1. Working with Skillz
Skillz contains various modules to meet the needs of the Users who would interact
with the system to create and/or manage Skillset Groups, Skillsets, Reports,
Pending Approvals, Individual Skillsets and Resume Updation, Security, Training
etc.
Dashboard
Dashboard
SKILLZ
Manage
Manage Manage
Manage Manage
Manage Manage
Manage
Manage
Manage Manage
Manage Manage
Manage
Skillsets
Skillsets Reports
Reports Pending
Pending Your
Your Your
Your
Skillsets
Skillsets Security
Security Training
Training
Groups
Groups Approvals
Approvals Skillsets
Skillsets Resume
Resume
Add/Edit/Delete
Add/Edit/Delete
Add/Edit/
Add/Edit/ Actual
Actual Desired
Desired
Add/Edit/
Add/Edit/
Add/Edit/Delete
Add/Edit/Delete Track
Track
Delete
Delete Available
Available Skillsets
Skillsets Skillsets
Skillsets Edit/Save/
Edit/Save/ Add/Edit/Delete
Delete
Delete Skillz User
Skillz User Add/Edit/Delete
Skillset
Skillset Reports
Reports Desired
Desired Actual
Actual Upload
Upload
Skillset
Skillset Add/Edit/Delete
Add/Edit/Delete Course
Course
Group
Group Skillsets
Skillsets Skillsets
Skillsets Resume
Resume Add/Edit/Delete
Skillz User Group
Skillz User Group Add/Edit/Delete
Skillsets
Skillsets Skillsets
Skillsets Add/Edit/Delete
Add/Edit/Delete Module
Module
Training
Training Training
Training Roles
Roles Add/Edit/Delete
Add/Edit/Delete
Training
Training Assign Roles
Assign Roles Training
Training
History
History Schedule
Schedule
Profile
Profile
1 Proprietary and Confidential
2. Skillz Modules
Skillz is very flexible and highly configurable. The attributes related to an option item
in the left navigation menu can be configured to meet the needs of the organization
and match with the workflow pattern as needed. The options available to Create and/or
Manage items in the left navigation are:
Skillset Groups allows the addition, Manage Your Skillsets allows the
modification and deletion of a skillset Users to Manage their Actual and
group as required. A skillset group Desired skillsets. It also allows them
contains a set of related skillsets to apply for training to upgrade
skillsets and view training history.
Skillsets allows the addition, Manage Your Resumes allows the
modification and deletion of a Users to make changes to their
skillset as required. A certain set of Resumes and upload them
skills are categorized under a parent
skillsets group
Available set of Reports for Skillz Security allows the addition,
Management Information modification and deletion of Users,
User Groups, Roles.
Pending Approvals allows managing Skillz Training allows the addition,
the process of Approvals for Actual or modification and deletion of Tracks,
Desired Skillsets of individuals and Courses, Modules and Schedules
their Training needs
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3. Users of Skillz
Skillz is built upon the needs of various categories of Users within an
organization. People who would be using the Skillz system are likely to
belong to the following categories:
Administrators
HR Managers
Line Managers
Training Managers
Team Members
HR Managers Line Managers Training Managers
Other Users
Team
Members Administrator
Other Users
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4. Roles and Responsibilities
Administrator
Ted Jones
Administrator
The Administrator manages all the modules of Skillz. It is the responsibility of the
Administrator in Skillz to create and manage (Add, Edit or Delete):
Skillset Groups
Skillsets
Roles
User Groups
Users
The Administrator can grant specific data access privileges to specific Users, User Groups and
Roles operating within the Skillz architecture. The accessibility, visibility, edit-ability of various
features presented to each User operating within the Skillz modules depend on these
permissions granted to the User Group to which they belong or the Role they have been
assigned according to organization needs.
Note: Example is indicative. Organizations have total flexibility to configure Skillz to suit their needs.
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5. Roles and Responsibilities
Managers
Manager
The Manager may be assigned the Role of an Approver, and gains the rights to Approve /
Disapprove Skillsets or Training Requests of Team Members in the Group. Skillz helps the
Managers to identify competency levels and skill requirements of Team Members in the Group.
