Workflow: Set up skills

Create skills that parallel the skills needed to deal with the workload, and then link employees to skills.

Skills are required for skill-based scheduling. If you are not performing skill-based scheduling, you do not need to create skills.

Workflow 

  1. Create a skill or Import skills

    You can import skills or manually create skills in the system.

  2. Assign a skill to employees

    After creating a skill or importing skills, assign a skill to employees.

  3. The remaining steps are completed in the Forecasting and Scheduling module and include the following steps:

Related topics 

Example: skill-based scheduling in call centers

Edit a skill

Copy a skill

Export skills