Skills

Use skills to control who can do certain work and which hour types they can use.

Skills show what work an employee is qualified to do.

You can use them to filter employee selection on work orders. You can also use them to limit which hour types an employee can register.

What skills control

Skills can help you:

• match employees to the right type of work
• limit hour types by role or function
• keep planning and time registration consistent

If you do not use skills, all employees stay available for all work types.

Create a skill

1

Open Skills

Go to Settings. Search for Skills.

2

Add the skill

Click Add. Enter a unique Skill code and Skill description.

3

Save

Click Save. The skill is now available to assign.

Assign a skill to an employee

1

Open Employees

In Settings, search for Employees. Open the employee you want to update.

2

Add the skill

Select the relevant skill for the employee. Then click Save.

Link hour types to a skill

1

Open the skill

In Settings, search for Skills. Open the skill you want to edit.

2

Add hour types

Click Add to link existing hour types. Then click Save.

Link a skill to a type of work

1

Open Type of work

In Settings, search for Type of Work. Open the type of work you want to change.

2

Add the required skill

Add the skill and save. Only employees with that skill can now be selected.

FAQ

What happens if I link hour types to a skill?

Employees with that skill can only register time with those hour types.

Can an employee have multiple skills?

Yes. One employee can have multiple skills.

Are skills required?

No. Skills are optional.

Related settings

• Set up hour types and rates
• Settings