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    Skills Management

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    Skills Management

    Use Skills Management to associate skills with individual users or groups and assign them to tasks or projects. You can also assess the skills needed for your organization, identify gaps, and implement effective plans for hiring or training of your teams.

    Skills can contain other skills. For example, if you define network as a skill, you can add router as the skill it contains. A user assigned to a parent skill grants access to a child skill. Once a skill is assigned to a group, all members of the group inherit that skill and any others contained within it. Skills management works similar to ServiceNow platform role management.

    Using this application, you can:
    • Manage skills for agents and your employees from a central location.
    • Use a standard way to identify skills for your organization and keep them up to date.
    • Group skills into categories and define skill levels to track the expertise of your resources at a granular level.
    • Reduce task or project reassignments by assigning tasks to agents and projects to teams that have the right skills to work on those items.
    • Identify skill gaps and resolve them by implementing effective plans for coaching and training of resources.
    • Manage the effectiveness of your team by evaluating the skills your team has and determining the skills you need for on your projects.

    Skills Management

    Integration with ServiceNow® applications

    A skill is an ability to do something that comes from training, experience, and practice. As a system administrator, you can define skills for your organization and assign it to users and groups from a central location. As an application manager, you can assign users to tasks based on these skills. For example, if you are an IT manager, you can use the Skills Management application to define skills for your agents and assign those agents to resolve incidents using the ITSM application.

    Group skills into categories and define skill levels to standardize skill implementation across your organization.

    Use skills from the centralized location in the following applications:
    • IT service management As an IT manager, reduce your time and costs while resolving incidents by assigning work items to the right agent. Assess the skill gaps that agents have in your team and coach or train agents based on those needs. Identify and define a standard way to keep skill categories and levels consistent within your team.
    • Customer service management As a customer service manager, identify agent skills and automatically route tasks to agents who have the required skill to work on those tasks. Manage your team's effectiveness by understanding what type of skills your employees need to get hired or get trained to take on other roles.
    • Field service management As a field service or customer service manager, use rules to identify skills and skill levels that agents require to resolve work items such as cases, work order tasks, and agent interactions. Automate skill assignment to reduce a manager's work load. Automatically assign tasks to agents using Field Service dynamic scheduling.
    • Human resources management As an HR manager, identify the types of skills your organization needs and make hiring decisions based on those needs. Manage your team's effectiveness by understanding what type of skills your employees need to get hired or get trained to take on other roles.
    • Project portfolio management As a project and portfolio manager, standardize how you categorize skills, define skill level types, and add skill levels for your team. Set up skills for your team in a central location and make them available within your team. Prevent project reassignments by assigning projects to the team members who have the right skills to work on them.

    Roles used in Skills Management

    Role Description
    Skill administrator [skill_admin]
    • Inherits the skill manager [skill_manager] and skill user [skill_user] roles.
    • Can perform create, read, update, and delete (CRUD) operations on skills, skill levels, skill level types, skill categories, and sub categories.
    Skill manager [skill_manager]
    • Inherits the skill user [skill_user] role.
    • Can perform read operations on skills, skill levels, skill level types, skill categories, and sub categories.
    • Can assign skills to users and groups.
    Skill user [skill_user] Can perform read operations on skills, skill levels, skill level types, skill categories, and sub categories.

    Activating Skills Management

    The Skills Management application is activated when you enable the Skills Management (com.snc.skills_management) plugin.

    • Configuring skills

      Create skills, identify the type of skill level it belongs to and associate skill levels for each type to define skills for your users consistently across your organization and be able to assign resources accordingly. For example, you can add French as a skill, language as the skill level type, and familiar, proficient, and expert as the skill levels.

    • Managing skills

      Manage skill assignment efficiently by simultaneously assigning a skill to multiple users or multiple skills to multiple users. Assign your agents to tasks and teams to projects based on skills.

    • Associating skills with work items

      Assign skills to tasks manually or use rules to associate them automatically to work items such as cases, tasks, or chat interactions.

    • Routing work items to agents based on skills

      Use rules to automatically route work items to agents.

    • Skills Management dashboard and reporting

      Use the Skills Management dashboard to analyze trends in assessing skill gaps in your organization and plan for coaching or training of your employees based on needs. Identify users and teams who have the right skills to work on tasks and projects. The Skills Management dashboard provides comprehensive reports on skill competencies of users, the tasks that require those skills, and skill gaps you can address to fulfill your organizational needs.

    • Domain separation and skills management

      Domain separation in Skill Management app is configured to apply to all features of the application. Separation of data is configured along with separation of logic and process. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can then control several aspects of this separation, including which users can see and access data.

