Engagedly: Performance Management

Go to the Template page in the Performance menu. And click on ‘+New Template’. A new template form opens up. At the bottom of the page, you will see the ‘Search and Add’ button. Clicking on that button opens up the Competencies window. Search for the competency you want to add and click on it. It will display on the right side of the page. All the competencies you eventually select will be displayed on the right side of the page. You can even remove competencies from the selection by clicking on the ‘X’ button next the competency name.

Once you are done selecting competencies, click on Add and the competencies will be added to the template form.