QUICK START GUIDE - Competencies
- Checklists are aids that help you review configuration settings and follow best practices prior to testing. Be sure to test the functionality fully in your Pilot portal before releasing to end users.
- This guide includes workflows and best practices for creating Competencies, Competency Models, Competency Assessment Tasks (e.g., 360 assessments), Performance Review Competency Assessment Form Sections, and Performance Review Competency Form Sections. This guide does not include descriptions of ALL functionality to be configured in each area but instead highlights best practices considerations.
PERMISSIONS REQUIRED AND PAGE ACCESS
ASSIGN PERMISSION |
Click the Permissions icon on each of these pages in Online Help: |
Competency Bank
Creating Competencies in the Bank [Admin > Tools > Performance Management > Competency Bank] |
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Competency Model
Creating a Competency Model [Admin > Tools > Performance Management > Competency Assessment Models > click to "Create New Competency"] |
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Competency Assessment Task (e.g., 360 assessment)
Performance Review: Competency Assessment Form Section
(*Rating the individual items inside of each competency for an average competency score)
Build a Competency Task (Review Based Competency Assessment) [Admin > Tools > Performance Management > Competency Assessment Tasks > click to "Add Task"] |
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