The objective of this tutorial is to help you understand how to assign or remove one or more than one skill to multiple employees at once.
Access from your: Computer
Applies to: Managers and Supervisors
Skills define any special abilities your employees have. This can include things such as CPR Certification, Second Languages, etc.
You can assign one or more than one skill to multiple employees (s) at once.
Things to know before you begin:
- You must have a manager/admin and supervisors access privileges to assign or remove one or multiple skills to your staff.
- Skills must be added under the ‘Employee Assignment’ tab first by your Managers or Supervisors to assign them to your staff.
- You can add skills expiration from staff’s profile.
For more information about adding an expiration date to skills, go to ‘Staff Profile - Add Skills Expiration’
The scenario outlined in this tutorial consists of the following building blocks:
- Assign/Remove Skills to Multiple Employees at Once
- Novel uses of Skills
Assign or Remove Skills in Bulk
Step 1: Click ‘Staff’ module from the top-panel as shown in Image 1.
Step 2: Click the arrow down Icon next to ‘Add Employee’ tab from the top right to assign skills to your staff at once as shown in Image 2.
Step 3: Click ‘Employee Assignment’ tab as shown in Image 3.
Step 4: Check/Uncheck the boxes next to the skill(s) according to your business requirement as shown in Image 4.
Note: You can also, ‘Assign By Employee’ or ‘Assign by Position’ as shown in Image 5.
That’s it, skill(s) will be assigned to your staff.
Novel uses of Skills
- Skills as Skills & Certifications: e.g. Excel Expert, CPR Certification, SAP etc
- Skills as Seniority: In some scheduling situations it is important to give scheduling preference to more senior staff. For example, within a 'customer service' position, there may exist: 'associate', 'manager' and 'team lead'.
- Skills as Employment Type: Skills serve as a filter within reports including payroll specific reports. Often times finance staff will need to segment staff into different payroll-related types. Skills can be used to tackle this need with titles such as: 'Salary', Hourly', 'Full-Time', Part-Time', 'Employee' or 'Contractor'.
- Skills can be used as part of task management as well. Want to get a view of the schedules of your store 'Closers'? What about a look at the clock-in times of your 'Openers'?
- Skills as Tasks.
These are just some of the ways 'Skills' can be helpful as tasks.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!