The Staff Matrix

Introduction

The staff matrix is a tool designed to help organizations keep track of the skills and knowledge of their employees.

The feature also provides an overview of all the skills that each user has and when they are due to be updated, allowing organizations to ensure that their employees are always up-to-date with the skills required for their job.

This helps organizations to maintain a high level of competency and quality among their workforce, and also ensures compliance with industry regulations and standards.

Competencies

A competency is any skill, licence, registration or qualification that an employee possesses. Through the staff matrix you can assign competencies to employees.

Adding an Employee Competency

To add an employee competency, follow these steps.

1. Navigate to the Staff Matrix
2. Click on the employee you wish to add a competency to.
3. Click ‘Add Competency’
4. Fill the form and click ‘Save’

Please note, if you have set up a custom form for the skill level selected it will add the fields to the bottom of the dialog box. If you haven’t the user must upload a file for the competency to be considered complete.

Viewing Employee Competencies

The list of employee competencies are grouped by competency (e.g. if a user has re updated their licence 3 times, you will need to search for the ‘licence’ competency to view each individual update).

To view an employee competency, follow these steps:

1. Navigate to the Staff Matrix
2. Click on the employee you wish to add a competency to.
3. Scroll to the competency you wish to view. Alternitavely you can use the search function.
4. Click the instance of the competency you wish to view.

Viewing Employee Competencies Grouped by Skills

In the Staff Matrix, you can click on a specific skill and see a list of all employees who are competent in that skill.

To view which employees are competent in a skill or set of skills:

1. Navigate to the Staff Matrix
2. Click on the Skills (Beta) tab.
3. Select one or many skills from the right-hand column to see which staff members are associated with them.

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