Overview
Add skills to your people and placeholders to help you quickly filter for people with specific skills to work on a project.
You can also add a skill level for each skill a person has on a scale from 0 to 4. Skill levels help you get more granular with your skills management as you can see how knowledgeable or experienced someone is in a particular skill.
Examples of Skills
Technical skills e.g. Python, SQL, SEO, Figma
Experience with specific types of projects (e.g. Web App / Mobile App / eCommerce)
Written and spoken languages
Using Skills in Runn
Quickly view each person's skills on the People Planner and Reports
To see a person's skills while you're in the planner, hover over the diamond icon next to their name. You'll see all their skills and proficiency levels.
Filter People by Skills and Skill Levels
Apply the skill filter to quickly identify people with a specific skill and/or skill levels on the Planner and in People Reports:
Quickly view whether your organization has enough availability for each skill
When you Group Availability by Skills on the People Planner, you can easily view at a high level the availability of people with a specific skill and determine if you can take on future work that requires that skill:
💡 Please note that when you group by skills, the workload under each skill grouping includes all the workload of all the people and placeholders with that skill.
It does not necessarily mean that all the workload in the grouping represents demand for that skill.
At the moment, if you need to track workload by skills, the best way is to use Roles or Workstream.
Find the person with the right skills for the job
When skills and skill levels are added as placeholder requirements, you can easily Find a Person to fulfill the placeholder based on the skill requirements:
Learn more about how skills are used as a filtering criterion when added as placeholder requirements: Find a Person to fulfill the Placeholder
Before you start
Setting up your Skill Matrix/ Skill Inventory from Scratch
Skills are not just a data point in Runn. Before you add Skills to Runn, you need to ensure that:
All stakeholders have the same understanding of each Skill and Skill level
An internal process is in place to keep the skills up to date
Otherwise, it will not be an effective tool for finding the right person for the right project. If you have never established a Skill Inventory, or are unsure how to update your existing one, follow the Best Practices here:
Consider using Custom Fields
If you don't need to assign a proficiency level to a skill, and you have different categories of skills you need to denote, consider creating people custom fields to label the
Create Skills in the Account
Go to Manage > Skills
From the Skills tab, click New Skills
Type out your new skills. You can create more than one at a time.
Click Add
💡 Pro Tip: Use our CSV tool to bulk add all Skills at once: Import Skills
Rename a skill
Go to Manage > Skills
Identify the skill you'd like to rename
Click on the 3-dot icon > Select Rename
Add Skills to People
Head to Manage > Skills
Find the skill and click Add People. Optional: Add a skill level for each person.
Bulk create and add Skills to People and Placeholders via CSV
💡 Pro Tip: Use our CSV tool to bulk-add skills to people and placeholders. Either of the following works; the difference lies in the accepted format:
People CSV (enter all skill names and levels in one cell for each person)
Placeholder CSV (enter all skill names and levels in one cell for each placeholder)
Skills & Levels CSV (each skill name is one separate role for each person)
Add Skills to Placeholder Requirements
From the planner, identify the Placeholder
Click on the 3-dot icon next to the Placeholder name > Select Edit Requirements
Add an existing skill or type to create a new one
Click Save
⚡ Top tip: Add skill levels to your placeholders so you know what level of expertise you require of the person to hire or transfer the work to.
Edit and View Skills
To see all your skills in one place, head to Manage > Skills. You can view the skills from the Skills or People tab.
Skills Tab
View all the skills in your account and the people associated with each skill:
Export or bulk-edit Skill Names in the Account in a CSV file
Use the Skills CSV to bulk export or edit all the Skill Names in your account.
People Tab
View the skills and skill levels of each person:
💡 Pro Tip: Use our CSV tool to bulk-update skills associated with people. Either of the following works, the difference lies in the accepted format:
People CSV (enter all skill names and levels in one cell for each person)
Skills & Levels CSV (each skill name is one separate role for each person)
Removing Skills from a Person
From the People Planner, identify the person
Click on the 3-dot icon next to the person's name > Select Edit Details
Click on the X icon next to the skill name to remove the skill from the person
Alternatively, you can also go to Manage > Skills:
Skill Tab
Expand the Skill Name to see the list of people with that skill
Click the 3-dot icon of the person > click Remove from Skill
People Tab
Click on the three-dot menu next to a skill
Select Remove Skill
Delete Skills from the Account
Do this to delete a skill from your organization. Once deleted, the skill will be removed from all associated people and placeholders. The action cannot be undone.
From Manage > Skills, head to the Skills tab
Click on the three-dot menu for a skill
Select Delete
Confirm that you want to delete the skill
Still have questions? We're happy to help!