A competency score is a custom calculation using scores from assessments. Before creating competency scores, we recommend conducting the necessary validation research.

Note: You need to be an Account Owner to be able to add new competencies.

To add new competencies, go to “Settings” - “Campaigns, users and teams” - “Manage competencies” - “Edit”.

In the "Competencies" tab, you will find all the system default competencies currently assigned to your account. Typically, these are the default Deeper Signals competencies unless you have set up custom competencies as the default.

If you want to change how competencies are displayed in the Competency table, here you can select between displaying scores as raw data (numerical values) or as levels (low, mid and high).

If you prefer not to display these custom competencies, you can easily disable them using the toggle switch. To confirm your changes, click "Save now".

To add your own competencies, click on the “+New Competency”. Enter the competency name and (optionally) a description. Insert the competency formula and click “Add Competency” to confirm.

Once you have added one or more competencies, you need to enable them to make them visible in your account. To confirm, click "Save now".

To add a new competency report go to “Settings” - “Campaigns, users and teams” - “Manage competencies” and click “Edit”.

Go to the “Competencies Reports” tab and select “+New Competencies Report”.

First, give your competencies report a name. This name is only visible to admins and helps you identify which report this content applies to, it won’t be visible to end users. The “Report title” is what users will see on their report, along with an introductory paragraph (adding an intro paragraph is optional.)

If you want to make your conpetencies report visible to all child accounts, simply toggle the visibility button. You can also customize score ranges for competency levels, allowing you to define which scores fall into high, medium, and low categories.

Next, select the competencies you want to include in this content library. These are the competencies that will be displayed on the report.

Last, add categories which will be used to organize competencies into report section.

To finish, click “Add report”.

Once you've created the competencies report, add content for each competency by clicking on the competency name.

Enter the content for each competency level. You can also add a “How to Improve” section for each of the scores. Mark the task as completed when finished. Finally, click “Save changes” to complete the setup and repeat this for every competency in your content library.

Once you add content for all the competencies, mark the report as active.