Incorporating Competencies throughout your platform

How to Quickly Link Awards, Objectives, Reviews, and Real Time Feedback to Competencies

Whilst you can link platform features to company competencies as and when you create them (i.e when creating an award or objective template), the steps below are the quickest and most efficient way to link existing features in your platform.

Step One

Hover over the Objectives and Reviews section of the sidebar, then navigate to: Configuration ➡️Objectives ➡️Competencies and select the Competencies title.

This page will display a definitive list of your company's competencies. Select a competency from the list to open the details page.

Step Two

The Associated Objects section on the right-hand side of the page will advise where the company competency has been linked: awards, behaviours, objective templates, review templates, and feedback questions.

Selecting the chevron next to the object name will display a list of the items in that area which are linked that the specific competency.

Step Three

Click on the settings wheel next to the object name to open the pop-up in the centre of the screen - this example uses review feedback questions. In this pop-up you can select the check box next to the individual questions to associate them with the competency.

Once the items have been individually selected (in this instance, feedback questions), click the CONTINUE button.

Step Four

A pop-up will appear in the centre of the page asking to confirm the action. To associate the items with the company competency, click the CONFIRM SELECTION button.