You change a competency's name, group or description with Edit competency, and remove a competency permanently with Delete, from Performance > Competencies. Deleting removes the competency, its levels and its links to jobs; it can't be undone.
Before you start
- You need the Manage competencies permission.
- Before deleting, check the competency's Jobs tab to see which jobs will lose it.
Steps
Edit a competency from the list
- Go to Performance > Competencies.
- In the Company competencies table, open the row actions (...) of the competency and click Edit.
- In Edit competency, change the Name, Group or Description.
- Click Save.
Edit a competency from its page
- Go to Performance > Competencies and click the competency name.
- In the competency header, click Edit.
- Change the Name, Group or Description and click Save.
The competency header also shows the Group, the number of Levels and the number of Assigned jobs.
Delete a competency
- Go to Performance > Competencies.
- Open the row actions (...) of the competency and click Delete.
- In the dialog "Are you sure you want to delete this competency?", type the competency name exactly as shown.
- Confirm the deletion.
Rules and behavior
- If you rename a competency or change its description, then the change applies everywhere the competency is used, including the job catalog.
- If you delete a competency, then its levels are deleted and every job linked to it loses the association.
- If you delete a competency, then it is no longer added to new review questionnaires.
- If you delete a competency, then the deletion can't be undone, and you can create a new competency with the same name afterwards.
- If the Name field is empty, then Edit competency shows "can't be empty" and doesn't save.
Limitations
- You can't archive or deactivate a competency; you can only delete it.
- You can't restore a deleted competency.
- You can't edit several competencies at once from the table. To create many, use Import competencies.
- You can't duplicate a competency. Create a new one instead.
- You can't edit levels from Edit competency; use the Levels tab.
Troubleshooting
- Symptom: "The Delete confirmation button stays disabled." → Cause: The typed name doesn't match the competency name exactly. → Fix: Type the name exactly as shown in the dialog, including capital letters and spaces.
- Symptom: "I can't rename a competency; it says the name is taken." → Cause: Another active competency already has that name. → Fix: Choose a different name or delete the other competency.
- Symptom: "I don't see Edit or Delete in the row actions." → Cause: You don't have Manage competencies. → Fix: Ask an admin for the permission.
FAQ
1. Will deleting a competency remove it from an ongoing review?
Questionnaires that reviewers already received keep the competency questions they were given. The competency is no longer added to new questionnaires.
2. Can I move a competency to another group?
Yes. Open Edit competency and pick another Group.
3. Is there a history of changes to a competency?
No. Factorial doesn't show a change history for competencies.