Getting Started
Skills are qualifications, specialisations or extra training or inductions an employee has undertaken. Examples of skills are - White card, Covid-19 Vaccination, Manual license, Specific site induction or training, Company induction or specialisations such as Traffic Controller, Spotter or Labourer.
Where skills come into play
Skills are used while creating bookings. Setting a skill or induction requirement for a Client, Depot, Project or Company means when you are adding resources to your booking you will get a warning if you try to add anyone who does not have the correct skills linked to them.
How to Create a Skill
Navigate to People then click Skills
Click New
Enter skill name
Skill type
Site ticket -a skill that is required onsite, Vehicle skill - certain license
Specialisation
if this skill makes someone qualified to be a certain specialisation on the booking board
Set a lifetime period
How long the skill is active for
Set notification period
This is the time frame in which the system will notify you of when someone's skill is close to expiring.
Click Save.
Apply Person skills
Navigate to People on the sidebar
Select the person you want to apply the skill too
Select Skills in the employees overview
Click +New
Select the skill from the drop-down and add any relevant details
Click Create.
Once a skill is created, you can then add documents to the person skill files.
