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⚙️ Data integration and settings

Data collection and tool architecture reflection

Léa Moreau avatar
Written by Léa Moreau
Updated yesterday

1 - Collect the data needed to build Mercateam platform

To build a platform that reflects your site, we first need to collect your data.

Type

Necessary informations

Employee Data

- Employee ID
- Last name
- First name
- Team
​
​Optional but recommended: Job
​
​Optional but recommended: Contract
​
​Optional but recommended: Entry date into the company
​
​Optional but recommended: End date if short term contract

Skills Matrices

- Employee ID
- Last name
- First name
- Mastered skill, expiration date (optional) and associated level
​

Clearance Matrices

- Employee ID
- Last name
- First name
- Mastered clearance, expiration date
​

To go further, you can already start thinking about the Mercateam architecture.

Mercateam Correspondence Table / client Equivalent

Mercateam Denomination

Examples of partner equivalents

Additional information

Sector

• General sector related to the activity of your site (Production, Operations…)
• Production Unit
• Activity sector (Packaging, Maintenance…)
​

Team

• Autonomous production unit
• Activity sector (Packaging, Maintenance…)
• HR team (temporary workers…)
• Hourly team (Night Team, …)
• Type of product
​

1 team =
1 planning
1 skills matrix
1 clearance matrix
1 workstation matrix
An employee can only be part of one team
​

Workstation

• Production line
• Function (Facilitator, line driver…)
• Profession (Security manager…)
• Machine
• Schedule (Line 1 MORNING, Line 1 NIGHT…)
• Product / product reference
​

Define if 1 position = 1 skill or if a position is a set of necessary skills/certifications

Substation

• Station (operator 1, operator 2…)
• Machine
• Schedule
• Sub-activity
• Product / product reference
​

Optional
If substations are associated with workstations, define if 1 substation = 1 skill or if a substation is a set of necessary skills/clearances
​

Skill

• Qualification
• Internal technical know-how (mastery of a machine…)
• General knowledge (Safety, quality, mastery of Mercateam…)
• Profession (Line driver 1…)
​

The concept of level is associated with a skill (as many levels as necessary)

Clearance

• External certification
• Internal certification
​

No concept of level

Mercateam Denomination

Examples of partner equivalents

Additional information

ℹ️ Method to standardize skills at group level

  • [Team Level] Deploy Mercateam and digitize the skills matrices based on existing ones (and on the experience of other teams)

  • [Site Level] Organize workshops with team leaders to harmonize the standards of skills in the tool

  • [Group Level] Choose representatives to share best practices, identify gaps in the different sites and build an action plan to homogenize skills. We can of course accompany you at each stage.

We recommend that you centralize the existing in the tool before approaching the mass standardization step: this allows for an overview;

🔗 Link of the data integration template, to upload and fill in

2 - Defining user needs and roles in Mercateam

Mercateam lets you restrict user rights. To do this, we recommend that you identify the roles and needs of users in relation to the various functions of the tool.

Below is an example of needs & roles mapping - not exhaustive

Functionality

Role 1 (ex : Administrator)

Rôle 2 (ex : Trainer)

Rôle 3 (ex: Team Leader)

Administration, settings, library

I can create and archive Mercateam users and give them the associated rights

I can add, edit and delete skills, authorizations and positions.

I can adjust Mercateam's architecture and global settings

I can see skills, authorizations, positions, etc

No access

Dashboard

I can view an overview of site indicators and alerts

I can view an overview of site indicators and alerts

I can see my team's indicators

Employee file

I can view, edit and delete elements of the employee file (skills, basic information, etc.)

I can view, edit and delete elements of the employee file (skills, basic information, etc.).

I can view, edit and delete elements of my team's employee file (skills, basic information, etc.)

Contents

I can view, create, edit and delete content

I can view, create, edit and delete content

I can view contents

Questionnaire

I can view, create, edit and delete questionnaires

I can view, create, edit and delete questionnaires

I can view questionnaires

Formation

I can view, launch, validate, edit and delete training courses

I can view, launch, validate, edit and delete training courses

I can see my team's formations

Matrix overview

I can view, create and edit competency/authorization/position matrices for all teams

I can view, create and edit competency/authorization/position matrices for all teams

I can view my team's training coursesI can view and edit my team's skills / authorizations / positions matrices

Schedule

I can view, create, edit and delete schedules for all teams

No access

I can view, create, edit and delete my team's schedule

ℹ️ More information on Mercateam rights management here (you have to be connected to your Mercateam’s platform to have access!)

Your Mercateam is ready? Find out more about successful user support and training✨

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