- 05 Jul 2023
- 1 minute to read
Link a competency to a position
- Updated on 05 Jul 2023
- 1 minute to read
Once you have set up position items you can link competencies to them.
To link competencies to a position, follow these steps:
- Go to Quick-access menu > Positions.
- Click Manage positions.
- Click the name of the position framework containing the position(s) you want to use.
- Click the name of the position item to which you want to assign competencies.
- Click Link competencies.
- If you have more than one competency framework, select the framework from the dropdown menu and click the name of the competency to select.
- The selected competencies appear in the Current selection list on the right. Repeat step 6 until you have selected all of the required competencies. Use the Delete button to remove a selected competency from the list.
- Click Save to save the selected competencies.
- Set the Link type. This affects whether the competency is mandatory or optional. The default state is Optional.
- You can remove a selected competency by clicking Delete.
- Click Return to position framework when finished.
Competencies linked to a position item can have two states:
- Mandatory: Mandatory courses must be completed by the Learner. When mandatory competencies (and any linked courses) are automatically pulled into a learning plan the Learner is not able to delete them.
- Optional: Optional courses are suggested competencies to help the Learner in their role. When optional competencies (and any linked courses) are automatically pulled into a learning plan the Learner can delete them.
When the learning plan template is set to Automatically linked competencies from position, competencies linked to a Learner’s position automatically appear in their learning plan when they create one.
Next steps
The Totara Academy has a whole course dedicated to using Positions, organisations and job assignments in Totara. Here you can learn more on how to use hierarchies and job assignments, see best practice, and give it a go yourself.
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