Create or modify an HR skill

You can create HR skills and assign them to HR staff to assist with the auto-assignment of HR cases and tasks.

Before you begin

Role required: admin or hr_admin

About this task

Skills can contain other skills. For example, you may have an HR Policies skill that contains Travel & Expense and Corporate Policies skills.

The following procedure describes how to create and edit HR skills from the Skills application. Although you can create and edit skills in the HR - Administration > Catalog & Templates > Manage HR Skills module, you must use the Skills application to assign child skills.

Procedure

  1. Navigate to Skills > Skills.
  2. Click New or open an existing skill.
  3. Enter or edit the skill Name and Description.
  4. Save or submit your changes.
  5. To associate child skills, complete the following steps.
    1. In the Contains Skills related list, click Edit.
    2. Double-click skills in the Collection list to move them to the Contains Skills List.
    3. Click Save.
    If you add child skills to a skill that is assigned to a group, the child skills are assigned to the members of the group. Messages are displayed to notify you of the group members who were assigned the child skills.
  6. To assign users to the skill, complete the following steps.
    1. In the Users related list, click Edit.
    2. Double-click users in the Collection list to move them to the Users List.
    3. Click Save.
    If you add users to a skill with child skills, the child skills are assigned to the user. Messages are displayed to notify you of the skills that were assigned.
  7. To associate task models with the skill, complete the following steps.
    1. In the Models related list, click Edit.
    2. Enter a term in the filter field above the Collections list to see just the HR models.
      For example, enter hr if this is a standard prefix used to name tasks that are added to HR templates.
    3. Double-click a model in the Collection list to move it to the Models List.
    4. Click Save.
  8. Click Submit or Update.