Create a Skill Matrix defined by List of skills

The Skill Matrix module helps you manage your team’s skills and flexibility effectively. Learn how to create a skill matrix defined by a list of skills. (Video guide – 10:20)

Learn also how to create a skill matrix defined by job roles.

1. Define the skills and levels first. Before using the skill matrix, you need to define the skills (see How to create a new skill?) and the skill levels (see How to set up a skill level) in the system.

2. Create a new skill matrix. Go to the Skill Matrix submenu and click the Create New icon.

   

   

3. Complete the basic settings. Fill in the Title, Leader and Location. On the Access & Location tab, set the access type: Public or Only for invited. This tab is also where you can enable Protect Settings.

   

4. Choose the skills and the employees. Choose the skills, select the number of people required to be trained for each skill, and select the employees.

   

5. Save and view the matrix. Save and view your skill matrix.