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Member Management

Assign members to practices, assess competencies, and recommend level changes.

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Practice leads are responsible for guiding members through their career progression. This includes assessing their competencies and recommending level changes when they're ready to advance. Member assignment to practices is handled by organization admins.

Assigning Members to Practices

Who Can Assign Members

Role Can Assign
Organization Admin Yes - any member to any practice
Practice Lead No - must request from admin
People Manager No - must request from admin
Member No - assigned by admins

How to Assign (Admin Only)

  1. Navigate to Settings > Practices
  2. Select the practice
  3. Click "Manage Members"
  4. Search for and select members to add
  5. Choose their role (Member or Lead)

One Practice Rule

Members can only belong to one practice at a time. If you try to assign someone who's already in a practice, you'll need to transfer them instead.

Transferring Members

When a member changes disciplines (e.g., moving from engineering to product management):

  1. Open the member's current practice
  2. Find the member in the member list
  3. Click "Transfer"
  4. Select the destination practice
  5. Confirm the transfer

What happens on transfer:

  • Member is removed from old practice
  • Member is added to new practice at no assigned level
  • Previous competency assessments are archived
  • Member starts fresh in the new practice

Viewing Member Progress

The Members Tab

In Practice Lead > [Your Practice], the Members tab shows:

Column Description
Name Member's name and avatar
Current Level Their assigned level in this practice
Self-Assessment Level they believe they should be at
Recommendation Level you've recommended (if any)
Last Assessment When they last updated their competencies

Member Detail View

Click a member to see:

  • Current level assignment with history
  • Competency self-assessments (their ratings)
  • Your lead assessments (your ratings)
  • Gap analysis (where self-assessment differs from expectations)

Assessing Member Competencies

Practice leads can provide their own assessment of a member's competencies, complementing the member's self-assessment.

Providing Lead Assessment

  1. Navigate to Practice Lead > [Your Practice] > Members
  2. Click on a member
  3. Find the competency you want to assess
  4. Enter your proficiency rating (1-3)
  5. Optionally add notes explaining your assessment

Self vs Lead Assessment

Assessment Type Who Provides Purpose
Self-Assessment The member Their view of their own proficiency
Lead Assessment Practice lead External perspective on proficiency

Both views are valuable:

  • Self-assessments show self-awareness
  • Lead assessments provide calibration
  • Gaps between them indicate areas for discussion

Making Level Recommendations

When a member is ready for the next level, practice leads can recommend promotion.

The Recommendation Workflow

Member self-assesses → Practice lead reviews → Lead recommends → Manager approves
  1. Member requests - Member submits self-assessment indicating they're ready
  2. Lead reviews - Practice lead evaluates competency assessments
  3. Lead recommends - If ready, lead recommends the new level
  4. Manager approves - People manager officially assigns the level

How to Recommend

  1. Navigate to the member's detail view
  2. Review their competency assessments against level expectations
  3. Click "Recommend Level"
  4. Select the recommended level
  5. Add notes explaining your recommendation

What the Manager Sees

The member's people manager will see:

  • Current level
  • Recommended level
  • Practice lead's notes
  • Member's competency scores vs expectations
  • Options to approve or dismiss the recommendation

Level Assignment

Who Can Assign Levels

Role Can Assign Levels
Organization Admin Yes
People Manager Yes - for their direct reports
Practice Lead No - can only recommend
Member No - can only self-assess

Practice leads influence level changes through recommendations, but the official assignment comes from the member's people manager or an org admin.

Assignment History

Every level change is recorded with:

  • Previous level
  • New level
  • Who made the change
  • When it happened
  • Notes provided

This creates an audit trail of career progression.

Removing Members

From Practice

  1. Open the practice's member management
  2. Find the member
  3. Click "Remove"
  4. Confirm removal

What happens:

  • Member is no longer in any practice
  • Their level and assessments are archived
  • They can be assigned to a new practice later

If a member is under legal hold, you cannot:

  • Remove them from the practice
  • Delete their assessment data
  • Transfer them (data preservation required)

The system will block these actions and inform you that legal hold applies.

Best Practices

For Regular Check-ins

  • Review member self-assessments monthly
  • Provide lead assessments at least quarterly
  • Discuss gaps between self and lead assessments
  • Update recommendations when members are ready

For Level Recommendations

  • Wait until the member meets most expectations for the next level
  • Provide specific examples in your recommendation notes
  • Consider soft skills alongside technical competencies
  • Coordinate with people managers before formal recommendation

For New Practice Members

  • Assign an initial level based on experience
  • Give them time to complete self-assessments
  • Schedule an introductory conversation about expectations
  • Set clear milestones for their first review period