Competency Assessment Troubleshooting & Quick Reference Guide

Reference Guides For All Users Performance Management
Last updated: January 26, 2026 โ€ข Version: 1.0
Table of Contents

Competency Assessment Troubleshooting & Quick Reference Guide

This guide provides fast solutions to common competency assessment issues and quick access to frequently used features. Use this when you need immediate help with competency assessments, navigation shortcuts, or troubleshooting technical problems.

When to use this guide: Assessment access issues, rating problems, workflow blocks, or need quick navigation help
Estimated resolution time: 2-15 minutes for most issues
Skill level required: Beginner to Intermediate

๐Ÿšจ Quick Diagnostic

Are you experiencing any of these symptoms?

  • Cannot access competency assessment
  • Ratings not saving properly
  • Assessment submission failing
  • Missing assessments or frameworks
  • Navigation confusion
  • Permission errors

Quick Fixes (Try These First):

  1. Refresh Page: Clear browser cache and reload
  2. Check Module Access: Verify Competency Assessment module is enabled
  3. Verify Permissions: Ensure you have appropriate role access

๐Ÿ” Quick Reference Navigation

Employee Navigation Shortcuts

Task Navigation Path Quick Action
View My Assessments EPMS โ†’ My Performance โ†’ Competency Assessments See all your assessments
Continue Assessment My Performance โ†’ Current Assessments โ†’ Continue Resume incomplete assessment
View Results My Performance โ†’ Completed Assessments โ†’ View See assessment results
Development Plan My Performance โ†’ Competency Assessments โ†’ Development Plan Access development planning
Assessment History My Performance โ†’ Competency Assessments โ†’ History View past assessments

Manager Navigation Shortcuts

Task Navigation Path Quick Action
Team Assessments EPMS โ†’ Team Management โ†’ Competency Assessments Manage team assessments
Create Assessment Team Management โ†’ Competency Assessments โ†’ New Start new team assessment
Review Submissions Team Management โ†’ Pending Reviews Review employee submissions
Team Analytics Team Management โ†’ Competency Reports View team competency data
Assessment Calendar Team Management โ†’ Assessment Schedule See upcoming assessments

Admin Navigation Shortcuts

Task Navigation Path Quick Action
Framework Management EPMS โ†’ System Administration โ†’ Competency Frameworks Manage frameworks
Assessment Analytics System Administration โ†’ Competency Reports View organization analytics
User Management System Administration โ†’ User Access Manage assessment permissions
System Configuration System Administration โ†’ EPMS Settings Configure competency modules
Template Library System Administration โ†’ Framework Templates Access pre-built frameworks

๐Ÿ› ๏ธ Common Issues & Solutions

Problem 1: Cannot Access Competency Assessment

Symptoms:

  • โ€œCompetency Assessment module not enabledโ€ message
  • Missing competency assessment menu items
  • Permission denied errors

Possible Causes:

  • Module not enabled for your organization
  • Insufficient user permissions
  • Framework not assigned to your role

Step-by-Step Solution:

  1. Check Module Status:
    • Navigate to EPMS Dashboard
    • Look for Competency Assessment in available modules
    • If missing, contact HR administrator
  2. Verify User Permissions:
    • Confirm your role has competency assessment access
    • Check with manager or HR about role assignments
    • Request access if needed
  3. Framework Assignment:
    • Ensure a competency framework is assigned to your role
    • Check with HR about framework availability
    • Request framework assignment if missing

If This Doesnโ€™t Work: Contact your EPMS administrator or IT support

Problem 2: Assessment Not Saving or Loading

Symptoms:

  • Ratings disappear after saving
  • โ€œFailed to saveโ€ error messages
  • Assessment shows as incomplete despite completion
  • Slow loading or timeout errors

Root Cause:
Browser cache issues, network connectivity, or system overload

Quick Solutions:

