1. Setting Up a Skill Assessor
To grant someone assessor privileges, a Team Admin must enable the setting within the User Setup menu.
How to enable: Navigate to the specific user's profile in User Setup and toggle the new setting: "Set as Skill Assessor."
Access: Once enabled, the user will gain access to the Smart Skills module, allowing them to view and edit skills, learning activities, and profiles.
2. Assigning Assessors to Profiles
Enabling the role is the first step; the second is linking the Assessor to specific Skill Profiles. This ensures the right expert is looking at the right set of skills.
The Link: Assign an Assessor to a profile to give them authorization to edit that profile.
Re-assessment: Once assigned, the Assessor has the authority to Re-assess any skills connected to that specific profile, ensuring competency levels remain accurate and up-to-date.
3. Managing Your Workflow: The Skills Matrix
Assessors can easily manage their responsibilities without getting lost in company-wide data.
Filtered View: Within the Skills Based Matrix, Assessors can use filters to drill down specifically to the profiles they are responsible for.
Approval Queue: This view highlights which team members have completed self-assessments and are awaiting your validation.
4. Smart Notification Logic
We’ve updated our notification system to ensure approval requests land in the right inbox without creating unnecessary noise for Team Admins.
| Role | Notification Priority | Default Status |
|---|---|---|
| Assessor | Primary: Receives notifications first for their assigned profiles. | Enabled by default. |
| Team Admin | Secondary: Only receives notifications if no Assessor is assigned. | Enabled by default. |
Key Takeaways for Notifications:
The "Assessor First" Rule: If a profile has an assigned Assessor, they get the alert. The Team Admin will not be alerted unless the Assessor role is vacant for that profile.
Admin Flexibility: Team Admins who are not acting as Assessors can manually turn off notifications for "Approval Needed" alerts to keep their inbox focused on high-level management.