Skill Assessment Requests

Request a Skill Assessment

Academy administrators can request that managers perform a skills assessment on any employee in their organizational structure. 

Set Permissions

Administrators must give managers assessment permissions before managers can perform skill assessments.

Navigation: UKG Pro Learning > Academy Workspace > Academy Admin > Organization > Set Up Organization

1. Select the Above Units tab.
2. In the Rights column locate the position title.
3. Select Manage Permissions
4. Select the Assess Members' Skills checkbox.

or

1. Select the Units tab.
2. Select the Set Permissions tab.
3. Select the Assess Members' Skills checkbox for Unit Manager and/or Above Unit Manager.

Once you have provided your managers with this permission you can request they assess their employees.

Request Assessment

Navigation: UKG Pro Learning > Team Workspace > Skills > Request Assessments

1. Select a manager to request an assessment. Only the managers with the Assess Members Skills' permission are available on this page. 
   1. Select individual managers by name using the + icon.
   2. Select the By Criteria tab to select managers by organizational criteria.
2. Enter a starting date at the Starting Date field. This is the date a manager can begin their assessment.
3. (optional) Select the Repeat This Request checkbox and choose how frequently (in months) this assessment should be repeated.
4. (optional) Enter a message for the managers to be sent with the assessment request.
5. Select Request Now to send the assessment request. The managers selected are notified of the request by email. The due date for each skill assessment is five days.

You can set up multiple rules for different managers and time assessment periods. Periodic assessment requests can be edited and deleted anytime on the Track Requests page. 

Note:
If you request a repeated assessment from a manager, you cannot request another assessment from them until the repeated request is completed or deleted.

Track Assessment Requests

Once you send skill assessment requests to your managers, you can track these requests to check their completion status.

Navigation: UKG Pro Learning > Team Workspace > Skills > Track Requests

On this page, you can see all the requests you have made in the past, their starting date, their status (complete or incomplete), and if they are on time or delayed.

Note:
The due date for an assessment is five days from the starting date by default.

For all the requests with a future starting date, you can edit their starting date or delete them. 

To view more details of the request select the Open button. Once you open the desired request, you will be able to see the details for this request. These details include:

• The hierarchy of the manager role and what they can assess
• The name of the manager
• If this manager has completed the assessment