đą Organizations are the foundation for all menus (eg.: a user can be linked to an organization, a user can be linked to an organization).
Each organization can have one or multiple competency models with it's content (eg.: competencies, indicators, cbi questions & development recommendations).
How to create an organization:
Select
Organizationsin the menu on the left hand side.Click the
+ Organizationbutton in the top-left corner.In the field that appears, enter:
- Organization name (required)
- Organization logo (optional) â upload if available, can still be edited laterClick Create.
Your organization is now created and ready for competencies and relevant indicators.
Find and Modify an Organization
Once organizations are created, you can search for and modify their details or add content.
How to find an organization:
Click the đ (search icon) in the top-right corner.
Type the name of the organization that youâre looking for.
Select the organization from the search results.
Click on the organization name to open its details page.
You'll now see the organization's settings and can add or manage competency models.
â ïžImportant: Be cautious when modifying existing organizations, especially those already in use. Changes to organization settings can affect ongoing evaluations and create additional work for your team. When in doubt, consult with your team before making changes.
How to modify an organization:
đ©đ»âđ» Note: Please note that you will be automatically guided to the first and last tab competencies.
Within the
profileyou can do the followingchange the name of the organization
select a welcome page (if there is already one set up in
exercises)manage settings for feedback questionaires
add/edit the logo
Within the
documentsyou can upload documents (eg.: the companies profile description. this document will always be shown to the evaluators when this organization is used.)Within the
competenciesyou may follow the below steps