The Skills Evaluation register
The Skills Evaluation register allows Employees to list their skills together with ratings, thus building up a record of the skills in the company. You will then be able to use the
Skills Evaluation report when you need to find Employees with particular skills.
To open the Skills Evaluation register, first ensure you are in the Human Resources Management module. Then, if you are using Windows or Mac OS X, click the [Registers] button in the Navigation Centre and then double-click 'Skills Evaluations' in the resulting list. If you are using iOS or Android, tap the [Registers] button in the Navigation Centre and then tap 'Skills Evaluations' in the 'Registers' list. The 'Skills Evaluations: Browse' window will be opened, listing the Skills Evaluation records that you have already entered.
To enter a new Skills Evaluation record, select 'New' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcut. Alternatively, highlight or open a Skills Evaluation record similar to the one you want to enter, and select 'Duplicate' from the same menu. If you don't want to open the 'Skills Evaluations: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).
The 'Skills Evaluation: New' window will be opened, empty if you selected 'New' or containing a duplicate of the highlighted Skills Evaluation record. Complete the Skills Evaluation record as appropriate and as described below, then save it using the [Save] button (Windows/Mac OS X) or by tapping √ (iOS/Android). You can then close it using the close box (Windows/Mac OS X) or by tapping < (iOS/Android). Then, close the browse window using the close box or < again.
- No.
- The unique identifying number for the Skills Evaluation record. There are no number series, so numbering will start with 1 for the first record and count upwards. You can enter any number yourself, and numbering will continue from there.
- Date
- Paste Special
Choose date
- The date when the Skills Evaluation record comes into effect. When you produce a Skills Evaluation report, the latest Skills Evaluation records for each Employee will be included. The default value will be the date when you saved the Skills Evaluation record for the first time.
- Employee
- Paste Special
Employees in Employee/Contact register
- Specify here the Employee whose skills are being recorded. Use 'Paste Special' to choose the Employee from the Employee/Contact register.
- Name
- The Employee's Name will be brought in automatically when you enter the Employee Number.
- Job Title
- Paste Special
Job Titles setting, CRM module/Human Resources Management module
- Enter the Employee's Job Title here.
- Comment
- Record any Comment about the Skills Evaluation record here.
- Manager
- Paste Special
Person register, System module/Global User register, Technics module
- Enter the Signature of the Employee's Manager here. Use 'Paste Special' to choose the Manager from the Person or Global User registers.
- Name
- The Manager's Name will be brought in automatically when you enter their Signature.
- OK
- When the Skills Evaluation record has been approved by the Employee's manager, the Employee or the manager should mark it as OK and save. No further changes to the Skills Evaluation will be possible.
- You can use Access Groups to prevent certain users from marking Skills Evaluations as OK. To do this, deny them access to the 'OK Skills Evaluation' Action.
Use the matrix that occupies the majority of the window to list and rate the Employee's Skills. You must enter at least one Skill before you can mark the record as OK and save.
If you are using Windows or Mac OS X, you can add rows to the matrix by clicking in any field in the first blank row and entering appropriate text. To remove a row, click on the row number on the left of the row and press the Backspace key. To insert a row, click on the row number where the insertion is to be made and press Return.
If you are using iOS or Android, you can add rows by tapping the + button below the matrix. To remove a row, long tap on the row number on the left of the row and select 'Delete Row' from the resulting menu. To insert a row, long tap on the row number where the insertion is to be made and select 'Insert Row' from the resulting menu.
- Skill
- Paste Special
Skills setting, Human Resources Management module
- Use 'Paste Special' to choose a Skill from the Skills setting.
- Name
- The Skill Name will be brought in automatically when you specify a Skill.
- Rating
- Paste Special
Ratings setting, Human Resources Management module
- Specify the Employee's Skill level here. Use 'Paste Special' to choose a Rating from the Ratings setting.
- Name
- The Rating Name will be brought in automatically when you specify a Rating.
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