Staff Member Skills Tab – adding Skills to team members

Users can add ‘Skills’ to an individual staff member by using the ‘Skills’ tab on their team member record.  (If you need to assign a ‘Skill’ to multiple staff members, you can do this using the ‘Clipboard’ functionality as detailed here: ). 

To assign a ‘Skill’ to a staff member follow these steps:

1. From the team member's HR record navigate to the Skills tab
2. Select Add Skill

3. Select the required Skill from the Skill menu
4. Select the validity dates for the Skill from the Start Date and End Date fields
5. If you require this skill to be valid at specific working locations only, select the required location
6. Enter a proficiency level if required
7. Select OK

Handy Hint: If you cannot find the Skill you require in the drop-down menu, check the Skill’s location within the system.  A Skill will only display if it is stored at a Location that you have access to in the system.

Handy Hint: Skills can be assigned a notification period allowing users to be notified in the 'Expiring Skills tile when a team member's skill is due to expire. This is particularly useful for certifications such as First Aid