Require skills on shifts
Ask for skills, at a minimum level, on a shift or a template, so that automatic planning and self-service only choose people who have them.
This page is for planners. With the SmartERP Planning - Skills bridge installed, a shift can require skills such as Food Hygiene at Advanced level. You need to be a Planning Administrator to set requirements. The skills themselves are the ones recorded on employees in the Employees application.
Require skills on a shift#
- Open the shift. Above the note you see the table Required Skills (employees who are not planners see it only when it has lines).
- Press Add a line.
- Choose the Skill Type, then the Skill of that type, then, if you want a minimum, the Minimum Level. Leave Minimum Level empty to accept any level.
- Add more lines if needed. The person needs every line.
- Save.
A skill type, skill and level must match: choosing a skill of another type gives "The skill Skill is not of this skill type." and a level of another type gives "The level Level is not of this skill type."
[planning-shift-skills]
Require skills on a template#
Open the template (Planning → Configuration → Shift Templates, open the row in the form) and fill Required Skills the same way. Shifts created from the template copy the requirements, whether you choose the template on a shift, use Plan with Template, or press + on the schedule.
What Planning does with requirements#
| Situation | What happens |
|---|---|
| Auto Plan, Plan Orders, open-shift broadcasts | Only people who have every skill are considered. Auto Plan reports "nobody has the required skills" for shifts it could not fill. |
| An employee takes an open shift | Refused: "Name is missing required skills: Skill ≥ Level." |
| You assign someone by hand, drag a shift, or Plan with Template | Allowed. The shift gets the Missing Skill warning ("Name is missing required skills: ...") and a graduation-cap icon; the filter Missing Skill finds it. Drag shows the message in the drop dialog. The preview of Plan with Template does not check skills. |
How a person is judged#
A person meets a requirement when their employee record has that skill and the level reaches the Minimum Level you asked for. Levels are compared by their progress percentage, so a higher level always satisfies a lower minimum. Employee skills in Community have no expiry date, so a skill counts as long as it is recorded.
Find shifts by the skills of the person#
In the search box, choose Skill and type a skill name. The list shows shifts of people who have that skill (this uses the field Person's Skill).