Skills allow you to schedule employees who have specific competencies. Skills can be assigned to employees and shifts. In this way, during your scheduling process or with auto-scheduling you can see at a glance which employees have the required skills to work a specific shift.
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Overview
Skills serve as an additional guardail for planners to ensure staffing is coherent with the required competencies at the work floor. Skills can range from having the right age to handle and serve alcohol, using a dangerous machine, having Emergency Responce dimploma or other social or official certifications.
Skills are created and then attached to Shift templates and are given to employees. Employees with the given skill are allowed to work a shift with the corresponding required skill. If the skill is missing, a warning is given.
With auto-scheduling, skills serve as an additional constraint to improve the quality of the schedule. With skills, the auto-scheduler has information on a role an employee has according to their skills.
📝 Note: When scheduling a shift with a required skill, employees which do not have the required skill are filtered out. However, an employee can still be scheduled regardless of the missing skill. Hence, skills serve as a filter and a warning.
Permissions
Specific permissions are needed to add and use skills. To manage permissions, navigate in Shiftbase to Settings > Security > Permissions.
- To create, edit and delete skills, the permissions "Account settings",
- To assign skills to shifts, the permissions "Add shifts" and "Edit shifts" are required.
- To assign skills to employees, the permissions "Edit employees" is required.
💡 Tip: As per default, the Planner role can add skills to shifts and employees but cannot create new skills and skill groups.
Adding skills & skill groups
To manage skills, navigate in Shiftbase to Settings > Employees > Skills. In this menu, you can manage all skills and their assignments to shifts and employees. To start out, create a Skill group by clicking on + Create skill group. Give the skill group a name to get a folder to create individual skills with the same category.
Once a skill group is created, you can continue with adding individual skills by clicking on the + Create icon. When adding or editing a skill, there are three tabs.
- Details: Add the skill name and place it in a skill group
- Employees: Assign this skill to one or multiple employees. Use the search bar and the filters to find the employees you're looking for.
- Shift templates: Assign this skill to one or multiple shifts. Use the seach bar and the filter to find and hide already connected shifts.
Suggestions
To simplify the creation of skills, Shiftbase AI makes suggestions based on recurring patterns of the schedule. The suggestions will recommend to:
- Add an existing skill to specific employees
- Create a new skill
When creating a new skill from the Suggestions, we will show how often an employee has worked a specific shift, hence indicating an employee is viable for a skill.
💡 Tip: Learn how to schedule employees with skills in this article.
