Set up Skills

To use skills you need to have a paid Enterprise subscription (trial accounts can also use the skill feature).
First, go to Settings/Skills to set up skills for your company:

Next, you can either create a new skill group which contains skills or you can load default skills. Please note that there’s no import function for skills and no API call, wich means you have to create it manually.

Skill Groups

Skill groups are used to categorize skills and make it easier for HR to manage skills. Skill groups can contain unlimited skills and have to be used, no skill can be without a skill group. Example for skill groups could be:
– Soft Skills
– Hard Skills
– Communication Skills
– General Abilities
– Marketing Skills
– Management Skills etc.

Pro Tip: Don’t think too small parted, try to see the bigger picture. You can later define desired skills for teams, maybe it make sense for your company to think for skill groups as for teams, departments or divisions.

Update/Delete Skills

You can anytime update skill groups and skills. To do so, just click on the pencil icon:

To delete skill groups or skills, click on the trash icon. If you delete a skill group, all containing skills will be deleted as well. You can delete skill only one by one, there’re no bulk actions to delete several skills (except deleted a skill group). You can also delete skill groups and skills that are used.

Now you set up skills which you can use to rate staff and use as desired skills for teams. Click below to learn more about the different topics.

View my skills →
Learn more about staff skills →
Learn more about desired skills for teams →
Learn more about skill matrix→

Manage staff skills on settings

If you are on the settings/skill page you can manage your staff’s skills right ahead. You can select any active zistemo user on the dropdown menu. You’ll also see to team the user belongs and whats the user’s role. Below, you can find a radar chart that visualizes rated skills of this employee. You need to select at least three skills to see a proper radar chart. The chart also visualizes the desired team skills. you can switch it off by clicking on it.

Under it, you’ll find all company skills that have been set up previously. You can rate each skill by clicking on on the stars. The number besides the skill group shows how many skills are active per group (active = at least rated with one star) Next to the staff skills you can see the desired skills for teams so you can compare skill by skill.

To deselect a skill/rate with zero stars just click left of the first star:

Learn more about the meaning of the rating for skills →

Manage staff skills on staff page

You can change staff member’s skills on the edit staff page. Go to Contacts/Staff an click on the staff you wan to edit. On the left hand menu you can find “Skills”. On this section you see a radar chart that visualizes staff’s skills and desired team skills so you can compare it easily. You can hide either staff skills or desired team skills by clicking on it besides the radar chart.

Under it, you’ll find all company skills that have been set up previously. You can rate each skill by clicking on on the stars. The number besides the skill group shows how many skills are active per group (active = at least rated with one star) Next to the staff skills you can see the desired skills for teams so you can compare skill by skill.

Learn more about the meaning of the rating for skills →

Skill Matrix

Based on the staff’s rating, you’ll get a skill matrix for each team and for the whole company. The skill matrix maps all rated skills which makes it an essential tool for data-driven HR. Learn more about skill matrices per team and for the company →

Using skills on the scheduler

Based on the skills in your company you can filter on the scheduler for skills.
Learn more about the scheduler →

Once you filter for any skill you see only staff who has any rating for that skill. On the staff field you see the rating of the skill

By filtering for skills when planning resources you can make sure that the most qualified person’s doing the task.

Manage desired skills

To manage desired skills for teams go to settings/skills and select on the left side “manage team skills”. You’ll see a dropdown where you can select the team you want to edit/review it’s skills. Below you see a radar chart grouped by the skill groups. You can deselect skill groups on the chart by clicking in it.

Below you find all company skills available. You can activate them by rating them or you click on the switch icon to activate it. Skills that are activated but not rated are considered as nice-to-have skills with zero rating. So, by activating but not rating a skill, it’s shown as desired team skill but with no rating. Active skills only are shown as desired skills for this team.

Learn more about the meaning of the rating for skills →

Building a skill matrix

To create a skill matrix for a team or for the company, make sure you set up skills and rate staff’s skills. Basically, that’s all you need to do to get your skill matrix. To view the skills matrix follow the steps below.

View skill matrix

To view the skill matrix for a team either go to the team’s page (contacts/teams)…

… or to the skill settings (settings/skills/skill matrix)

The skill matrix is always grouped by team.

Please note that you can’t edit/customize those explanations. That doesn’t means you have to use these descriptions of ratings, consider it as a general description for your and your staff’s skill management orientation.