Assign Team Competencies

Provides step-by-step instructions on how to assign team competencies to employees.

Assign Team Competencies

Assign Team Competencies

Competency is a term used to describe a behavior that demonstrates sufficient skill, knowledge, or experience when performing a job successfully. Competency types are broad categories that group similar competencies.

Team competencies are defined in the Competencies page (Menu > System Configuration > Business Rules > Competencies). Performance Reviews provides a competency library, which includes the following five competency types: Business and Organization, Company, Functional, Interpersonal, and Intrapersonal.

Team competencies cannot be deleted.

Managers assign team competencies to employees using the Team Competencies page (Menu > My Team > Team Competencies). Employees can be removed from an assigned team competency.

The Team Competencies Page

Managers can assign competencies to their team from the Team Competencies page.

Navigation:Menu > My Team > Talent Management > Team Competencies

Assign Team Competencies

Assign team competencies to an employee from the Assign Employees to Selected Competencies page. The assigned competencies are included in the selected employee’s performance review, if applicable.

Navigation:Menu > My Team > Talent Management > Team Competencies

  1. From the Team Competencies page, select the applicable competencies. The Assign button is active.
  2. Select the Assign icon. The Assign Employees to Selected Competencies page appears.
  3. Use the Find By filter to find and select the applicable employees.
  4. Select the applicable employees. Select the Select All or Deselect All link to make quicker selections.
  5. Select Save. The Team Competencies page appears confirming your competency assignments. The Assignments column contains a link that directs you to the employees assigned to the applicable competency. Employees can view the competencies listed in the Competencies section of their performance review.
  6. Select the Assignments link to view all employees currently assigned to this competency. The competency assignment page appears. You can remove or add additional assignments from this page, as needed.
    Note

    The Talent Dashboard provides two reports that you can use to confirm that your employees have assigned competencies: Competencies by Employee and Employee by Competency.

Remove a Team Competency Assignment

Managers can remove an employee from a team competency assignment in the Competency Assignment page.

Navigation:Menu > My Team > Talent Management > Team Competencies

  1. From the Team Competencies page, select the applicable competency Assignments link. The competency assignment page appears.
  2. Select the employees to be removed from the associated competency.
  3. Select the Remove icon.
    Note

    You can also assign additional employees to this team competency by selecting the Assign icon.

Add a Competency Note

Competency Notes can be added from the competency assignment page.

Navigation:Menu > My Team or Administration > Talent Management > Team Competencies or Competencies > Assignments

  1. From the competency assignment page, select the Notes link for the employee you want to add a Competency Note.
    The employee's Competency Notes page appears for the selected competency.
  2. Add your comments.
  3. Select an option at Who Can See This?
  4. Select Visible from Review, if needed.
  5. Select Post.

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