Adding skills to job descriptions and engineers ensures that only qualified engineers are assigned to specific jobs. This prevents scheduling errors and supports effective resource allocation within your team.
View Setting
➡️ Profile Icon > Settings > Users > Skills > View
Add Skill
➡️ Create New Skill
Type the name of the skill in the provided field.
Click Save Skill to add it to your list.
Edit Skills
➡️ Modify an Existing Skill
Select Edit next to the skill you wish to update.
Make necessary changes.
Click Save Skill to confirm the edits.
Delete or Archive Skills
➡️ Remove or Archive a Skill
Click Delete next to the skill.
Type delete to confirm and click Delete.
Note: Skills that are in use cannot be deleted and will need to be archived instead.
Archived skills can be reactivated by selecting un-archive to prevent duplicate entries.
Assign Skills to Users
➡️ Add Skills to Users
Go to Users > Select View next to the user.
Choose Edit business details.
Select Skills from the dropdown.
Click Save.
Assign Skills to Job Descriptions
➡️ Add Skills to Job Descriptions
Go to Jobs > Job description templates > View.
Select Configure.
Click Save to update the job description with the assigned skills.