Managers can manage their own Skillsets and Resumes
Managers can create Training Tracks, Courses, Modules and Schedule training sessions if they
have the appropriate rights to Manage Training
Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.
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6. Roles and Responsibilities
HR Managers
HR Managers
Skillz allows the HR to:
Maintain team member information (personal and professional)
Maintain a Skills inventory
Understand capability levels of Team Members
Know of any desire to undergo any training
Search and track resources
Review the current status of their involvement in various assignments
Manage their Resumes and Skillsets
Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.
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7. Roles and Responsibilities
Training Managers
Training Managers
Skillz allows the Training Manager to:
Create Training Tracks
Create Courses
Add Modules to Courses
Schedule Training sessions
Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.
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8. Roles and Responsibilities
Team Members
Team Members
Skills allows Team Members to create and maintain a knowledge base of their skill-sets.
Skillz lets Team Members examine and identify their strengths and learning opportunities
in their core area.
Team Members can file requests for Training to enhance their performance or upgrade their skills
Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.
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9. Entering Data in Skillz –
Skillz Users, Groups and Roles
Users
Description Attributes Required
An individual identity that has been defined in the User Name Yes
Skillz System Application. Users can be associated
with single or multiple groups. They can also be User ID
assigned single or multiple Roles. First Name Yes
Last Name Yes
Email Yes
Department
Contact No.
Line Manager
Domain
Skillset Group Yes
User Group Yes
Role Yes
Note: All fields marked with a * are required
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10. Entering Data in Skillz –
Skillz Users, Groups and Roles
Groups
Description Attributes Required
A set of authenticated users, classified by common Group Name Yes
traits. Members of a group enjoy the same
privileges within the same group. A User can be a Description
member of more than one Group. In that case, the Skillz Roles Yes
user shall enjoy the privileges of all the groups the
user belongs to. Add User
Note: All fields marked with a * are required
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11. Entering Data in Skillz –
Skillz Users, Groups and Roles
Roles
Description Attributes Required
A Role is associated with a set of pre defined Role Name Yes
access Permissions to particular Resources in
Skillz. A Role could be granted a single permission Description
or a combination of multiple permissions as required Permission Yes
to fulfill a certain task. For example, a Skillz
Administrator would require access on the overall
Skillz functionality. Hence, the Administrator Role
would be granted all the permissions.
Sample Roles
Approvers
Line, Training
and HR
Managers
Skillz Users
Registered
Users
Subscribers Supervisor
Approver Subscriber Content
Content Provider
Provider
Supervisor
Note: All fields marked with a * are required
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12. Entering Data in Skillz –
Roles and Permissions
Permission Name Module Privileges allowed Roles
Manage
SkillSetGroup.Approve Skillset Can approve new skillset groups to activate it Approvers
Groups
Manage
PersonalSkillSetProfile.Manage Skillset Can assign skillset groups to the users Administrator
Groups
Manage Skill
SysSkillSetGroups.Manage Can Add, Edit and Delete Skillset Groups Administrator
Group
Manage Skill Administrator
SysSkillSets.Manage Can Add, Edit and Delete Skillsets
Sets
Manage
Can Add, Edit and Delete Users, User Groups Administrator
SysSecurity.Manage Skillz
and Roles
Security
Report.Manage Reports Can view Reports All
Manage Administrator,
Approval.Manage Pending Can Approve or Reject requests Managers,
Approval Approvers
Manage
Approver.Edit Pending Can change the skillset ratings of the users
Approval
Manage
Line.Manage Is assigned as Line Manager to other Users
Users
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13. Entering Data in Skillz –
Roles and Permissions
Permission Name Module Privileges allowed Roles
Can Add, Edit or Delete Training Tracks,
Manage Training
Training.Manage Courses, Modules and Schedule Training
Training Managers
Sessions
Manage Your
Skill Sets Can Add, Edit or Delete own Skillsets and
System.Login (default) All
Manage Your manage own Resume
Resume
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14. Entering Data in Skillz –
Skillz Skillset Groups, Skillsets
Skillset Groups
Description Attributes Required
Skillset Groups are Logical Containers containing a Skillset Group Name Yes
set of related Skillsets grouped together based on
their category and type Parent Group Yes
Approver
Note: All fields marked with a * are required
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15. Entering Data in Skillz –
Skillz Skillset Groups, Skillsets
Skillsets
Description Attributes Required
Skillsets can be added and organized within Skillset Skillset Name Yes
groups based on their category and type
Description
Skillset Value Type Yes
