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Configure competency framework

Only admins can configure the competency framework for the organization, allowing managers to review their team members’ competency levels.

Navigate to Apps > Growth.

On the left pane, click Settings at the bottom left.

On the TALENT MANAGEMENT page, scroll down to the Competency Framework field.

📒Notes:

  • If you already have competencies created in your organization, they are saved as uncategorized.
  • Click Manage in the Competency library field and add a category to organize competencies effectively.
  • If you have existing skill categories, you can move uncategorized competencies into them. You can also reassign competencies to different categories or subcategories as required for better organization and alignment with career paths.

Competency framework

Competencies group skills into measurable abilities to assess performance and ensure role alignment.

Toggle the button to enable the competency framework, then perform the following actions.

Proficiency scale

A proficiency scale defines expertise levels for a competency, aiding skill gaps, development, and talent planning.

Add and manage proficiency level

You can add and manage proficiency levels at any time to assess current abilities and set targets for improvement.

Predefined proficiency scale

Create a custom proficiency scale

In the Proficiency scale field, click View recommended scales and then click Use this to apply.

  1. In the Proficiency scale field, click Add your own, title the type, and description for each level.
  2. Click + Add to add levels or the Delete Delete Grey Icon to remove it.
  3. Click Create when the scale is ready.

Once created, you cannot delete the scale. However, you can edit it.

Click Manage, make necessary changes, and click Save.

Competency library

A competency library is a structured collection of predefined competencies that help standardize performance expectations across roles. It simplifies competency assessment, development, and talent management.

In the Competency library field, perform one of the following:

Create category

Bulk upload competencies and categories

Click Manage to create custom competencies.

  • Click Upload, and then click the Sample file to download the skills template.
  • Open the downloaded file, enter the required information, and save the file.
  • Return to the Engagedly site, click Upload, and then click Import.

After importing competencies, you can edit them at any time.

Add and manage a competency category

A competency category is a broad grouping of related competencies based on function, making it easier to organize and manage competencies within an organization.

Follow the steps to create custom competency categories:

Task

Steps

Add a competency category

  1. Click Add Category at the top right.
  2. Type the title and description of the category and click Add to save it.

Manage the competency category

All fields support inline editing.

  • Click a category to edit the title and description.
  • After making edits, click the Tick Grey Tick-1 Icon to save it.
  • Hover over the category and click the Delete Delete Grey Icon to remove it.

Add and manage competency

Competencies help assess employee capabilities, ensure role alignment, guide development, and support performance evaluation.

After adding a competency category, add competencies to it.

Task

Steps

Add competency

  1. In the COMPETENCIES field of a category, click the Plus plus grey Icon.
  2. Type the title and description of the subcategory and click Add to save.

Manage competency

  • Click a competency to edit the title and description, and then click the Tick Grey Tick-1 Icon to save.
  • Hover over a competency and click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on the right.
  • Select Move, select the competency category, and click Move to relocate the competency.
  • Select Delete and click Delete to remove the competency.

Add and manage representative behavior

After adding a competency, add representative behaviors to each competency level.

Task

Steps

Add representative behavior

  • Click Add Behavior next to a competency.
  • Type the behavior and click the Tick Grey Tick-1 Icon to save.

Manage representative behavior

  • Click a behavior to edit.
  • After making edits, click the Tick Grey Tick-1 Icon to save.
  • Hover over the behavior and click the Delete Delete Grey Icon to remove it.

Import competencies

You can import competencies by uploading an Excel file.

  1. Click Import and select Excel.
  2. Click the Sample file to download the competencies template.
  3. Open the downloaded file, enter the required information, and save the file.
  4. Return to the Engagedly site, click Upload, and then click Import.

Enable competency

You can enable competencies for Engagedly’s Growth and Learning modules.

Select Growth, Learning, or both.

📒Note: The Learning option is not available if you are not an active subscriber to Engagedly’s Learning module.

You can also configure skills and job level settings. Learn more in Configure skill settings and Configure job level settings.