Skill planning
1. What is skill planning?
Skills planning lets you schedule when a skills gap will be closed, ensuring your team is fully qualified for the tasks ahead. This way, you don’t just see missing skills - you know exactly when employees will complete their training or certifications.
2. Why is this important?
Improved Forecasting: You’ll know when your team will be ready for future projects.
Better Resource Allocation: Managers can plan staffing based on upcoming qualifications.
Proactive Compliance: Never miss a certification renewal deadline.
3. How to plan for closing a skills gap
Method one: via the Matrix
Open the Skills Matrix: Navigate to the skills matrix for your team.
Find the skills gap: Look for skills with a gap (empty circle, alert, or a red icon) next to an employee’s name.
Open the planning dialogue: Click the skill you want to plan for. A pop-up will appear. Select the 3 dots next to "Add a result" and instead, select "Add planning".
Any plannings that already exist for this skill or employee are visible in the details pane
Set a desired score
Set a deadline date: In the pop-up, choose the date when the employee will complete their training or certification. This could be a future course, on-the-job training, or a certification renewal.
Add remarks If needed, remarks can be left here.
Save the planning: Once the date is set, hit "Save" to record it. The matrix will now show that a plan is in place for that skill.
Edit plannings A planning can be edited by clicking on the result and then the 3 dots.
Method two: Multiple plannings via the Matrix
Instead of clicking on an individual skill gap, select the skill itself from the relevant skill matrix axis
Click on the 3 dots and then "Add multiple plannings"
Select the desired score.
Select the deadline date.
Add any necessary remarks for all employees.
Click "Next", and then "Save X skill plannings".
Method three: Via the Skill planning page
Go to the "Organization" page via the menu.
Scroll down to "Skill plannings".
Select the "Create a skill planning" button.
Follow the same steps as above.
Method four: Via employee profiles
Go to the "Employees" tab.
Select an employee to see their profile.
Select the three dots next to the skill which needs to be planned.
Select "Add planning".
Follow the same steps as above.
Method five: On a skill page
Go to the "Skills" page and select the skill in question.
Find the employee, and select the three dots next to their name.
Select "Add planning".
Follow the same steps as above.
Note: creating a planning on a skills page only works if there is a requirement or an expired result. Plannings for skills that aren't required or expired must be done from the matrix or the employee profile.
4. How to know a skill is planned?
The blue dot at the right top corner of a skill result indicates that there is a work in progress for that skill.
Examples of the blue dot:
Or
Be aware, a blue dot can also indicate one of the following:
The skill is planned.
The skill result is waiting for approval.
The skill has an open self-assessment request.
You may need to click on the individual result to understand what the dot signifies. Under the details pane, plannings are shown along with the set deadlines.
5. Use cases
"As an operations manager, I want to plan when my field engineers need to obtain their safety II skill to avoid statutorily fines."
"As a sales team manager, I know there is a new product knowledge requirement across the sales team for a new product. A training is planned and I want to ensure I can remove these planned trainings as skill gaps from my overview."
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