Clicking the Skills and Certifications tab displays the skills and certifications home page. More about the home page.
In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
From the list, you can click any skill or certification name to go directly to its detail.
Click New to create a new record type as shown below:
Record Type Name
Description
Certification
A document relating to a status or a level of achievement.
Skill
An ability, proficiency, or expertise, in a subject area.
Recent Choice
Description
Recently Viewed
The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created
The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified
The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.
FinancialForce PSA allows you to create a full library of all potential resource skills and certifications.
Users, operations teams and the field can view and manage skills development for individual resources and the business overall. Resources can rate themselves against skills and identify which certifications they have. Managers and operations teams can set thresholds for key skills and track open requests against them.
Operations and administrator users can set up and maintain skills and certifications. Resource users can then rate themselves against each skill or certification.
Skill/Certification Zones
Zones indicate what subset of the library is relevant for resources in a given RPGAbbreviation of region, practice, group.. In this way, resources and managers for a given area only view and rate the list of skills or certifications relevant to their RPG.
The Skills/Certifications Zones tab provides a mechanism to associate existing skills and certifications to regions, practices and groups.
Skills Matrix and Ratings
A skill or certification rating is the skill level or ability a resource has on a single skill or certification. Resources can rate themselves on a skill or certification.
As an Operations or Admin user, you can see an overview of Skills and Certifications for a given resource by using the Skills Matrix tab and related pages.
Skill Thresholds and Skills Capacity
You can set and configure thresholds for key skills or all skills in your organization. These thresholds set warnings based on a minimum number of resources with specific skills or certifications, average ratings, or other elements. See Skills Settings.
The Skills Capacity tab shows the number of resources, filtered by RPGAbbreviation of region, practice, group., with a type of Skill/Certification, along with the High Value rating, Average Value Rating, and number of open resource requests asking for that skill or certification. You set the type when you create a Skill/Certification on the Skills and Certifications tab.
More about the home page.