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  • Managers can launch the task from the Carolina Talent email or directly within Carolina Talent’s Homepage ‘Pending Performance Document Task’ menu.

  • To launch the task, click on the Performance Document Task name.

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[Employee Competency Assessment] Manager Step

Section 1: Overview

The first step is the Overview section - this section provides specific details for the task as well as the ‘Review Step Progression’.

  • Click Get Started to begin.

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Section 2: Competency Assessment

  • Enter the ratings for each competency. Use the SHRA Competency Profiles link for reference while completing the competency assessment and search by the position.

  • Click Save and Continue.

If a full competency assessment was previously entered into Carolina Talent, the last rating for each competency may display for reference.

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Section 3: Competency Assessment Rating

  • Enter the overall competency rating. 

If a full competency assessment was previously entered into Carolina Talent, the last rating may display for reference.

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Section 4: Competency Development Plan

  • If the employee has any competencies with a rating of Developing, this section can be used to create a new development plan.

  • Click Saven and Continue.

To create a new development plan, click on Add Objective in the upper right part of this section. Each objective must have at least one training or free-form action step. This development plan will be assigned to the employee after the employee acknowledgement step is completed.

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Section 6: Signatures - Manager and Employee

  1. To download a copy of the full document, click the Options button in the upper right corner, then click Print Review.

  2. Sign below and click Submit to complete the task.

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Note: This document will be available in employee Snapshot.

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[Employee Competency Assessment] Employee Step

The employee acknowledgment step is optional. After your manager signs your review, you will receive the Employee Acknowledgment step. You have 15 days to acknowledge your review.

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