An organization can track an employee's skill set on the Employees record's Skills tab. Follow these steps to specify an employee's skill set on his or her record:
- Open the Employees record and click the Skills tab.
- The Skills tab displays a grid of available skills that can be associated with an employee. A check mark indicates that a particular skill applies to the employee.
- The available skills are defined in the Skills service. See About the Skills Form" for details.
- Place a check mark next to each skill that is applicable to the employee.
Employee's Skills Tab
- If desired, double-click within a skill's row or click the Open icon in the toolbar to open the corresponding Employee Skills record.
- By default, when you check a skill in the grid, the employee is assigned the first available Skill Level and the date fields (Date First Used/Date Last Used) are blank.
- Select a Skill Level from the drop-down list.
- This field displays the records from the Skill Levels service. See About the Skill Levels Form for details.
- Enter the date when the employee started using the specified skill in the Date First Used field.
- If the employee has achieved a new skill level or stopped using a particular skill, enter the applicable date in the Date Last Used field.
Employee Skills Record
- Click the Comments tab and enter any additional information about the employee's use of this skill.
- Click OK to save the record and return to the Skills tab.
- Edit the Employee Skills record for the other checked skills as needed.
- Save and close the Employees record.