Planifi employee skills allows employees to rate their skill levels and request to gain experience with a skill and then report on employee skills while reviewing utilization reporting.

In Planifi employees can rate their skill level or experience themselves or request to gain experience with a skill in the My area in Planifi.

To view employee skills go to the Employee Table, and then enable the Show Skills Report in the Table Settings.

You will then see the skills/experience that employees have rated themselves.  Each employee row will show a pie chart or ! chart representing the employee's skill level from 1-4 in the pie or an ! to indicate the employee would like to gain experience with that skill.

Updating Employee Skills

Employees can enter there skill levels and requests to gain experience by going the My Section and selecting the skills tab.  If utilized the hours represent how many hours in total the firm has worked on projects that have been tagged with those skills and how many hours the employee has worked on projects with those skill attributes.  Project skills must be identified separately via the edit project and select skills.

Project Skills

Project Skills provide two things, 1 it can be used to identify how much work employees have performed on projects utilizing the skill, and show employees how much work they’ve done on projects utilizing a skill.  In the future you will also be able to identify employees that would like to gain experience utilizing a skill.

To utilize project skills, click the 3 dots to edit a project, then choose Actions and Skills.

Then in the Skills dialog select the skills and optionally choose the ‘level’ of skill the project requires.  This will be used in the future to help identify employees that have that level of skill or experience.

Configuring Employee Skills

Administrator can configure skills in the Planifi settings, but going to settings and then choose resources.

In the type for resources choose Type then Skills

In the upper right corner choose Add

And then add a new skill and enter a ‘Group Name’ to categorize the skill.