Create Formal Competency
Create New
Add a competency with or without an expiration date
Description
Description Tab
Give the competency a name
Optionally, provide a more detailed description
Select a competency category
Choose an administrator for the competency
Check "Employee can register" if you want employees to be able to register for this competency (this enables registrations from the course catalog to be visible to employee, manager, and admin)
When the status is set to Active, the competency becomes visible and can be assigned to employees
Check "Allow participant to change their own result for this activity" if employees should be able to record their own result
Click Save
Validity Period
Only relevant and visible for competencies with an expiration date.
Validity Period
Only relevant and visible for competencies with an expiration date.
Set the validity period under Individual expiration dates
Reactivation period should typically be set to No deadline
People
Add People
Image 1 – Click Add People
Image 2 – Under "Add Person," you can choose to add individuals one by one or by group (by job title or department)
Page 3 – Add People
If you choose Add Person, you can search for one user at a time under Simple Search.
Under Advanced Search (see image), you can retrieve all "employees" and select multiple users at once.
Notifications
Only relevant for competencies with an expiration date.
Notifications
Only relevant for competencies with an expiration date.
Image 1 – Click Automatic Notifications
Image 2 – Here, you can disable, edit, or add new alerts
Reports
Page 2 – Reports
Image 1 – For example, select the Certificate for Group Statistics report
Image 2 – Example of a dynamic report for the competency Hot Work
Select user
Check one or more users
Select status
Choose start and end date
Upload attachment – only one person at a time
Note: The attachment is saved only under the individual competency, not in the employee’s document archive in Simployer
Click Save
Register Result for Users
Example of a registered result for users
