When using Totara Perform you can set achievement paths for each of your competency items. See the Competencies page to find out more about the overall process of creating competencies.
Setting achievement paths
If you are viewing a competency you will need to click on the edit icon () alongside the Achievement paths section. You can then follow the steps below:
- When creating or editing a competency you can click on the Achievement path tab.
- From the Add achievement path dropdown menu select the path you want to add (see Available achievement paths table below).
- Click Apply changes when you are done.
Once you have added one or more achievement paths you can set the Overall rating calculation at the top of the page. This setting decides how to calculate if a user has achieved a competency:
- Highest: This will take whichever achievement has the highest value
- Prioritised: The user is awarded the value associated with the completed achievement pathway listed first on this page
- Latest achievement: This will take the most recent achievement value
If Prioritised is selected when adding achievement paths then:
- If a manual rating is listed at the top of the achievement path list, ratings submitted by a user will overwrite any rating achieved by completing other criteria-based achievement paths (such as course completion) even if the criteria-based paths provided a higher rating
- If multiple manual paths are added, the option listed first at the top of the achievement path list will override any other manual paths entered for this competency
Available achievement paths
This is to allow backward compatibility for competencies previously linked to learning plans. Note that Totara Learn is required to link competencies to learning plans.
For a competency to be assigned to a Learner in Totara Perform it must be assigned via the competency assignment tool and not just in the learning plan.
You can select one or more raters (manager, appraiser, or self) who can manually mark the proficiency level for this competency in the user's competency profile details page.
Where multiple raters are added to a single path, they will have the ability to essentially overwrite each others' ratings, i.e. individual ratings are recorded, but only whichever one is the latest "counts" in terms of the overall achievement calculation.
For each scale value within the competency you can set criteria to achieve that level using the Add criteria group button alongside that competency scale value.
Once you have added a criteria-based path option to a scale value you can click the And button underneath the added criteria path to require users to complete both criteria (AND). Alternatively if you click the Add criteria group button alongside that same scale value you can add an additional path option that the user can complete instead of the other one (OR).
You can use the delete icon () to remove a criteria path. Once you delete a criteria path you can undo the deletion using the undo icon ( ) before you click Apply changes.
The different criteria paths are:
If achievement paths are not set up correctly (or have changed since they were originally set up) and this has caused an achievement path to be invalid then then you will see a warning message. There are a number of reasons a path might be flagged as invalid, these include:
- A course that no longer exists is marked as 'required' for completion
- Child competency completion is required but the competency doesn't have any child competencies
- Linked course completion is required but no courses are linked to the competency
You will need to check and rectify these if you do have problems before the achievement pathway can become valid again.
If anything inside a pathway is in an invalid state, only the invalid pathway is ignored. Aggregation on other pathways, and overall aggregation will continue.
Achievement path examples
In this section you can see some common patterns in competency achievement, and how to enable them by configuring achievement paths.
The employee must be observed demonstrating the skill by a designated assessor
Create a manual achievement path, and select the appropriate assessor (manager or appraiser). If the user has multiple managers or appraisers (via multiple jobs) all users filling this relationship will be able to rate the user's competence. If multiple users fill the same relationship, they will be able to override each other's ratings.
Where manager and appraiser are interchangeable in terms of acting as rater, they can be placed in the same achievement path – a rating by either will be recorded as a separate rating event, but only the most recent rating will be taken into consideration for calculating the assignee's overall achievement value.
Where one assessor's rating carries more weight (e.g. because of seniority or experience), create separate manual pathways for each, set Overall aggregation to Prioritised and ensure the higher-weighted assessor pathway is first. Only in the absence of a rating from the higher-weighted assessor will a rating from the other be taken into account for calculating the assignee's overall achievement value.
Where it is intended that the assignee's achievement level reflects the highest of any ratings they receive, separate manual pathways (one for each rating relationship) should be created (order doesn't matter), with the overall aggregation set to Highest.
Self-assessment in conjunction with another assessor
While self-assessment alone is not usually sufficient for demonstrating competence, it is often useful to combine with other assessors' ratings, for example where you are trying to get a sense of an employee's self-knowledge/awareness, or are interested in the discrepancy between self-appraisal and others' appraisal of skill. Typically the intention is to record the employee's self-assessment, but have the manager or appraiser's rating determine their actual achievement value. To do so, create two separate manual achievement pathways, with prioritised aggregation, and have 'self' set below the other raters.
Where a competency framework consists of a multi-level hierarchy, the higher levels may behave more like categories or groupings of the lower-level ones. In such a case, you may want to indicate an employee has achieved proficiency in a specific domain or area. The parent competency represents this, while its child competencies are achieved through manual or scale-based criteria. The parent competency achievement criteria can then be proficiency in some or all child competencies.
It may be that one or more competencies are created (either in the same or different frameworks) that are very similar, but for reporting or management purposes, it is necessary to distinguish them. When an employee has been assigned one, and then moves to a different job resulting in assignment of the other, Proficiency in other competency can be used as a criterion to acknowledge that they had already achieved the competency in their previous role.
Learn and then demonstrate
Competency in a skill is sometimes a combination of formal learning and practical experience. In this case, courses associated with specific scale values may be used in combination with manual rating – a manual rater will check that the coursework has been completed before providing a manual rating. A prioritised aggregation, with the manual pathway set above the scale-based one, will ensure that the manual rating determines the employee's overall achievement (i.e. if they are deemed not yet proficient by the rater, they could have a lower overall achievement than the scale value associated with the coursework they have completed.
Alternatively, to ensure that they only receive the appropriate rating once corroborated by a manual assessment, their initial value should be manually rated as No rating.
Ladder of learning
You may want to increasing proficiency through formal learning, with relevant learning tied to each level of a competency. If there is a series of courses an employee should complete to gradually increase their proficiency, coursework can be set at each level of a scale.
Simple course/competency relationship
Set one or more course completions as criteria on the proficient value.
To achieve the effect of a competency achievement expiring, set the aggregation to Prioritised and ensure that a manual rating pathway is first – the rater will be able to set the competency to No rating, which will then become the employee's overall achievement value, until another manual rating occurs.
Competencies in Totara Perform. Here you can learn more on how to use competencies, see best practice, and give it a go yourself.The Totara Academy has a whole course dedicated to using
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