential assessments (Link to table)

• Has potential (Formula)

• Ability assessments (Link to table)

• Has ability (Formula)

• Category (Formula)

• Password (Password)

• Has potential symbol (Formula)

• Has ability symbol (Formula)

• Next review (Formula)

• Needs review link (Formula)

• Meets potential requirements (Formula)

• Needs review (Formula)

• Needs potential assessment (Formula)

• Needs potential assessment link (Formula)

• Meets ability requirements (Formula)

• Needs ability assessment (Formula)

• Needs ability assessment link (Formula)

• Accelerated assessments (Link to table)

• Meets accelerated requirements (Formula)

• Needs accelerated assessment (Formula)

• Needs accelerated assessment link (Formula)

Views

• All employees (grid)

• All employees: basic information (grid)

• All employees: reviews and performance (grid)

• Needs performance review this year (grid)

• Needs potential assessment this year (grid)

• Has potential (grid)

• Needs ability assessment this year (grid)

• Has ability (grid)

• Category: Too Soon to Rate (grid)

• Category: Improve (grid)

• Category: Grow (grid)

• Category: Accelerate (grid)

• Gallery: all employees (gallery)

• Birthday calendar (calendar)

• All employees stacked by status (kanban)

Performance reviews

Fields

• Name (Formula)

• Employee (Link to table)

• People Manager (Link to table)

• Year (Number)

• Overall what rating (Link to table)

• Overall what description (Rollup)

• Overall how rating (Link to table)

• Overall how description (Rollup)

• Overall performance rating (Formula)

Views

• All performance reviews (grid)

• All performance reviews grouped by employee (grid)

• All performance reviews grouped by manager (grid)

• All performance reviews grouped by year (grid)

• High performance ratings > 3.5 (grid)

• Low performance ratings < 2.5 (grid)

Performance ratings

Fields

• Name (Text)

• Score (Number)

• Description (Text)

Views

• All performance ratings (grid)

Potential assessments

Fields

• Name (Formula)

• Employee (Link to table)

• Manager (Link to table)

• 01 (Link to table)

• 02 (Link to table)

• 03 (Link to table)

• 04 (Link to table)

• 05 (Link to table)

• 06 (Link to table)

• 07 (Link to table)

• 08 (Link to table)

• 09 (Link to table)

• 10 (Link to table)

• 11 (Link to table)

• 12 (Link to table)

• Communication total (Formula)

• Problem solving total (Formula)

• Leadership total (Formula)

• Technical total (Formula)

• Total score (Formula)

• Score in every category (Formula)

• Has potential (Formula)

• Year (Number)

• Has potential symbol (Formula)

Views

• All potential assessments (grid)

• All potential assessments grouped by employee (grid)

• All potential assessments grouped by manager (grid)

• All potential assessments grouped by year (grid)

• Passed assessments (grid)

• Failed assessments (grid)

Potential assessment scales

Fields

• Name (Text)

• Score (Number)

Views

• All scales (grid)

Ability assessments

Fields

• Name (Formula)

• Employee (Link to table)

• Manager (Link to table)

• Year (Number)

• Question 1 (Boolean)

• Question 2 (Boolean)

• Question 3 (Boolean)

• Has ability (Formula)

• Has ability symbol (Formula)

Views

• All ability assessments (grid)

• All ability assessments grouped by employee (grid)

• All ability assessments grouped by manager (grid)

• All ability assessments grouped by year (grid)

• Passed tests (grid)

• Failed tests (grid)

Accelerated assessment

Fields

• Name (Formula)

• Employee (Link to table)

• Manager (Link to table)

• Year (Number)

• Strength 1 (Long text)

• Strength 2 (Long text)

• Strength 3 (Long text)

• Development 1 (Long text)

• Development 2 (Long text)

• Development 3 (Long text)

• Retention risk (Long text)

• Impact of loss (Long text)

• New to position (Long text)

• Willingness to relocate (Long text)

• Desired locations (Long text)

• Comments (Long text)

Views

• All accelerated assessments (grid)

• All accelerated assessments grouped by employee (grid)

• All accelerated assessments grouped by manager (grid)

• All accelerated assessments grouped by year (grid)

Application: Skill Discovery Application

shared

Data sources

Actions (event)

• logout (click)

Login

Data sources

Actions (event)

• open_page (after_login)

All employees

Data sources

• My employees

TOOD: Performance review

Data sources

• My employees

TOOD: Potential assessment

Data sources

• My employees

TOOD: Ability assessment

Data sources

• My employees

Employee Details

Data sources

• Employee details

• Performance reviews

• Potential assessments

• Ability assessments

• Accelerated assessments

Add performance review

Data sources

• Employee details

• Performance ratings

Actions (event)

• create_row (submit)

• notification (submit)

• open_page (submit)

Edit performance review

Data sources

• Performance review

• Performance ratings

Actions (event)

• update_row (submit)

• notification (submit)

• open_page (submit)

Add potential assessment

Data sources

• Employee details

• Potential assessment scales

Actions (event)

• create_row (submit)

• notification (submit)

• open_page (submit)

Edit potential assessment

Data sources

• Assessment details

• Potential assessment scales

Actions (event)

• update_row (submit)

• notification (submit)

• open_page (submit)

Add ability assessment

Data sources

• Employee details

Actions (event)

• create_row (submit)

• notification (submit)

• open_page (submit)

Edit ability assessment

Data sources

• Assessment details

Actions (event)

• update_row (submit)

• notification (submit)

• open_page (submit)

Add accelerate assessment

Data sources

• Employee details

Actions (event)

• create_row (submit)

• notification (submit)

• open_page (submit)

Edit accelerate assessment

Data sources

• Assessment details

Actions (event)

• update_row (submit)

• notification (submit)

• open_page (submit)