Note: Pending Requests will appear in your Home tab as To-Do’s. You will also receive an email notification.
How to review and approve a request for competency evaluation?
Go to the Manage portal > Performance Tools > Evaluations
You will see a list of pending evaluations that have been submitted by apprentices
You can give multiple evaluations the same rating (Not in Training, In Training, Proficient) by selecting the pending evaluations and clicking on the rating you'd like to give them
How to evaluate an apprentice on your own?
If an apprentice hasn't submitted a request but you are an Admin or Manager, you'll be able to evaluate an apprentice even without them requesting it.
Click on “New” in the top right corner
Select Apprentice
Enter the Date of the Evaluation
Select Competency as the type
Select the Job Function
Select the Competency being evaluated
Select the Rating
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.
Provide a description of their work
Upload any relevant files
Click the Save button
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.
Related: How to add a competency
How to edit or delete a pending competency evaluation?
Go to the right of the entry you'd like to delete and find the three dots under the Actions column
Click on Edit, make your changes, and clicks Save
To delete, click on Delete and confirm the permanent deletion of the pending evaluation