Skip to main content
All CollectionsPerformance Tracking
How to conduct a competency evaluation
How to conduct a competency evaluation
Updated over 7 months ago

Note: Pending Requests will appear in your Home tab as To-Do’s. You will also receive an email notification.

From the Manage Portal

  1. Go to Performance Tools > Evaluations

  2. Click on “New” in the top right corner

  3. Select Apprentice

  4. Enter the Date of the Evaluation

  5. Select Competency as the type

  6. Select the Job Function

  7. Select the Competency being evaluated

  8. Select the Rating

  9. Note: Marking Proficient will remove the Competency from the list of pending Competencies. You will not see it as an option on the next Evaluation.

  10. Provide a description of their work

  11. Upload any relevant files

  12. Save the evaluation

Not seeing any options under competency?

  • The competency you are looking for may have already been marked as “Proficient”

  • The competency you created could be “Technical” as opposed to “Behavioral”. “Technical” competencies require time to be logged against them so you will need to submit time.

Did this answer your question?