TWM638619U - Employee contribution and career planning system - Google Patents
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本新型係有關於一種員工貢獻度及生涯規劃系統。特別是有關於一種多功能的員工貢獻度及生涯規劃系統。The new system relates to an employee contribution and career planning system. Especially about a multifunctional employee contribution and career planning system.
近年隨著資訊科技進步發展以及大數據時代來臨,傳統金融業經營模式快速改變,金融科技已成為眾人關切之焦點,金融服務與科技運用兩者之結合,不只是將原本金融機構的各項功能數位化,也將其他應用帶進金融業的範疇,發展出新形態的金融服務及商品,讓金融服務流程更簡化、更有效。科技提升金融服務綜效,而金融服務又發展出更多的金融科技應用,透過科技的創新,創造出更多金融服務模式並發揮綜效。In recent years, with the advancement and development of information technology and the advent of the era of big data, the business model of the traditional financial industry has changed rapidly, and financial technology has become the focus of attention. Digitization has also brought other applications into the financial industry, developing new forms of financial services and products, and making the financial service process more simplified and more effective. Technology improves the synergy of financial services, and financial services have developed more financial technology applications. Through technological innovation, more financial service models have been created and synergistic effects have been created.
隨著科技的日益進步,傳統利用客戶貢獻度以及員工KPI(關鍵績效指標)為主的判斷員工價值的方式,已漸漸地不敷使用。With the advancement of technology, the traditional method of judging employee value based on customer contribution and employee KPI (key performance indicators) has gradually become insufficient.
傳統上背負營收目標的部門講話通常都比較大聲,其他支援的部門則因為缺乏和營收一樣明確的量化目標,往往很容易被高層忽略。Traditionally, departments with revenue targets usually speak louder, while other supporting departments are often easily ignored by senior management because they lack quantitative targets as clear as revenue.
過去,人才管理只能從「人治」的角度來做討論,有效與正確的數據分析,才能提供更正確的管理角度,讓人力資源規畫更為健全,而非只是憑感覺做決策。In the past, talent management could only be discussed from the perspective of "rule by man". Only effective and correct data analysis can provide a more correct management perspective and make human resource planning more sound, rather than just making decisions based on feelings.
因此,如何能正確地計算員工貢獻度以及提供員工合適的生涯規劃,將有助於員工的成長與積極性,更有助於公司的營運成長。Therefore, how to correctly calculate employee contribution and provide appropriate career planning for employees will not only help employees' growth and enthusiasm, but also help the company's operational growth.
新型內容旨在提供本揭示內容的簡化摘要,以使閱讀者對本揭示內容具備基本的理解。此新型內容並非本揭示內容的完整概述,且其用意並非在指出本新型實施例的重要/關鍵元件或界定本新型的範圍。The novel content is intended to provide a simplified summary of the disclosure to provide the reader with a basic understanding of the disclosure. This summary is not an exhaustive overview of the disclosure, and it is not intended to identify key/critical elements of embodiments of the invention or to delineate the scope of the invention.
本新型內容之一目的是在提供一種員工貢獻度及生涯規劃系統,可以正確地計算員工貢獻度,並提供員工合適的生涯規劃,以鼓勵員工,並有助於公司的營運成長。One of the purposes of this new content is to provide an employee contribution and career planning system that can correctly calculate employee contribution and provide appropriate career planning for employees to encourage employees and help the company's business growth.
為達上述目的,本新型內容之一技術態樣係關於一種員工貢獻度及生涯規劃系統包含有一員工貢獻度及生涯規劃伺服器以及一桌上型電腦。桌上型電腦連接於員工貢獻度及生涯規劃伺服器,並將員工的訊息傳送至員工貢獻度及生涯規劃伺服器,以產生一員工貢獻度以及一生涯規劃資料。In order to achieve the above purpose, one technical aspect of the present invention relates to an employee contribution and career planning system, which includes an employee contribution and career planning server and a desktop computer. The desktop computer is connected to the employee contribution and career planning server, and the employee's information is sent to the employee contribution and career planning server to generate an employee contribution and a career planning data.
在一些實施例中,員工貢獻度及生涯規劃伺服器包含有一員工名單匯入模組,用以接收一員工名單。In some embodiments, the employee contribution and career planning server includes an employee list import module for receiving an employee list.
在一些實施例中,員工貢獻度及生涯規劃伺服器更包含有一業務目標達成率計算模組,連接於員工名單匯入模組,用以計算業務目標達成率。In some embodiments, the employee contribution and career planning server further includes a business goal attainment rate calculation module, which is connected to the employee list import module to calculate the business goal achievement rate.
