Assess a skill

What this achieves

An assessment records a judgement about someone’s proficiency in a skill, at a level on your organization’s scale. It is a dated record with an assessor attached, not a silent update to a profile.

Required role: Any signed-in user. Assessments are assigned to you.

Steps

Go to Skills & Competencies → Skill Assessments.
On the Pending tab, find the assessment and select Evaluate.
Under Choose proficiency level, select the level.
Add Evidence / notes, which is optional.
Select Submit.

Who assesses

Option	Description
Manager	The person’s manager assesses them.
Peer	A colleague assesses them.
External Assessor	Someone outside the reporting line assesses them.
Self Assessment	The person assesses themselves.

Self-assessment is a first-class assessor type rather than a separate mechanism, so a person’s own view and their manager’s are recorded the same way and can be compared.

Example: at HC Corp UK Ltd, James Whitfield completes a self assessment and Olivia Bennett completes a manager assessment of the same skill. Both are on record with their assessor type.

You see the previous level

The panel shows the Previous level beside the Assessed level. You are recording a judgement against a known starting point rather than overwriting a number you cannot see.

That matters when a level goes down. A lower assessment is a legitimate outcome — capability decays, or a previous rating was generous — and the record shows both figures rather than hiding the change.

Write the evidence

Evidence is an optional free-text note, and the prompt asks what demonstrates this level: specific projects, observations, outcomes.

It is optional and it is the difference between a defensible assessment and a number. Skill levels influence staffing, development, and promotion conversations, so an assessment that cannot be explained will be challenged.

Example: naming the project someone led and what they handled on it supports the level. “Doing well” does not.

Evidence here is a note on the assessment rather than an attachment or an approval workflow. There is no submission-and-review process behind it.

Pending and completed

Option	Description
Pending	Assessments assigned to you and not yet submitted, with their due dates.
Completed	Assessments you have submitted, with their results.

Assessments appear in your pending list when a manager or administrator requests one from you.

An assessment is input, not a verdict

The level you record is a human judgement placed on the record. It is one input into how someone is described alongside endorsements, completed learning, and what their role requires — it does not by itself decide pay, promotion, or a job move.

What happens next

A submitted assessment updates what the organization holds about that person’s skill and resets the validation date the skill’s freshness is measured from. The level then feeds gap analysis against role requirements, and appears wherever a person is compared to a job profile.