This article provides Company Admins and Performance Administrators with instructions on how to add a competency section.
How do I add a competency section?
1. Go to Administration > Performance and click Appraisal Setup.
2. Along the template title, click the dropdown beside the Appraisal Settings button and select Appraisal Sections.
3. Click the Add New Section button.
This opens up a new drop-down allowing you to fill in the following information:
1. Module: The type of section you want to add (in this example, it is a Competency).
2. Title: This is the title displayed to all users.
3. Weight: If 'Rating is Active' is enabled, the percentage is allocated to the Competency section. This also allows administrators to set the section item's weight. This is only available because Enable Section Item Weighting was selected in the Appraisal Settings tab.
4. Description: This should be a description of the Competency section that the employee sees. Placeholders can be used in this field.
5. Section Visibility: An administrator can determine if the section is visible to the employees and managers.
6. Section Activity: This allows an administrator to determine if the employees and managers can add, edit, or delete a Competency on this section.
7. Section General Settings:
Labelling is active: Employees / managers are required to select a label when adding a competency section item.
Rating is active: This allows employees and their manager to rate the items within this section.
Section overall score is visible - This calculates and displays the overall score of the competency that have been rated.
Allow adding notes: Employees and their managers can add notes.
Allow adding attachments: Employees and their managers can add attachments.
Enable auto-populate: Use the Enable auto‑populate setting to automatically prefill appraisal Competencies based on an employee’s Position, Location, or Department.
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8. Rating System: Administrators can choose from the rating system.
⚠️ | Only one rating system can be used for all of the Competency Sections. |
9. Once everything has been filled in, click on the Save button. The new competency section will have been created, allowing you to:
Add Competency From Library: The user can browse and select from the competency library.
📝 | Competencies can only be added from the competency library, there is not the ability to add ad-hoc competencies. |
Managing Competencies in the Competency Library?
How to add a Competency to the Competency Library?
1. Go to Administration > Performance and click Competencies.
2. Click the Add New Competency button.
This opens up a new drop-down allowing you to fill in the following information:
1. Competency Title: This is the title or the competency name that is displayed to all users.
2. Scope: This is the visibility of the competency to the users.
Available to all users means this competency can be added by the Employee, Manager, and Administrators.
Available to all managers means this will only be visible for managers to add to an appraisal.
None means not visible to add to an appraisal for managers and employees but available for admins to add to a template.
Disabled means not available to any user but does not remove it from an employee's in-progress appraisal or template.
3. Label: An administrator can use this to identify which label this competency should be assigned to.
4. Description: This should describe the question that the user sees.
5. Behaviours:
Self. This is selected if the chosen competency involves the behaviours you should display if you are an employee.
Team. This is selected if the chosen competency involves the behaviours you should display if you are a manager.
Function. This is selected if the chosen competency involves the behaviours you should display if you are a director.
Organisation. This is selected if the chosen competency involves the behaviours you should display if you are a chief executive (such as a COO, CFO, CTO).
6. Click the Save button when done.
You can also add the competency in bulk. Click the Import from CSV button.
This will open up the Import Competency screen.
⚠️ | In the import template, leave the competencyID field empty if you want to enter a new competency. If the competencyID already exists, the system will update the existing competency with the new information. |
How to Edit a Competency in the Competency Library?
1. Go to Administration > Performance and click Competencies.
2. Click Edit and make the relevant changes to the Competency
3. Click Save to confirm the changes.
How to Delete a Competency in the Competency Library?
1. Go to Administration > Performance and click Competencies.
2. Click Delete and a pop-up will appear confirming you want to proceed
3. Click Ok to proceed. If the Competency is being used in an appraisal or template, then it cannot be deleted.
How does the Competency section appear to the employee and manager?
1. Employee clicks on Performance > My Performance and then selects the relevant appraisal.
2. A Manager will click on Performance > Team Performance and then select the relevant appraisal.
3. Once the appraisal is open, the Employee / Manager selects the Competency section.
Add Competency From Library: This allows users to select competency from the Competencies Library. Competencies can only be added from the competency library, there is not the ability to add ad-hoc competencies.