Team 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

If Email access links directly to participants is selected at the Settings Distribution then 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 Team Competency Survey consists of 5 pages:

Introduction: Read and understand the purpose of the survey and how to complete it
About your team: Confirm the data from the people dataset held for team
Select Competencies: Search, browse and select competency groups and competencies relevant to each person
Competency Rating: Rate competencies selected for each employee
Review and submit: Review your answers and edit if you notice any mistakes

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

About your team

If configured in the Customise Step this screen will be shown with selected property values from the people dataset for the team

The team shown will include the manager completing the survey if the Include Manager in survey switch is selected

Review the values shown, if any changes are required:

Edit property value in relevant cell
Select Save to save new value
Select Continue to progress to next screen Select Competencies

Select Competencies

The page lists the competencies available to be selected for each team member

To select properties for team members:

Select team member to assign competency to
Use the scroll bar to scroll through lists
Select properties 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

If several team members share the same competencies it is possible to copy and paste competencies from one team member to others by:

Select the team member to copy from
Select competencies to assign them to team member
Select Copy button to copy all competencies assigned to team member
Select team member to copy competencies to
Select Paste
Competencies will be assigned to selected team member and may be edited if required

Competency Rating

The Competency Rating page is where a rating is entered for each of the competencies selected for each team member on the Select Competencies page

It contains:

A. Team members are listed to assign ratings to
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 competency for each team member
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

The missing input flag (the red 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 and the missing entries will be highlighted on the page

Completed

Once the submit is pressed the completed message is shown

Using the Team Competency Survey