Managing trainee skills
Who is this article for?
Supervisors who need to track and manage trainee skill development.
Supervisor access is required.
This article explains how to add, edit, delete, and reorder skills for trainees, including uploading certificates and setting competencies.
1. Adding a skill
To add a skill:
- Navigate to the Manage menu.
- Select Users.
- Go to the trainee's profile.
- Switch to the Skills tab.Select the trainee’s profile and open the Skills tab.
- Click Add Skill.
- Select a Skill from the dropdown (only available skills will appear).
- Enter the Achieved on date.
- Enter the Expires on date.
- Upload any Support Evidence.
This is optional.
- Click Add to save the skill.
You’ll return to the user’s skill list showing the newly added skill.
2. Editing a skill
To edit a skill:
- Click the Ellipsis icon next to the skill.
- Select Edit.
- Make required changes.
- Click Add.
3. Deleting a skill
Deleting a skill is a permanent action, so make sure it's not needed before you follow the steps to remove it.
To delete a skill:
- Click the Ellipsis icon next to the skill.
- Select Delete.
- Click Delete in the pop up.
4. Reordering skills
4.1. Menu
To reorder a skill:
- Click the Ellipsis icon next to the skill.
- Select Move up or Mode down.
Updates will be instantly shown in the skills matrix and its exports.
4.2. Drag and drop
To reorder a skill, drag and drop it to the desired position.
Updates will be instantly shown in the skills matrix and its exports.