Competencies and Skills

A Competency or Skill Level can be created in the system to represent particular qualifications or skills that each of your staff members have, for example Level 4 Engineer, French Speaker etc. Importantly these are then visible on the Work Planner to help you monitor how many of the right people you have at work at the right time, on any given day.

  • From the Work Menu click Work - Attributes
  • Then click Create New Attribute
  • Use the Type option and select Competency, Skill Level and enter the Name.
  • Click Save.

Here you will be able to setup your different Competencies and then assign them to particular staff members by clicking the Staff Members tab on the left. A Staff Member can either have one or many Competencies.

You can also assign different competencies to staff members by going into their individual record, by doing the following...

  • From the Settings menu click Users
  • Then find the relevant staff member and click on their Name.
  • Then on the left click Skills & Competencies

Using the Add Skill / Competency drop-down box you can allocate the required competencies.

Using the reports tab you can also view a report of the competencies that have been setup and applied to each member of staff, making sure that everyone has been allocated to the correct skill. For more information see the Reports knowledge base article.

Competencies / Skills are also a pivotal tool when using the Add-on module Task Planner, as you create Tasks and set out requirements between specific time slots with a specific requirement based on skill level i.e. you might require 3 Senior Ward Nurses between 0900 and 1400 to do Rounds on a certain Ward, see the Task Planner articles for more information.

Title: Competencies and Skills
Category: Work
Posted: Thursday, 08th Sep 2016
By: Callum Ellis
Direct link:

View all knowledgebase articles

Close menu Home Features Pricing Support Contact us Our blog Request Demo

Cookie settings for

We use cookies to improve our website experience, we also use cookies to help us undertand how our website is used, enhance site navigation and analyze site usage and advertising. For more information please refer to our Cookie Policy.

AdvertisingEnables storage related to advertising, for example, advertising campaign.
AnalyticsEnables storage related to analytics, for example, visit duration.
TargetingSets consent for sending user data to Google for online advertising purposes.
MarketingSets consent for personalized advertising.
Manage cookies