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Create and manage employee skills

Create yes/no or rated skills, assign them to employees, and control employee self-service. Managers can compare team skills and use skill requirements when staffing projects.

Who can use this?

HR Admins manage skills in Salesforce. Employees, Managers, and project leads use skills in the Employee Hub.

Define a skill​

  1. In the flair HR app in Salesforce, open Skills.
  2. In Skills List, click New Skill.
  3. Enter a name and, if needed, a shorter name or abbreviation for lists and picklists.
  4. If the skill applies to shift planning, select Use in Shift Planner, and choose a color.
  5. To rate the skill from 1 for beginner to 5 for mastery, select Rateable. Leave it cleared for a yes/no skill.

The Skills List in the flair HR app

The fields for a new rated skill

Assign a skill to an employee​

  1. In the flair HR app, open the employee record.
  2. On Scheduling, find the skill.
  3. Click + to assign it.
  4. For a rateable skill, select a rating. The skill appears on the employee's record.
  5. If the skill does not exist, click New to define it.

A skill assigned from an employee record

Manage your skills​

  1. In the Employee Hub, open Engagement → Skills. Your assigned skills appear in a list.
  2. To identify the skill type, look for # beside rateable skills and a circle beside non-rateable skills.
  3. To change a rateable skill, select a number in Level.
  4. To add a skill, click Assign Skill, and select an available skill.
  5. To remove a skill, click ⋮ → Unassign.

The available actions depend on the skill's Self-Service Mode:

SettingWhat it does
Full self-serviceLets employees add, remove, and rate the skill. This is the default.
Add or remove onlyLets employees add or remove the skill without changing its rating.
Off — HR/Manager managedLimits assignment, removal, and rating to HR and managers.

To change the setting, in Salesforce open Skills, edit the skill, and select its Self-Service Mode.

The skill edit dialog with Full self-service selected

Assigned skills in the Employee Hub

Add skills to your Skills Chart​

When you have more than three rated skills, the Employee Hub displays a Skills Chart.

  • Click the star beside a skill to add it to the chart. You can display up to seven skills.

Record your experience​

  • In the Employee Hub skill sidebar, enter your months or years of experience. The value also appears in Skills Chart and Skills Matrix tooltips.

Use the Skills Matrix​

In Manager view, open Engagement → Skills to see the Skills Matrix for your team.

A team's skills in the Employee Hub Skills Matrix

You can customize the view with these actions:

ActionResult
Click X beside a skill.Hides the skill.
Use the search field.Displays matching skills or employees.
Click New Skill.Creates a skill.
Click X beside an employee.Hides the employee.
Click Reset Matrix.Shows all skills and employees again.

Click Manage Skills to see how many employees have each skill and the median rating. From this view, you can also rename a skill or remove it from the organization.

Find people with similar skills​

  • In the Employee Hub, open an employee profile, and find Similar People. The card shows colleagues with matching skills, their match percentage, and their shared skills.

Managers and HR can use these results for pairing, rotation, and internal mobility.

Add required skills to a project​

  1. In the Employee Hub, open the project.
  2. In the project detail sidebar, find Required Skills.
  3. Add a skill.
  4. Optional: Set a proficiency level or mark the skill as a top requirement.

The Salesforce project record also keeps the matching panel for employees whose skills resemble the project requirements.

View matching employees for a project​

Once a project has required skills, the Employee Hub ranks employees against those requirements so you can see who fits best.

  1. In the Employee Hub, switch to the Manager view, and open the project.
  2. In the project detail sidebar, find Matching Employees.
  3. Hover over an employee's match badge to see the Matching Skills they share with the project, along with the employee's level for each rated skill.
  4. Optional: Select an employee to open their profile. Employees you can see but cannot manage are listed for context without a link.

Each entry shows the employee's name and a match percentage badge scoring their skills against the project's required skills. The five closest matches appear first; if more employees match, a line at the bottom shows how many others are not listed. The list refreshes when you change the project's required skills, so the ranking always reflects the current requirements.