Who is this article for?

Managers who are looking to create Competencies for Appraisals.

Appraisals_Administratorpermissions are required.

Asking open questions during Appraisals can give you good insight into how your Employees are feeling. This guide will walk you through how to set up and organise Competencies used in Appraisals within your organisation.

In this article:

1. Competencies list
2. Creating Competencies
3. Editing Competencies
4. Deactivating Competencies
5. Duplicating Competencies
6. Further reading

1. Competencies list

To access Competencies:

1. Open the Go To... menu.
2. Hover over 'Appraisals'.
3. Select 'Competencies' (under 'Administration').

You will be taken to this overview page:

2. Creating Competencies

To create a Competency:

1. Click 'Competencies▼' in the top left corner of the view.
2. Select 'New Competency'.
   You'll be prompted to enter a name and guidance for your question in the pop-up box.
3. Click 'Save & Close'.

Once created, you'll be taken to your Competency's notebook:

3. Editing Competencies

To edit a Competency:

1. Open the Competencies list.
2. Ensure that the Competency is not currently in use.
3. Select the hyperlinked Title of the Competency you want to edit.

This will return you to the notebook page for the Competency, where you can amend its name, update the guidance, or deactivate it.

4. Deactivating Competencies

To deactivate a Competency from the list view:

1. Open the Competencies list.
2. Ensure that the Competency is not currently in use.
   While you can deactivate a Competency that is being used in an Appraisal, it's not advised.
3. Highlight the item row(s) for the Competency you want to deactivate.
4. Click 'Competencies▼'.
5. Select 'Deactivate'.
   You'll be prompted to confirm you wish to deactivate the Competency in the pop-up box.
6. Click 'Deactivate'.

Once disabled, the Competency will still appear in the Competencies list when the correct filters are selected.

You can reactivate a Competency by following the instructions again, selecting 'Reactivate'.

5. Duplicating Competencies

To create a Competency with the same guidance as an existing one:

1. Open the Competencies list.
2. Highlight the item row for the Competency you want to duplicate.
3. Click 'Competencies▼'.
4. Select 'Duplicate'.
   You'll be prompted to enter a name for your Competency in the pop-up box.
5. Click 'Save & Close'.

You can still edit the new Competency before adding it to a new Appraisal.

6. Further reading

• Searching for Appraisal items

To elevate your Appraisals, we recommend our guides on how to create and manage other elements:

• Questions
• Rating Scales
• Response Sets
• Responsibilities