BMS HR | Skill Categories

Introduction

A skill category is defined as a category to which a skill set belongs. These skill categories are referenced by other modules and pages.

Searching for Skill Categories

You can search for skill categories using the name of the skill category. By default, the Skill Categories page lists all skill categories that are created. After your search, you can click Clear Search to go back to the default view.
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Creating a Skill Category

  1. Go to Admin > HR > Skill Category or HR > Skill Category. The Skill Categories page opens.
  2. Click New.
  3. Name: Enter a name for the skill set.
  4. Description: Enter a brief description for the skill set.
  5. Click Add. A grid opens below with spaces to add skills.
    skill_categories1.PNG
  6. Add skills that are relevant to the category.
  7. Then click Save. You will find the saved skill category in the grid in the Skill Categories page.
    skill_categories7.PNG

Editing a Skill Category

  1. Go to Admin > HR > Skill Categories or HR > Skill CategoriesThe Skill Categories page opens.
  2. In the grid, click the skill category that you want to edit. The particular skill category page opens.
  3. Make changes to the relevant fields according to your choice.
  4. Click Save.

Creating a Custom View

In addition to the System Default view that you see in the listing page, you can create custom views.

  1. Go to the Column Chooser icon, which is next to the settings icon.
  2. Select as many columns from the left and click the right arrow or just slide them to the right.
    skill_categories_column_chooser.PNG
  3. Click Save. The additional columns will now appear in the grid.
  4. Click the settings icon and then click Save As. Provide a name for your custom view.
  5. Public: Click Yes or No according to your choice. If you select Yes, the view will be made public.
  6. Default: Click Yes or No according to your choice. If you select Yes, the view will be made the default view.
    skill_categories3.PNG
  7. Click Save.

Sharing a View

You can share your custom view with others. Once you create a custom view, other options will appear as dropdown in the settings icon.

  1. Select the view from the view dropdown.
  2. Click Share from the settings dropdown. The Share View window opens. You will see two tabs - Queues and Employees. The Queues tab is open by default. You can use one of the tabs or both the tabs.
    skill_categories5.PNG
  3. Queue: Select a queue from the dropdown and click Add. The queue is added to the list below.
  4. Click to select the relevant checkboxes.
  5. Click Save.
  6. If you wish to share the view with certain employees, go to the Employee tab.
  7. Employee: Enter the first few letters of the employee. The employee name appears.
  8. Click Add. The employee name is added to the list below.
    email_template_share_view.PNG
  9. Click to select the relevant checkboxes.
  10. Click Save.

Editing a View

  1. You can edit any of the custom views that you have created.
  2. Select your custom view from the dropdown next to the settings icon.
  3. Click the settings icon and its dropdown will appear.
    skill_categories4.PNG
  4. Click Edit.
  5. Make changes.
  6. Click Save. The view is saved with the changes.

Deleting a View

You can delete any of the custom views that you have created.

  1. Select your custom view from the dropdown next to the settings icon.
  2. Click the settings icon and its dropdown will appear. 
  3. Click Delete.
    skill_categories8.PNG

Exporting the Grid

You can export the grid (to an Excel file) that you see in the Skill Categories page. The grid shows the different skill categories that you have created. (You can see an image of the grid towards the end under the section Creating a Skill Category above.)

  1. Click the Export button which you will find near the Search buttons.
  2. Click Current Page or All Pages depending on your choice. You will see a downloaded Excel file at the bottom left corner of your browser. This file contains columnized data from the grid.
    skill_categories6.PNG

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