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View Competencies in a Review Context Panel

Hang Tran
  • Updated

How to use the context panel to view competencies in a review cycle

While writing a review, reviewers can access competencies and view the reviewee's assigned level and expectations. Reviewers can utilize this information to help provide additional context and examples to their responses.

This article covers the following topics:

Before you start

  • Competencies are only visible to the reviewers who have the correct permissions assigned to view the responses. For more information, check out the Review Visibility section outlined in this article.
  • If the reviewee has not been assigned a track and level, competencies will not appear within the context panel.

Entering the review cycle

You can enter your review cycle from your Home page or from the People navigation bar.

Entering your review via the Homepage: 

  1. Navigate to your Home page.
  2. Click on the  Perform your reviews task. Screen_Shot_2021-03-11_at_10.33.31_PM.png
Entering your review via the People page:
  1. Navigate to the People page.
  2. Select your name at the top to be taken to your Profile.
  3. Select the Reviews tab and select the review cycle.Screen_Shot_2021-05-13_at_12.22.29_PM.png

Using the reviews context panel

  1. Select the name of your reviewee from the left-hand panel. On the right-hand side, the context panel will become visible.
  2. Under Current Track, click View competencies.competencies.png
  3. Click on a competency to expand the view to include more detail, including the reviewee's assigned level and expectations.

Visibility

Competencies are only visible to the reviewers who have the correct permissions assigned to view the responses. This includes:

  • Managers viewing competencies for their direct reports when reviewing their reports
  • Managers of managers, if configured, viewing competencies for their indirect reports when reviewing their indirect reports
  • Custom relationships (Dotted-line managers), if configured, viewing competencies for reviewers they have been granted Growth plan visibility into when reviewing those reviewees
  • Peers and direct reports will only see competencies if track visibility has been configured by the admin to "Employees can view all public tracks"

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