📄️ Why Use Skills Matching?
Each of your staffers has something special to bring to the table. Maybe they’re proficient in Adobe, have a background in technical writing, or are fluent in a second language. Every person on your team has specific talents, expertise, and things they do best. When you’re building project teams, you want to make sure you’re assigning staffers to tasks that match their skills and what they’re best at.
📄️ How To Activate Skills Matching
Skills matching is an elective feature in AulT&E that you can use to make smarter choices when delegating tasks to staffers. In order to take advantage of AulT&E’s skills matching tool, you first need to activate the feature. Here are the steps you’ll need to take to do so.
📄️ Get Started With Skills Matching
Skills Matching allows you to enter skills that are needed for each role in your firm. For example, a software company may need skills like data analysis, design, project management, and SQL.
📄️ User Permissions with Skills Matching
A staffer’s ability to add, edit or delete skills from AulT&E is determined by the user rights that staffer has been granted. System admins have the power to create security groups and to grant access privileges to specific staffers within the USER RIGHTS_** window (MY COMPANY…USER RIGHTS_).
📄️ How To Access Your Skill List
When you activate Skills Matching for your firm, you’ll have access to a skill list window where you’ll be able to add, edit or delete skills. In order to get to your skill list, all you have to do is navigate to the MY COMPANY_** tab in your main navigation toolbar. From there, click SKILLS_ in the dropdown menu.
📄️ Your Skill List Toolbar
If you have Skills enabled for your firm, you’ll have access to a skill list window where you can add and manage your staffers’ skills. There are a number of actions you can take once in your skill list window. This article will walk you through each piece of your skill list toolbar.
📄️ Field Values for Skills
There are two types of field values in AulT&E that apply specifically to skills matching. It’s not required that you use these fields when creating skills – however, they can be a helpful tool for organizing your skill types. The two skills-specific field values are SKILLS CATEGORY_** and INDUSTRY TYPE_, and you can add them just like you would add any other field value. In this article, we’ll take a look at what each of these values means, and how they can bring order to your skills list.
📄️ A Walkthrough of Your Different Skills Fields
Any time you add a skill, you’ll be asked to fill out a number of fields that will later help you organize your skills and group certain skills together. These fields are as follows:
📄️ Add a Skill to Your Skill List
You’ve activated Skills Matching and set the necessary permissions. Now you’re ready to add skills specifically for your firm. This article walks you through the process.
📄️ Upload a Certification File
If one of your staffers has a certain skill certification, it’s possible for you to upload their certification documents directly into AulT&E. You can do so directly from the _SKILLS_ tab of your staffer’s settings.
📄️ How To Assign Multiple Skills At Once
If you don’t want to assign skills to a staffer one by one, it’s possible to bulk assign multiple skills at once. This is a good option for system admins who want to save time or assign a large number of skills to staffers.
📄️ Search for a Staffer With Certain Skills
Managers and admins can use the Search Skills feature to find staffers with a specific set of skills, certifications, and/or languages. For example, you want to find all staffers who have the “project management” and “technical writing” skills.
📄️ Reporting on Skills
The Skills Matching feature in AulT&E primarily helps with planning future resource allocation, but it can also give firms a sense of how skills have been used in past projects. After activating skills matching, you'll have the option to add a skills-specific field to any report you create. Skill fields on reports will show you which skills your staffers are applying towards the projects they’re working on. This can be helpful in understanding how certain skills may come in handy on future similar projects. In this article, you’ll learn how to activate the Skill List field for reports, and what that field can teach you about your projects and staffers.
📄️ FAQ: Skills Matching
- WHY WOULD I USE SKILLS MATCHING?