在一些實施例中,員工貢獻度及生涯規劃伺服器更包含有一加權項目計算模組,連接於業務目標達成率計算模組,用以計算加權項目的分數。In some embodiments, the employee contribution and career planning server further includes a weighted item calculation module connected to the business goal achievement rate calculation module for calculating the weighted item score.
在一些實施例中,員工貢獻度及生涯規劃伺服器更包含有一證照項目輸入模組,連接於加權項目計算模組,用以輸入證照項目。In some embodiments, the employee contribution and career planning server further includes a certification item input module connected to the weighted item calculation module for inputting certification items.
在一些實施例中,證照項目,例如是,理財證照、財產保險業務員資格證書、外幣收付非投資型保險資格證書、結構型商品銷售人員資格證書、理財規劃人員專業能力測驗合格證書、財產保險經紀人考試及格證書、CFP-理財認證規劃顧問資格證書、期貨商業務員測驗合格證書、期貨信託基金銷售機構銷售人員資格證書、香港「證券及期貨從業員資格考試」成績合格證書、金融數位(科技)力知識檢定測驗合格證書、初階授信人員專業能力測驗合格證書、進階授信人員專業能力測驗合格證書、金融人員授信擔保品估價專業能力測驗合格證書、初階外匯人員專業能力測驗合格證書、外匯交易專業能力測驗合格證書、FRM-金融風險管理師合格證、系統分析師鑑定合格人員證書、甲級建築製圖技能檢定合格證書、甲種電匠考驗合格證書等相關對於公司有利的資格證書。In some embodiments, certificate items are, for example, financial management certificates, property insurance salesperson qualification certificates, foreign currency receipt and payment non-investment insurance qualification certificates, structured product salesperson qualification certificates, financial planner professional ability test certificates, property Insurance Broker Examination Pass Certificate, CFP-Certified Financial Planning Consultant Qualification Certificate, Futures Merchant Salesman Examination Pass Certificate, Futures Trust Fund Sales Institution Sales Personnel Qualification Certificate, Hong Kong "Securities and Futures Practitioner Qualification Examination" Result Certificate, Financial Digital ( Science and technology) power knowledge test pass certificate, preliminary credit personnel professional ability test pass certificate, advanced credit personnel professional ability test pass certificate, financial personnel credit guarantee appraisal professional ability test certificate, elementary foreign exchange personnel professional ability test pass certificate , foreign exchange trading professional ability test certificate, FRM-financial risk manager certificate, system analyst certificate, qualification certificate for class A architectural drawing skills test, class A electrician test certificate and other relevant qualification certificates that are beneficial to the company.
在一些實施例中,員工貢獻度及生涯規劃伺服器更包含有一教育訓練課程輸入模組,連接於證照項目輸入模組,用以輸入教育訓練課程。In some embodiments, the employee contribution and career planning server further includes an education and training course input module connected to the certificate item input module for inputting education and training courses.
在一些實施例中,教育訓練課程,例如是,數位金融下的法令遵循科技、數位貨幣與區塊鏈對金融業的影響與應用、金融物聯網認知與防護教育訓練、資訊安全法令與認知宣傳教育訓練、資訊安全威脅與趨勢教育訓練、法人金融業務公平待客原則、個人資料保護法及相關法規解析及/或信託業務公平待客原則等課程,然本新型並不限定於此。In some embodiments, the education and training courses are, for example, laws and regulations under digital finance, the impact and application of digital currency and blockchain on the financial industry, financial Internet of Things awareness and protection education and training, information security laws and awareness promotion Education and training, education and training on information security threats and trends, principles of fair treatment of corporate financial business, analysis of personal data protection laws and related regulations, and/or principles of fair treatment of trust business, etc., but this model is not limited to this.
在一些實施例中,員工貢獻度及生涯規劃伺服器更包含有一員工貢獻度及生涯規劃計算模組,連接於教育訓練課程輸入模組,用以計算員工貢獻度以及生涯規劃資料。In some embodiments, the employee contribution and career planning server further includes an employee contribution and career planning calculation module connected to the education and training course input module for calculating employee contribution and career planning data.
在一些實施例中,員工貢獻度及生涯規劃伺服器更包含有一貢獻度輸出模組,連接於員工貢獻度及生涯規劃計算模組,用以輸出員工貢獻度至桌上型電腦。In some embodiments, the employee contribution and career planning server further includes a contribution output module connected to the employee contribution and career planning calculation module for outputting the employee contribution to the desktop computer.
