Employee Expertise stores the credentials and qualifications your employees hold, such as certifications, education, licenses, skills, training, and professional experience. You add Expertise to an employee from the Employees menu, on the Expertise tab of their profile, where you select a category from a dropdown. You manage these categories from the Configuration menu.
1. Add Expertise Categories
Create the categories that appear in the Category dropdown when adding Expertise to an employee.
Steps:
From the Configuration menu, select Expertise Categories under the Employees heading.
Click the New (+) icon.
Enter the required information for the General heading.
a. Enter a Description of the Category and choose the Display Order (order it will appear in the list on the Employee's profile).
b. Check the box if the Category is Confidential (viewable only by users with permission).
c. Check the box if a Finish Date is required (i.e. the date a training was completed).
d. When finished, click Save.
2. Edit, Inactivate, or Delete an Expertise Category
Over time, you may need to update your Expertise Categories. Choose the option that best fits your situation:
Edit a category to correct its description, change its display order, or update its settings, such as Is Confidential or Is Finish Date Required.
Inactivate a category when you no longer want it available in the dropdown but need to keep it on existing employee records. This hides the category from future use without affecting the Expertise already recorded for your employees.
Delete a category only if it was created by mistake or has never been used. If employees already have Expertise under that category, inactivate it instead to keep their records intact.
Steps:
From the Configuration menu, select Expertise Categories under the Employees heading.
Click the Tools icon:
a. To edit any information of an Expertise Category, click on Edit. After you made the changes, click Save.
b. To inactivate an Expertise Category, click on Edit and uncheck the Active box. Finally click Save.
c. To delete an Expertise Category, click on Delete.
