Before you start, you might want to edit the Type, Group and/or Certification Source picklists on the Skill/Certification object to align them with your organization.
To add a new skill or certification:
If you want resources to rate themselves against skills and certifications, add the Skill and Certification Ratings related list to the Contact tab for the resources who are to rate themselves.
Click the Skills and Certifications tab.
Click New.
If the Select Skill / Certification Record Type page appears, select one of the following types for your new record:
Repeat the previous step for all the skills and certifications that you want resource ratings for.
Advise your resources to rate themselves by clicking New Skill / Certification on their contact record.
See Adding a Skill or Certification Rating. Resources can then edit this rating on their contact record or on the Skills and Certification Matrix page.
Use the Skills Capacity tab to see what levels of skills/certification levels your organization has available.
Use the Skills Matrix tab to see what skills/certifications your resources have by name:
If you want to view the skills and certifications for a resource other than yourself, select Other and then click the name of the resource that you want to view the skills and certifications for.
To edit a skill or certification, click Edit.
Edit the ratings and evaluation/expiration dates as appropriate.