Working with skills

Updated 9 months ago by Daniel Sjögren

Skills are used to make sure you have the correct employee working on a specific shift. If you assign a skill to an employee and associate that skill with a shift type, you can make sure only employees with the specific skill are able to work on shifts from that shift type. 

You can find skills in the Account settings menu under skills. You need to start with the creation of a skill category. You can use an abbreviation, for example EDU - short for education, EXP - short for experience, or anything you want. 

Start by navigating to Account settings > Skills > Skill categories and click Add to create a category. Read more about skill categories here.

When you've created all the categories you want, go to Skills and click Add to create your first skill. You'll notice when creating the skill that you need to associate it to a category. There is no limit to the number of skills you can create.

Add skills on a shift type

Once you've created skills, you can add them to a shift type:

Read more about adding skills to shift types here.

You can also link skills to an employee:

Read more about linking skills to employees here.

Filtering on skills in Schedule view

You can filter on skills in Schedule view to ensure you always have the perfect people on the right shifts:

Read more about using APIs related to Settings & Configuration here.

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