In RotaMaster, each shift can be allocated certain skills that are required and these skills can be added to a individuals Personnel Record so they can be matched with the shift accordingly.
Creating Skills
The list of skills can be configured under Personnel>Reference Settings > Others > Skills & Qualifications by clicking on the Green Plus icon as illustrated below;
This brings up a pop up box as below;
Type in the skill or qualification required and press Save.
Adding Skills to a Personnel Record (Standard)
To add a skill to an individuals Personnel Record, you first need to go to the Personnel Manager and double click on the individual you want to update as below;
To add a skill, click Employment>Skills & Qualifications and click on the Green Plus button as illustrated:
A pop up box will be then appear where you can enter the specific skill details. There is also the option to tick the box for 'Never Expires' which will maintain the skill level for that individual indefinitely.
Save
If you wish to edit that skill in the future, highlight the skill you wish to edit, click on the Blue Pen icon and update the details. The skill can also be deleted by clicking on the Red Cross as illustrated.
If you wish to edit that skill in the future, highlight the skill you wish to edit, click on the Blue Pen icon and update the details. The skill can also be deleted by clicking on the Red Cross as illustrated.
Click Save and Exit. The individual can now be allocated a shift that has that particular skill assigned to it.
For help adding a Skill to a Personnel Record in People+ please click here
Adding a Skill to a shift on Shift Pattern Manager
Skills can be used to add required skills to this shift. When Skills are added to a shift in Shift Pattern Manager, the person allocated the shift must have the skills outlined.
To add a required skill to the shift, click the Skills tab. Skills that are configured in the system will be shown in the Available Skills box. To assign these to the shift, double click on the Skill name. This will move these into the Required Skills For Shifts.
Adding a Skill to a Shift on View Rota
Skills can also be added onto shifts in the Live Rota. To do this edit your shift and to go the Shift Skills tab:
Press the green plus button highlighted above and select the relevant Skill from the drop down box then press Save:
