A competency assessment captures where an employee stands on a competency at a given moment. Each assessment adds a new entry to their history — rows are never overwritten — so you can track development over time.
Before you start
- You need permission to manage HR performance for the employee’s scope.
- The competency must already exist in your organisation’s library — see setting up job profiles and competencies.
- Assessments are append-only: to correct a rating you record a fresh assessment rather than editing an old one.
Steps
- Open the employee in HR → Records (or their performance view) and start a competency assessment.
- Select the Competency (required) from your organisation’s library.
- Set the Assessed level (required) — a proficiency from 1 to 5.
- Optionally set the Assessed on date. If left blank, the assessment is dated as recorded.
- Optionally choose a Source: Manual, Review or Recruitment — how the assessment was reached.
- Optionally name the Assessor (an existing employee in your organisation) and add a Note (up to 500 characters).
[screenshot: the competency assessment form with level and source]
Result
A new entry is added to the employee’s competency history at the assessed level, tagged with its source and assessor. Because the history is append-only, earlier assessments remain intact, so you can see how proficiency has moved against the required levels on their job profile.