Allowed Values Yes
Parent Group Automatically selected
Active
Requires Approval
Allow filing of Desired Value
Allow filing of Training
Add Attribute Attribute Name Yes
Description
Type Yes
Allowed Values Yes
Required
Note: All fields marked with a * are required
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16. Entering Data in Skillz –
Skillz Training Tracks, Courses, Modules
Modules
Description Attributes Required
Modules can be added to become a part of a Module name Yes
Course or multiple courses
Description
Note: All fields marked with a * are required
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17. Entering Data in Skillz –
Skillz Training Tracks, Courses, Modules
Courses
Description Attributes Required
Courses contain one or more modules on a Course name Yes
particular subject. One or multiple courses would
form a training track. Description
Assign Modules
Add Course
References
Heading Yes
Attach file Yes
Comment
Note: All fields marked with a * are required
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18. Entering Data in Skillz –
Skillz Training Tracks, Courses, Modules
Tracks
Description Attributes Required
A training track contains one or multiple courses Track name Yes
applicable to a particular skillset.
Description
Assign Skillset Yes
Groups
Assign Courses Yes
Note: All fields marked with a * are required
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19. Entering Data in Skillz –
Skillz Training Tracks, Courses, Modules
Training Schedules
Description Attributes Required
Each list item in a Schedule contains the details of Title
various training sessions
Facilitators
Description
Track
Course
Add Schedule Item
Add Reference Item
Application Last Date
Status
Note: All fields marked with a * are required
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21. Manage Skillset Group
Ted clicks on Add to Add a new Skillset Group
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22. Add Skillset Group
Enter a name for the
new Skillset Group
Personal Information Select None to add a
top level
Skillset Group which
will contain sub
groups
Select one or more
Approvers from the
list of Users displayed
Click on Add Group to
complete the action
All * fields are
and return to the
mandatory Parent screen
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23. Skillset Group Added
“Personal Information”
Group added successfully.
User can continue to add
more groups or click on
Cancel to return to parent
screen
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24. Edit Skillset Group
Click on Edit to edit a Skillset Group – a list
of existing Groups is displayed in the content
area on the right
Select the newly added Skillset Group
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25. Edit Skillset Group
There is no Parent Group for
this Skillset Group
The Group name may be
changed
The Parent Group may be
changed
The Approvers can be
changed
Click on Update to
Save the changes made
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26. Delete Skillset Group
Click on Delete to remove the skillset group. It
will be removed from the system along with any
sub groups and related content
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27. Skillset Groups and Sub Groups
Skillset Groups may contain sub Skillset Groups or a set of related
Skillsets.
Related Skillsets are grouped together and organized under each
Skillset Group
Sub groups may contain further sub groups. This forms the
hierarchical Skillset Group tree
If Parent Group is “None” the Skillset Group becomes a top level node
in the Skillset Group hierarchy
A sub group may contain further sub groups
“Audit Specific Skill” contains a sub group “Credit Related”
“Credit Related” is a sub group of “Audit Specific Skill” and contains a sub group “wholesale credit”
“wholesale credit” is a sub group of “Credit Related”
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28. Edit Child Skillset Group
Parent Group name
Wholesale Credit
Ted modifies the “w” & “c” in “wholesale credit” to
caps and clicks on Update to save changes
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29. Skillset Group Modified
“wholesale credit” is replaced by “Wholesale Credit”
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31. Manage Skillsets
A set of related Skillsets are grouped within a parent
Skillset Group. Users clicks on Add to Add a new Skillset
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32. Add Skillset (has Parent)
Select a Skillset Group node in the hierarchy to Add a new Skillset
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33. Add Skillset
Parent Skillset Group is “Credit Related”
Define a Skillset name
Credit Experience
Credit Experience
Skillset Value type
could be a Numeric range
Enter allowed values for Skillset
Value type
Select single or multiple
values for
Parent group name is displayed Active/Requires Approval/
Allow Filing of Desired Value/
Allow Filing of Training Needs
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34. Add Skillset
Options Description
Active skillsets are visible to users and users can file new values for such
Active
skillsets. Deactivated skillsets cannot be viewed
Skillsets with Requires Approval checkbox enabled require approval from
Requires Approval the set of Approvers while users file values for such skillsets. Else, the
skillset skips the approval process.
