How do I add or update competencies in a Redwood performance document?

You can’t manually add or update any competencies directly in the performance document. The Redwood performance document is kept synchronized with content such as goals and competencies.

If the performance template is configured for synchronized goals then the synchronized performance template behavior is the same for competencies as well.
  • If you’ve configured a performance template section with person profile competencies, when you create a performance document, the competencies are populated from the employee’s Talent profile at that time. If new competencies are added to the employee’s Talent profile after the performance document is created, HCM Events is initiated to add the new competencies to the performance document.

    If there are issues with the automatic sync, you can run the Synchronize Person Profile Competencies in Performance Documents scheduled process. This process checks for duplicate competencies when adding any new ones to the performance document.

  • If you’ve configured a performance template section with model profile competencies then those are also added to the performance document when it’s created.

    If the model profiles are updated with new competencies, you can run the Process Mass Actions for Performance Documents scheduled process to add new competencies to performance documents.