How to Edit Core Competencies en masse on Templates
It is now easier than ever to mass edit Core Competencies on your Templates.
- Company administrators, Supervisors, and Employees can all access BalancedResults. However, only Administrators can edit Core Competencies en masse.
- Editing a Core Competency will override the current title and/or description.
- Core Competencies can only be edited on Draft and Active Plans.
- Looking for something else? Learn how to:
- In BalancedResults, click Templates, then click Core Competencies.
- Using the search feature, type the title of the Core Competency you want to edit. This will allow you to see all of the Templates with that Core Competency.
You can also scroll through each Template to locate the Core Competencies you wish to edit.
- Once you’ve located the Core Competency you want to edit, you can update it on specific Templates by selecting the checkbox next to each one, or edit it en masse across all shown plans by clicking the Select All checkbox at the top of the table.
- Next, click the Actions button at the top of your screen. From the drop-down menu that appears, select Edit Core Competencies.
- A modal titled “Mass Edit Core Competencies” will appear. Title and Description fields are provided where you can type or paste new Core Competency content.
To copy content from another Core Competency:
- Minimize the modal using the trigger in the top right corner, shown here:
- Find the title/description you wish to use, then copy that text.
- Reopen the modal by clicking the Mass Edit Core Competencies button at the bottom center of your browser window,
- Paste the content you copied into the appropriate field in the Mass Edit Core Competencies modal.
- Once you have completed those steps, click Submit to apply those edits to the Core Competencies you selected.
