Configuration options

Checkbox. If checked, the Competency Assessments process is active and can be enabled for WX users.

Number. The default number of months between competency assessments. An action is created for the manager when a competency assessment is due.

Picklist. The lowest level able to start a competency assessment. Select from:

• Team Member: can be started by all.
• Manager: can be started by manager or HR.
• HR: can be started by HR only.

Checkbox. If checked, a competency assessment is automatically created on the Next Competency Assessment Date for the Team Member.

Text box. The default Job Profile for Team Members using this policy. Job Profiles store the competencies, indicators, skills, and metrics associated with each job type.

Use Job Profile lookup to find and select a profile from the Job Profile library.

Checkbox.

If checked, the competency assessment job profile is read-only when starting an assessment. The job profile to be used is taken from the Job Profile field in the Team Member object.

If unchecked you can select a job profile to provide the competencies, indicators, skills, and metrics against which you will run assessments for team members using this policy. If you want to run competency assessments against more than one job profile, leave this option unchecked.

Checkbox. If checked, competency assessments require self assessment by the team member. A competency assessment cannot be closed until there is a completed self assessment.

Checkbox. If checked, competency assessments require an assessment by the team member's manager. A competency assessment cannot be closed until there is a completed manager assessment.

Number. The minimum number of assessors required other than self and manager. A competency assessment cannot be closed until at least the minimum number of other assessors have completed their assessments. Remember an assessor group must have at least 3 assessors to count.

To permit competency assessments by self and manager alone, with no other assessors, enter 0 (zero). A blank field is not permitted.

Number. The maximum number of assessors permitted for a competency assessment, other than self and manager. If null, unlimited assessors are permitted.

Number. The minimum number of assessors permitted in an assessor group, other than self or manager, to show results as a separate unit.

Picklist. The type of assessor that can be asked to contribute to a Competency Assessment.

Select from:

• Internal

  To restrict assessors to Team Members within your organization. All Team Members must have a defined email address to enable selection. The Competency Assessment displays an Add From Organization link in WX and you are asked to supply name and reporting relationship.

• External

  To restrict assessors to people outside your organization. The Competency Assessment displays an Add External link in WX and you are asked to supply names, email address, and reporting relationship. Can be used to add customers, suppliers, colleagues in other organizations, or others as assessors.

• Both

  To enable internal and external assessors to be added to the Competency Assessment. The Assessment displays both Add From Organization and Add External links in WX.

Checkbox. If checked, assessor names are not displayed to the Team Member in the competency assessment results.

Checkbox. If checked, the assessment does not ask for additional assessors. The assessment starts with:

• Manager, if Require Manager Assessment is checked.
• Self, if Require Self Assessment is checked.

This option only works for assessments started by the manager or team member, not for bulk start assessments.

Checkbox. If checked, any existing development actions for a competency are shown to the manager and team member. This enables them to assess performance in the context of development actions that have been set.

Checkbox. If checked, a competency assessment automatically completes when all assessors have completed their individual assessments.

Checkbox. If checked:

• Managers can view self assessments submitted by their Team Members and all other submitted assessments, before completing the manager's assessment.
• Team Members can view their submitted self assessments.
• Other assessors can view the assessments they each submitted for the Team Member.
• Team Members and other assessors are not able to view assessments submitted by anyone other than themselves.

If unchecked:

• No assessment details are visible in the Competency Assessment Draft tab in WX.
• Assessment results are visible in the Completed tab in WX only when the Competency Assessment has been closed.

Checkbox.

If checked, a competency assessment is automatically shown to the team member on completion.

If not checked, the manager or HR must select Reveal to show the assessment.

Checkbox. If checked, the competency assessment can only be revealed to the Team Member by HR.

Checkbox. If checked, Competency Assessment results are displayed in the order dictated by the value of the Order field on the Competency Library Items, not by strength.

Checkbox. If checked, current competency based development needs are closed when a competency assessment completes.

Lookup (User)

Formula (Text)

Formula (Text)

Text (128)

Formula (Text)

Long Text Area (32000)

Lookup (Competency Assessment)

Long Text Area (32000)

Text (255)

Date

Email

Text (128)

Formula (Text)

Checkbox

Picklist

Date

Formula (Text)

Long Text Area (32000)

Text (128)

Formula (Text)

Formula (Date)

Date

Formula (Number)

Roll-Up Summary (COUNT Competency)

Roll-Up Summary (SUM Competency)

Date

Date

Formula (Text)

Lookup (Job Profile)

Formula (Text)

Formula (Date)

Checkbox

Number (2,0)

Checkbox

Date

Checkbox

Formula (Text)

Lookup (Team Member)

Formula (Text)

Formula (Date)

Checkbox

Email

Checkbox

Long Text Area (32000)

Lookup (Competency)

Master-Detail (Competency Assessment)

Long Text Area (32000)

Lookup (Indicator)

Picklist

Lookup (Assessment)

Long Text Area (32000)

Long Text Area (32000)

Lookup (Indicator)

Number (2,0)