Employee Skills Tab

The Skills tab of the employee record is designed to record all of the skills The abilities that a particular employee possesses, as defined on their Skills tab. for which an employee has been trained. Skills are the abilities a particular employee possesses. An employee has no skills unless explicitly defined or implicitly inherited. Employees can be assigned two different types of skills:

Implicit - Inherited from Roles. If an employee is eligible for a role that is also a defined skill, then the employee is automatically assigned the skill.
Explicit - Manually entered on an employee's Skills tab.

There are three types of skills:

Manual. Entered in the Skills dialog box. See the Defining Skills section.
Category Based. A Service/Product Category that doubles as a skill. See the Master Service-Product Categories Overview section.
Role Based. Entered in the Employee Roles dialog box. See the Defining Employee Roles section for details.

Tip!

Tip:
To make skills a requirement for saving a job, select the Check Skill Sets when saving jobs and dispatching check box from the Scheduling Options dialog box. This will ensure that the skills selected on the Skills tab of the job match the skills of the employees assigned to that job.

Caution!

Caution:
Since some employee skills are determined by Master Products and Services, should you decide to edit the Master Service/Product Category list, you may also need to edit your employee skills.

To add or edit employee skills:

From the employee record, select the Skills tab. The Employee Skills dialog box appears.

Select the check box corresponding to every skill the employee can perform.
Click Save.

An employee’s skills help determine their availability for a job. For more, see the Availability section.