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.
When in the Team Workspace, select Skills and then select Perform Assessment.
On this page, all of the members under your organizational structure will be populated.
On the left-hand side, you can refine your results by applying available filters, including Above Unit Type, Above Unit, Unit, and Job.
At the top of the page, a Search option is also available, allowing you to quickly locate specific learners.
The initial list of learners displays 20 individuals. A Load More button is available at the bottom of the list to view additional learners.
Selecting a user’s name will open an information modal, providing quick and convenient access to the user’s profile.
To initiate the assessment process, click the Select button next to the desired user.
Individual Assessment page
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.
Skill Filters
The following filters are available across all tabs:
-
Skill Type
Displays all skill types that are associated with at least one academy skill. -
Skill Category
Displays all skill categories that are associated with at least one academy skill. -
Skill Group
Displays all skill groups that are associated with at least one academy skill.
Job Filter
The Job filter is conditionally displayed based on the selected tab:
-
Current Job Skills
Displays the learner’s current jobs that are visible to the logged-in user. -
Followed Job Skills
Displays the learner’s followed jobs.
These filters enable managers to narrow down the list and focus on specific skill types, categories, or groups that are most relevant to their discussion with the learner.
The Individual Assessment page includes three main tabs: Current Job Skills, Followed Job Skills, and Other Skills. Assessors can review details, see previous assessments, understand score context, and record new assessments.
Select Assess to initiate the assessment process.
Apply the rating, add a comment if needed, and be sure to click Save once you have finished.
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.
Tab visibility: Always visible. It is the default tab.
- 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
- 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
Notes
When a skill is associated with both the learner’s current job and a followed job, it is displayed under both Current Job Skills and Followed Job Skills.
When a skill is associated only with the learner’s current job, it is displayed exclusively under Current Job Skills.
When a skill is associated only with a followed job and not with the learner’s current job, it is displayed exclusively under Followed Job Skills and does not appear in Current Job Skills.
If no skills are associated with the learner’s current job, the Current Job Skills tab will display an empty state instead of a list.
When a skill is assigned by an administrator but is not associated with either the learner’s current job or any followed job, it is displayed exclusively under Other Skills.
- When a skill is assigned by an administrator and is also associated with the learner’s current job or a followed job, it is not displayed under Other Skills and remains only within the relevant mapped section(s).
If a skill is also assigned by Admin, the row shows an Assigned by Admin tag next to the skill name.
The skill name is clickable and opens a detailed view, including information such as the description, skill type, category, and group. If the skill is associated with multiple jobs, the popover also displays job-specific details, including the relationship to each job, the required proficiency level, and the importance of the skill per job.
The Skill Group and Skill Category filters include all academy groups and categories that are associated with at least one skill. However, a group or category can appear in the filters even if none of its skills are eligible to be displayed in the Current Job Skills list.
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