- Can I make changes to my assessment after it's been submitted?
- Why can't I view my assessment report?
- How many people can I include in a 360˚ dispatch?
- Why can't I dispatch my assessment?
- What's the difference between Dispatch and Quick Dispatch?
- Why can't I resolve conflicts on my Quick Dispatch?
- How does scoring authority work?
Managing dispatched assessments
- Can I make changes to a dispatched assessment?
- How can I check to see if dispatched assessments are complete?
- How can I add participants to a dispatched assessment?
- How do I send reminders to participants?
Downloading assessment reports
- How can I access past assessment reports?
- Why aren't learning resources suggested on my report?
- Can I suggest resources from different types for each assessment?
Can I make changes to my assessment after it's been submitted?
An assessment cannot be recalled or changed once it's been submitted. Please contact the assessment manager or administrator to explain the changes you want to make. Although changes can't be recorded in CompetencyCore, the administrator may consent to recording your changes offline.
Why can't I view my assessment report?
There are two reasons why you might not be able to view your assessment report:
- The assessment isn't complete: You'll only be able to view the report once all of the other participants have also completed the assessment.
- You don't have permission: Your manager may not have given you access because they prefer to discuss the results in person.
What types of assessments can I create?
You can create two types of assessments:
- In-depth assessments present a series of questions based on the behaviour from a single level of proficiency. For each question, participants rate how effectively an employee performs the stated behaviour to provide a detailed assessment of their skills. There are two formatting options:
- Grouped displays all questions related to one competency on the same page.
- Ungrouped displays five questions per page regardless of the associated competency.
- Snapshot assessments present a series of competencies. For each competency, participants select the proficiency level that reflects the employee's performance to provide an overview assessment.
Both of these types can be sent to participants using one of the following dispatch types:
- Self assessment: an employee assesses their own performance.
- Manager-only: a manager assesses an employee.
- 180˚: an employee and their manager assess the employee.
- 360˚: an employee and a group of participants assess the employee.
Can I bulk create assessments?
You can bulk create assessments for jobs that don't already have an associated assessment. Follow the instructions in the Create assessments for unassigned jobs article.
How many people can I include in a 360˚ dispatch?
There are five groups of participants in a 360˚ dispatch:
You can only include one subject, but you can add as many other participants as needed. We recommend a limit of 30 participants for readable assessment reports.
Why can't I dispatch my assessment?
Assessments need to be enabled before they can be dispatched. To enable an assessment, go to Assessments > Manage Assessments and expand a group in the index. Select a job and point to an assessment. Click the 3-dot icon on the top right of the page and select Edit. Select Enabled in the Status filter and click Save.
If the Enabled status isn't available, make sure you've associated the following content to your assessment.
|Content||In-depth assessments||Snapshot assessments|
|Job||A job needs to be associated.||A job needs to be associated.|
|Questions||Needs to include at least one question.||Needs to include at least one competency.|
|Scale||A scale needs to be selected for all rating scale questions.||A scale does not need to be assigned because snapshot assessments use the proficiency scale on the competency.|
|Targets||All rating scale questions have a target set or none have a target set. If some have targets and others don't, the assessment can't be enabled.||A mix of questions with and without targets is allowed. However, reports from the assessment will not include strengths or competencies for development if there are no targets.|
What's the difference between Dispatch and Quick Dispatch?
Choose Dispatch for more flexibility or Quick Dispatch if you're sending several different assessments.
- Send one assessment at a time.
- This option provides more flexibility when selecting participants. For example, you can control which user is selected as the manager on the assessment, regardless of their position in your org structure.
- Customize the emails sent to participants on the final step of the dispatch.
- Send self, manager-only, 180˚, or 360˚ dispatches using this option.
- Send multiple assessments in one go. This is a shortcut to use when you're dispatching to users who are already associated to positions, jobs, and assessments.
- Set up automatic reminders, which is a feature that's not available on the regular dispatch.
- Send self, manager-only, and 180˚ dispatches. 360˚ dispatches cannot be sent using Quick Dispatch.
Why can't I resolve conflicts on my Quick Dispatch?
Once you click to create a Quick Dispatch after resolving conflicts, you'll be returned to where you left off. To apply the changes to your dispatch, you'll need to remove the user and add them again. If you don't remove and re-add the user, the conflict will still appear even after it's been resolved. If the conflict still appears, cancel the dispatch and start again.
How does scoring authority work?
Scoring authority is assigned to a participant group to determine whose rating has the final say. Their rating determines whether each competency is listed as a strength or as a competency for development in the assessment results.
- Self-assessments: The subject is the scoring authority.
- 180˚ and Manager-only: The manager is the scoring authority.
- 360˚: The dispatcher selects the scoring authority.
Can I make changes to a dispatched assessment?
You can add participants to the assessment, but these new participants can't be made a subject. You can remove participants (except the subject) who haven't already started the assessment. If it's completed, you can reopen the assessment to add new participants.
