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How to rate competencies

Last updated: 7 May 2026

What this does

Rate team members on their assigned competencies. Ratings come from peers, managers, or self-assessments and feed into the competency dashboard and IPA scoring.

Current access and functionality

  • Verified against the current impact-web, impact-client, and impact-marketplace code on 2026-05-07.
  • In impact-web, users must be signed in and working in an active workspace. Navigation and write actions are role-, permission-, and entitlement-aware; unavailable modules are hidden or disabled instead of being universally visible.
  • Performance and people analytics depend on workspace roles and available data. Setup is primarily web-based; staff visibility is limited to their own or permitted team/member views.

Before you start

  • Competencies must be created and assigned to members (see ).
  • You must be assigned as a rater or have permission to rate.

Steps

Rating a team member

  1. Navigate to the Competency section.
  2. Select a competency or go to a member's competency profile.
  3. Find the member you want to rate.
  4. Click Rate on the competency tile.
  5. Select your rating based on the defined rating type (e.g., a numerical score or proficiency level).
  6. Submit the rating.
  7. The rating is recorded with your identity and a timestamp for audit purposes.

Viewing ratings

  1. Open a member's competency profile to see all their ratings.
  2. Each competency shows:
    • Current rating — the latest assessment.
    • Rater — who provided the rating.
    • Date — when the rating was given.
  3. Use the competency dashboard to see aggregated views:
    • Affirmation view — shows how ratings align with expectations.
    • Graded view — shows proficiency levels across competencies.

Tips

  • Rate based on observed behaviour, not assumptions. Use specific examples when possible.
  • Regular ratings (quarterly or after major projects) give better data than annual reviews.
  • Self-assessment combined with manager assessment provides a more balanced picture.
  • Ratings directly influence IPA scores — be fair and consistent.
  • Use the bench depth view after rating rounds to see how the organisation's skill profile has changed.

Common issues

  • Issue: Cannot rate a member — Fix: Check that the competency is assigned to them and you have rating permissions.
  • Issue: Rating does not appear on the dashboard — Fix: The dashboard may aggregate ratings on a schedule. Wait for the next refresh or check filters.

Related

Keywords: competency