Competency Assessment Models - Manage

A competency model is a group of competencies that defines the skills and knowledge that are required for a job. It is a collection of competencies that define successful performance for a job.

Competency Models are managed from the Competency Models page. From here, administrators can create new competency models, define competency model categories, define the default rating scale for competency models, and search for and manage existing competency models.

To access the Competency Models page, go to Admin > Tools > Performance Management > Competency Assessment Models. Then, click the Competency Assessment Models link in the Competency Assessments section.

Quick Start Guide for Competencies

Select the following link to view a guide to getting started with competencies, including creating competencies, competency models, and tasks.

See QUICK START GUIDE - Competencies.

Define Competencies

Prior to creating and managing competency models, administrators must first define their organization's competencies.

Competencies can be defined via the Competency Bank. In addition, competency categories can be defined via the Competency Bank. See Competency Bank.

Search Competency Models

You can search for an existing competency model by name, category, or competency. When using the search filters, they work in combination with the other filters. The system only returns the most recent version of the competency model that contains the competency.

Create New Competency Model

To create a new competency model, click the Create New Competency Model link. This link is only available to administrators who have permission to manage competency models. See Competency Models - Create.

Define Model Categories

To create or modify competency model categories, click the Define Model Categories link. This link is only available to administrators who have the Competency Assessment Model permission. See Competency Model Category - Create.

Define Default Rating Scale

To define the default rating scale for competency models, click the Define Default Rating Scale link. This link is only available to administrators who have the Competency Assessment Model permission. See Competency Rating Scale - Define Default.

Competency Models Table

Within the Competency Models table, a competency model is only displayed if the administrator is within the Admin Visibility set for the competency model. In addition, the administrator must also have permission to view, edit, or manage competency models.

In the Competency Models table, the following information is displayed for each competency model:

  • Model - The competency model name. For competency models with multiple versions, an expand icon appears to the left of the competency model name. Click this icon to view the additional versions. The following information is displayed for previous versions:
    • Name - This displays the competency model name prior to the new version being created.
    • Version - This displays the competency model version number.
    • Preview - Select this option to view a read-only version of the competency model settings for the previous version.
  • Version - This column displays the version number for the associated competency model.
  • Category
  • Date Created

Competency Model Options

The following options are available for competency models:

  • Preview - Select this option to view a read-only version of the competency model settings. This option is only available if the administrator has permission to view, edit, or manage competency models.
  • Edit - This option is only available if the administrator has permission to edit or manage competency models. Note: When editing a competency model, administrators can view all of the competencies that have been added to the competency model, regardless of the administrator's permissions and the competencies' Admin Visibility settings. When editing a competency or competency model that has been used in a Competency Assessment type performance review section, a warning message is displayed at the top of the Edit Competency Model page. This warning is intended to prevent modifications to the competency model from affecting In Progress or Competed performance reviews.
  • Copy - This option is only available if the administrator has permission to manage competency models.
  • Remove - This option is only available if the administrator has permission to manage competency models. A competency model cannot be deleted if it is used in a task or if it has been versioned.

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