Logo

Docs / Skill Matrix

Master competency mapping by learning how to set up and configure your organization's skill assessment system.

Docs

Skill groups

Skill groups allow you to organize competencies into logical thematic categories. Each group contains related skills and can be assigned to organizational roles.

Skill Groups Overview

To view skill groups:

  1. Navigate to the SKILL MATRIX section in the sidebar
  2. Click Skills

You'll see a list of all skills grouped by category. Each group displays:

  • Group name in the dropdown at the top of the page
  • List of skills with descriptions
  • Actions for each skill (view, edit, delete)

Creating and Editing Groups

Editing an Existing Group

  1. Select a group from the Group dropdown
  2. Click the edit icon next to the group name
  3. In the Skill group window you can modify:
    • Name - group name
    • Description - group description and usage
  4. Click Save to save changes

Example Skill Groups

Accounting Skills

  • Description: "Technical competencies for managing financial records, transactions, and regulatory compliance"
  • Skills: Accounts payable/receivable, Audit support, Bookkeeping, ERP systems

Administrative Skills

  • Description: "Essential organizational and clerical abilities for managing office operations and administrative tasks"
  • Skills: Administrative reporting, Compliance monitoring, Document management

Backend Developer

  • Description: "Server-side programming expertise for building robust applications and system architecture"

Managing Skills Within Groups

Adding a New Skill

  1. Select the appropriate group from the Group dropdown
  2. Click the Add skill button
  3. In the Add skill to group window provide:
    • Name - select from dropdown of available skills
    • Description - describe the skill's usage
  4. Click Save

Editing Skills

  1. Find the skill in the list
  2. Click the edit icon
  3. In the Skill window you can modify:
    • Name - skill name
    • Description - detailed skill description
  4. Click Save to save changes

Managing Assignments

Adding to Additional Group

  • Hover over a skill and click Add to another group
  • Select the target group from the list of available options

Removing from Group

  • Hover over a skill and click Remove from group
  • The skill will be removed only from the current group, not from the system

Best Practices

Group Organization

  • Group thematically - combine skills related to a specific domain or function
  • Use descriptive names - group names should clearly indicate their purpose
  • Add detailed descriptions - help users understand the group's context

Skill Definition

  • Be precise - each skill should have a clearly defined scope
  • Avoid duplication - use the ability to assign skills to multiple groups
  • Add context - descriptions should explain practical skill applications

Next Steps

After configuring skill groups:

  1. Go to Organizational Role Management
  2. Assign appropriate skill groups to company roles
  3. Enable employee self-assessment in User Profiles