    • Quick start tests for Skills Management

      Validate that Skills Management still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

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      Skills Management

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Skills Management

      Use Skills Management to associate skills with individual users or groups and assign them to tasks or projects. You can also assess the skills needed for your organization, identify gaps, and implement effective plans for hiring or training of your teams.

      Skills can contain other skills. For example, if you define network as a skill, you can add router as the skill it contains. A user assigned to a parent skill grants access to a child skill. Once a skill is assigned to a group, all members of the group inherit that skill and any others contained within it. Skills management works similar to ServiceNow platform role management.

      Using this application, you can:
      • Manage skills for agents and your employees from a central location.
      • Use a standard way to identify skills for your organization and keep them up to date.
      • Group skills into categories and define skill levels to track the expertise of your resources at a granular level.
      • Reduce task or project reassignments by assigning tasks to agents and projects to teams that have the right skills to work on those items.
      • Identify skill gaps and resolve them by implementing effective plans for coaching and training of resources.
      • Manage the effectiveness of your team by evaluating the skills your team has and determining the skills you need for on your projects.

      Skills Management

      Integration with ServiceNow® applications

      A skill is an ability to do something that comes from training, experience, and practice. As a system administrator, you can define skills for your organization and assign it to users and groups from a central location. As an application manager, you can assign users to tasks based on these skills. For example, if you are an IT manager, you can use the Skills Management application to define skills for your agents and assign those agents to resolve incidents using the ITSM application.

      Group skills into categories and define skill levels to standardize skill implementation across your organization.

      Use skills from the centralized location in the following applications:
      • IT service management As an IT manager, reduce your time and costs while resolving incidents by assigning work items to the right agent. Assess the skill gaps that agents have in your team and coach or train agents based on those needs. Identify and define a standard way to keep skill categories and levels consistent within your team.
      • Customer service management As a customer service manager, identify agent skills and automatically route tasks to agents who have the required skill to work on those tasks. Manage your team's effectiveness by understanding what type of skills your employees need to get hired or get trained to take on other roles.
      • Field service management As a field service or customer service manager, use rules to identify skills and skill levels that agents require to resolve work items such as cases, work order tasks, and agent interactions. Automate skill assignment to reduce a manager's work load. Automatically assign tasks to agents using Field Service dynamic scheduling.
      • Human resources management As an HR manager, identify the types of skills your organization needs and make hiring decisions based on those needs. Manage your team's effectiveness by understanding what type of skills your employees need to get hired or get trained to take on other roles.
      • Project portfolio management As a project and portfolio manager, standardize how you categorize skills, define skill level types, and add skill levels for your team. Set up skills for your team in a central location and make them available within your team. Prevent project reassignments by assigning projects to the team members who have the right skills to work on them.

      Roles used in Skills Management

      Role Description
      Skill administrator [skill_admin]
      • Inherits the skill manager [skill_manager] and skill user [skill_user] roles.
      • Can perform create, read, update, and delete (CRUD) operations on skills, skill levels, skill level types, skill categories, and sub categories.
      Skill manager [skill_manager]
      • Inherits the skill user [skill_user] role.
      • Can perform read operations on skills, skill levels, skill level types, skill categories, and sub categories.
      • Can assign skills to users and groups.
      Skill user [skill_user] Can perform read operations on skills, skill levels, skill level types, skill categories, and sub categories.

      Activating Skills Management

      The Skills Management application is activated when you enable the Skills Management (com.snc.skills_management) plugin.

      • Configuring skills

        Create skills, identify the type of skill level it belongs to and associate skill levels for each type to define skills for your users consistently across your organization and be able to assign resources accordingly. For example, you can add French as a skill, language as the skill level type, and familiar, proficient, and expert as the skill levels.

      • Managing skills

        Manage skill assignment efficiently by simultaneously assigning a skill to multiple users or multiple skills to multiple users. Assign your agents to tasks and teams to projects based on skills.

      • Associating skills with work items

        Assign skills to tasks manually or use rules to associate them automatically to work items such as cases, tasks, or chat interactions.

      • Routing work items to agents based on skills

        Use rules to automatically route work items to agents.

      • Skills Management dashboard and reporting

        Use the Skills Management dashboard to analyze trends in assessing skill gaps in your organization and plan for coaching or training of your employees based on needs. Identify users and teams who have the right skills to work on tasks and projects. The Skills Management dashboard provides comprehensive reports on skill competencies of users, the tasks that require those skills, and skill gaps you can address to fulfill your organizational needs.

      • Domain separation and skills management

        Domain separation in Skill Management app is configured to apply to all features of the application. Separation of data is configured along with separation of logic and process. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can then control several aspects of this separation, including which users can see and access data.

      • Quick start tests for Skills Management

        Validate that Skills Management still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

      Tags:

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