Defining Competencies

In order to appraise users, you will need to define the competencies by which to evaluate them. This process consists of two steps:

1. Adding a competency framework

2. Adding individual competencies

Step-by-step Guide

To add a competency framework:

1. Go to Performance Appraisal System > Define competencies

2. Click on the "Add new competency framework" button.

3. Fill out the form. 

   1. The Name, ID Number and Scale are both mandatory and important.

   2. Make sure you set the Name and ID Number to something memorable as you will need to reference it later on when building appraisal forms.

   3. Make sure to select the "Performance Appraisal" scale, or a custom scale that you developed

4. Click on the "Configure scales" button

5. Identify the "Default" and "Proficient" values in the scale and click on the "Close" button.

6. Click on the "Save changes" button at the bottom of the screen

NOTE: If you receive a message that says "The scale needs to be configured by selecting default and proficient items.", it's because you skipped steps 4 & 5 above.

Once you click on "Save changes" above, you will be brought to a different screen where you can add individual competencies. To add competencies:

1. Click on the name of your competency to make the "Add competency" button appear
   

   

2. Click on the "Add competency" button

3. Fill out the form

   1. If you select "Inherit from competency framework (default)" for the scale, you can move to step 4 below. Otherwise, you'll need to do steps 3b and 3c:

   2. Click on the "Configure scales" button

   3. Identify the "Default" and "Proficient" values in the scale and click on the "Close" button.

4. Click on the "Save changes" button at the bottom of the screen

5. Repeat steps 1 - 4 above for each competency

IMPORTANT NOTE: The PAS only supports one (1) level of competencies. In other words, do not add sub-competency to existing competencies. Using the sample screenshot above, before clicking on "Add competency", make sure you always select the "Regulated Health Professionals" competency above. If you select any other competency, the form builder will not be able to load them.