How to Add/Remove Competencies to a Role

Competencies are a great way to provide a clear vision of the expectations for a role to candidates and existing employees. They can be used for interview questions as well as in performance reviews.

In this article:
Add a competency to a role
Create a Custom Competency
Remove a competency from a role
Additional Resources

Adding Competencies To a Role

1. Navigate to Tools -> Setup -> Roles / Departments / Offices
2. To add a competency to a role, click the role in question.
3. Head to the Competencies tab of the role.
4. Then click Add/Edit Competencies under the blue box on the right-hand side.
5. You will have several options for adding competencies:
   • Search: If you have a specific competency/value already in mind, you can search for it at the top of the page.
   • Create: If you don't find the competency you're looking for and wish to create a Custom Competency, you can click Create below Search on the left-hand side of the page.
   • In Use: If you have already used a competency for this or another role, you'll see it listed here.
   • Available (Basic and Comprehensive): This is the compendium of all competencies that are available for selection but not yet in use.
   • Keep in mind, you'll be able to make changes to an existing competency at any time!
6. Click on a competency from the left-hand side of the page.
7. The competency will open on the right-hand side of the page. Scroll through the different levels of the competency and click Select for the appropriate level for the role.
8. The competency you have selected will appear under COMPETENCIES FOR THIS ROLE on the left-hand side of the page.
9. Select as many competencies as you'd like. Once you are satisfied, click Apply Changes at the bottom of the page.

Create a Custom Competency:

1. To create a new Custom Competency from this page, click Create in the upper left-hand corner.

2. You will need to give the competency a Name, brief description, and at least one level.

3. Once you are satisfied, click Save at the top of the page.

Edit an existing custom competency:

1. To edit an existing competency, select the competency from the menu.

2. Click the gear icon in the upper right-hand side of the screen. Click Edit.

Note: The competencies listed under "In Use" can not be edited. You'll need to click on them

3. Once you are satisfied with the changes you have made, click Save.

Remove a competency from a role:

1. To remove a competency from a role, click the X icon next to the competency you'd like to remove.

2. Click Apply Changes once you are done.

Good to know: The competencies you add to the company will roll down into every role created from it. In other words, company competencies will automatically apply to every employee!

Additional Resources

Role Management- Add Roles 
Structure Setup: Roles, Departments, and Offices