Creation of assessment by competencies
An assessment by competencies is being created using the assessment wizard. All the creation stages are similar to the creation of Assessment by criteria:
- assessment description;
- parameters setting;
- task creation;
- user assignment.
All stages can be completed sequentially using the wizard, or you can save the data at any of the stages and return to the process of preparing and running the assessment later.
To create a competency assessment, go to the Assessment - Main - Assessment menu.
The Assessment page displays a list of all created assessments in a table format.
To create a new assessment, click the Create button.
Stage 1 - Description of the assessment
The first step in creating an assessment is to fill in the description.
The following fields, options, and actions are available:
(1) - Title - required field.
(2) - Assessment description - optional field, displayed in the table with the list of created assessments along with the title.
(3) - Instructions for questionnaire responders - an editor to prepare instructions for respondents who will complete the assessment questionnaire. The instructions will be displayed before the start of the questionnaire. Standard text editing and formatting tools are available, and images can also be used in the text. They can be attached using the appropriate button Upload file (4), allowed formats: jpg, png, jpeg, gif, svg.
(5) - Tags - additional parameter for grouping and searching assessments.
(6) - Image for task card - an image that will be used in the task card instead of the standard one.
(7) - Next - button for switching to the stage of setting the evaluation parameters. The button becomes available after filling in the required fields.
(8) - Cancel - exit the page of creating an assessment description without saving.
Stage 2 - Setting up the evaluation parameters
At the second stage, you need to select the type of Assessment:
(1) - by competencies.
(2) - Add final evaluation – if this option is enabled, after all questionnaires are completed, the manager can manually set a final rating, which may differ from the automatically calculated overall score. When the option is activated, the user’s position profile will display the final rating value.
By default, this option is disabled.
(3) – Allow commenting on the answer if the selected grade is more than the norm – if this option is enabled, during the assessment, when a user selects a grade above the established norm, a comment field will appear.
The field can be made mandatory by checking the "Make a field required" box. In this case, the user will only be able to save the questionnaire after adding a comment.
(4) – Allow commenting on the answer if the selected grade is less than the norm – if this option is enabled, during the assessment, when a user selects a grade below the established norm, a comment field (explanation) will appear.
The field can be made mandatory by checking the "Make a field required" box. In this case, the user will only be able to save the questionnaire after adding a comment.
(5) – Allow commenting on the answer if the selected grade matches the value – if this option is enabled, during the assessment, when a user selects the specified values, a comment field will appear.
The field can be made mandatory by checking the "Make a field required" box. In this case, the user will only be able to save the questionnaire after adding a comment.
Next, you need to select the position profile (6) for which the assessment will be conducted (search by name is available). On the right, all competencies and indicators of the selected profile will be displayed, along with the standard level for each. To remove the profile, press button (7). After that, you can select a new profile, or simply replace the current profile by selecting a new one with button (8).
Button (9) allows you to publish the assessment. This action also activates the "Save and create task" (12) button (tasks can only be created from a published assessment). Alternatively, you can "Save and go to the list" (11) – this allows you to prepare the assessment in advance and create the task later.
Button (10) allows you to return to the previous step in the Assessment Creation Wizard.
Stage 3 - Creating a task
In the 3rd stage of the work with the wizard, you need to create a task based on the assessment that was created in stages 1 and 2.
(1) Type - by default, Mark is selected as the task type in the wizard.
(2) Assessment - the assessment created at the previous stages is immediately selected.
(3) Title - this field is automatically filled with the name of the assessment, it can be changed if necessary. Required field, cannot be empty.
(4) Description - the field is automatically filled with a description of the assessment, it can be changed if necessary.
The option Notify the manager when the self-assessment is completed - if the option is enabled, the manager will receive a corresponding notification after the subordinate completes the self-assessment.
(5) Assigning mode - the method in which the questionnaires will be assigned to the tasks. The following options are available:
- manually;
- assessment by functional managers;
- assessment by organizational structure.
Read more about each mode of questionnaire assignment in the article Creating and editing an assessment task.
(6) The order of filling out the questionnaires - by default, all assigned assessment questionnaires can be filled out by respondents independently of each other. But using this feature, you can customize the order of filling out the questionnaires by role. Read more about the option to customize the order of filling out the questionnaires in the article Setting up the questionnaire filling order by role.
(7) Allow commenting - the option enables the ability to comment on task.
(8) Options block - the ability to specify a tag for the task;
(9) Task duration - setting the deadline for completing the assessment task. Read more about this setting in the article Creating and editing an assessment task.
(10) Back - button returns to the 2nd stage of the wizard without saving the data filled in at the 3rd stage.
(11) Save and go to the list - the assessment task is saved and you go to the list of all tasks. In this case, the wizard will be completed. To assign a task with an assessment, you will need to go to the task assignment page.
(12) Save and assign questionnaires - transition to the stage of assigning the created task.
Stage 4 - Questionnaire assignment
At the 4th stage of the wizard's work, you need to assign questionnaires for participants to fill out.
The algorithm for assigning questionnaires depends on the mode of questionnaire assignment selected at stage 3. If the assignment mode manually is selected - it is necessary for each questionnaire to select the evaluated, the respondent and the role in which he will evaluate the questionnaire (add assignment — button (1)). Alternatively, you can assign users as a list from a File (2).
If assessment by functional managers or assessment by organizational structure is selected, it is enough to assign users to be assessed and the system will automatically assign questionnaires to respondents according to the relationships of the organizational structure or functional managers.
During the assignment of questionnaires, all respondents will receive a notification by Assessment - A questionnaire has been assigned to a user.
Details about the process of assigning questionnaires are described in the article Task-assessment assignment.
The process of completing the questionnaires is described in the article Passing an assessment task.
Viewing reports and the process of issuing a final evaluation are described in the article Viewing the results of the assessment by competencies.