Competency Assessment Form Template

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Sample Template Example of Competency Assessment Form Template in Word / Doc / Pdf Free Download



Employee's Name:





Last
First
MI
PID #

Department:




Dept. Name
Dept. #
Position #

Assessment Period:



Date Beginning  (mm,dd,yyyy)
Date ending  (mm,dd,yyyy)
Branch:      IT Management
Role:      Manager      Director   



SECTION #1:  CORE COMPETENCY ASSESSMENT
Core Competency

Weight
(%)
Demonstrated Knowledge, Skills and Abilities

Ranking

Teamwork


Contributing
Journey
Advanced


Customer Service


Contributing
Journey
Advanced

Organization Awareness


Contributing
Journey
Advanced

Effective
Communication


Contributing
Journey
Advanced

Initiative



Contributing
Journey
Advanced

Productivity


Contributing
Journey
Advanced
Total
100%





SECTION #2 – FUNCTIONAL COMPETENCY ASSESSMENT
Functional Competency

Weight
(%)
(%)
Demonstrated Knowledge, Skills and Abilities

Ranking

Planning and Organization


Contributing
Journey
Advanced


Strategic Leadership


Contributing
Journey
Advanced


Technical Leadership


Contributing
Journey
Advanced


Staff
Development


Contributing
Journey
Advanced


Project Management


Contributing
Journey
Advanced

Total
100%





SECTION #3 – OVERALL COMPETENCY ASSESSMENT
Overall Competency Assessment:           Contributing          Journey              Advanced   




SECTION #4 - SIGNATURES







Employee’s Signature

Supervisor’s Signature

Next Higher Supervisor's Signature





Date

Date

Date


(The employee is required to sign this form.  The signature indicates only that the Competency Assessment discussion was held, not agreement with the statements or rankings contained in it.)


Instructions

Managers will evaluate an employee’s competencies at the following times:
o   upon entrance into any career banded position
o   annually in December concurrent with the Interim Performance Review session
o   any time upon attainment and demonstrated use of additional competencies

1.    Complete Employee Data at the top of the form. (Name, PID#, Dept. Name, Dept. #, Position #, Assessment Period, Branch, Role) at the top of the form.

2.    Assign % weights indicating the importance of each competency to the job. The weights must be in 5% increments and must total 100% for the Core Competencies and 100% for the Functional Competencies.

3.    Document demonstrated knowledge, skills and abilities for each of the competencies.  Document any objectives, expectations, problems, and/or deficiencies observed by the manager.

4.    Based on demonstrated knowledge, skills and abilities, indicate the rating (Contributing, Journey, Advanced) for each competency.

For assistance in determining the rating for each competency refer to the following on the OHR website under Career Banding: 

o   Competency Assessment – IT Management Competency Definitions (Core and Functional)

5.    Based on the individual competency ratings, assign the Overall Competency Assessment rating.

6.    Discuss the Competency Assessment with the employee.  Ask the employee to sign the form indicating that the Competency Assessment was reviewed and discussed.

7.    File the original Competency Assessment in the department personnel file.  Provide copies of the signed Competency Assessment form to:
o   the employee
o   Compensation Services, Office of Human Resources, 104 Airport Drive, Suite 1700, CB#1045




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