Incumbent Skills

The incumbent Skills area stores details of any skills which have been acquired by this incumbent.
Skills do not normally incur any cost to the company.
Skills added to an incumbent will automatically display in the linked employee file, and vice versa.

Adding a New Skill:

  1. Go to Navigator > HR > Position and Incumbents.
  2. Select the required position.
  3. Click on the Incumbent(s) tab, highlight the required incumbent and click the Editbutton.
  4. Click on that incumbent's Skills tab.
  5. Click on the Add New button and complete the following information as required:

Field Explanation
Type From the drop down list select the Skill Type as it has been defined in the HR Validation Tables, or select <<Add New>> to create one as you work.
Skill The available list of Skills depends on the Skill Type which has been chosen.
Alternatively select <<Add New>> to create one as you work.
Acquired Date & Time Enter the date and time the Skill was acquired or last rated/tested.
Rater/Tester Company Click on the drop down button and select the company that employs the rater or tester who controls the skill.
Rater/Tester Select the rater or tester. This can be an internal or external person.
Rate/Score Emp Enter the actual rate or score the employee has achieved in this Skill.
Rate/Score Pos The system will display the rate or score required by the Position.
Rate/Score Var The system will calculate any variance between the required and actual Skill rating.
Review Date If applicable, enter the date this Skill will need to be reviewed (e.g. a first aid certificate).
An entry will appear in the planner on this date.
Expiry Date

If the Skill has an expiry date, enter it here.

The HR reports Employee Skills Gap and Employee Skills Listing can be filtered by this date.
Brief Notes Add any applicable notes.
Action Items

Select the Action Items tab to access any actions which have been set for this skill.

Or use the Actions drop down button to generate a Task, Phone Message or Email relating to this Skill.
Documents Select the Documents tab to access any documents which have already been linked to this skill, or click the Add New button to add a document now.

 

  1. Click OK to save changes and close the window.

 

Any default Skills which have been defined for a Position can be copied to incumbents of that position, and then modified as required.
To do this:

  1. Go to the Position node and select the required position
  2. Click on the Incumbent(s) tab
  3. Click on the Apply Related drop-down arrow and select the Skills option.



  4. Click next in the Apply Related Position Skills Wizard pop up window, to Apply the Skills to that position.
  5. Select the relevant Skills to apply and click Next.
  6. Click Next on the Position and Employee screen.
  7. Click OK to close the wizard once the Skills have been applied.

If necessary you can then edit the incumbent and add any specific details to the Skills as described above.