Skills

Updated 1 month ago by Leigh Hutchens

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

Create skill categories

To get started, you need to create skill categories under which you will group skills. You can create any skill categories that apply to your organization, but examples include:

Skill category

Skill

Language

English, German, Spanish, etc.

Training

CPR, Authorized teacher, Fire safety

Authorization

Open, Close, Till experience, Over 18, Key

You can create as many skill categories as you need for your organization.

To create a skill category:

  1. Go to Account settings > Skill categories:
  1. Click Add.
  2. Give your skill category a name:
  1. Click Add.

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.

Create skill templates

Creating a skill template may be useful for rapidly linking a group of skills to one person all at the same time. For example, perhaps your kitchen staff always needs to have food safety training and must speak Spanish. Setting up a template allows you to more easily add these skills.

To create a new skill template:

  1. Go to Account settings > Skill templates.
  2. Click Add:
  3. Give your skill template a name:

  1. Link as many skills as applicable to that position.
  2. Click Add.

Now, when you want to link skills to an employee, you can use the template instead of having to add skills individually.

  1. Navigate to People > People details > Skills.
  2. Click on the skills template you set up:

So now, when you select the Kitchen staff template you previously set up, for instance, Spanish and Food safety are automatically added, and you don't have to add them manually.

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

Filter

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:


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