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Evaluating Employee Skills

Learn how to evaluate employee skills on profiles or in performance reviews. This guide covers both methods and explains who has permission.

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Overview

Skill evaluation allows you to assess employee proficiencies against expected competency levels for their positions. We offer two methods for skill evaluation: directly through employee profiles and within performance reviews. This guide covers both approaches and explains who can perform evaluations.


⚠️ Important: Skills displayed for evaluation come from different sources depending on where you're evaluating:

  • Profile evaluations: Display skills from skill mappings connected to the employee's position

  • Review evaluations: Display skills from 1-on-1 reviews


Method 1: Evaluating Skills on Employee Profiles

Before You Begin

Required Setup

  • Skills library must be configured with proficiency scales

  • Positions must be created and assigned to employees

  • Skill mappings must be published and linked to positions

  • Employee must have an assigned position

  • Manager evaluation permissions must be configured (if enabling manager assessments)

Accessing Skill Profile Evaluations

  1. Navigate to Employees section

  2. Select the employee you want to evaluate

  3. Click on their Profile tab

  4. Click the Skills section

How Skills Are Displayed

The skills shown on an employee's profile are determined by:

  • The employee's assigned position

  • Skill mappings connected to that position

Example: If an employee is assigned "Junior Backend Developer", they'll see all skills from the mappings connected to this position.

Performing the Evaluation

  1. In the Skills section, locate the skill you want to evaluate

  2. Click the assessment button when hovering the skill or select the level by clicking on the leaf

  3. Select the proficiency level

  4. Changes are automatically saved

Understanding Proficiency Indicators

After evaluation, the system displays visual feedback:

  • 🟢 Green: Employee exceeds expected proficiency for their position

  • 🔵 Blue: Employee meets expected proficiency

  • 🔴 Red: Employee is below expected proficiency

💡 Pro Tip: Use these indicators to quickly identify employees ready for promotion (consistently green) or needing development support (red indicators).


Method 2: Evaluating Skills in 1-1 Performance Reviews

Before You Begin

Required Setup

  • Skills library must be configured with proficiency scales

  • Skills must have been assigned to employees in the skills library

Setting Up Skills for Review Evaluation

  1. Go to Development > Skills

  2. Select the skill you want to include in reviews

  3. Under "Assess skill in one-on-one reviews", configure:

    • All employees: Include this skill for everyone

    • Specific employees: Select individual employees

    • Groups: Choose from predefined groups (e.g., "People with eyeglasses")

    • Custom fields: Use employee attributes for assignment

Evaluating During Reviews

  1. Start or continue a one-on-one review

  2. Include a form template with skill assessment question

  3. Evaluate each displayed skill using the review interface

  4. Submit the review to save evaluations


Who Can Evaluate Skills

Permission Levels for Profile Evaluations

User type

Evaluate on Profile

Evaluate in review

Scope

HR

If reviewer

All employees

Group HR

If reviewer

Within groups

Manager

If reviewer

Managed employees

Employee

Self

Permission Levels for Review Evaluations

During performance reviews, evaluation permissions depend on the review configuration:

  • Reviewer (usually the manager): Can evaluate all skills in the review

  • Employee (self-assessment): Can evaluate their own skills if self-assessment is enabled


Best Practices for Skill Evaluation

1. Ensure Consistency

Create evaluation guides that include:

  • Behavioral indicators for each proficiency level

  • Specific examples of work demonstrating each level

  • Clear differentiation between levels

2. Combine Multiple Perspectives

  • Manager evaluation for day-to-day observation

  • Self-assessment for awareness and buy-in

3. Link to Development

After evaluation:

  • Identify skills below expectation

  • Create development plans

  • Assign relevant learning resources

  • Set improvement timelines


Troubleshooting

No skills appear on employee profile

Verify position assignment and check skill mapping configuration

Can't evaluate skills as a manager

Confirm manager evaluation setting is enabled in permissions

Skills from reviews don't show on profile

This is expected behavior - 1-1 review skills remain separate

Proficiency scale doesn't match our needs

Edit the skill in the library to customize proficiency levels

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