Objective

The objective of this tutorial is to help you understand how to associate or remove an associated skill with a position.

Overview

Access from your: Computer
Applies to: Managers

Associating skill with a position will enable a manager to link the two together to schedule backup staff across multiple locations where the association exists.

Things to know before you begin:

  1. You must have a manager/admin access privileges to associate or remove skill with a position.
  2. Only a single skill can be associated with each position.
  3. Skill/s should be added to the ‘Staff’ tab, to associate a single skill with each position.

The scenario outlined in this tutorial consists of the following building blocks:

  1. Associate Skill with a Position
  2. Remove an Associated Skill with a Position

Associate Skill with a Position

Step 1: Click ‘Staff’ module from the top-panel as shown in Image 1.

Image 1

Step 2: Click ‘Locations & Positions’ tab from the top as shown in Image 2.

Image 2

Step 3: Click ‘Associate skill’ next to any position as shown in Image 3.

Image 3

Step 4: Select the skill as shown in Image 4.

Image 4

Step 5: Click ‘Update position’ from the bottom left as shown in Image 5.

Image 5

That’s it, the skill is associated with a position.

Remove an Associated Skill with a Position

Step 1: Click ‘Skill Associated’ next to the position you want the skill to be removed as shown in Image 6.

Image 6

Step 2: Select ‘None’ and click ‘Update position’ from the left-hand side panel as shown in Image 7.

Image 7

That’s it, the skill will be removed, associated with the position.

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!

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