Allow Filing of Desired Allows users to file their desired value for the skillset for which Allow
Value Filing of Desired Value checkbox is enabled.
Allows users to request training for the skillset for which Allow Filing of
Allow Filing of Training
Training checkbox is enabled.
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35. Add Skillset
Skillset Value type
could be a Boolean value
Enter allowed values for Skillset
Value type True or False
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36. Add Skillset
Skillset Value type
could be a Preset of Words
Basic, interme
Basic, inter
Enter allowed values for
Skillset Value type and
click on arrows to move
to the list box or discard
them
Note: This Skillset Value Type lets the User specify a preset of words as allowed values, each separated by comma (,).
For example, the values basic, intermediate, advanced can be specified - separating each of them by comma.
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37. Add Skillset
Options available to:
• Add the Skillset
• Change Parent Skillset Group
• Cancel and discard the action
• Add an Attribute for this Skillset
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38. Add Skillset
User clicks on Add Skillset
The Skillset has been
created successfully
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39. Add Skillset – Change Skillset Group
User clicks on Change Skillset Group
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40. Add Skillset – Change Skillset Group
User clicks on “wholesale credit” to select this node as the parent skillset group now.
Previously the “Credit Related” Group had been selected
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41. Add Skillset – Change Skillset Group
The parent skillset group is
now changed to
“wholesale credit”
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42. Add Skillset – Add Attribute
User clicks on Add
Attribute and fills in the
details and clicks on “Save
Attribute”
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43. Add Skillset –Attribute Added
Options to Edit or
Delete the Attribute
The new Attribute
details are now
Saved for this
Skillset
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44. Add Skillset – Edit Attribute
User can also
User can make changes and Delete the Attribute by
click on Save to save the clicking on this icon
changes or discard them by
clicking on Cancel
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45. Add Skillset – Delete Attribute
A confirmation dialog
box is displayed to
confirm Deletion of the
Attribute
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46. New Skillset Added
The new Skillset now appears under “wholesale credit” in
the Skillset Group hierarchy
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47. Edit Skillset
User clicks on the Skillset “Credit Experience” to edit
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48. Edit Skillset
Options available to:
• Update and save changes
• Cancel and discard the action
• Delete this Skillset
• Add an Attribute for this Skillset
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49. Edit Skillset
User clicks on Save Attribute
prematurely without entering
data in the form
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50. Edit Skillset
Empty form error alert is displayed
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51. Edit Skillset
Attribute named A1 added for this Skillset
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52. Delete Skillset
User clicks Delete to delete the Skillset. An
alert pops up to confirm the action
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54. Skillz Security
Security
This module facilitates the creation, modification and deletion of
User Groups, Users and Roles
Users can belong to single or multiple User Groups
Users and/or User Groups are assigned single or multiple Roles
Each Role contains a specific set of privileges to access specific
data or perform certain actions within the system
The Administrator of Skillz can use this module to grant specific
permissions to specific Users or User Groups by assigning single or
multiple Roles to them
This module effectively maintains the security of the system and the
data contained within
54 Proprietary and Confidential
55. Manage Skillz Security
Manage Skillz Security module allows the User to Manage
Users, Groups & Roles. The options available are:
1) Add Skillz User
2) Edit/Delete Existing Skillz Users
3) Add Skillz User Groups
4) Edit/Delete Skillz User Groups
5) Add Skillz Roles
6) Edit/Delete Roles
7) Assign Role To Users
8) Add/Edit User Attributes
To Add/Edit a new User Attribute, Ted selects the Add/Edit
55 User Attribute option from the Proprietary and Confidential
left navigation
56. Add User Attribute
Value for Attribute
name is Required
DOJ
Date of joining
1
10
Note:
After this the User would need to fill in details for the
DOJ field at the time of creating a new User or editing an existing User
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57. Edit User Attribute
The DOJ Attribute created is displayed in the grid. Edit/Delete icons are
provided to make changes or remove the Attribute from the User details
