Define competencies, levels and conversions

Define comparable levels and read the direction of conversions.

Task 1

Competency catalogue and default scale

Before you start

  • A relevant department and competency permission; published scales to set a default.

Steps

  1. Search availability, job-induction status and department relevance.
  2. Create or edit the competency with its required department and correct yes/no/unknown state.
  3. Open scale management and choose a default without assuming historical data is converted.
Task 2

Versioned scales and levels

Before you start

  • Scale permission; level descriptors prepared for a consistent draft.

Steps

  1. Open or create a scale and enter draft metadata.
  2. Add, remove and reorder levels with descriptors before publishing with a reason.
  3. For changes copy a new version and inspect history and earlier versions.
Task 3

Directional scale conversions

Before you start

  • Published source and target versions; permission to approve or revoke mappings.

Steps

  1. Choose exact source and target scale versions and map the levels.
  2. Enter the period, review the preview and approve with a reason.
  3. Filter conversions by state or explicitly revoke a decision and inspect its history.
The result

What to check

You know which scale version and conversion are being used.

If the result is unavailable

Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.

Guidance and support