Assign an HR skill to a user

You can assign skills to HR users to facilitate the auto-assignment of HR cases and tasks.

Before you begin

For more information about HR skills and the auto-assignment process, see HR skills management.

Role required: admin or hr_manager

About this task

The following procedure describes how to assign HR skills in the Manage HR Skills module. If you want to define a parent and child hierarchy for HR skills, you must use the Skills application.

Procedure

  1. Navigate to HR - Administration > Catalog & Templates > Manage HR Skills.
    Figure 1. HR skills assignment
    HR skills

    Skills appear on the left. Select a skill to see the assigned users on the right. The user cards indicate how many skills each employee is assigned. If no skills are assigned to a user, the number on the user card is red. Skills with no assigned users are red in the skills list.

  2. Select a skill in the All Skills list to assign to users.
  3. Click Assign/remove users.
    The list of all users in the HR department appears on the right. Users assigned to the skill are highlighted in blue.
  4. To search for an HR user, type any information, such as name, location, or title, in the search box above the list of users.
    As you type, the list narrows to display user cards that contain those letters in any field.
  5. Perform any of the following actions.
    OptionDescription
    Assign a user Click the user card. It is then highlighted in blue.
    Unassign a user Click the highlighted user card. Its highlight is removed.
  6. Click Save.
  7. To assign other skills to a user, complete the following steps.
    1. Select All Users in the list on the left and locate the user on the right.
    2. Click the arrow next to Skills: # in the user card.
    3. Select the skills for the user, and click Save.
  8. To configure skills, perform any of the following actions.
    OptionDescription
    Add a skill Click New Skill, enter the skill name and description, and click Submit.
    Edit a skill Click the pencil icon beside the skill name in the HR Skills list. Change the information and click Submit.