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Set up Competencies

Create general and professional competencies.

Oliver Cook avatar
Written by Oliver Cook
Updated over 2 weeks ago

Use competencies to allow you to store, manage, and collect feedback on all the related knowledge, skills, abilities, and attributes that form a person's job.

Competencies are divided into two types:

  • General - Non-technical soft skills attributed to a team e.g. Objection handling in customer service

  • Professional - Hard technical skills attributed to a position within a team e.g. trained to use specific type of computer software


Create a competency

Only employees with administrator access can follow these steps:

  1. Click your name in the top right, then click Settings.

  2. On the settings menu, click Performance, then click Competencies.

  3. Click Add competency.

  4. Name the competency.​

  5. If required, enter a description.

  6. Select whether it is a general or professional competency.

  7. If you select general, then select whether you want it to apply to employees only or managers only.

  8. Click Save.

📎NOTE: You can rename or edit its description. However, if you want to:

  • Change whether it is a general or professional competency

  • Change whether general competency applies to employees or managers

You will have to create a new competency.


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