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1. Enabling the Competency Module in a Review Cycle
Under the config settings of the review cycle, enable the Competency Module. Once enabled, users can review and provide feedback aligned with those competencies throughout the review process
2. Enable Competency Weightage
If you wish to assign weightage to each competency, enable the Competency Weightage option. Each competency can have a percentage weight, and the total must add up to 100%
3. Create the Review Form
Navigate to the Form section and create the review form for the selected review type in this cycle
4. Add a Competency Block
Click on "Create New Block", then select Competency from the dropdown menu
5. Configure and Add the Competency Block
After configuring the competency question as needed, click "Add Competency Block". The competency question will now be included in your review form
6. Add Reviewees to the Review Cycle
Add the reviewees you want to include in this review cycle
7. Verify and Create the Review Cycle
Under the Verify section, click on "Create Review Cycle" to finalize and create the review cycle
8. Review Cycle Creation Error
At times, the review cycle may not be created due to configuration issues. In this example, one of the reviewees is not mapped to a position, which prevents competencies from being displayed
9. Download Error Report
To understand the issue, click on the Download Report option. The report will display all the errors that are preventing the review cycle from being created, helping you identify and fix them easily
10. Import Competencies via CSV
You can also import all competencies directly into the review cycle using a CSV file
11. Download CSV Template
Click on the Download option to view reviewees already added to the cycle, along with their assigned competencies and the correct CSV format.
12. Upload CSV with Competencies
Once your CSV file is prepared with all competencies for the added reviewees, upload it here. After successful upload, all reviewees and their competencies will be added to the review cycle automatically
13. Competency Import Format
Refer to the attached sample CSV to understand the correct format for importing competencies: https://docs.google.com/spreadsheets/d/1olYnhm4g5uImfBYI1blw3ZOPXzs738OxX6eFiYO5iJk/edit?usp=sharing