Using Staff Skills

How to create and assign staff skills to users.

Updated over a week ago

If your staff have different skill sets or specialisations, you can add labels to their profiles that will help you to filter and search for them when scheduling in work.

This can be done by accessing Settings -> the Staff members sub-menu -> Staff skills section.

You can then add the Skills as a tag by clicking the Add Skill button and start typing the skill name.

After adding them, the skills will be shown in the list below and they can each be removed by accessing the Delete button (the "X" button next to the skill).

How to assign skills to staff members.

To assign a skill to a staff member you need to access Settings -> Staff members -> go to Staff section and view a specific user's profile.

Scroll down to the bottom of the page and access the Manage Skills option.

Here you will find a list of the skills added through the Staff Skills section and you can highlight which skill is relevant for the fieldworker in question and then click the Save Skills button.

Finally, click the Update button for the changes to take effect on the Staff member's profile.

After adding the skills to the staff members you can then filter jobs by Skills, in case you need to see jobs that needed a specific skill e.g. Electrical, Plumbing, etc.

you can also filter a job by skills when scheduling via the add new job form or when scheduling a quote in.

Skills can also be used directly from the scheduler to filter by specific skill sets if required.

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