You must set up Skills & Qualifications before you can attribute them to Employees or flag them as required for Clients and Facilities.
Permissions
Visibility and editing permissions for Employees>Skills & Qualifications is governed by the ACL: Employee Skills>View Employee Skills.
Add/Edit an Attribute/Skill to the System
- Navigate to Employees>Skills & Qualifications.
- Skills can be filtered by Category and searched by Name.
- Click +New Attribute/Skill.
- In the resulting dialogue, choose a Category for the Skill and enter a Description.
Client-Specific Skill: check here if this Skill can only be performed for a given Client by specially-designated Employees.
Show Date Field (Expiration Date): check here if the Skill can expire (for example, licenses or CPR certification) and enter a custom name for the Expiration Date field.
Show Date Field (Acquired Date): check here if the Skill is acquired on a specific date and enter a custom name for the Acquired Date field.
Show Text Field and Show Text Field (other): check and enter names for up to two more custom fields concerning the Skill if required.
- Click OK.