Skill Review
Skill Review is where managers approve the skills staff submit, such as a certificate and its expiry date. It also shows who hasn't completed a skill, and which approved skills are about to expire.
| Required plan | Standard Enterprise |
|---|---|
| Required access | HR - Review, HR - Full or HR - Config |
| To see approved and past skills | HR - Full or HR - Config |
This guide covers how to:
- Find the skills waiting for review.
- Approve or decline a skill.
- Follow up missing and expiring skills.
- Submit a skill for an employee.
Find the skills waiting for review
Navigate to Menu > HR > Skill Review. It opens on the skills Pending Approval for the staff you manage.
To see others, open Filters, choose the Location and Status, and click Apply. You can also pick one employee under Staff, or one skill.
| Status | What it means |
|---|---|
| Draft | The employee has started the skill, but not submitted it |
| Pending Approval | Submitted, and waiting for you to review it |
| Manager Declined | A manager asked for more information, and the employee needs to submit it again |
| Employee Declined | The employee declined a skill that lets them |
| Approved | A manager approved it, or it was approved automatically |
| Expiring | Approved, and within its Expiry Reminder of the expiry date |
| Skill Missing | Staff in the skill's Group who haven't submitted it |
Most Recent Only, ticked unless you change it, hides older submissions of the same skill, so you see each employee's latest.
Approve or decline a skill
- Click View on the submission.
- Check the employee's documents, the expiry date and any response. To change the expiry date, click it.
- Click Approve and Next. The next pending skill opens.
To decline it, click Add Note, say what needs fixing, such as "The photo is blurry", and click Add Comment. Then click Decline. The employee is emailed to submit it again, and sees your note.
To keep a document with the submission, such as one the employee emailed you, click Add File.
Follow up missing and expiring skills
- Skill Missing lists the staff who haven't submitted a skill. To email them, click Notify Staff, choose the skill and click Send Email Notification.
- Expiring lists approved skills close to their expiry date. They move back to the employee's Action Required list, to submit again.
- To keep a copy of what's listed, click Export for a CSV.
Submit a skill for an employee
When you have an employee's certificate yourself, such as in onboarding, click Submit on Behalf, choose the employee and the skill, and complete it as they would. The skill list shows Active skills first, then Archived ones.