Download Competency Assessment Reports

The Competency Assessment report shows competency scores for all review cycle participants. Download it from the Company's results tab inside a review cycle.

Before You Begin

  • You must have Review admin, Cycle collaborator, or Manager access to the review cycle.
  • The Competency Assessment feature must be enabled in the review cycle.
  • Results must have been shared with at least one participant before the report is available.
  • This feature requires the Perform or Total Platform pricing package.

Steps

  1. Click Reviews in the left-hand navigation.
  2. Click the name of the review cycle you want to access.
  3. Click the Company's results tab.
  4. Click the Download button in the top-right corner of the page.
  5. Select Competency Assessment from the dropdown menu.
  6. Open the downloaded file from your browser or downloads folder.

If Something Goes Wrong

Issue Check Fix
Competency Assessment is missing from the dropdown Confirm the cycle was configured with competency questions Contact your Review admin to verify competency settings in the cycle
Download option is greyed out Confirm results have been shared with at least one participant Wait until the manager shares results, or share results before downloading
Downloaded file is empty Confirm at least one review with competency answers has been submitted Re-download after additional reviews are submitted
No access to Company's results tab Confirm your role in this cycle Ask a Review admin to verify your assigned role

What the Report Contains

The Competency Assessment report includes the following fields:

  • Participant first name, last name, and email
  • Manager first name and last name
  • Competency name
  • Competency score
  • Review type (self, manager, additional manager, peer, or upward)
  • Review cycle name

The report reflects data at the time of download. Re-download after additional reviews are submitted to capture updated scores.

Not Covered Here

This article does not cover other additional results downloads such as Private Manager Assessment, Performance Ratings+, Talent Matrix, Questions & Answers, or Objectives reporting.

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