Individual Competency Survey
How to use the survey
This guide is primarily based on the Desktop version with notes on mobile version where it provides a different UI
Email Invite
When the survey is deployed in the Distribute step all selected participants will receive an email invite containing the survey link
Select the complete the survey button to launch the survey in either your desktop web browser or on a mobile device
Survey Completion
The Orgvue Competency Management Survey consists of 4 pages:
- Introduction: Read and understand the purpose of the survey and how to complete it
- My Competencies: Search, browse and select the competencies that will be rated
- Competency Rating: For each of the selected competencies, enter a rating
- Review and submit: Review your answers and edit if you notice any mistakes
General navigation
Desktop
- A. Click the 'Continue' button to proceed to the next page
- B. 'Back' to go to the previous page
- B. Click the 'Save' button next to the Continue button to save the progress and come back later to continue
- C. Use the tabs across the top to go to a specific page
Mobile
- A. Click the
Begin
button at the bottom right to proceed to the next page - B. Select the page name to open the dropdown menu at the top to go to a specific page
- C. Use the left and right arrows to move between pages
Introduction
On the first page, you can find the instructions and guidance for completing this survey
Note: If the survey is configured to include terms & conditions or a privacy notice, you should read the content and select Yes to proceed
Click the 'Begin' button to start answering questions
My Competencies
The page lists the competencies available to be selected for individual's role and the options presented will depend on the selection made in Customize step
Self Select Competencies
- Use the scroll bar to scroll through lists
- Select property to be rated in next stage
Once selected properties will be listed on panel
Enter text in search box to find competencies
Matching competencies will then be displayed
If a description for the Competency was included in the dataset the
i
icon will display which may be selected- To display the description for selected Competency
Targeted Competencies
Targeted competencies are assigned at role level via an Competency Target Setting Workflow Survey
- A. These assigned competencies will appear at this stage as pre selected which cannot be removed
- B. If enabled it will also be possible to add self selected competencies to the pre assigned competencies
Competency Rating
The Competency Rating page is where a rating is entered for each of the competencies selected on the My Competencies page
It contains:
- A. Competencies selected on the My Competencies page
- B. Information icon indicates that further detail is available for Competency Rating
- C. If the Info icon is selected, behavioral indicators for competency at each proficiency level are shown
- D. Select rating box for each competency
- E. Enter any comments or evidence to support entered rating
Review and submit
All of your responses are displayed on this page for review prior to submitting
Click the Submit
button to submit the survey
Missing Inputs
An error message will appear at the top of this page if there are any missing inputs throughout the survey
This message will specify the pages that have missing responses
Note: the missing input flag (the orange dot) is also placed next to the page name on the page navigation menu
You can jump to a specific page using the navigation menu at the top to edit your responses and submit when ready
Completed
Once the submit
is pressed the completed message is shown