Set up staff skill sets
Use the
Skill Set
tab of the Staff
setup screen to describe a staff member's proficiency in different types of work performed by your firm.Defining staff skill sets helps you assign work items to the staff members who are best qualified to perform them.
note
The
Skill Set
tab is available only if your firm is licensed for the Staff Management
module.Before you set up staff skill sets, you must first set up staff skill areas and staff skill ratings.
Define a staff skill set
To define a skill set for a staff member, open , and then select the
Skill Set
tab.Select the staff member from the staff list, and then select
Edit
to edit the staff record.In the
Area
column, select a skill area from the dropdown list. In the Rating
column, select a skill rating from the dropdown list.Continue until you have applied ratings for all skill areas, and then select
Enter
to save your changes.Modify a staff skill set
As staff members gain experience and expertise, you can update their skill ratings.
Open the
Skill Set
tab of the Staff
setup screen, select the staff member from the staff list, and then select Edit
.In the
Rating
column for the skill area, select a different skill rating from the dropdown list, and then select Enter
to save your changes.Maintain skill definitions
You can also add new skill areas as the nature of your firm's work evolves.
