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Editing & Managing Competencies

Update competency definitions, adjust proficiency levels, and maintain framework consistency over time.

Written by Mohamed Shantory

Before You Start

  • You must be a Super Admin or an Admin with Competency management permissions

  • Changes to live competencies affect all roles and assessments they are linked to review the impact before editing

  • Deleting a competency or cluster is permanent. Data associated with deleted items cannot be recovered


Overview

Once your framework is live, you will need to keep it accurate as your organization evolves. This article covers how to edit competency details, update behaviour indicators, and safely manage or remove clusters and competencies.


Editing a Competency

You can edit a competency's name, description, synonyms, and behaviour indicators at any time.

  1. Go to Competencies → Framework from the left navigation

  2. Find the competency you want to edit and open it

  3. Click Edit

  4. Update any of the following:

    • Name — keep it concise and clear

    • Description — reflect any changes in how the competency is defined in your organization

    • Synonyms — add or remove alternative terms

  5. Click Save Changes

💡 Tip: When editing behaviour indicators, check whether the change affects how Talents have already been assessed. If the indicator wording changes significantly, assessors may interpret past results differently.

⚠️ Warning: Editing a competency affects all roles it is currently linked to and all future assessments. Historical assessment data is not retroactively updated only future cycles will reflect the new definition.


Editing a Cluster

You can update a cluster's name at any time. This does not affect the competencies inside it.

  1. Go to Competencies → Framework

  2. Find the cluster you want to rename

  3. Click the edit icon next to the cluster name

  4. Enter the new name

  5. Click Save

💡 Tip: If you rename a cluster, make sure the new name still clearly reflects the group of competencies inside it. A name change that creates ambiguity will confuse anyone mapping roles to the framework.


Deleting a Competency

⚠️ Warning: Deleting a competency permanently removes it from the system. All associated data including assessment results linked to that competency will be lost and cannot be recovered. This action cannot be undone.

Only delete a competency if you are certain it is no longer needed and that losing its historical data is acceptable.

  1. Go to Competencies → Framework

  2. Open the competency you want to delete

  3. Click Delete

  4. Confirm the deletion in the prompt


Deleting a Cluster

When you delete a cluster, the competencies inside it are not deleted. They move to a section called Unclustered Competencies, which requires admin attention.

⚠️ Warning: Competencies in Unclustered Competencies are not properly organized within the framework. Any role linked to those competencies will still have them assigned, but they will appear without a cluster grouping until they are moved or deleted.

  1. Go to Competencies → Framework

  2. Find the cluster you want to delete

  3. Click the delete icon next to the cluster name

  4. Confirm the deletion

After deleting, go to Unclustered Competencies and either:

  • Move each competency to an existing cluster

  • Delete competencies that are no longer needed

💡 Tip: Before deleting a cluster, move its competencies to the right cluster first. This avoids creating unclustered items that require a cleanup pass afterwards.


What You Cannot Do

  • Reorder clusters or competencies the framework does not support manual ordering. Clusters and competencies appear in the order they were created.


FAQs

Can I restore a deleted competency?

No. Deletion is permanent and all associated data is lost. If you need the competency back, you will have to recreate it from scratch historical assessment data will not be recoverable.

What happens to roles linked to a deleted competency?

The competency is removed from those roles. Future assessments for those roles will no longer include it.

Can I move a competency from one cluster to another?

Yes. Edit the competency and update its cluster assignment. This does not affect the competency's behaviour indicators or any linked roles.

If I edit a behaviour indicator, do past assessments change?

No. Historical assessment data is locked at the time of the assessment. Only future cycles will use the updated indicator.

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