在一些實施例中,員工貢獻度及生涯規劃伺服器更包含有一證照推薦模組,連接於貢獻度輸出模組,用以輸出推薦的證照資料至桌上型電腦。In some embodiments, the employee contribution and career planning server further includes a certificate recommendation module connected to the contribution output module for outputting recommended certificate information to the desktop computer.
在一些實施例中,員工貢獻度及生涯規劃伺服器更包含有一教育訓練課程推薦模組,連接於證照推薦模組,用以輸出教育訓連課程至桌上型電腦。In some embodiments, the employee contribution and career planning server further includes an education and training course recommendation module connected to the certificate recommendation module for outputting education and training courses to the desktop computer.
因此,所述之員工貢獻度及生涯規劃系統,可以有效地計算出行員價值,包含含個人之業務達成率、業務成交金額及成交筆數、專案加分、各項分數加權等,以供評核使用,進而能達到全員行銷的目的,並後續推薦證照、教育訓練課程,以強化員工的專業能力,提昇公司整體的專業能力以及服務品質。Therefore, the above-mentioned employee contribution and career planning system can effectively calculate employee value, including personal business completion rate, business transaction amount and number of transactions, project bonus points, weighting of various points, etc., for evaluation The core use can achieve the purpose of marketing for all employees, and follow-up recommend certificates, education and training courses to strengthen the professional capabilities of employees and improve the company's overall professional capabilities and service quality.
下文係舉實施例配合所附圖式進行詳細說明,但所提供之實施例並非用以限制本揭露所涵蓋的範圍,而結構運作之描述非用以限制其執行之順序,任何由元件重新組合之結構,所產生具有均等功效的裝置,皆為本揭露所涵蓋的範圍。另外,圖式僅以說明為目的,並未依照原尺寸作圖。為使便於理解,下述說明中相同元件或相似元件將以相同之符號標示來說明。The following is a detailed description of the embodiments in conjunction with the accompanying drawings, but the provided embodiments are not used to limit the scope of the disclosure, and the description of the structure and operation is not used to limit the order of its execution. Any recombination of components The structure and the devices with equivalent functions are all within the scope of this disclosure. In addition, the drawings are for illustrative purposes only and are not drawn to original scale. To facilitate understanding, the same elements or similar elements will be described with the same symbols in the following description.
另外,在全篇說明書與申請專利範圍所使用之用詞(terms),除有特別註明外,通常具有每個用詞使用在此領域中、在此揭露之內容中與特殊內容中的平常意義。某些用以描述本揭露之用詞將於下或在此說明書的別處討論,以提供本領域技術人員在有關本揭露之描述上額外的引導。In addition, the words (terms) used in the entire specification and the scope of the patent application, unless otherwise specified, generally have the ordinary meaning of each word used in this field, in the disclosed content and in the special content . Certain terms used to describe the disclosure are discussed below or elsewhere in this specification to provide those skilled in the art with additional guidance in describing the disclosure.
於實施方式與申請專利範圍中,除非內文中對於冠詞有所特別限定,否則『一』與『該』可泛指單一個或複數個。而步驟中所使用之編號僅係用來標示步驟以便於說明,而非用來限制前後順序及實施方式。In the embodiments and the scope of the patent application, unless the article is specifically limited in the context, "a" and "the" can generally refer to a single or plural. The numbers used in the steps are only used to mark the steps for the convenience of description, and are not used to limit the sequence and implementation.
其次,在本文中所使用的用詞『包含』、『包括』、『具有』、『含有』等等,均為開放性的用語,即意指包含但不限於。Secondly, the words "comprising", "including", "having", "containing" and so on used in this article are all open terms, meaning including but not limited to.
第1圖係依照本新型一實施例所繪示的一種員工貢獻度及生涯規劃系統之示意圖,而第2圖是員工貢獻度及生涯規劃系統之員工貢獻度及生涯規劃伺服器的示意圖。Figure 1 is a schematic diagram of an employee contribution and career planning system according to an embodiment of the present invention, and Figure 2 is a schematic diagram of an employee contribution and career planning server of the employee contribution and career planning system.
