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Tracking Employee Skills

Knowing which skills your employees possess helps you make sure that everybody has the chance to live up to their potential. With flair, you can create a record of employee skills so you can assign the right people to the right tasks and encourage personal development.

Defining Skills​

The first step is to define the skills that are important to your organization. These could be hard skills, such as language proficiency or skills using a specific tool, or soft skills like decision-making and collaboration.

To start, open the Skills page in the flair HR app. In the Skills List, you will see a list of all the skills in your organization. To add another, click New Skill.

You can create a list of important employee skills in the flair HR app on Salesforce

Give your new skill a name and, if needed, a shorter name or abbreviation for lists and picklists. For example, if you have "Speaks Spanish" as a skill, you could use the three-letter country code ESP as an abbreviation.

If the skill is relevant to shift planning, check the Use in Shift Planner box and select a color to be used in the Shift Planner.

Yes/No vs. Rated Skills​

You can create two different kinds of skill: yes/no and rated.

By default, new skills will be yes/no skills, meaning an employee either has the skill or not. This is suitable for hard skills or skills that require employees to have certain qualifications or permissions.

Rated skills, on the other hand, can be graded from 1 (beginner) to 5 (mastery). Check the Rateable box to create a rated skill.

Fill in a few fields to create a new skill

Assigning Skills to Employees​

To assign a skill to an employee, go to their employee record in the flair HR app. Under the Scheduling tab, you will see the full list of skills in your organization.

Click the plus + symbol to assign a skill to the employee, and choose a rating if it's a rateable skill. If you can't find the skill you're looking for, you can click New to define a new skill.

Assign a skill to an employee to simplify shift planning and personal development

Managing Your Own Skills​

You can also add and rate your own skills in the Employee Hub. Click the Engagement tab in the left-side menu and open the Skills page. You will now see a list of all the skills that have been assigned to you.

Rateable skills appear with a hash # symbol next to them, while non-rateable skills are marked with a circle.

Skills Chart​

If more than three rated skills have been assigned to you, you will also see a Skills Chart. Choose up to seven skills to display in the chart by clicking the star icon next to the skill you want to see.

Managing Your Skills​

You can:

  • Change the rating of your rateable skills by selecting the number in the Level column
  • Click the Assign Skill button to choose a new skill from the list of available skills in your organization
  • Remove a skill by clicking the three dots ⋮ and selecting Unassign

You can view your own skills in the Employee Hub

Skills Matrix for Managers​

If you are responsible for a team, you can find an overview of your teammates' skills in the Employee Hub. Select the Manager view and open the Engagement tab. On the Skills page, you will see the Skills Matrix. This shows you your team's abilities at a glance.

View the skills in your team using the Skills Matrix in the Employee Hub

Customizing the Skills Matrix View​

You can adjust the view by:

  • Clicking the X to hide skills
  • Displaying skills using the search bar
  • Adding completely new skills by clicking the New Skill button
  • Searching employee names and adding them to the matrix or clicking the X to hide them
  • Clicking Reset Matrix to reset the view and show all skills and employees

Managing Skills​

The Manage Skills button gives you an even more detailed view, showing how many employees possess each skill and what median rating they have. Here you can also remove skills from your organization entirely or rename them.