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58. Delete User Attribute
Delete confirmation popup dialog box is displayed if User clicks on the Delete icon
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59. Add Skillz Users
Fill in
Username
jturner
Joan
Fill in First name,
Last name & email
Turner
jturner@eforceglobal.com
Select Line Manager
Click Next
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60. Add Skillz Users
Select single or
multiple Skillset
Group to which this
User will belong
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61. Add Skillz Users
Select single or
multiple User
Groups to which
this User will belong
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62. Add Skillz Users
Click Next to fill in
User details for new
User Attribute “doj”
62 Proprietary and Confidentialcreated earlier
63. Add Skillz Users
Click link
to
Enter/Edit
Attribute
value. This
field is
mandatory
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64. Add Skillz Users
Click on the
Click Add User to Calendar icon to
complete the action pick a date range as
allowed for this date
range type of
Attribute
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65. Add Skillz Users
Click Add User to
complete the action
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66. Add Skillz Users
Error messages if
form is left empty
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67. Edit Skillz Users
The newly added
record is listed and
User can click on the
edit icon to make
changes
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68. Edit Skillz Users
Accounting Unit
Department name
“Accounting Unit”
added
User clicks Next to
continue making
further changes
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69. Edit Skillz Users
User deselects
Professional
Information to
remove User from
this Skillset Group
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70. Edit Skillz Users
No changes needed
here. User clicks
Next to continue
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71. Edit Skillz Users
User can also click
on Delete to remove
the User from the
system
User may click on Update to
submit the changes or click
Next to continue.
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72. Edit Skillz Users
The details for the
User clicks on Update to new Attribute for the
submit changes. User User are entered
record is updated in the here.
system
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73. Delete Skillz Users
Delete confirmation
dialog box pops up.
User may click OK
to confirm or Cancel
to abort the action
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74. Add Skillz User Groups
Content Provider
Content Provider
User enters a Group
name and
Description
User clicks Next to
continue
User clicks on Add
Skillz User Group
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75. Add Skillz User Groups
User selects single
or multiple Roles to
assign to this Group
of Users. The Role
“Content Provider”
is selected here
Note: All Users belonging to this Group would automatically inherit the permissions granted to this Role
75 Proprietary and Confidential
76. Add Skillz User Groups
User selects single or multiple
Users to add to this new User
Group and clicks on the
movelist arrow
Finally User clicks on Add
User Group to complete the
action
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77. Edit Skillz User Groups
User selects the new User
Group and clicks on the edit
icon to make changes
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78. Edit Skillz User Groups
Information Security
Information Security
User changes the
User Group name to
Information Security
User clicks on Next to
Continue making changes
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79. Edit Skillz User Groups
User removes the Role of
Content Provider associated with this
User Group
User selects the Role of
Supervisor to associate with this
User Group
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80. Edit Skillz User Groups
Similarly an User may be
selected and moved to the
All Users box to remove from
this user Group
Users selected
Single or multiple Users are selected and
moved to the Selected Users list by clicking
on the movelist arrow
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81. Edit Skillz User Groups
User Group name changed to
Information Security from Content Provider
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82. Delete Skillz User Group
User selects the User Group
and Content Provider and
clicks on the edit icon to
delete it
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83. Delete Skillz User Group
Click Next
Click Next
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84. Delete Skillz User Group
A Delete Confirmation dialog
Click Delete
box pops up. Click OK to
confirm the deletion or Cancel
to abort the action
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85. Add Skillz Role
Enter new Role
Consultant
Enter a description for the
Consultant
new Role
Select single or multiple Permissions
to decide what actions the User can
perform within this system
Selecting the System.Login permission
means that this User can Login and has
Read only access to the resources in the
