Getting Started
Skills are qualifications or specialised training that employees acquire to perform specific tasks in their roles. These can include formal certifications, licenses, or specific inductions that make someone eligible for certain job duties.
White Card: A safety training certification required for workers on construction sites.
Specific Site Induction/Training: Site-specific training that teaches safety protocols and operational procedures for a particular workplace.
Company Induction: Introductory training that familiarizes new employees with company policies and procedures.
Traffic Controller (TC): Manages traffic flow at work sites for safety.
Spotter: Assists with safety by observing and identifying potential hazards.
Labourer: A general worker who may perform various manual tasks on a site.
These skills help employees meet job requirements and ensure they are work compliant.
Where skills come into play
Skills play a crucial role in managing bookings, particularly when it comes to ensuring that the right qualifications and certifications are in place for specific tasks or roles. By setting skill or induction requirements for a Client, Depot, Project, or Company, you can streamline the process and ensure compliance with safety and operational standards.
How to Create a Skill
Navigate to People on the sidebar
Click the Skills tab
Click New
Enter skill name
Select a Skill type
Site ticket - A skill that is required onsite
Vehicle skill - Certain kind of license
Select a 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 Skills to Person
Navigate to People on the sidebar
Select the person you want to apply the skill to
Select Skills in the employees overview
Click +New
Select the Skill from the drop-down & add any relevant details
Click Create.
Once a skill is created, you can then add documents to the person skill files.