You cannot make changes to the assessment itself unless you "Delete Results and Unlock". This action deletes the dispatch, every instance of it having been performed, and all associated results and reports. This means that participants who have already started or submitted the assessment will lose their work and you'll need to re-dispatch. Here's a list of all decisions made on the assessment that can't be changed without deleting results:
- Assessment name and description
- Mode (In-depth or Snapshot)
- Associated job
- In-depth assessment questions
- Mandatory or N/A responses
The following content and settings are also set on the assessment, but they're managed in Administration, so changes made will be applied to dispatched assessments.
- Intro and conclusion: Different content documents can't be selected. But you can edit the selected documents, and those changes will be applied to the on-screen assessment and report.
- Competencies: For in-depth assessments, editing a notion or behavioural indicator does not update the question text, even if that question is copied from a competency. But for snapshot assessments, changes made to competencies in Libraries will always be reflected on the assessment.
- Scale and target: This only applies to in-depth assessments. The selection can't be changed, but changes made to the level names will be applied to the response options on assessment questions and to the Rating Scale Review page.
- Permission to view report: To share the report with participants you didn't include in this setting, you can download the PDF and email the report directly to those participants.
- Site-wide assessment settings: Changes made to these settings will be applied to an assessment even after it's been dispatched. Check out the Assessment checklist to learn more about the communication, language, and report settings.
How can I check to see if dispatched assessments are complete?
Go to Assessments > Dispatches. Deselect the My dispatches checkbox on the top left of the table if you have the Assessment Administrator permission and want to see dispatches created by another user. Check the overall completion status in the Status column. To check the status of individual participants, click the external link icon in the Participants column.
How can I add participants to a dispatched assessment?
Go to Assessments > Dispatches. Deselect the My dispatches checkbox on the top left of the table if you have the Assessment Administrator permission and want to see dispatches created by another user. Point to an assessment and click the 3-dot icon on the right side of the page. Select Add Participants.
A dispatch is marked as complete once all participants have submitted the assessment. If you're the dispatch creator or if you have the Assessment Administrator permission, you can reopen the dispatch to add participants.
Go to Dispatches and select Completed in the Status filter. Deselect the My dispatches checkbox if you're looking for a dispatch created by someone else. Point to the assessment and click the 3-dot icon . Select Reopen and click OK to confirm.
How do I send reminders to participants?
- Automatic reminders: You can set these up if you're using Quick Dispatch. On the final step of creating the dispatch, you'll be able to set how often reminders are sent to incomplete participants. Participants receive an email with this message: "Our records indicate that you have not yet completed an assessment that was recently dispatched to you. Please use the link below to complete the assessment."
- Bulk reminders: Go to Assessments > Dispatches and select In progress in the Status filter. Select the checkbox beside assessments and click Send Reminders on the top right of the table (this button only appears if you've selected In progress in the Status filter). Click OK to confirm. Participants receive an email with the same message used for automatic reminders.
- Individual reminders: Go to Assessments > Dispatches and select In progress in the Status filter. Click the external link icon in the Participants column. Point to a participant who has not submitted the assessment and click the 3-dot icon . Select Send Reminder. A new window opens where you can customize the reminder message and click Send.
How can I access past assessment reports?
To view reports of assessments where you're a participant, go to Assessments > My Assessments. Expand a section and point to the assessment. Click the 3-dot icon and select View Report. Select the sections you want to include and click Generate. A PDF report downloads in your browser.
If you're the dispatch creator (or have the Assessment Administrator permission) you can view reports of assessments where you're not a participant. Go to Dispatches and select Complete in the Status filter. Point to the assessment and click the 3-dot icon . Select View Report. Select the sections you want to include and click Generate. A PDF report downloads in your browser.
To learn more about each section, check out the Assessment Reports article.
Why aren't learning resources suggested on my report?
If your site has learning resources but none are suggested on reports, they might not be set up. Run through this checklist to make sure the associations are in place and download the report again.
- Resource types in settings: Resources are organized by type. For example, amazon.com or coursera.org might be resource types on your site. The types you want to pull resources from to suggest on a report need to be selected in settings. Go to Administration > Settings > Assessment and scroll down to the Resource types setting. Select the types to include so they're listed on the right hand column. Then scroll to the bottom of the page and click Save.
- Associated competencies: Resources are suggested for competencies that have been identified as "for development". Make sure your learning resources are associated to the same competencies being assessed. Follow these steps to associate a competency to a learning resource.
Can I suggest resources from different types for each assessment?
By default, available resource types are selected in settings and used for all assessments. But you can turn on a setting that allows you to specify different resource types when creating each assessment. Go to Administration > Settings > Assessments and turn on Select resource types on assessment. You'll be able to select from all resource types on your site, not only those selected in the site-wide setting. If you turn this setting on but don't select any resource types on the assessment itself, CompetencyCore will fall back on the resource types selected in settings.