# Create and configure a competency model

:::info
**Note:** Competency models are an optional feature that has to be enabled. Please contact your account manager.

:::

## Overview

With competency models in easyreview, you define and manage the competency frameworks for your organization. A competency model consists of **competency categories** (e.g. "Technical competency", "Social competency") and the **competencies** within them (e.g. "Analytical thinking", "Teamwork"). **Revisions** let you version the rating scales and configurations, and **job profiles** assign competencies to specific roles.

## Navigation

In the sidebar, click **Competency models**. You see the overview page with all existing competency models.

 ![Overview of competency models](/attachments/kompetenz/kompetenzmodell-erstellen-konfigurieren/kompetenzsysteme-uebersicht.png)

For each competency model, the name, the number of competencies and the number of job profiles are shown. The **Admin** button opens a dropdown menu with:

* **Status**: opens the status page of the current revision
* **Settings**: opens the competency model's settings
* **Delete**: removes the competency model

## Create a new competency model

1. On the overview page, click the **New competency system** button.
2. Enter the **name** of the competency model.
3. Click **Save**.

 ![Form: create a new competency model](/attachments/kompetenz/kompetenzmodell-erstellen-konfigurieren/neues-kompetenzsystem.png)

After creating it, you land on the competency model's **Settings** page. A first revision with today's date is also created automatically.

:::info
If multiple languages are configured for your tenant, a language switcher appears next to the name field. Use it to maintain the name in each configured language.

:::

## Competency model settings

The settings page is split into these areas:

 ![Settings page of the competency model](/attachments/kompetenz/kompetenzmodell-erstellen-konfigurieren/einstellungen-seite.png)

### Change the name

At the top, you can edit the name of the competency model.

### Revisions

Under **Revisions**, you see all revisions in reverse chronological order. Each revision shows its display name and effective date. Via the dropdown menu (arrow icon), you can:

* **Edit**: opens the revision settings
* **Copy**: creates a copy of the revision with today's date
* **Delete**: removes the revision

Use the **+ New revision** link to create another revision.

:::info
Revisions let you manage configuration changes as versions. Each revision has its own "Effective from" date. The current revision is the one whose date is closest in the past.

:::

### Competency management

The **Manage competencies** button takes you to the editor for categories and competencies.

### Job profile management

The **Manage job profiles** button takes you to the job profile overview.

## Manage competency categories and competencies

On the **Manage competencies** page, you define the structure of your competency model.

 ![Manage competencies](/attachments/kompetenz/kompetenzmodell-erstellen-konfigurieren/kompetenzen-verwalten.png)

### Add a category

1. Click the **+** icon to add a new category.
2. Enter the **category name** (e.g. "Technical competency", "Social competency", "Leadership competency").
3. Optional: fill in the **description**. The description editor supports formatting such as bold, italic, headings, lists and links.

### Add a competency

1. Within a category, click **Add competency**.
2. Enter the **competency name** (e.g. "Analytical thinking", "Teamwork").
3. Optional: fill in the competency's **description**.

### Reorder

Categories and competencies can be reordered by **drag & drop**. Use the grip icon (six dots) to the left of the name field.

### Expand and collapse categories

Use the **Expand categories** / **Collapse categories** button at the top right to expand or collapse all categories at once.

### Multiple languages

If multiple languages are configured, a **language switcher** appears at the top right. Use it to maintain names and descriptions in different languages.

### Delete categories and competencies

Click the **trash icon** to the right of a category's or competency's name field to delete it.

:::warning
Deleting a category also removes all its competencies.

:::

### Save

Click **Save** to apply all changes. All categories and competencies are stored together in a single save operation.

## Configure a revision

The revision settings determine how competencies are rated and aggregated.

### Edit a revision

1. Go to the competency model's settings.
2. Open the dropdown menu of the revision you want and choose **Edit**.

Alternatively, use the **Settings** header link to go straight to the current revision.

### General revision settings

 ![Revision settings](/attachments/kompetenz/kompetenzmodell-erstellen-konfigurieren/revisions-einstellungen.png)

| Field | Description |
|----|----|
| **Name (optional)** | Optional display name of the revision. If empty, the date is shown. |
| **Effective from** | The date from which this revision is active. Must be unique within the competency model. |
| **Category aggregation** | Determines how the category results are combined into the overall result: **Average** or **Sum**. |
| **Show target values** | When enabled, target values are shown in the results. |
| **Average perspective** | When enabled, an average layer is shown as a comparison value. |

### Category configurations

The **Category configurations** table shows each competency category with the following settings:

 ![Category configurations](/attachments/kompetenz/kompetenzmodell-erstellen-konfigurieren/kategorie-konfigurationen.png)

| Column | Description |
|----|----|
| **Enabled** | Enables or disables the category for this revision. Only enabled categories are counted in the rating. |
| **N/A** | Enables the "Not applicable" option. Raters can then mark individual competencies as "not applicable". |
| **Free-text** | Enables free-text (write-in) competencies for this category. Participants can then add their own competencies. |
| **Aggregation** | Determines how the competency results within the category are combined: **Average** or **Sum**. |
| **Scale type** | Type of rating scale: **Numeric range** (e.g. 1 to 5) or **Labels with point values** (discrete steps with named labels). |
| **Scale** | For *numeric range*: minimum and maximum value. For *labels with point values*: click **Edit values** to define each step with a label and point value. |

#### Configure a rating scale with labels

When you choose **Labels with point values** as the scale type, the **Edit values** button opens a dialog:

1. Add a row for each scale point.
2. Enter the **point value** (number) and the **label** (e.g. "Needs improvement", "Good", "Very good", "Excellent").
3. The labels support multiple languages. Switch via the language switcher.
4. Click **Close** to leave the dialog.

### Job profile assignments

At the bottom of the revision settings, you see the **Job profile assignments** table. For each job profile, the number of assigned competencies is shown. The **Edit** button takes you to that profile's competency mapping.

The **Sync from field** button lets you create job profiles from a custom field (see the Job profiles section).

### Copy a revision

To use an existing revision as the starting point for a new one:

1. Go to the competency model's settings.
2. Open the revision's dropdown menu and choose **Copy**.
3. A new revision is created with today's date and all configurations of the source revision.

## Free-text competencies (write-in)

When the **Free-text** option is enabled for a competency category in the revision, participants can add their own competencies during a competency assessment that aren't predefined in the model.

* Free-text competencies are managed per category.
* Previously created free-text competencies appear as **autocomplete suggestions** to encourage consistency.
* The minimum and maximum number of free-text competencies is set in the questionnaire configuration.

:::info
Free-text competencies are enabled in the revision configuration, via the "Free-text" column in the category configuration table.

:::

## Job profiles

Job profiles define role-specific competency requirements. They set which competencies are relevant for a specific role and with what weight they are rated.

### Create a job profile

1. From the competency model's settings page, go to **Manage job profiles**.
2. Click **New job profile**.
3. Enter the **name** of the job profile (e.g. "Team lead", "Senior developer").
4. Optional: store a **description** of the job profile.
5. Optional: store a **membership formula** (Dentaku formula) to assign employees automatically based on custom fields.
6. Click **Save**.

 ![Manage job profiles](/attachments/kompetenz/kompetenzmodell-erstellen-konfigurieren/jobprofile-uebersicht.png)

### Edit a job profile

On a job profile's edit page, you can adjust the name, description and membership formula. In the **Members** section, you see the currently assigned employees. The **Sync** button triggers automatic assignment based on the membership formula.

 ![Edit a job profile](/attachments/kompetenz/kompetenzmodell-erstellen-konfigurieren/jobprofil-bearbeiten.png)

### Assign competencies to a job profile

After creating a job profile, you configure the competency mapping on the revision settings page:

1. In the **Job profile assignments** section, click **Edit** on the job profile you want.
2. On the assignment page, you see all enabled categories with their competencies.
3. Enable the checkboxes of the competencies that are relevant for this job profile.
4. Optional: adjust the **weight** and **target value** per competency or category.
5. Optional: store a **description** that explains the competency in the context of this job profile.
6. Click **Save**.

:::info
Use the **Show only selected** toggle to reduce the view to the competencies you've already assigned.

:::

### Sync job profiles from a custom field

Instead of creating job profiles manually, you can sync them from a custom field of type "List":

1. On the revision settings page, in the **Job profile assignments** section, click **Sync from field**.
2. Select the field you want.
3. Check the **preview**: it shows which job profiles will be created, updated or removed.
4. Confirm the actions and click **Run synchronization**.

## Status page (competency analysis)

The **Status** header link takes you to the overview page of the competency ratings for the current revision.

 ![Status page of the revision](/attachments/kompetenz/kompetenzmodell-erstellen-konfigurieren/status-seite.png)

* Use the **revision selector** at the top to switch between revisions.
* The table shows each employee's rating results, split by competency category (Self, Other, Total).
* Use **Search** and **Filter** to filter by employee, job profile or rating status.
* Use the **competency selector** to add individual competencies as extra columns.
* An **Excel export** of the results is available.

:::info
For a detailed description of the results page with all filter, sort and export functions, see [Results overview & data export](/en/c/competency-models/results-overview-and-data-export).

:::

## Related articles

* [Manage revisions](/en/c/competency-models/manage-revisions) — configure rating scales and aggregation
* [Job profiles & assignments](/en/c/competency-models/job-profiles-and-assignments) — assign competencies to roles
* [Add a competency assessment to the questionnaire](/en/c/competency-models/add-competency-assessment-to-questionnaire) — set up the question in the questionnaire
* [Results overview & data export](/en/c/competency-models/results-overview-and-data-export) — result table, filters and Excel export