Updated 6 months ago by Daniel Sjögren

You can link skills to your employees, so you can ensure that you always have the right employees assigned to a shift.

Create skills

Next, create skills you want to add to a skill category. You can create as many skills as you need for your organization.

To do this:

  1. Go to Account settings > Skills:

  1. Click Add.
  2. Give your skill a name and link it to a skill category you've already created:
  1. Click Add.

Working with skills

You can add a skill to a shift or associate a skill with an individual employee.

Skills can be set as requirements for shift types. You can add as many skills to a shift as applicable for your organization.

To do this:

  1. Go to Account settings > Shift types:
  1. Click on the shift type to which you want to add a skill.
  2. Navigate to the Skills section and add any of the skills you've previously set up:

  1. Click Save.

Associating a skill to a shift type means that if you then attempt to schedule an employee who does not have the skill required on that shift type, you'll see a warning:

You can choose to add that employee anyway or select no to find another employee with the required skill type. This ensures that you have people with the right skills on site.

  1. To link a skill to an employee, navigate to People.
  2. Click on the name of the employee for whom you want to link a skill.
  3. In the People details panel, you can add an unlimited number of skills for the employee, and, if applicable, you can set an expiration date for a skill.
  1. Click Save.

The upcoming expiration of an employee's skill is displayed on the Dashboard for the 4 upcoming weeks before it expires. This alerts you to the fact that you need to review the skill and that you may, for example, need to book a new CPR course for that employee.

Skills in Schedule view

In the Schedule view, there are two ways you can see the employees who have the necessary skills for a shift.


To do this:

  1. Click the filter icon.
  2. In the skills section, filter on the skills your employees must have for the shift you want to assign:
  1. Give the new filter a name:
  1. Click OK.

This will sort your employees in the schedule by the ones who have the necessary skills for the shift you want to assign.

Add a shift

When you add a shift, you can also see the employees who have the appropriate skills.

To do this:

  1. Click Add shift:
  1. Click in the employee field.
  2. Scroll down the list of employees to see who has the skill required on the shift:

Skills on task level

You can also see skills on a task level.

Skill validation on task level

Quinyx has skill validation on task level in Schedule so that a manager is notified if an employee doesn’t have a skill required for the task assigned to the selected shift time. The manager has the ability to approve or deny the warning.

Read more about working with skill templates here and skill categories here.

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