system
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86. Add Skillz Role
Duplicate name check generates an error if
same Role name already exists
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87. Edit Skillz Role
User clicks on the Edit icon to make
changes to this record
New Role has been added successfully and
appears in the listing
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88. Edit Skillz Role
The Permission to Manage
Reports is added to this Role
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89. Delete Skillz Role
On clicking the Delete button to remove
this Role, a dialog box opens up to
confirm the deletion
89 Proprietary and Confidential
90. Assigning Roles to Users and/or Groups
User User Role 1 User User
1 2 1 2
Permission A
User User
3 3
Role 1
Users
Role 2
Permission A, B Role 2
User User Role 3
4 5 Role 3
Permission C
User
6 Group 1
Group 1 SKILLZ Application SKILLZ Application
Create Users/Groups Define Roles in Skillz. Each Role Assign Roles to Users
in Skillz is given specific permission/s and/or Groups
pre defined in SKillz
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91. Assign Roles to Users
To assign a Role to Users, click on the
Edit icon for a Role from the list of Roles
Displayed. The Role Approvers is selected here
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92. Assign Roles to Users
The User jturner is now in the
list of Users Assigned
to this Role
The User jturner is selected and
moved to the list of Users Assigned
to this Role
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94. Manage Your Skillsets
The User clicks on Manage Your Skillsets
in the left navigation
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95. Manage Your Actual Skillsets
The User selects
Additional Personal Information
from the Actual Skillsets tree. For the
first time the status is “Not Filed”
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96. Create Skillset Revisited
The Skillset name,
description, value type (if
applicable), parent
group name, status,
related attributes were
defined at
the time this Skillset was
created by the
Administrator
Attributes related
to this Skillset
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97. File Your Actual Skillsets
Status “Not Filed”
The Users need to fill in
their own Rating if
applicable for the Skillset.
Any Comments entered
will be stored for reference
in the Comments History
User needs to click on
The Attributes are listed here.
“Enter/Edit Attribute Value” to
begin filing the skillset values
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98. Enter Edit Attribute Value
Ted Jones
User fills in Ted Jones in
the editable textbox that
appears here and clicks on
Save to save the data or
Cancel to abort
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99. Enter Edit Attribute Value –
Required Field Error
User clicked on the Update button prematurely
resulting in error messages for Required fields
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100. Update Your Actual Skillsets
After the Skillset is
updated, the Status In the Audit Trail, the
changes to “Approved” details of the Skillset
as the Administrator is filed
also the Approver for are recorded and
this skillset displayed with date and
time stamps
Click on the expand/collapse
100 icon to hide/display Audit Trail Proprietary and Confidential
101. Update Your Actual Skillsets
After changing the values for each attribute,
User has the option to File for Approval Later or File for
Approval Now. This sends the Update request to the
Approver’s queue now or later
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102. Manage Your Skillsets - Pending Notifications
If any Skillset Approval is pending User is notified with appropriate messages
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103. Manage Your Desired Skillsets
User expands the Professional Information
node n the Desired Skillset Tree and selects ASP.Net.
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104. File Your Desired Skillsets
User fills in current Rating for this Skillset,
File for Approval now and clicks Update
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105. Manage Your Skillsets Training
Select a Training Track from the list
Clicking on Course or Training Reference or
Scheduling displays a popup with the relevant details.
Scheduling Popup is displayed here
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106. Recommend an User for Training
To recommend an User for Training, Select a Schedule. Select an User/s and
move to the list box of Recommended Participants. Click OK when done or Cancel to
Abort the action
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107. User Profiles
User can make changes to his
Profile and click on Update
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109. Manage Your Resume
User selects Manage Your Resume to upload
resume for the first time or update the old version
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110. Upload Resume
Currently Resume is not uploaded
User selects Manage Your Resume to upload
resume for the first time or update the old version.
Older version uploaded gets over written by the new one.
