Managing skills

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Managing skills

Access: Employee file > Profile > Skills

The Skills function is exclusively for clients using the Human resources solution. This function allows you to create a list of skills for an employee.

hmtoggle_plus1Adding skills

1Select the employee.

2Click on Adding a skill.

3On the Skill Definition screen, complete the fields as needed.

▪If you wish to add an item to the scroll down menu, select “Add item” and complete the fields.

▪If you created customized fields associated to the Skills function, they will appear under Information, Other fields or Notes.

Things to remember

You can create customized fields in different formats (alphanumeric, numeric, checkboxes, date, and table of values) on the Customized field definition screen (Configuration > Business > Configuration > Customized fields). For more information on this subject, please refer to the procedures in the Creation of customized field section.

4Under Attached documents, you have the possibility to add a document. Click hmtoggle_plus1 here for the procedure, or continue to the next step.

a)Click on Add.

b)In the File to add window, click on Search, select your file, enter the description and click on OK.

c)Under Category, select the follow-up category, if applicable. Note that the ‘’Confidential’’ category is only available if you have access rights.

 

Things to remember

▪The maximum size accepted for a document is 10 MB. The business has access to unlimited storage space.

▪To view an attached document, click on the description’s hyperlink.

▪To modify the category, select the new category from the drop-down menu under Category.

▪Delete a document by clicking on the x bleu icon.

▪If you have access to Attached documents, the Attached documents summary screen displays all of an employee's attached documents, regardless of the function used (Training, Performance review, Work injuries, etc.) (Human resources > Attached documents summary). See Viewing summary of attached documents.

5Under Notes, enter additional information if needed.  

6Click on Save.
hmtoggle_plus1Viewing or modifying skills

1Select the employee.

2Click on the skill hyperlink to display the Skill Definition screen.

3To modify, enter the required information. For more information on how to fill in these fields, refer to the Adding skills procedure.

4Click on Save.
hmtoggle_plus1Deleting skills

1Select the employee.

2Click on the skill title’s hyperlink to prompt the Skill Definition screen.

3Click on Delete.

4Confirm by clicking on OK.