Applicable Products
Talent Management - Performance

Applicable Releases
22.04 and later

Summary
Allows administrators to add tags to competencies in order to group them
in Performance workflow states.

Detailed Information

Administrators can now add tags to competencies in order to evaluate them in
different workflow states. Competency tags are labels added to competencies when adding
or editing them.

To do this, go to Primary Navigation Menu > Talent Management Administration > Site
Administration > Competency Management > Competency Libraries, then click Edit next to
any library and open the competency group document for the group containing the
competency. Then, in the Group Competencies section, click the Edit icon for the
competency you want to edit.

Competency tags are user-defined and must be unique. Competency tags are added, edited,
and selected on the Competency page. Only one tag can be selected for each competency,
but a given tag can be added to as many competencies as needed. 

After Competencies are tagged, you can configure Performance evaluation workflow states
to display only competencies with certain tags on the end-user forms.

To access the configuration page for a plan, go to Primary Navigation Menu > Talent
Management Administration > Performance Administration > Performance Management >
Performance Management Plans. In the list of plans configured for your site, click the Edit
icon for the plan you want to configure. Then click an evaluation process, click the wrench
icon for the state you want to configure, and select Edit State Details.

You may select one or more competency tags to filter in this workflow state (if no tags are
selected, all competencies will be displayed). Once this is done, only competencies with the
selected tags will be displayed on the end-user forms. This allows you to evaluate one group
of competencies before another group.

For example, in a clinical competency evaluation, some clinical competencies need to be
evaluated before others. So the clinical competencies can be tagged with different tags
(such as Phase 1 and Phase 2).

One workflow state would be configured to display only Phase 1 competencies, and a later
workflow state would be configured to display only Phase 2 competencies, so the Phase 1
competencies would be evaluated in a workflow state before the Phase 2 competencies in a
later state.

Keep the following points in mind regarding competency tags:

• Competency tag filtering cannot be used in multirater workflow states.

• The average competency rating displayed on the end-user form is calculated for all rated competencies, not just the displayed ones.

• Tags are not locked during a Performance plan, so be careful when editing tags, as
  changes are made immediately.
• The Tag field has been added to the pseudomodel Competency and Participant entities
  for use in formulas.
• You can import competency tags with the Competency API using the new
  CompetencyTag element.