首先參閱第1圖,如圖中所示,員工貢獻度及生涯規劃系統100包含有一員工貢獻度及生涯規劃伺服器110以及一桌上型電腦120。桌上型電腦120,連接於員工貢獻度及生涯規劃伺服器110,以將員工的訊息傳送至員工貢獻度及生涯規劃伺服器110,並由員工貢獻度及生涯規劃伺服器110根據員工的訊息,產生一員工貢獻度以及一生涯規劃資料,然後回傳至桌上型電腦120。其中,所述之桌上型電腦120可以是員工的個人電腦,以輸入員工相關的個人資料,其亦可以是一公司的伺服器,用以儲存員工的個人資料,其均不脫離本新型的精神與保護範圍。First refer to FIG. 1 , as shown in the figure, the employee contribution and
在一些實施例中,員工貢獻度及生涯規劃系統100還可以包含有平板電腦130以及筆記型電腦140,以供員工輸入員工相關的個人資料,並查閱員工個人的員工貢獻度以及生涯規劃資料,其亦不脫離本新型的精神與保護範圍。In some embodiments, the employee contribution and
在一些實施例中,員工貢獻度及生涯規劃伺服器110包含有一員工名單匯入模組210,用以接收一員工名單。在一些實施例中,員工名單中更可包含員工的個人業務的成交金額以及筆數、專案加分及/或各項分數加權等相關資料。In some embodiments, the employee contribution and
在一些實施例中,員工貢獻度及生涯規劃伺服器110更包含有一業務目標達成率計算模組220,連接於員工名單匯入模組210,用以員工的計算業務目標達成率。In some embodiments, the employee contribution and
在一些實施例中,員工貢獻度及生涯規劃伺服器110更包含有一加權項目計算模組230,連接於業務目標達成率計算模組220,用以計算加權項目的分數。其中,加權項目可以包含有各種測試合格的加分等相關資料。例如是,理財證照組合共計4張時可加權3分,財產保險業務員資格測驗合格時可加權0.5分,外幣收付非投資型保險資格測驗合格時可加權0.5分,結構型商品銷售人員資格測驗合格時可加權1分,理財規劃人員專業能力測驗合格時可加權1分,財產保險經紀人考試及格時可加權1分,CFP-理財認證規劃顧問時可加權3分,期貨商業務員測驗合格時可加權1分,期貨信託基金銷售機構銷售人員資格測驗合格時可加權0.5分,香港「證券及期貨從業員資格考試」成績合格時可加權2分,金融數位(科技)力知識檢定測驗合格時可加權0.5分,初階授信人員專業能力測驗合格時可加權0.5分,進階授信人員專業能力測驗合格時可加權1分,金融人員授信擔保品估價專業能力測驗合格時可加權0.5分,初階外匯人員專業能力測驗合格時可加權0.5分,外匯交易專業能力測驗合格時可加權1分,FRM-金融風險管理師時可加權3分,系統分析師鑑定合格人員時可加權1分,甲級建築製圖技能檢定合格時可加權1分,甲種電匠考驗合格時可加權1分,然本新型並不限定於此,其可以採用各種加權計分的方式,或加權不同的分數比例,其均不脫離本新型的精神與保護範圍。In some embodiments, the employee contribution and
在一些實施例中,員工貢獻度及生涯規劃伺服器110更包含有一證照項目輸入模組240,連接於加權項目計算模組230,用以輸入證照項目,其可以包含已經獲得的證照項目或者是尚未獲得但有助於公司發展的證照項目,例如是,上述之理財證照、財產保險業務員資格證書、外幣收付非投資型保險資格證書、結構型商品銷售人員資格證書、理財規劃人員專業能力測驗合格證書、財產保險經紀人考試及格證書、CFP-理財認證規劃顧問資格證書、期貨商業務員測驗合格證書、期貨信託基金銷售機構銷售人員資格證書、香港「證券及期貨從業員資格考試」成績合格證書、金融數位(科技)力知識檢定測驗合格證書、初階授信人員專業能力測驗合格證書、進階授信人員專業能力測驗合格證書、金融人員授信擔保品估價專業能力測驗合格證書、初階外匯人員專業能力測驗合格證書、外匯交易專業能力測驗合格證書、FRM-金融風險管理師合格證、系統分析師鑑定合格人員證書、甲級建築製圖技能檢定合格證書、甲種電匠考驗合格證書等相關對於公司有利的資格證書。In some embodiments, the employee contribution and
在一些實施例中,員工貢獻度及生涯規劃伺服器110更包含有一教育訓練課程輸入模組250,連接於證照項目輸入模組240,用以輸入教育訓練課程。舉例而言,數位金融下的法令遵循科技、數位貨幣與區塊鏈對金融業的影響與應用、金融物聯網認知與防護教育訓練、資訊安全法令與認知宣傳教育訓練、資訊安全威脅與趨勢教育訓練、法人金融業務公平待客原則、個人資料保護法及相關法規解析及/或信託業務公平待客原則等課程,然本新型並不限定於此。In some embodiments, the employee contribution and
在一些實施例中,員工貢獻度及生涯規劃伺服器110更包含有一員工貢獻度及生涯規劃計算模組260,連接於教育訓練課程輸入模組250,用以計算員工貢獻度以及生涯規劃資料,其中,生涯規劃資料可以包含有後續建議的證照及/或教育訓練課程等,然本新型並不限定於此。In some embodiments, the employee contribution and
在一些實施例中,員工貢獻度及生涯規劃伺服器110更包含有一貢獻度輸出模組270,連接於員工貢獻度及生涯規劃計算模組260,用以輸出員工貢獻度至桌上型電腦120,用以在公司存檔,並通知相關員工。In some embodiments, the employee contribution and
在一些實施例中,員工貢獻度及生涯規劃伺服器110更包含有一證照推薦模組280,連接於貢獻度輸出模組270,用以輸出推薦的證照資料至桌上型電腦120,用以在公司存檔,並通知相關員工。In some embodiments, the employee contribution and
在一些實施例中,員工貢獻度及生涯規劃伺服器110更包含有一教育訓練課程推薦模組290,連接於證照推薦模組280,用以輸出教育訓連課程至桌上型電腦120,用以在公司存檔,並通知相關員工。In some embodiments, the employee contribution and
