This guide walks users through the three-step process of creating and customizing a new skills matrix using the Workforce Management platform.

Step 1: Matrix data

Use this section to define the scope of your matrix by selecting employees, skills, and filters.

Employees

• Choose real-time employee options or manually select individuals for specific worksites.

• Additional setting: Exclude employees who do not have any of the selected skills.

Skills

• Include or exclude specific skills.
• Use a saved skills list from the drop-down menu.
• Manage your list: View change history or delete saved skills.
• Search by skill group or manually enter skill names.

• Additional settings:
  • Show skills with skill codes.
  • Exclude specific skill levels.
  • Include skills for specific job titles.
  • Hide skill columns if none of the selected employees have that skill.

Next button: Click next to proceed to the matrix display configuration.

Step 2: Matrix display

Customize how the matrix appears by adjusting columns, skill information, and visual themes.

Order skills

• Drag and drop skill columns to reorder them according to preference.

Columns & skill information

Include or exclude columns based on worksite preferences:

• Crew name
• Department
• Latest medical test expiry
• Date of Birth
• Last date on site
• Company
• Start date with company
• Job titles
• Last negative drug test date
• Last negative alcohol test date

Skill display options

Display skills as:

• Icon, expiry date, and skill level
• Icon only

Additional settings

• Include start date for all skills
• Show only expired skills or those expiring in the next 90 days
• Abbreviate skill level
• Show time frame until expiry for skills expiring in the next 90 days

Skills colours & preview

• Choose a default colour theme from the drop-down.
• Manage themes:
  • View all saved themes
  • View default theme
  • See number of matrixes using the theme
  • View change history
  • Delete theme

• Create and save a new custom colour theme.

• Colour-code each skill based on preferences.

View Matrix button: Click View matrix to proceed to the final review step.

Step 3: View matrix

Review the completed skills matrix before saving.

• All newly created matrices are accessible via the Saved Matrixes tab.

• Click the Save matrix button to finalize and store the matrix.

Tips

• Use saved skills lists and themes to speed up future matrix creation.
• Apply filters to focus on relevant data for specific worksites or job titles.

Related Articles

• Managing saved skills lists
• Creating custom colour themes
• Filtering employee data in reports