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People & payroll · 4 steps

Track training, skills and appraisals

Record course enrolments and certificates, rate your team's skills, and run review cycles with competency ratings.

1Record training enrolments

Go to People Operations → Training & Skills. Enrollments lists who's on which course, its status and any certificate. Add courses on the Courses tab, then choose New enrollment.

Scalar360 screen: Record training enrolments
Numbered outlines show what to click, in order.

2Rate skills in the skill matrix

Open Skill matrix to see each employee's proficiency and rating. Use Catalog to add skills, and Rate skill to score someone from 1 to 5.

Scalar360 screen: Rate skills in the skill matrix
Numbered outlines show what to click, in order.

3Set up a review cycle

Go to People Operations → Appraisals and open Cycles. Choose New cycle, name it, set the period it covers and make it Active.

Scalar360 screen: Set up a review cycle
Numbered outlines show what to click, in order.

4Review an employee

On Reviews, choose New appraisal or click an existing one. Rate each competency, give an Overall rating and add comments. Choose Save draft to come back later, or Complete when the review is final.

Scalar360 screen: Review an employee
Numbered outlines show what to click, in order.

Still stuck? Contact our support team — or start a free trial to try this in your own company.