Runn

Watch a 4.5 minute video on Skills Management.

Training Video- Skills

Skills & levels

Skills & Levels

Instructions on adding skills via the People & Roles csv spreadsheet.

Can I add skills via csv importer?

Adding Skills

How do I delete a skill?

Instructions on removing a skill from a resource.

How do I remove a skill from a person ?

Instructions on viewing all skills and which people have them outside the People Planner.

How do I view & manage skills?

Instructions on assigning skills and levels to placeholders.

How do I assign skills to placeholders?

How do I create and assign skills to existing resources?

Managing Skills

Instructions on using skills for reporting.

Can I use skills for reporting?

Can I group by skills?

Instructions on finding resources with the skill set you need.

How can I filter for skills?

Filtering & Reporting

Updates

Developer Center

Find answers and get help from Intercom Support and Community Experts

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