Skills Matrix


The Skills Matrix is designed to collect documentation from your employees, from Working With Children Check to Drivers License to any documentation required for employment.



Data Flow Model


1
2
3
4
Create a
 Skill

Skill
  Submission  

Skill
  Review 

File
  Management 

Skill Config
Employee Console
Skill Management
 File Manager


The data flows through the model from left to right.

1 - Create a Skill 

             The first step is to create a skill that your staff will submit 

2 - Skill Submission

            Employees will follow your created instructions to submit their skills

3 - Review Skills 

          Approve, or Decline skills. You can also comment on them and review the files. 

4 -  File Management

         This includes downloading and viewing all the submitted documentation. 



Why create a skill?


If you require your employees to submit qualifications/documents such as a Working With Children's Check or a White Card,
you can have an archive of all their submissions attached to their Employee username.



Turning Skills Matrix On

To turn the skills matrix on navigate to Menu > Settings > General > Global.

Then under Feature Settings select  the Skills Matrix button and Click update.

Now you're ready to configure your first skill!


Skill Configuration

Menu > Settings > Skill Config

After writing a name appropriate to the document (e.g. Forklift License). To add a new Skill click the blue 'Add skill' button.

Adding a new skill




Edit Skill

On the left, you will see all the configuration settings for the skill.

The blue i  will give you a description of each point.

(1) Title: The Name of the Skill.

(2) URL: A link to a third-party resource that can be used to complete the skill.

(3) Group: The group of your staff that are required to complete this skill.

(4) Severity: How important is the collection of this skill.

(5) Docs Required: Do you require documentation to be uploaded for the skill completion?

(6) Attachment:  Is there an attachment for the employee to use to complete the skill? e.g. a Form to be completed?

(7) Expiry: Does this Skill have an expiry date? e.g Forklift licenses require evaluation after 3 years. 

(8) Expiry Limit: What is the maximum length of time before the skill needs to be completed again? 

(9) Expiry Reminder: How long before the skill expires do you want to remind your employee that it expires and needs to be resubmitted?

Skill Configuration



Instructions to Staff

This is where you can outline the instructions you wish to provide your staff with, on how to complete the chosen skill.

Along the top of this page are all of the word processing options, e.g. headings, bold, italic, alignment etc.


Mousing over the icons on the menu bar at the top of the editing window will cause more information about that option to appear.

Instructions to Staff


An Example:

Example of Instructions to staff set-up


 

Inserting Images


To insert an image click the icon of the mountains on the menu bar. This will open the image insertion box.
Then drag and drop the image into the box, or click to upload from a specific location on your computer


Inserting an image into a skillAlternatively, you can click the chain icon to link a picture from an URL.




Inserting Links


To insert a link you can click the small chain icon and enter the URL of the link you wish to add, as well as what text you want the link to say.
You can also set the link to open in a new tab in their browser when the employee clicks on it.


inserting a link




Saving your work


When you have completed drafting the instructions, save your work by clicking the floppy disk icon on the far right of the menu bar.

Sacing the instructions to staff




Employee Skill Completion

Menu > Home > Employee Console


Once a skill is made active, employees will be able to complete your instructions and submit required documents for approval from their Employee Console.

Employee Completing a Skill 

The instructions you create will be displayed above the box displayed below where the expiry date can be entered, documents uploaded, and any comments made.

When uploading documents you also pick the size of the document.


Attaching Documents to a Skill



Skill Management

Menu > Payroll > Skill Management

On this page, a submitted skill can be commented on, edited, declined or approved. To view, the attached files click the eye icon (see red arrow) and it will open the file in a new tab for you. 

Viewing skill attachments

A skill can be submitted on the behalf of an employee as well, simply click the On behalf button on the left of the screen (see red arrow).

Submitting a skill on the behalf of an employee




File Manager

Menu > Settings > File Manager 

The File Manager page allows you to view and search all the files that are within your account on Microkeeper. You can also delete them and upgrade your storage plan if required.

File Manager


To delete a file click Delete Files button on the left of the screen, then click the trash can icon that appears next to the file you want to remove.


Deleting Files from a Skill