What are competencies?

In Factorial, competencies are the combination of learned skills and inherent qualities that impact how well a person can perform a specific job. They help standardize what “good performance” looks like in your company and are used in performance reviews and role definitions.

How to Create Competency Groups

Competency groups help you organize related competencies into categories, such as Soft Skills, Leadership, or Technical Skills. Grouping competencies makes it easier to manage them and improves the experience during performance reviews by providing structure and clarity. Example of common competency groups: Soft Skills, Leadership, Technical Skills, Management, Values.

1. Go to the Performance section from the sidebar
2. Click on the Competencies tab
3. Select the Groups sub-tab
4. Click on + Add group (top right)
5. In the popup, enter a group name (e.g., Soft Skills)
6. Click Add group

How to Create a New Competency

1. Go to the sidebar and click on Performance
2. In the top navigation bar, go to the Competencies tab
3. Click on + New Competency
4. A popup will open where you'll follow two simple steps:
   1. Basic Information
      1. Competency group: Select an existing group (e.g., Leadership, Soft skills, Technical skills) or create a new one.
      2. Name: Give your competency a clear, descriptive name.
      3. Description: Describe what this competency involves and why it's relevant.
   2. Audience. Define who this competency applies to:
      1. You can assign it to everyone in the company.
      2. Or select specific jobs (e.g., Marketing, Engineer, Manager).
5. When you’re done, click Create and assign competency

How to delete/archive/edit a competency?

To delete a competency:

1. On your sidebar, click on Performance
2. Click on Competencies
3. Click on (...) of the competency of your choice
4. Press Delete
5. Proceed

To edit a competency:

1. On your sidebar, click on Performance
2. Click on Competencies
3. Click on (...) of the competency of your choice
4. Press Edit competency
5. Apply the changes
6. Press Save

To duplicate a competency:

1. On your sidebar, click on Performance
2. Click on Competencies
3. Click on (...) of the competency of your choice
4. Press Duplicate competency
5. Click on Duplicate