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                      Exploring skill assessment sample workflows

                      scheduleLast updated on November 13, 2026

                      Purpose

                      This article provides sample workflows for managers and employees using the skill assessment feature in Career Hub.

                      Audience

                      This article is intended for managers, HRBPs, and employees with Career Hub and the skill assessment feature enabled in their Eightfold environment.

                      Sample workflows for managers

                      Skill assessment is used by managers for various tasks such as assessing employee skills, identifying skill gaps, managing performance, and choosing suitable candidates for upcoming roles. Two common manager workflows are completing the Manager-Assessment and choosing successors for succession plans.

                      Following-up on your employee’s self-assessment

                      By default, employees receive weekly email notifications encouraging them to complete their Self-Assessment. As a manager, whenever a direct report completes their Self-Assessment, you’re instantly notified by email. Both email notifications (employee and manager) are configurable and can be turned on or off by your company’s admin in the Admin Console.

                      You can follow-up on your employee’s completed assessment by completing your Manager-Assessment and leaving comments in their profile:

                      1. Navigate to your employee's Career Hub profile by going to Career Hub > My Activity > People. On the People page search for the employeee's name and select their information card to be taken to their profile page.
                      2. Locate the skill assessment section of their profile and review the skills listed in the Required By Role tab and Other Skills tab. You may also view your direct report's Self-Assessment results by selecting the Self radio button in the assessment filter drop-down menu.
                      3. Next, select the Manager-Assessment button and rate their skills using the skill proficiency slider scale.
                      4. Save your entries.
                      5. After rating, review the assessment highlights and summary.
                      6. Consider a plan of action to address your employee's skill training and development.
                      7. Leave comments to open the lines of communication.

                      ℹ️ Commenting suggestions:

                      • Encourage your direct reports to add more skills to their profile
                      • Discuss skill training opportunities
                      • Recommend skill development courses
                      • Propose collaboration with a mentor or co-worker

                      Using skill assessment data to choose a successor

                      Skill assessment data provides valuable insights for Succession Planning and helps managers choose the right successors for a given plan. Succession planning is the process of identifying critical job roles and developing action plans for those roles.

                      To use skill assessment data to choose a successor, navigate to Career Hub > Succession Planning:

                      1. On the succession plan management page, select the name of a recommended successor to be taken to their Career Hub profile.
                      2. Use the assessment highlights table to identify the employee’s strongest skills indicated by the up arrow icon Up arrow..
                      3. Review the Other Skills tab to discover additional skills.
                      4. Compare what you’ve learned about the employee with the skills required for the role you are planning for.
                      5. Navigate back to the succession plan management page.
                      6. Decide whether or not to add the employee to the succession plan based on your findings.

                      Alternatively, you can use the successor comparison feature on the succession plan management page to compare the Strongest relevant skills and Skills gap for select employees.

                      For instructions on how to create a succession plan from scratch, read our article on creating succession plans.

                      Sample workflow for employees

                      Employees are encouraged to complete Self-Assessments for their current roles and to add additional or supplemental skills to their profile with skill assessment. Supplemental skills add value to an employee’s Career Hub profile by communicating strengths that may not be described elsewhere.

                      Supplemental skills or Other Skills are part of the Self-Assessment feature along with Required By Role skills.

                      To complete your Self-Assessment navigate to your Career Hub profile:

                      1. Locate the skill assessment section of your profile and select Self-Assessment.
                      2. Rate your skills using the skill proficiency slider scale.
                      3. Save your entries.
                      4. If your manager has completed the Manager-Assessment, check their ratings by selecting Manager in the assessment filter drop-down menu.
                      5. Review your assessment highlights and summary.
                      6. Consider a plan of action for your professional development.
                      7. Learn about course recommendations on your Career Hub home page.
                      8. Comment and engage with your direct manager on your profile page.
                      #skill assessment workflows #sample workflows #workflows for managers #workflows for employees

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