Snapshot - Competencies

The Competencies page enables users, managers, and administrators to view a summary of the user's standalone competency assessments. Note: Only standalone competency assessments are displayed on this page. Performance review-based competency assessments only appear on the Snapshot: Reviews page.

To access the Snapshot: Competencies page, go to Home > Universal Profile. Select the Snapshot tab. Then, select the Competencies widget.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Snapshot - Competencies Enables user to view the Competencies widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates. Universal Profile

View Team

The View Team flyout allows managers, approvers, and custom relationships to quickly navigate between subordinates' profiles and transcripts. When enabled, the View Team flyout is available to managers and dotted line managers on all pages of their Universal Profile and the Universal Profile of their subordinates. This flyout displays the manager's reports visually.

The View Team button displays if enabled in the portal.

See Universal Profile - View Team Flyout.

Sort By

The table of standalone competency assessments can be sorted using the following sorting options within the Sort By drop-down menu:

  • Completion Date - Select this option to sort the assessments in chronological order by completion date, with the most recently completed assessment displayed first. Assessments with a completion date of "N/A" are displayed first. Assessments with a due date are listed after completed assessments, with the assessment with the soonest due date displayed first. Assessments with the same completion date are then sorted alphabetically.
  • Due Date - Select this option to sort the assessments in chronological order by due date, with the assessment with the soonest due date displayed first. Assessments that are completed are listed after assessments with a due date, with the most recently completed assessment displayed first. Assessments with the same due date are then sorted alphabetically.
  • Rating - Select this option to sort the assessments by rating, with the highest rated assessments displayed first. Assessments with the same rating are then sorted alphabetically.
  • Status - Select this option to sort the assessments by status. Assessments with the same status are then sorted alphabetically. Assessments are sorted in the following status order:
    • Not Started
    • In Progress
    • Completed
    • Incomplete

Assessments List

Note: Only standalone competency assessments are displayed on this page. Performance review-based competency assessments only appear on the Snapshot: Reviews page.

The following information is displayed for each assessment in the Competency Assessments list:

  • Assessment Title - Users can select the assessment title to view the Assessment Details page for the assessment. See Competency Assessment - View Assessment Summary.
  • Status
  • Due Date - This is visible only if the assessment has not been completed.
  • Completion Date - This is visible only if the assessment has been completed.
  • Rating - If the assessment is complete and a rating is visible to the user, then the rating is displayed to the right of the assessment details. Note: The visibility of the rating is determined by the administrator when creating the competency assessment task.

Assessment Actions

The following assessment actions may be available from the actions drop-down menu to the right of the review: