Manage competency definitions, position profiles, competency-to-position mappings, employee roster, and supervisor assignments.
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☰ Competency Definitions
Competency Definitions
Name ⇅
Type ⇅
Description
Status ⇅
Actions
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Page Actions Reference
Add Competency — Opens the form to create a new competency definition.
Bulk Upload — Opens CSV upload for importing multiple competencies.
Template — Downloads a CSV template for bulk competency upload.
Each competency row has Edit (modify the competency) and Delete (remove it).
📋 Position Profiles
Position Profiles
Title ⇅
Series ⇅
Grade ⇅
Division / Office
Competencies
Actions
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Page Actions Reference
Add Profile — Opens the form to create a new position profile.
Bulk Upload — Opens CSV upload for importing multiple profiles.
Template — Downloads a CSV template for bulk profile upload.
Each profile row has Edit and Delete.
⊞ Competency–Position Mappings
Competency-Position Mappings
Profile ⇅
Competency ⇅
Required Level
Is Required
Actions
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Page Actions Reference
Add Mapping — Opens the form to map a competency to a position profile.
Bulk Upload — Opens CSV upload for importing multiple mappings.
Template — Downloads a CSV template for bulk mapping upload.
Each mapping row has Edit and Delete.
⭐ Base Competencies by Grade & Series
Base competencies are automatically assigned to every employee matching a Grade + Series combination.
These form Tier 1 of the two-tier competency architecture.
Base Competencies
Grade ⇅
Series ⇅
Competency ⇅
Type
Is Required
Actions
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Page Actions Reference
Add Base Competency — Opens the form to create a shared base competency.
Bulk Upload — Opens CSV upload for importing base competencies.
Template — Downloads a CSV template for bulk upload.
ℹ️ Adding an employee here automatically creates their Entra sign-in account with the Employee role. They receive a verification code via email to log in — no password needed. Once invited during an open assessment period, they can complete competency self-assessments.
Employee Roster
Name ⇅
Email ⇅
Grade ⇅
Series ⇅
Title
Status
Actions
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Employees are fully provisioned with sign-in accounts when created here.
Page Actions Reference
Add Employee — Opens the form to provision a new employee account.
Bulk Upload — Opens CSV upload for provisioning multiple employees.
Template — Downloads a CSV template for bulk employee upload.
Manage User Accounts — Navigates to the user management page.
Each employee row has Edit and Delete.
Mapping a supervisor links an existing employee to their direct reports. No new account is created. The supervisor will be able to review and rate their assigned employees' competency assessments during open assessment periods.
👤 Supervisor Assignments
Supervisor Assignments
Employee ⇅
Employee Email
Supervisor ⇅
Supervisor Email
Actions
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Page Actions Reference
Add Supervisor — Opens the form to map an employee as a supervisor.
Bulk Upload — Opens CSV upload for multiple supervisor mappings.
Template — Downloads a CSV template for bulk upload.
Each supervisor mapping row has Edit and Delete.
🏢 Divisions
Divisions
Division Name ⇅
Abbreviation ⇅
Primary Series
Division Head
Actions
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Page Actions Reference
Add Division — Opens the form to create a new organizational division.
Each division row has Edit and Delete.
📊 Job Series
Job Series
Code ⇅
Name ⇅
Description
Career Ladder
Status
Actions
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📏 Grade Levels
Grade Levels
Grade Code ⇅
Name ⇅
Level ⇅
Pay Band
Status
Actions
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Page Actions Reference
Add Series — Opens the form to create a new job series.
Template — Downloads a CSV template for series upload.
Add Grade — Opens the form to create a new grade level.
Each row has Edit and Delete.
📈 Career Paths
Career Paths
Path Name ⇅
Series ⇅
Steps
Grade Range
Description
Actions
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Page Actions Reference
Add Career Path — Opens the form to define a new career progression path.
Bulk Upload — Opens CSV upload for importing career paths.
Template — Downloads a CSV template for bulk upload.
Each path row has Edit and Delete.
Sending an invitation notifies existing employees about an open assessment period. No new accounts are created. Employees receive an email with a link to complete their self-assessment.
Add Period — Creates a new assessment period with start and end dates.
Individual Invitations
Bulk Invite — Opens CSV upload for sending invitations to multiple employees.
Template — Downloads a CSV template for bulk invitations.
Communication Templates
Save — Saves the invitation email template.
Reset to Default — Restores the template to system default.
Send Test — Sends a preview email to verify the template.
👑 Leadership Dashboard Access
Manage who can access the leadership competency dashboard and which divisions they can view.
All leadership roles see the same anonymized, aggregate data. The role field is for audit and display purposes only.
Leadership Dashboard Access
Name ⇅
Email
Role ⇅
Divisions
Granted
Expires
Actions
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Page Actions Reference
Grant Access — Opens the form to grant leadership dashboard access to a user.
Each row has Edit (modify access scope) and Revoke (remove access).
⚙ Module Settings
Organization-wide settings for the competency module. Changes take effect immediately.
Show Employee Self-Ratings to Supervisors
When enabled, supervisors will see the employee's self-assessed proficiency levels while rating.
When disabled, self-ratings are hidden until the supervisor submits their own ratings. Default: Off.
Composite Score Weights
Configure how self-assessment, supervisor, and peer ratings are blended into a composite score
for leadership reporting. Weights must sum to 100%. Set a weight to 0 to exclude that rating type.
Total: 100%
Division Dashboard Anonymity Threshold
Minimum number of employees per group before data is shown on the Division Dashboard.
Lower values show more data but reduce privacy protection. Default: 5.
Page Actions Reference
Save Weights — Saves the composite rating weight configuration (self/supervisor/peer percentages).
Save Threshold — Saves the minimum competency gap threshold for flagging.
Show Self Ratings to Supervisors toggle — Controls whether supervisors can see employee self-assessment scores.
Grant Leadership Access
Add Competency
Enter behavioral indicators for the Basic level, one per line.
Add Position Profile
Add Mapping
Add Employee
If a supervisor is not assigned now, you can assign one later in the Supervisors tab.
Enter grade codes in career progression order, separated by commas.
Add Grade Level
Used for sorting and career progression order.
Add Career Path
Each step defines a grade level in the progression. Use the optional series override for cross-series transitions (e.g., 0570 to 0301). Use the arrow buttons to reorder.
New Assessment Period
Hold Ctrl/Cmd to select multiple.
Rating Release Settings
Composite score weights are configured in the Settings tab and apply organization-wide.
Upload a CSV with columns: CompetencyId, Name, Type, Description, BasicIndicators, IntermediateIndicators, AdvancedIndicators, ExpertIndicators. Indicators are pipe-delimited (e.g. "ind1|ind2|ind3"). Existing competencies with the same ID will be updated.
📄
Click or drag a CSV file here
Maximum 200 competencies per upload
Bulk Upload Profiles
Upload a CSV with columns: ProfileTitle, Grade, Series, DivisionOffice, Location. ProfileId is auto-generated as {Series}_{Grade}_{TitleNoSpaces}. Existing profiles with the same ID will be updated.
📋
Click or drag a CSV file here
Maximum 100 profiles per upload
Bulk Upload Career Paths
Upload a CSV with columns: PathName, SeriesCode, Description, Steps. Steps should be a JSON array (e.g. [{"series":"0570","grade":"CG-7","title":"Examiner (Trainee)","yearsTypical":"1-2"}]). Existing paths with the same PathId will be updated.