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111. Upload Resume
Error message if any file other than Word doc format is uploaded
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113. Manage Pending Approvals
User selects Actual Skillsets Inbox to view the
Pending Approvals queue for Actual Skillsets
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114. Actual Skillsets Inbox
User can view Pending
Approvals queue for All or his own
Approval/Rejection
Comments go here
Click this icon to
view Details
Approver may select the request submitted and
Approve or Reject it with appropriate comments
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115. Details of Skillset Filed
Status is Pending
Comments can be entered here
Past Comments appear here
Approver may Update and Approve/Approve/Reject
with appropriate comments or Cancel the action altogether
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116. Desired Skillsets Inbox
User can view Pending
Approvals queue for All or his ow
Comments go here
Click this icon to
Approver may select the request submitted and view Details
Approve or Reject it with appropriate comments
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117. Desired Skillset Details
Status is Pending
Comments can be entered here
Comments appear here
Approver may Update and Approve/Approve/Reject
with appropriate comments or Cancel the action altogether
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121. Manage Skillz Training
Click on Manage Skillz Training to access the Training module.
This module contains options to Add/Edit/Delete Training Tracks applicable to a single or
multiple Skillset Groups, Add/Edit/Delete Courses within a Track, and Add/Edit/Delete
Course Modules.
Training Tracks can also be scheduled online with relevant details about the day, dates,
time and location etc.
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122. Add Track
Enter a Track
name
Project Management
Enter a suitable
Project Management
Description
Assign Skillset
Groups from the
available Skillset
Groups list
Click on Select available
Add Track Courses to add
to this Track or
Add New Course
by clicking n the
“Add New
Course” button
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123. Add Course
Enter a Course
name
Basic Concepts
Enter a suitable
Basic Concepts
Description
Assign Modules
from the
available
Modules list
If needed, a new
Module can be
created from
here
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124. Add Module
Enter a Module
name
MS Project
PM Tools Enter a suitable
Description
Click Save
Module
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125. Edit Track
Click this icon to
view Track
details
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126. Edit Track
The User needs
to add the
Skillset Group
Auditor to the
Assigned Skillset
Group
The Skillset
Group Auditor is
selected and
moved to the list
box
The User can Save/Delete the
Track as needed. On Saving the
Track the User will be navigated
to the Tracks listing screen
The User can where the new Track is listed
Add more with an Edit icon as in the
Courses previous slide
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127. Add Course
A Heading is
Options to Add a Required for the
new Course are Reference file to
the same as be uploaded
demonstrated in
slide 134 Ref File
Basic Concepts Click on Attach
Ref File.doc
Nested if.txt to select and
Basic Concepts
upload a file
from the local
machine. Close
Browse for the the window
file and click on when done
Upload. Close
the window
when done
The User
navigates to the The additional
Add Course feature here is
screen from the the ability to Add
left menu option Course
Reference by
uploading a file
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128. Add Course Reference
The Course reference added is displayed in this grid. Edit and Delete icons
are provided to make any changes required or Delete it
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129. Edit Course
Click on the Edit
icon
Click on
Edit/Delete
Course
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130. Edit Course Details
The Edit Course screen has the options to edit Course name, description, change Assigned Modules,
Add Reference file etc. or even add a new module. User can also Save or Delete the course.
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131. Add Module
Click on Add Module to add a new Module and Save it. User can click Cancel to abort the operation
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132. Edit Module
User clicks on
the Edit icon for
“Force Fuelling
User selects the eCommerce”
“Edit Module” module to make
option from the the required
left navigation changes
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133. Edit Module
User can make
the necessary
changes and
Save them or
Delete the
Module. Cancel
will abort the
action
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134. Notes
Tracks, Courses and Modules are not dependent on each other
and can exist independently as separate entities in the system
It is not necessary to relate Tracks, Courses or Modules at the time
of Creation
When required Tracks can be associated with one or more
Courses which in turn can contain a single or several modules
To associate Modules with Courses, existing Modules or new
Modules are created and assigned to a Course
Similarly to relate one or more Courses to a particular Training
Track, Courses are selected and assigned to the Track from the
Available Courses list
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135. Notes
After the inter-related Tracks, Courses and Modules are created
successfully in the system it is important to create schedules for
the training sessions to be conducted for interested Team
Members
This lets Team Members know the details of the training sessions
being conducted so they can apply for the same and plan to attend
it as per schedule
The schedule helps to organize and run the sessions smoothly
with attention to each detail about the Facilitators, days, dates,
timings, duration and location etc.
