Understand more about Competency Assessments in Sage.
The Competency Assessment process lets you assess team members against a list of competencies and behaviors. A manager carries out the assessment as a training need analysis. Or the manager, team member, peers and the team member’s colleagues can do it as a full multi-rate 360 feedback. You can also nominate external assessors. The main purpose is to focus on the behavioral side of work performance and drive development planning.
Before you run an assessment, the team member needs a set of competencies and behaviors on which you'll assess:
- You'll list the competencies and behaviors in a competency library
- Your HR team create a job profile combining a selection of competencies
- A manager or HR administrator selects a job profile with the competencies appropriate for each team member
Assessors complete a questionnaire for the role they're assessing. The manager is always one of the assessors, and if the team member isn't a registered user, the manager is the only assessor. If the team member is a registered user, they can make a self assessment. They can also ask other registered users to act as assessors. The system groups other assessors into colleagues, direct reports or others. There must be a minimum of three registered users in each of those assessor groups. The system won't show results until the requisite number have responded.
Assessors provide feedback by completing a questionnaire. Their responses to the questionnaire are only available when they've answered all questions. The team member, manager and HR administrator can see who has and hasn't completed their questionnaires.
When a user requests an assessment, you set a date by which you require completion. Anytime after that date, you can cancel the assessment request. The system informs the assessor.
You can close an assessment if there are no outstanding assessment requests. On closing, the system enforces anonymity as follows:
- All assessor groups, other than self and manager, must have three or more assessors.
- The system converts any assessments in groups that don't have three assessors into the group Other.
- If the group Other doesn't have three assessors, the group with the fewest assessors converts to Other. This conversion excludes self and manager assessments.
- If there are fewer than three assessments in Other, the system disregards Other in the results. This is after all assessments excluding self and manager assessments convert to Other.
- After automated scoring, the system deletes original raw responses to protect assessors’ anonymity. You can't add other results after scoring and deletion of raw results.