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Introduction to Skills & Training
Introduction to Skills & Training
Marie Claire Saliba avatar
Written by Marie Claire Saliba
Updated over 2 weeks ago

What is Skills & Training?

Administrators and HR staff have to painstakingly collect and organise employee information, 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

Skills & Training Partial permissions:

  • FoundationTenant_HRMenu

  • HR_Skills

  • HR_ Training

  • HR_DM_AllEmployees
    ​
    + Payroll User role

My Team, All Employees, Import-Export

Team leads and managers who need to view, edit employee qualification info.

Skills & Training Full permissions:

  • HR_Skills

  • FoundationTenant_HRMenu

  • HR_DM_AllEmployees

  • HR_Employee

  • HR_ESTSetup

  • HR_Training
    ​

    + Payroll User role

My Team, All Employees, Import-Export, Setup

Admins, anyone needing to view, edit qualification info + have access and editing rights to Skills & Training support files.

Reports permissions:

  • FoundationTenant_HRMenu

  • HR_ExpiredTrainingAndCertificationsReport

  • HR_OngoingTrainingAndCertificationsReport

  • HR_TrainingAndCertificationsExpiringSoonReport

  • HR_TrainingAndCertificationsStartingSoonReport
    ​
    + Whichever User Role

No access to Skills&Training section. Only the Reports will show in the HR module.

Access only to:

  • Expired Training & Certifications Report

  • Ongoing Training & Certifications Report

  • Training & Certifications Expiring Soon Report

  • Training & Certifications Starting Soon Report
    ​

🗒️ Note

  1. 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.

  2. The 'Reports Permissions' can be paired with both the 'Partial' and 'Full' permissions in the table above, if needed.

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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