❓ How does preloading and adding Skills for evaluation work in a Review?

When configuring a Review in Zest, you can evaluate your Employees’ Skills using two modes: preloading and manual addition.

✅ Preloading Skills

• Existing Skills in the system (resulting from an import) can be automatically displayed in the Review.

• Each preloaded Skill includes:
  • A title and a description,

  • An owner (the Employee),

  • A status (upcoming, in progress, etc.),

  • An initial progress value (default: 0%).

• The Employee and the manager can then evaluate them during the Review according to the selected configuration (e.g. scale, progress, comments).

Here is the document to complete 👇🏼

Fichier_Import_Vide_Competence.xlsx

➕ Add non-preloaded Skills

• It is also possible to add new Skills directly during the Review.

• These Skills created “on the go” will feed into the Employee’s Skills page.

• They can then be tracked and updated in Zest like any other Skill.

⚠️ Important points to remember

• Preloading ensures that already defined key Skills automatically appear in the evaluation.

• Manual addition makes it possible to complete or adapt the evaluation to the Employee’s actual situation.

• The choice of question type during configuration (e.g. “Skill Evaluation” or “Skill Progress”) determines whether the evaluation has a direct impact on the “Skill” object (updated in Zest) or whether it remains limited to the Review.