Skills (HR Tab)

Use this screen to define records that can track the skills and work-related abilities that are pertinent to your business and to your employees. You can create skill records of any type, from CPR and Safety Training to Drill Operator or Forklift Driver.

View step-by-step tutorial

Once you designate a skill, you can assign it to individual employees or to a position. For example, if your company requires that factory employees know how to drive a forklift, you would create a "Forklift Driver" skill record, and then assign it either to individual factory staff or to the "Factory" position. Once the skill is assigned, you can perform various payroll and HR functions for all employees who possess this skill set.

Common Buttons

Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time).

The following section of this help page describes the various columns that can appear in the main table on this screen. If you see a column description below that does not appear on your screen, you can add the column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature.

# (Number)

Use this cell to enter a number that will uniquely identify the skill. This number can be used to as a reference to this skill when sorting items on this screen and also for reporting purposes.

Description

Use this cell to enter a brief description of the skill. This could be the name or title of a certification such as "CPR Trained", or a specific job skill such as "Forklift Driver".

Details

Use this cell to enter details that describe the skill set. Selecting the link opens the Skill Description Details window where you can enter the details as needed. You can also paste content into the window from another program or document (e.g. word processor, spreadsheet, web page).

Documents

This cell is used to upload and manage documents that relate to the current row item. This can include PDFs, word processing documents, spreadsheets, images and so on.

Manage - Choose this button to open the Documents window that allows you to manage the documents that are associated with this item. You can use the various options in the window to add, view, and remove documents. Each time you add a document, the name of the file will appear in the window's table, along with the date and time it was added.

Files of any type may be added including PDFs, word processing documents, spreadsheets and images.
You can store up to a maximum of 5 documents, with a maximum size of 10MB per document.

The table in the center of the window display the names of each file that currently resides in the management window. To select a file for viewing or removal, simply click on its name.

Open - Choose this button to view the currently selected file. Depending on your browser settings, the resulting file file will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file before viewing.
Remove - Available for Administrator accounts only, choose this button to delete the document.
Close - Choose this button to close the Documents window.

Name

Use this cell to enter the name of the skill. The name should be unique and descriptive as it will appear on various screens and reports throughout the program.