Accessing Skills & Training
What is Skills & Training?
This feature is Indigo's solution for storing valuable information regarding employees' education, skillset and knowledge.
To access this feature, go to HR > Main > Skills & Training.
Accessing Skills & Training
Permission | Sections Accessible | Type of Users |
HR_Skills | My Team, All Employees | Team leads or managers who only need to view and edit employee qualification info. |
HR_Skills+Payroll User | My Team, All Employees, Import-Export | Team leads and managers who need to view, edit and report on employee qualification info. |
HR_Skills+Payroll User+HR_ESTSetup | My Team, All Employees, Import-Export, Setup | Admins, anyone needing to view, edit, report on employee qualification info + have access and editing rights to Skills & Training support files. |
Depending on their assigned permissions, team leaders or managers may only have access to view their own team and not the whole tenant, so All Employees might not be visible to these users.
Main Sections
Skills & Training is made up of four sections: My Team, All Employees, Import-Export, and Setup. Each of these can be accessed from the left side menu of the feature.
My Team
This section is only visible to those users who have people reporting to them in the Organisation Chart. My Team shows a grid listing all the employees in the user's team. The user can access each employee's Skills & Training dashboard by clicking on the arrow on the far right of the employee entry, or by double-clicking on the employee's entry.
All Employees
All Employees displays the same grid as in My Team and works exactly the same way, but instead shows all the employees from all companies across the tenant.
If you do not have rights to all the companies in your tenant, then you will only be able to see employees in the companies for which you have viewing permission.
Import-Export
The Import-Export section contains a grid that lists all entries for each employee visible to you in My Team and/or All Employees in Skills & Training, divided by tab, and provides import and export functions.
There are three tabs:
Training: click on this tab to see the data for all training and certification entries.
Skills: this tab shows all information for skill entries.
Languages: choose this tab to view all data for language entries.
Each tab functions in the same way, containing the same type of grid list and the following actions: filter, export, import, and search.
Setup
The Setup section allows users to view, create, edit and/or remove support files used in the Skills & Training feature.
Training: this tab gives a list of all the training and certification support files available to your tenant.
Skills: here you can see all the skills support files available to your tenant.
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