How to view the skills inventory

What is it for?

It shows in one place who knows what in the company and at what level, without opening each record. For example: which employees speak English and at what level.

When to use it?

• You need someone with a skill for a customer or a project.
• You want to plan training based on what already exists.

Where to find it?

• People › Review › Skills inventory, to view.
• People › Workers › Workers, on the record, Resume tab, to record.

If the Review menu does not fit in the bar, it is under +.

Before you start

The profile is HR manager. The steps were done end to end with that profile. Management does not have this menu.

How to use it

Record a skill

1. Open the employee's record and the Resume tab.
2. In SKILLS AND CERTIFICATIONS, click Pick a skill from the list (or ADD, if the person already has one).
3. In the Update skills window, choose the Category (for example Languages), the Skill (English) and the Skill Level (B2).
4. Click Save & Close and save the record.

The skill is only recorded once you save the record.

View the inventory

Open People › Review › Skills inventory. The list is grouped by Skill Type and Skill: click the group to open it. Each line has the Worker, the Skill Type, the Skill, the Skill Level and the Level Progress.

To compare people, choose the Pivot view, at the top right: one column per employee and one line per skill, with the Current Level.

Expected result

With three skills recorded, the Languages group shows 3 records and an average of 58.33 %, and the Pivot view shows, on the English line, 75 % for one employee and 40 % for another.

Important notes

• The progress is a percentage tied to the level, so you can compare and average. For languages: A1 10 %, A2 40 %, B1 60 %, B2 75 %, C1 85 %, C2 100 %. The group average is not a company measure: it only gives you an idea.
• What the list does not see. Only what was recorded on the records appears. Someone with nothing recorded does not appear, even if they have the skill. Training actions do not come in here on their own. For those, see How to track the year's mandatory training hours.
• Certifications. In the same area of the record, Add a line records a certification, with its validity and the certificate. Pending validation on screen: the window was opened, but none was saved.

Common problems

The list is empty

• Symptom: “Este relatório dá-lhe uma visão geral das competências por trabalhador. Crie-as na configuração e adicione-as ao trabalhador.” (this report gives you an overview of skills per employee; create them in the configuration and add them to the employee) appears.
• Cause: no record in this company has saved skills.
• What to do: record the skills on the records, as above.

I recorded the skill and it does not appear

• Symptom: the skill appears on the record, but not in the inventory.
• Cause: the record was not saved. The save button stays inactive while a mandatory field is missing, such as the Usual Work Location.
• What to do: fill in the red field, save and check again. See I cannot save the employee record.