Understanding skill records in employee profiles in EPP
Disclaimer:
Access to features and information described in this article may vary depending on the user's role and custom permissions. Users with different access levels may see different options or have limited functionality within the page.
Summary
Learn about the four types of skill records displayed on employee profile pages and how to manage them effectively. This feature helps you track qualifications, worksite skills, appointments, and communications for compliance and workforce management.
What it is
The skill records section displays comprehensive information about an employee's capabilities, certifications, and job-related requirements across four distinct categories. Each record includes essential details like skill names, codes, worksite assignments, status, levels, and validity dates.
Why it matters
Skill records ensure compliance with worksite requirements, help track employee qualifications, and streamline workforce deployment. They provide visibility into employee capabilities and certification status, enabling better project assignments and regulatory compliance.
Key points
- Four skill record types cover different aspects of employee qualifications
- Permission levels (1-3) determine what actions users can perform
- Records include start and expiry dates for tracking validity
- Search and filtering options help you find specific information quickly
Skill Record Types
1. Qualifications
Qualifications represent globally recognized special skills, knowledge, or abilities that make employees suitable for particular jobs or activities.
Displayed information:
- Skill name and code
- Worksite assignment
- Status and level
- Start and expiry dates
Access permissions:
- All levels: View global qualifications (Levels 1-3)
- Levels 2-3: View attachments (read access by default)
- Level 1: View attachments (requires custom permission)
- Level 3: Add global qualifications to profile
- Levels 2-3: Add icons (Level 1 requires custom permission)
2. Worksite skills
Worksite skills refer to specific abilities and competencies required to perform tasks effectively at particular worksites. These skills vary based on work nature, industry, and specific tasks.
Displayed information:
- Skill name and code
- Worksite assignment
- Status and level
- Start and expiry dates
Access permissions:
- Level 3: Add site skills (Levels 1-2 require custom permission)
- Levels 2-3: View attachments (read access by default)
- Level 1: View attachments (requires custom permission)
- All levels: Edit/delete site skills (requires custom permission)
- Levels 2-3: Add icons (Level 1 requires custom permission)
3. Worksite appointments
Worksite appointments track specific assignments and roles at designated worksites.
Displayed information:
- Skill name and code
- Worksite assignment
- Status and level
- Start and expiry dates
Access permissions:
- Level 3: Add site skills (Levels 1-2 require custom permission)
- Levels 2-3: View attachments (read access by default)
- Level 1: View attachments (requires custom permission)
- All levels: Edit/delete site skills (requires custom permission)
- Levels 2-3: Add icons (Level 1 requires custom permission)
4. Communications
Communications encompass special skills required for employee mobilization, including variation requests, exemptions, fees, and change requests.
Displayed information:
- Skill name and code
- Worksite assignment
- Status and level
- Start and expiry dates
Access permissions:
- All levels: Add communications (requires custom permission)
- Levels 2-3: View attachments (read access by default)
- Level 1: View attachments (requires custom permission)
- All levels: Edit/delete communications (requires custom permission)
- Levels 2-3: Add icons (Level 1 requires custom permission)
Navigation and Management
Viewing Options
- Click All items tab to display all skill records
- Click Valid items tab to show only current, valid records
- Click Valid & recent items tab to view recent and valid global qualifications
- Use the search bar (top right) to find specific records by keyword
Managing Records
- Click the expand icon to view additional details and attachments
- Access the skill record version history using the history icon
- Add new skill records or documents using the add button
- Download attachments by clicking the attachment link
- Edit skill details (level, dates, notes, attachments) with appropriate permissions
FAQs
Can I view all skill types regardless of my permission level? Yes, you can view basic information for all skill types, but attachment access and editing capabilities depend on your permission level.
What's the difference between qualifications and worksite skills? Qualifications are globally recognized certifications, while worksite skills are specific competencies required for particular job sites or projects.
How do I know if a skill record has expired? Check the expiry date field in each record. Use the "Valid items" filter to see only current, non-expired records.
Related Articles
- How to add new skill records
- Managing employee permissions and access levels
- Understanding worksite compliance requirements