Viewing Competencies

Introduction

PerformYard offers three different ways to view the competencies assigned across the organization: 

  • My Competencies
  • My Team's Competencies
  • Company Competencies

My Competencies

The My Competencies table allows you to view every competency assigned to you - either through your role or as a company-wide competency - and understand how you measure up against expectations. To navigate to this page, expand the Competencies menu option in your side panel navigation and click My Competencies.  

Within this table, you can access the following detail about each of your assigned competencies: 

  • Competency name, description, and defined levels
  • Company-wide indicator, if applicable
  • The level expected for your role
  • The level you're currently performing at 
  • Performance gap indicator, if applicable
  • The ability to view the historical activity for each assigned competency, such as who assigned it and when. 

By default, the table displays in a collapsed view - reporting only the competency name, current level, and expected level (in addition to showing the company-wide indicator and performance gap indicator if applicable). To view more information about a competency listed in the table, click the accordion icon to the left of the competency name. The expanded row allows you to see the description of the competency and each of its defined levels ordered from lowest to highest. To view the historical activity of a competency, click the ellipsis on the far right of the competency row and select View History.

The My Competencies table also supports sorting, searching, and filtering. You can use the search bar to narrow results by competency name or open the filter panel to filter results by competency type, assignment status, and level gap. Click on a column header to adjust the table sort and sort order. To export the competency data currently displayed in your table, click the Download CSV button in the top right corner of the page.

My Team's Competencies

If you are a manager, you can view all of the competencies assigned to your direct reports in the My Team's Competencies table. Here, you can easily identify skill gaps and coaching opportunities across your team. To navigate to this page, expand the Competencies menu option in your side panel navigation and click My Team's Competencies. 

The My Team's Competencies table offers all of the same detail available in the My Competencies table, with the following additions:

  • Two new data columns 
    • Assignee: The direct report's name.
    • Role: The direct report's role 
  • Ability to filter by assignee, competency, and role

To export the competency data currently displayed in your My Team's Competencies table, click the Download CSV button in the top right corner of the page.

Company Competencies

The Company Competencies page shows every competency assignment across the organization and is only accessible to admin users. To navigate to this page, expand the Competencies menu option in the side panel navigation and click Company Competencies. 

The Company Competencies table offers all of the same detail available in the My Team's Competencies table, with the following additions:

  • New data column for manager
  • Ability to filter by manager

To export the competency data currently displayed in the Company Competencies table, click the Download CSV button in the top right corner of the page.