  1. Browser Troubleshooting:
    ```
    • Clear browser cache and cookies
    • Try different browser (Chrome, Firefox, Safari)
    • Disable browser extensions temporarily
    • Check internet connection stability
      ```
  2. System Refresh:
    ```
    • Refresh the page (F5 or Cmd+R)
    • Log out and log back in
    • Try accessing from different device
    • Wait 5-10 minutes and retry if system is busy
      ```
  3. Data Recovery:
    ```
    • Check for auto-saved drafts
    • Look in โ€œDraft Assessmentsโ€ section
    • Contact administrator about data recovery
    • Document any lost information for support
      ```

Prevention:

  • Save frequently during assessment completion
  • Use auto-save feature when available
  • Complete assessments in single session when possible

Problem 3: Rating Submission Failing

Symptoms:

  • โ€œSubmitโ€ button not working
  • โ€œValidation errorsโ€ without clear explanation
  • Assessment stuck in โ€œdraftโ€ status
  • Required fields not clearly marked

Diagnosis Steps:

  1. Check Completion Requirements:
    • Verify all competencies have ratings
    • Ensure required comments are completed
    • Check for any blank or invalid entries
  2. Validation Issues:
    • Look for red error indicators
    • Read any error messages carefully
    • Check rating scale compliance
  3. System Status:
    • Try submitting at different time
    • Check if others are experiencing issues
    • Verify system maintenance schedules

Resolution:

  1. Complete Missing Items:
    • Fill in all required ratings
    • Add comments where mandatory
    • Review each section for completeness
  2. Address Validation Errors:
    • Fix any flagged entries
    • Ensure ratings are within valid range
    • Correct any formatting issues
  3. Alternative Submission:
    • Save as draft and retry later
    • Contact manager for assistance
    • Document completion for manual processing

Problem 4: Missing Assessments or Frameworks

Symptoms:

  • Expected assessment not showing up
  • Empty competency framework list
  • Assessment disappeared from dashboard
  • โ€œNo assessments foundโ€ message

Possible Causes:

  • Assessment cycle not started
  • Framework deactivated
  • Role or department change
  • System configuration issue

Investigation Steps:

  1. Verify Assessment Status:
    • Check with manager about assessment timeline
    • Confirm your role hasnโ€™t changed
    • Look in different assessment categories (current, completed, archived)
  2. Framework Availability:
    • Verify framework is active and published
    • Check if framework applies to your role
    • Confirm effective dates
  3. System Check:
    • Try different navigation path
    • Check other EPMS modules for connectivity
    • Clear browser cache and retry

Solution Process:

  1. Contact Management:
    • Ask manager about assessment schedule
    • Verify your inclusion in current cycle
    • Request assessment creation if missing
  2. HR Administrator:
    • Report missing assessments
    • Request framework assignment review
    • Check system configuration

Problem 5: 360-Degree Assessment Issues

Symptoms:

  • Reviewer invitations not sent
  • Cannot nominate reviewers
  • Reviewer feedback not visible
  • Incomplete 360 assessment data

Common Causes:

  • 360 module not enabled
  • Reviewer nomination not approved
  • Email delivery issues
  • Reviewer access problems

Resolution Steps:

  1. Check 360 Module:
    • Verify 360-degree assessment is enabled
    • Confirm your role allows 360 assessments
    • Check with HR about 360 availability
  2. Reviewer Management:
    • Verify reviewer nominations were submitted
    • Check nomination approval status
    • Confirm reviewer email addresses
    • Resend invitations if needed
  3. Feedback Collection:
    • Monitor reviewer completion status
    • Send reminders to pending reviewers
    • Set realistic completion deadlines
    • Follow up on non-responses

๐Ÿšซ When NOT to Use This Guide

Escalate immediately if:

  • System-wide competency assessment outage
  • Data loss or corruption suspected
  • Security or privacy concerns
  • Multiple users reporting same critical issue

Contact HR/Admin for:

  • Framework design or competency definition questions
  • Assessment policy or process changes
  • Role-based access modifications
  • Organization-wide assessment scheduling

Contact IT Support for:

  • Persistent technical issues after trying solutions
  • Integration problems with other systems
  • Performance issues affecting multiple users
  • System configuration or setup problems

๐Ÿ“Š Quick Actions Reference

Employee Quick Actions

Starting an Assessment:

1. EPMS โ†’ My Performance โ†’ Competency Assessments
2. Click "Start New Assessment" or "Continue"
3. Select appropriate framework if prompted
4. Begin rating competencies

Saving Progress:

1. Use "Save Draft" button frequently
2. Auto-save activates every 2 minutes
3. Can close and return anytime
4. Progress indicator shows completion

Submitting Assessment:

1. Complete all required ratings
2. Add comments where requested
3. Review for accuracy
4. Click "Submit for Review"

Manager Quick Actions

Creating Team Assessment:

1. Team Management โ†’ Competency Assessments
2. Click "Create New Assessment"
3. Select employee and framework
4. Set due date and instructions
5. Save and notify employee

Reviewing Employee Assessment:

1. Access from "Pending Reviews"
2. Compare with employee self-ratings
3. Provide manager ratings and feedback
4. Submit final assessment
5. Schedule development discussion

Admin Quick Actions

Framework Management:

1. System Administration โ†’ Competency Frameworks
2. Create/Edit frameworks
3. Manage competency categories
4. Set proficiency levels
5. Activate for assessment cycles

System Monitoring:

1. Check assessment completion rates
2. Monitor for technical issues
3. Review user feedback
4. Generate system reports

โ— Emergency Procedures

If Assessment Data is Lost

  1. Immediate Action:
    • Stop further assessment activity
    • Document what was lost
    • Note last successful save time
    • Screenshot any error messages
  2. Reporting:
    • Contact EPMS administrator immediately
    • Provide detailed information about loss
    • Include timing and circumstances
    • Request data recovery assistance
  3. Recovery Process:
    • Check for auto-saved drafts
    • Review backup data availability
    • Reconstruct from notes if necessary
    • Document for future prevention

If System Performance is Critical

  1. Assessment Priority:
    • Complete critical assessments first
    • Focus on time-sensitive reviews
    • Document completion offline if needed
    • Coordinate with team on priorities
  2. Alternative Methods:
    • Use backup assessment forms
    • Complete assessments offline
    • Email completed information
    • Plan makeup assessment sessions

๐Ÿ“š Before Contacting Support

Gather this information:

  • Exact error message (screenshot recommended)
  • Steps that led to the problem
  • Browser and device information
  • Assessment type and framework involved
  • Your role and permission level
  • Time when issue occurred

Try these basic steps:

  • Clear browser cache and cookies
  • Try different browser
  • Check internet connection
  • Restart browser/device
  • Wait and retry (for temporary issues)

๐Ÿ“ž Support Contacts

Internal Support

  • Assessment Process Questions: Contact your direct manager
  • Framework Content Questions: Contact HR or Learning & Development
  • Technical Issues: Contact IT Help Desk
  • Permission Problems: Contact EPMS Administrator

Support Request Information

Include in all support requests:

  1. Problem Summary: Brief description of issue
  2. Steps to Reproduce: Detailed sequence that causes problem
  3. Expected vs Actual Result: What should happen vs what happens
  4. Error Messages: Exact text or screenshots
  5. User Information: Your role, department, and access level

๐Ÿ“‹ Troubleshooting Checklist

Before Reporting Issues:

  • Cleared browser cache and cookies
  • Tried different browser
  • Checked internet connection
  • Verified module access and permissions
  • Reviewed competency framework assignment
  • Attempted basic solutions from this guide

When Contacting Support:

  • Documented specific error messages
  • Noted steps that reproduce the problem
  • Gathered user and system information
  • Tried alternative approaches
  • Prepared detailed description of issue

๐Ÿ”„ Regular Maintenance

Monthly Tasks:

  • Clear browser cache and cookies
  • Update bookmarks for frequently used pages
  • Review saved drafts and clean up
  • Check for system updates or notifications

Before Each Assessment Cycle:

  • Verify framework assignments
  • Test assessment access
  • Review any system changes
  • Update contact information if needed

This troubleshooting guide covers the most common competency assessment issues. For complex problems or system-wide issues, donโ€™t hesitate to contact your EPMS administrator or IT support with the information gathered from this guide.

Article ID: epms_competency_assessment_troubleshooting_reference