Skills

What is it?

Skills are competencies you can record against your employees — for example a certification, a language, or a type of work they're trained for. Once an employee has a skill, you can see and filter by it elsewhere in BOS, such as when assigning work.

You'll find it under People → Skills.

Note: This feature may only be available on certain plans.

Image

1. Title
2. Description
3. Employees with this skill

How to

Add a skill

1. Go to People → Skills.
2. Click Create new.
3. Enter a Title.
4. Choose a color for the skill by clicking its chip.
5. Add a Description, if useful.
6. Click Submit.

Edit a skill

1. Go to People → Skills.
2. Click the skill you want to change.
3. Update the title, color, or description.
4. Click Submit.

Delete a skill

• One skill: open it and click Delete in the dialog.
• Several at once: select them in the list and click Delete in the bulk action bar.

Confirm the deletion when asked.

Add a skill to an employee

1. Go to People → Users and open the employee.
2. On the Login tab, add the skill under Skills.
3. Click Submit.

What do the fields mean?

Title

The name of the skill, for example First aid certified or Forklift license. Shown as a colored chip throughout BOS.

Description

An optional note explaining what the skill means or requires.

Employees

The employees who currently have this skill, shown as avatars.

Good to know

• Skills are attached to employees from their user profile, not from this page — this page is where you create and manage the list of available skills.
• Deleting a skill removes it from every employee who has it.
• The color you choose for a skill is used wherever the skill is shown, so it's easier to recognise at a glance.