Skills menu is used to create and maintain
list of skills. Skills are the transferable
skills or knowledge needed
by an employee in order to help the company move forward.
Notes
Skills are added to a "Position" under "Assessment Criteria".
"Succession Planning Report" prints skill
requirements for a position based on the setup
in 1 above.
Steps to create Skills:
Click on the "Green Plus Sign". This will open the
"Edit Form".
Enter the "Code" and "Description" for
the Skill.
"Code" is a unique
alphanumeric code to uniquely identify each
record.
Enter "Notes" to add
additional information.
Save.
Use the "Pencil" icon to edit
details.
Use the "Red X" to "Void" a
record.
Void records will be "Disabled" and
will not appear in any lookups.
Edit the record and "Un-tick" void to activate a
record.
Expand into the details
to add "Notes" and " Attachments
".