有鑑於此,本新型所揭露之員工貢獻度及生涯規劃系統,可以有效地計算出行員價值,包含含個人之業務達成率、業務成交金額及成交筆數、專案加分、各項分數加權等,以供評核使用,進而能達到全員行銷的目的,並後續推薦證照、教育訓練課程,以強化員工的專業能力,提昇公司整體的專業能力以及服務品質。In view of this, the employee contribution and career planning system disclosed in this model can effectively calculate employee value, including personal business completion rate, business transaction amount and number of transactions, project bonus points, weighting of various points, etc. , for evaluation purposes, and then achieve the purpose of all-staff marketing, and subsequently recommend certificates, education and training courses to strengthen the professional capabilities of employees and improve the company's overall professional capabilities and service quality.
雖然本揭露已以實施方式揭露如上,然其並非用以限定本揭露,任何本領域具通常知識者,在不脫離本揭露之精神和範圍內,當可作各種之更動與潤飾,因此本揭露之保護範圍當視後附之申請專利範圍所界定者為準。Although the present disclosure has been disclosed above in terms of implementation, it is not intended to limit this disclosure. Any person with ordinary knowledge in the field may make various changes and modifications without departing from the spirit and scope of this disclosure. Therefore, this disclosure The scope of protection shall be determined by the scope of the attached patent application.
100:員工貢獻度及生涯規劃系統 110:員工貢獻度及生涯規劃伺服器 120:桌上型電腦 130:平板電腦 140:筆記型電腦 210:員工名單匯入模組 220:業務目標達成率計算模組 230:加權項目計算模組 240:證照項目輸入模組 250:教育訓練課程輸入模組 260:員工貢獻度及生涯規劃計算模組 270:貢獻度輸出模組 280:證照推薦模組 290:教育訓練課程推薦模組100: employee contribution and career planning system 110: Employee contribution and career planning server 120: desktop computer 130: Tablet PC 140: Notebook computer 210: Import employee list into module 220: Business goal achievement rate calculation module 230: Weighted item calculation module 240:Certificate project input module 250:Education training course input module 260:Employee contribution and career planning calculation module 270: Contribution output module 280: Certificate recommendation module 290: Recommended modules for education and training courses
為讓本揭露之上述和其他目的、特徵、優點與實施例能更明顯易懂,所附圖式之說明如下: 第1圖是依照本新型一實施例所繪示的一種員工貢獻度及生涯規劃系統之示意圖。 第2圖是依照本新型一實施例所繪示的一種員工貢獻度及生涯規劃系統之員工貢獻度及生涯規劃伺服器的示意圖。 In order to make the above and other purposes, features, advantages and embodiments of the present disclosure more comprehensible, the accompanying drawings are described as follows: FIG. 1 is a schematic diagram of an employee contribution and career planning system according to an embodiment of the present invention. FIG. 2 is a schematic diagram of an employee contribution and career planning server of an employee contribution and career planning system according to an embodiment of the present invention.
100:員工貢獻度及生涯規劃系統 100: employee contribution and career planning system
110:員工貢獻度及生涯規劃伺服器 110: Employee contribution and career planning server
120:桌上型電腦 120: desktop computer
130:平板電腦 130: Tablet PC
140:筆記型電腦 140: Notebook computer
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