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Manage skills, skill tags and competencies

Organise your skills taxonomy using two tag dimensions — skill tags and competencies — and assign skills to personnel with a searchable, multi-select picker.

Overview

Skills are organised using two separate tag dimensions:

  • Skill tags — a new dimension. A skill can belong to several skill tags.
  • Competencies — this is the dimension that was previously called "skill groups". It has been renamed to Competencies throughout the platform.

You manage the two dimensions on the Skill tags & competencies page, assign them to individual skills on the Skills page, and then assign skills to people from a person's profile.

Note: Because the former "skill groups" concept is now called Competencies, existing filters and screens that referred to skill groups now use the competency terminology.

Before you start

  • The skills settings pages are under Settings > Personnel.
  • Managing skills, skill tags, and competencies uses your company settings permissions.

Manage skill tags and competencies

  1. Go to Settings > Personnel > Skill tags & competencies.
  2. The page has two panes: Skill tags and Competencies.
  3. To add an entry, use Add skill tag or Add competency.
  4. To rename an entry, edit it in place.
  5. To remove an entry, delete it and confirm.

Note: A skill tag or competency that is currently in use cannot be deleted. You will see "Unable to delete, skill tag is being used".

Create or edit a skill

  1. Go to Settings > Personnel > Skills.
  2. The table lists each skill with its Name, WINDA skill code, Skill tags, and Competencies.
  3. Click Add skill, or use the edit action on an existing skill.
  4. Enter the Name, and optionally select a WINDA skill code.
  5. Select one or more Skill tags and one or more Competencies.
  6. Click Save.

Find a skill

  • Use the Search box to match on name or WINDA skill code.
  • Use the Skill tags and Competencies filters to narrow the list.

Export

  • Use Export to download the skills list as a .csv file.

Assign skills to a person

Assigning skills to a person uses the Add skills picker, which is built for large skill libraries.

  1. Open a person's profile and go to their skills.
  2. Click Add skills.
  3. Use the Search box and the Skill tags and Competencies filters to find skills.
  4. Select skills individually, use Select page to select everything on the current page, or use Select all to select every skill that matches your current filters. Your selection is kept as you move between pages.
  5. Click Add.

Note: Skills already assigned to the person are shown disabled and cannot be selected again. The Add button stays disabled until you have selected at least one new skill.

After adding, a message confirms how many skills were added and how many were skipped because they were already assigned.