How to manage competency levels

Who this is for: Company administrators and system administrators.

You need a company administrator or system administrator account.
Decide on the scale you want before you begin, so your levels read consistently.

Select Competency Levels in the left-hand menu (under the Setup heading).

The page lists your existing levels with their Name and Description.

Click Create competency level.
Complete the form:

– Name (required) — for example Beginner
– Description — optional context for what this level means
Click Create.

You'll see Competency level created successfully and return to the list.

In the list, open the row's actions menu (the three-dots icon) and choose Edit.
Update the Name or Description.
Click Update.

You'll see Competency level updated successfully.

Your competency levels become available when assessing evidence and when setting the expected level for a requirement on a job role.

Competency levels are the proficiency scale you assess people against — for example Beginner, Competent, Expert. Once set up, they're available when assessing users against their job role requirements.