Requirement-Exercise-Matrix

Requirement-Exercise-Matrix

Relevant for: Organisation Administrators, Administrators (see "User Roles in the Cockpit").
On the "Edit Template" page, after the "General", “Settings”, "Scale" and "Scale Labels" sections, you will see the "Requirement-Exercise-Matrix" section.

To create a Requirement-Exercise-Matrix, you can add "Exercises", "Competencies" and "Competency Clusters". Below we explain how to add each component to the Requirement-Exercise-Matrix.

Create exercises

To create an exercise, you can add different tasks (e.g. role play or interview) in the upper line "Exercise". To do this, click on the "Exercise" button with the "+-sign". A pop-up window appears in which you can store various information for the exercise:
  1. Under "Name" you can adjust the exercise title.
  2. Under "Duration" you can set how long the exercise should last. Enter the desired duration in minutes directly or increase / decrease the time with the arrows on the right in 5-minute increments. The default setting here is 60 minutes. Setting the exercise duration is important for scheduling with the Scheduler (see "Scheduler").
  3. Under "Description" you can enter further information about the exercise as text. This will be displayed to the Observers in the App.
In the next section you can upload and manage "Files". These can be up to 10 MB in size and can have the following formats: PDF, PNG, JPG, MOV and MP4. 
To upload files you have several options: 
  1. Click on the "Upload" button on the far right and then on "Upload file" or
  2. drag & drop a file into the provided field.
All your uploaded files appear under "Documents".
  1. The order of the files can be changed individually by drag & drop. To do this, click on the "6 dots" to the left of the file name and drag them to the desired position. The files will then also be displayed in this specific order in the Candidate Portal, provided they are shared with the Candidates.
  2. If you move the cursor over the uploaded files, a small preview will open. When you click on the file, it will open in a pop-up window. 
  3. Click on the "pencil" next to a file to change the file name. 
  4. Under "For Candidates", you can specify whether you want to make the file shareable with your Candidates. By default, files are not shareable, but if you want to do so, you can check the "For Candidates" box. The file is then shareable and is displayed to the Candidates in the Candidate Portal (but cannot be opened yet). 
  5. You can decide whether Candidates can download the file and whether the text of the document is selectable for them by checking "Downloadable" and "Text selectable?”. This allows you to protect intellectual property.
  6. If you click on the "3 dots" on the far right, you can download the file under "Download" or "Delete" the file.
After making your changes, click "Save" to save the changes or "Cancel" to discard them. After that, the window will close automatically and you will see the Requirement-Exercise-Matrix again.



Create Competency Clusters and Competencies

In the left column, you can add either a "Competency" (e.g., communication skills or analytical thinking) or a "Competency Cluster" as a category for multiple competencies (e.g., social skills or entrepreneurial thinking). 
You must deposit competencies to create the Requirement-Exercise-Matrix. Adding Competency Clusters is optional; they are used to categorize logically related competencies.
Click in the box in the left column and use the drop-down menu to select whether you want to add a "Competency" or a "Cluster". Name the competency or cluster of competencies and then click "Enter" to save your entry. The competencies and clusters will then appear in the left column of the Requirement-Exercise-Matrix.
The Competency Clusters appear on a gray background. The competencies are highlighted in white and indented.
To add more competencies or Competency Clusters, you have two different options:
  1. Proceed as described above and click again in the field in the left column and use the drop-down menu to select whether you want to add a competency or a Competency Cluster to the matrix. The newly added content will then appear at the bottom. 
  2. If you have already created a Competency Cluster, you can enter a new competency in the field that appears by clicking on the gray "+" within the cluster. Then click on the "+" on the right or on "Enter" to save the competency.

Requirement-Exercise-Matrix

After you have created the matrix, you can change the order of your exercises and competencies by dragging and dropping. To do this, click on the "6 dots" to the left of the name and drag the exercises or competencies to the desired location. You can move the competencies both within and between the Competency Clusters.

Within the matrix/table you will see fields with "+-signs". There you can add or edit Behavior anchors for the task-competency combinations (see "Behavior anchors"). If you have already added anchors, you will see "[Number of] Anchors".

To make changes to the competencies, Competency Clusters and exercises, click the "3 dots" on the right of each. Alternatively, you can just click on the name to edit. In the following we will explain how exactly you can edit the exercises, competencies and Competency Clusters.


Edit exercises

If you click on the "3 dots" next to the exercise name, you can "Edit" or "Delete" the exercise. 

Click on "Edit" or directly on the exercise name to make changes to the exercise. A pop-up window opens where you can edit the selected exercise. The same options are available here that you can adjust when creating the exercise (see "Create exercises").

Click on "Delete" if you want to remove the exercise from your Requirement-Exercise-Matrix. A pop-up window will appear where you can confirm the deletion by clicking on the "Delete" button or you can "Cancel" the operation.

Edit competencies

If you click on the "3 dots" next to the name of the competency, you can "Edit" or "Delete" the competency. 

If you have clicked on "Edit" or the name of the competency, a small pop-up window will open in which you can edit the respective competency.
  1. Under "Name" you can change the name of the competency. 
  2. Under "Description" you can enter further information about the competency as text. This will be displayed to the Observers in the App.
After making your changes, click "Save" to save the changes or "Cancel" to discard them. After that, the window will close automatically and you will see the Requirement-Exercise-Matrix again.  



If you have clicked on "Delete", a pop-up window appears in which you can confirm the deletion by clicking on the "Delete" button or you can "Cancel" the process.

Edit Competency Clusters

You have several options for editing and navigating the Competency Clusters. Click on the "3 dots" to the right of the Competency Cluster name to display the options. 
  1. By clicking on "Edit" or on the name of the cluster, you can customize the "Name". After making your changes, click "Save" to save the changes or "Cancel" to discard them.
  2. The "Move Up" option allows you to move the cluster, including its associated competencies, one position above the previous cluster.
This option is available only if the cluster is not already at the top position.
  1. The "Move Down" option allows to move the cluster including the assigned competencies one position below the previous cluster.
This option is only available if the cluster is not already in the last position.
  1. "Dissolve all Cluster" allows you to delete all Competency Clusters while keeping the individual assigned competencies. Click "Dissolve" to delete all clusters or "Cancel" to keep the clusters.
  2. The "Delete" option deletes the selected Competency Cluster including all assigned competencies. Click "Delete" to confirm the operation or "Cancel" to not perform it.


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