Let's share best practices for using the Custom Fields tool.
As we already know, the Collaborator Fields allow adding data and information about the collaborator in the Qulture.Rocks platform to be displayed in a profile. Additionally, they can be used to group or filter data within the products offered by the Qulture.Rocks platform. Some examples are: Name, Department, Leader, Languages, and Certifications.
❓If you have any questions about how to create or edit a field, please access this article.
They can serve to simply identify a person within the organization, but they can also support HR and leadership decision-making in the company.
Use cases Now let's go through some use cases that can guide you on how to make the best use of the Collaborator Fields throughout the platform:
1. Evolution Profile and Performance Evaluation
The Evolution Profile exists to support the decision-making process of the HR department and the leadership of an organization during Performance Evaluation calibrations.
This feature is used to present information about who the collaborator is and how they have been performing over time. The goal is to increase the likelihood that the decision-making process occurs in a fair and timely manner.
If you want to understand in more detail how to configure and use the Evolution Profile, access this article.
In this regard, we can create sections with collaborator fields that support the aforementioned process, such as:
-
Basic Data:
-
Name
-
Department
-
Area
-
Leader
-
Job Title
-
Level
-
-
Movement History:
-
Date of Last Movement
-
Salary Range
-
Job and Salary History
-
-
IDP (Individual Development Plan):
-
Competencies worked on in the last IDP cycle
-
Leadership notes after the end of the IDP cycle
-
With this, when accessing the Evolution Profile of an employee, we would see something like:
2. Basic Profile and Directory
The Basic Profile aims to gather information that helps identify a person.
Let's suppose we configure this profile with the following sections and fields:
-
Organizational
-
Identifier
-
Area
-
Department
-
Leader
-
Job Title
-
Level
-
Location
-
-
Career
-
Admission date
-
Salary range
-
Termination date
-
Termination type
-
Termination reason
-
-
Personal
-
Name
-
Nickname
-
Email
-
Date of birth
-
Education
-
Country
-
Gender
-
When an employee accesses the Directory to find who is responsible for a specific activity within the company, they can use the Basic Profile to identify that person. Here's how it works:
Learn more about the Basic Profile in this article.
3. People Analytics in Performance Review results
This is a good example of how a Collaborator Field can be used outside of a profile.
In addition to having a comprehensive database with relevant team information, this information can be used for cross-analysis with Performance Review results. This allows, for example, results to be segmented by gender, location, work arrangement, among many other possibilities.
4. People Analytics in Organizational Climate Survey Results
Assuming that we have a custom field called "Unidade (Branch)" and we want to use it to group results from an organizational climate survey:
-
Access the Surveys product in the left vertical navigation bar.
-
Select a survey of your choice.
-
When viewing the survey results, in the Heatmap, click on "Group".
-
Then, select the custom field "Unidade (Branch)" and click on "Group".
Now, you will be able to view the results for each existing unit within the company.
Questions? #ChatWithUs 🚀