The objective of this tutorial is to help you understand how to associate or remove an associated skill with a position.
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:
- You must have a manager/admin access privileges to associate or remove skill with a position.
- Only a single skill can be associated with each position.
- 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:
- Associate Skill with a Position
- 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.
Step 2: Click ‘Locations & Positions’ tab from the top as shown in Image 2.
Step 3: Click ‘Associate skill’ next to any position as shown in Image 3.
Step 4: Select the skill as shown in Image 4.
Step 5: Click ‘Update position’ from the bottom left as shown in 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.
Step 2: Select ‘None’ and click ‘Update position’ from the left-hand side panel as shown in 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 firstname.lastname@example.org. Happy Scheduling!