The last date for application is also published to enable Team
Members to submit their training request in good time
The Status field displays the current application status of this
schedule. It may be Active or Closed
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136. Add Schedule
Enter a title for the Schedule and
Description (optional)
Click the “+” icon to select
PM Track Schedule
the Facilitator for this
session
User selects this User to
conduct the session
To Add New Schedule click on the
option “Add New Training
Schedule”
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137. Add Schedule
Induction Training Track is
selected as the Track to be
scheduled
Click Calendar icon to
select last application date
Select Course from drop down
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138. Add Schedule Item
To add a Module for this session
click on Add Schedule Item. The
Add Schedule Item popup will be
displayed
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139. Add Schedule
Select a date for the
session by using the
Calendar icon
09:30
Enter start and
05:30 end time as
indicated
HQ
Select the Module to be conducted
In this session from the drop down
Enter the Location where the Training
Note: Only the modules related to this
will be conducted. Click Add Item
Course will be listed here
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140. Add New Training Schedule
Notes:
Continue adding Modules by clicking the Add Schedule Item button
Add Reference Item as required (refer to Slide 138)
Once all the relevant Modules are added, click on “Save Training Schedule” to save the
Schedule
A message is displayed if the Schedule is saved successfully
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141. Edit Training Schedule
Click on Edit icon to View and change details
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142. Edit Training Schedule
Edit fields as needed and click on
“Save Training Schedule” when completed.
The Schedule Item details are displayed in the grid. Edit and
Delete icons are provided to make necessary changes to the
Schedule Items individually.
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143. Delete Training Schedule
On selecting to Delete the Training Schedule or a
Schedule Item, a popup is displayed to confirm the action or
Cancel it.
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145. Skillz Reports
Available Reports
Approved Skillset for Users Matrix
Get Skillsets For User
Search User Resumes
View Resource Report
View Project Report
People By Skillsets Report
All Resource Report
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146. Skillz Reports
About the Reports
Approved Skillset for Allows generating User Skills Matrix Report for all Team Members having all
Users Matrix SkillSets.
Allows generating report listing Actual Skillset, Desired Skillset & Training History
Get Skillsets for User of the selected user.
Allows searching within user’s resumes for any particular word / phrase. It also
Search User Resumes facilitates an advanced search option to go deeper into the resume document
uploaded and further refining the search result.
Allows viewing reports for a given date range based on the selected skillset group.
View Resource Report
Allows viewing reports based on the selected project within a specified date range.
View Project Report
People by Skillsets Allows generating reports for employees based on a given skillset and a defined value.
Report
Allows generating reports of employees belonging to all Skillset groups within a
All Resource Report specified date range.
Note: All reports may be printed out or exported to MS Excel file format
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147. Reports
Available Reports
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148. Sample Users Skills Matrix Report
Options to Export to Excel or Print the Report
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149. Search User Resumes
User can run a simple Search on all the
Resumes uploaded for some particular Text
User may also opt for Advanced Search which allows filling in
Choice of Search mode, Order the Search results by
Highest Match/Title/Size/Author
in Ascending or Descending order
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150. Search Results
No Resumes found containing the Search keywords “DotNet”
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151. View Resource Report
Click on Calendar icons to
specify the Start and End dates
Select Skillset Group
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155. Summary
Skillet Groups & Skillsets
Skillsets are grouped under categorized Skillset Groups in a hierarchy
Team Member Profiles and Skillsets
Allow Team Members to maintain their own Profiles and attach specific Skillset
Groups to their Profiles
Allow Team Members to rate themselves on particular skill-sets and decide if
these ratings need approval from their Managers
Allow Team Members to express their desire to pick up a particular skill-set by
letting them file “Desired Skill-set”.
Resumes
Allow Team Members to upload their resumes.
Allows HR and Managers to run a Search on these resumes.
Training
Allow Employees to request a training.
Approvals
Enabled Approval workflows for training requests for each Team Member
Security
A highly flexible architecture allowing creation and maintenance of User Groups,
Users and Roles having specific Permissions to be able to perform certain
actions within the system
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