How to set up Skill Expiration in Skill Matrix

You can set up skill expiration manually, or link a skill with a document.

• Red triangle alerts

  Once you set up skill expiration, a red triangle alert is displayed in your skill matrix. It indicates either that the skill (requirement) validity has expired, or that the employee has to get familiar with a linked document or its new version.

  

Set up skill expiration manually

• Open the skills

  First, you have to add requirement(s) to your skill. Go to the Skill Matrix module in the left panel and choose Skills from the submenu.

  

• Set the skill validity

  Add the Qualification Requirements for your skill. Here you can also set the validity of the skill: use the plus / minus buttons to select the number of months the skill will be valid for, or simply type in the number of months until the skill expires.

  

• Request the requirement for the employee

  To activate the expiration for employees, you have to mark the skill requirement as needed for the employee: click the Status field below the requirements and choose Request (or another status) from the submenu.

• Enter the expiration date

  Then, to add the expiration date, tick the Status box next to the requirement and enter the date you want. Please note that if no date is entered, the skill never expires by default.

  

• Expiration in a numerical scale matrix

  In a skill matrix using a numerical scale, you activate the expiration by choosing the Level achieved first and then ticking the Status next to the requirement to set up the expiration.

  

Link your skill with a document

• Alerts for linked documents

  You can link your skill requirement with a document that already exists in TeamGuru. Once you do, you see the red triangle in your skill matrix if the employees need to get familiar with the document or its new version.

  Please note that the expiration of a document plays no role in the alerts. If you also need to set up expiration, set it up manually by following the same steps as above.

• Add the linked document

  To add a linked document, go to your skill and add a document under Qualification Requirements.

  

• No status needed for the alert

  Please note that in this case, you don’t need to set any status in the employee’s training record to trigger the red triangle alert in your skill matrix (unless you want to set up expiration too). The alert is triggered automatically once the skill requirement is linked with a document and the employee is selected in the document itself to be informed about it or its new versions.