Assigning HR Skills to an Employee
This tutorial will show you how to assign HR skills to your employees. Skill records can help you track the different work-related abilities that each employee possesses.
This tutorial has two parts:
Before you begin: - This tutorial assumes that you have added one or more HR Skills to your HR program via the HR Skills screen. If you have not yet added a skill record, please view the Create an HR Skill tutorial to learn how to do so before proceeding with this tutorial.
NOTE: Click on the images below to view them at full size
To Assign an HR Skill to an Employee:
- Click on the HR tab and then choose the Employee HR menu to display the various options.
Fig. 01: The Skills command under the HR tab's Employee menu.
- Choose the Employee HR - Skills menu command. This opens the Employee - Skills screen where you can assign job skills to your employees.
Employee Skills Help Screen...
- When the Employee Skills screen appears, select the drop-down list immediately to the right of the New button. This displays a list of the employees that are a part of your HR program.
Fig. 02: Select the employee to whom you will assign a skill record.
- Select the desired employee's name, and then choose the New button to insert a new skill row in the table.
- Move to the Skill cell and then click on the downward arrow to display a list of skills that have been defined for your HR program.
|No Available Skills? If you do not see any skills in this drop down list, it is because none have yet been added in the HR Skills screen (accessible from the Employer HR - Skills menu command). Refer to the Create an HR Skill tutorial for further details.
Example: In Fig. 03 below, we see a number of available skills that can be assigned to the current employee. These skills were added earlier in the Create an HR Skill tutorial.
Fig. 03: The Skills cell shows the available skills that can be assigned to the current employee.
- Click on the skill type that you wish to assign. This closes the drop down menu and displays your selection in the Skill cell.
- Move to the Effective Date cell and use the Calendar icon to define the date on which the skill became active for the employee (e.g. they passed a training course and they are now designated as possessing the skill). Note: If the employee already possesses the skill, this date can be useful to indicate the anniversary at which time the skill may be upgraded or renewed.
- Click on the downward arrow in the Review cell, and then choose the period at which time the employee skill will be reassessed. When you make your choice, the drop down menu closes and displays your selection in the cell.
- Move to the Expire Date cell and use the Calendar icon to define the date on which the skill expires. This can be useful when you wish to create temporary skills that will be available for a set period of time only. It can also be used to specify the date that an employee upgraded their job skills.
- Click on the downward arrow in the Status cell, and then choose an option to designate the employee's current status for the skill (Required or Completed). When you make your choice, the drop down menu closes and displays your selection in the cell.
- Move to the Level cell and enter a numeric value that designates the skill rating or level that is associated with the current employee. The numeric rating system is customizable and can be based on your desired rating system (e.g. from 1 to 10, or 100 to 500, etc.).
Example: In Fig. 04 below, we see the results of our selections and edits for the previous five steps in our tutorial.
Fig. 04: The skill record is shown with various settings.
- Select the Documents button to open a window where you can attach documents and files that pertain to the current job skill. This can include PDFs, word processing documents, spreadsheets and images.
Fig. 05: The Documents window.
- When the Documents window appears, select the "+" (plus sign) icon to display the Open dialog box, and then use this window to navigate to the location of the document(s) that you wish to add.
Example: In our example below, we see several documents that relate to the General Manager job skill/position.
Fig. 06: Choose one or more documents to be added to this job skill.
- Select one or more documents as needed, and then choose the Open button. This adds the selected document(s) to the eNETEmployer Documents window.
Fig. 07: We have chosen three supporting documents for this job skill.
- Select the Close button to exit the Documents window and return to the Skills screen.
- When your details are complete, choose the Save icon (the Check Mark icon at the left side of the row) to accept your changes. This action saves the changes for the row and takes you out of Edit Mode.
- Repeat the preceding steps to add new employee skills as needed.
Example: In Fig. 08 below, we have assigned an HR skill to each of our five employees. Some are set for annual review while others are to be reviewed on a semi-annual basis..
Fig. 08: Five completed skills - one for each employee.
- Save the changes to each row when you are complete.
To Assign Multiple Skills to an Employee
If you have employees who possess multiple skills, you can assign more than one skill type easily.
- In the Employee - Skill screen, select the drop-down list immediately to the right of the New button to display the list of employees.
- Select the name of the person to whom a second skill will be assigned, and then choose the New button. This inserts a sub row under the selected employee's existing skill row.
Fig. 09: A second skill sub row has been added to an employee.
- Move to the Skill cell for the new sub row, and then click on the downward arrow to display a list of available skills that can be assigned to the employee.
Example: In Fig. 10 below, we will select the Power Tools skill since our plant worker (Isabelle) possesses many useful skills that translate well to her job position.
Fig. 10: The Skill cell shows the available skills that can be assigned to the current employee.
- Click on the additional skill that you wish to assign. This closes the drop down menu and displays your selection in the Skill cell.
- Move through the various cells and apply the settings needed to setup the employee skill type.
Example: In Fig. 11 below, we have added a total of three skills for our sample employee.
Fig. 11: An employee is shown with three assigned skills.
- Save the changes to the row when you are complete.
This completes the tutorial on assigning HR skills to an employee.