The Challenge

Create a role assessment tool which allows managers to evaluate their employees' level of competency in their current role and determine which roles they should/could be moved into, i.e. what their career trajectory could be.

The tool already existed as a complicated excel tool which had some serious pitfalls. The goal was to transition this into a product that could guide users though the process easily, quickly and with more delight.

Issues With the Current Tool

• Clunky experience, not enjoyable to use

• No shared source for storing data

• Difficult to use for people who weren't really comfortable with Excel

• Manual process (if competencies get updated they'd need to be updated on all sheets separately)

The Solution

It was obvious that we needed to create a digital tool but what would that look like and how would we structure it?

We wanted to create a more engaging experience first and foremost so started at the input stage, when the manager rates each employee against common competencies. This was turned into a survey style process where managers could be taken through each competency screen by screen and move on or save data at any time along the way. All that data would be collected and shown back to the manager in a dashboard, not shown here. 

This flow shows the employee track where each competency is evaluated one at a time in order to allow for a fair and thoughtful assessment. Some guidance on the first screen is available to explain the rating system.