Add a Skill to an Employee

Existing skills can be added to an employee from either the Employees or the Skills tabs.

  1. From the home page, click Admin and click Employee Skills.
  2. Select the Skills tab from the Employees/Skills panel.

A list of skills is displayed in the Employees/Skills panel.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the desired skill you'd like to add an employee to.

The Employee Skills panel displays any certified employees.

  1. To add an employee to the skill, click Add record.

The selected skill displays in the Skills field.

  1. Add more skills by clicking in the field and selecting the skill or by typing a few letters of the skill code or description in the field to filter the list.

TIP: Remove a skill by clicking the X next to it.

  1. Add employees by clicking in the Employees field and selecting an employee or by typing a few letters of the employee's name in the field.

TIP: Remove an employee by clicking the X next to it.

  1. Enter the Class Title, the name of the Instructor, who the training was Provided By, and the name of the Certification.
  2. Double-click in the field to enter the current date and time or use the calendar icon to enter the Certification Date and Expiration Date.
  3. Click Add.

The new employee(s) display in the Employee Skills panel along with the details of their certification.

  1. From the home page, click Admin and click Employee Skills.
  2. Select the Employees tab from the Employees/Skills panel.

A list of employees is displayed in the Employees/Skills panel. The panel can be filtered by skill by clicking Filter by Skill and selecting one from the Skills drop-down list.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the desired employee from the Employees/Skills panel.

The Employee Skills panel displays any employee skills or certifications added to the employee.

  1. To add a new skill for the selected employee, click Add record.
  1. Click in the Skills field and select the skill or type a few letters of the skill code or description in the field to filter the list.

TIP: Remove a skill by clicking the X next to it.

The selected employee displays in the Employees field.

  1. Add more employees by clicking in the box and selecting an employee or by typing a few letters of the employee's name in the field.

TIP: Remove an employee by clicking the X next to it.

  1. Enter the Class Title, the name of the Instructor, who the training was Provided By, and the name of the Certification.
  2. Double-click in the field to enter the current date and time or use the calendar icon to enter the Certification Date and Expiration Date.
  3. Click Add.

The new skill display in the Employee Skills panel along with the details of their certification.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.