Competency roles can be assigned to positions within a position framework to automatically apply a set of related skills to that position. Rather than assigning skills individually, a site administrator assigns one or more competency roles to a position, and all skills included in those roles are automatically applied as active skill assignments.
This approach simplifies skill management across large position frameworks, ensuring that positions requiring similar capabilities are kept consistent and up to date whenever a competency role is assigned or unassigned.
View competency roles assigned to a position
To view the competency roles currently assigned to a position, follow these steps:
Navigate to Quick-access menu > Positions (/totara/hierarchy/framework/index.php?prefix=position).
Open the relevant position framework.
Click the icon of a person with three connected circles (
) next to the position to be managed.In the side panel that opens, select the Competency roles tab.
The Competency roles tab displays all competency roles currently assigned to the selected position.
Assigning a competency role to a position
To assign competency roles to a position, follow these steps:
Navigate to Quick-access menu > Positions (/totara/hierarchy/framework/index.php?prefix=position).
Open the relevant position framework.
Click the icon of a person with three connected circles (
) next to the position to be managed.In the side panel that opens, select the Competency roles tab.
Click Assign competency role.
Select one or more competency roles.
Click Add.
Once saved, all skills included in the selected competency roles are automatically assigned to the position as active skill assignments.
Unassigning a competency role from a position
To unassign competency roles from a position, follow these steps:
Navigate to Quick-access menu > Positions (/totara/hierarchy/framework/index.php?prefix=position).
Open the relevant position framework.
Click the icon of a person with three connected circles (
) next to the position to be managed.In the side panel that opens, select the Competency roles tab, which displays all competency roles currently assigned to the position.
Click the X icon (
) next to the competency role you wish to remove.Choose what should happen to the related skill assignments, as described in the table below.
Click Proceed to confirm the removal.
One of the available options must be selected before the removal can be confirmed.
Setting | Description | Notes |
|---|---|---|
Skill assignments should remain active | Skills linked to the competency role remain assigned to the position as active assignments. | The competency role itself is unassigned, but the skills are not affected. |
Archive skill assignments | Related skill assignments are retained but their status changes to Archived. | Archived assignments are no longer active but remain visible for historical reference. |
Delete skill assignments | Related skill assignments are permanently removed from the position. | This action cannot be undone. |
If a skill is also required by another competency role assigned to the same position, its assignment remains active regardless of the option selected.
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