Performing an Assessment as a Manager

As a manager, you can assess the skills of users within your organizational structure, provided your academy’s admin has granted you the necessary permissions. If you have access to assess users, you can complete manual assessments.

To review and manage assessments, navigate to the Team Workspace and select Skills from the left menu. There, you will find the Performance Assessment page, where you can view and complete skill evaluations.
 

Perform Assessment

Manual Assessment is the type of assessment that a manager can complete at any time without being requested to. This type of assessment can be completed whenever a manager wants to evaluate the users under his org structure.

In the left navigation, make sure you are in the Team Workspace.

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When in the Team Workspace, select Skills and then select Perform Assessment.

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On this page, all of the members under your organizational structure will be populated.

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On the left-hand side, you can refine your results by applying available filters, including Above Unit Type, Above Unit, Unit, and Job.

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At the top of the page, a Search option is also available, allowing you to quickly locate specific learners.

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The initial list of learners displays 20 individuals. A Load More button is available at the bottom of the list to view additional learners.

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Selecting a user’s name will open an information modal, providing quick and convenient access to the user’s profile.

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To initiate the assessment process, click the Select button next to the desired user.

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The Individual Assessment page includes filtering options on the left-hand side and a search bar at the top. Available filters include Skill Groups, Skill Categories, Skill Types, and Jobs.

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The Individual Assessment page includes three main tabs: Current Job Skills, Followed Job Skills, and Other Skills.

Select Assess to initiate the assessment process.

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Apply the rating, add a comment if needed, and be sure to click Save once you have finished.

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Please note that the Skill Score displayed for each skill is determined by your configured Assessment Settings, including the defined ratio between automated and manual assessments within your academy.

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  • Tab visibility: Always visible

  • Shows list of skills related to the selected user’s current jobs that the logged in user has permission to see 

Followed Job Skills

  • Tab visibility: Only if Career Paths feature is enabled in the academy

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  • Shows list of skills related to the selected user’s public followed jobs

Other Skills

  • Tab visibility: Always visible
  • Shows as list of all academy skills that are not mapped to a Current or Followed job

 

Read also: Tracking Assessments Per User, Job, and Skill

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