The Skills feature in Microkeeper allows you to manage groups of employees qualifications, certifications, and other important documents. This guide will help you understand how to configure and manage Skills effectively.
Menu > Settings > General > Skills
Skills in Microkeeper are used to:
Skills are categorised into different types:
The Skills Matrix module must first be enabled in the Global Settings.
Navigate to Menu > Settings > General > Global > System Settings - Skills Matrix
Select Skills Matrix to enable the feature.
To add a new Skill:
After creating a new Skill or selecting an existing one to edit, a Skill Configuration page will appear.
Use the rich text editor to provide detailed instructions for completing the Skill
Use the link tool to add hyperlinks to external resources or internal Microkeeper pages
If needed, insert special characters using the dedicated tool
Use the hashtag (#) button to insert dynamic employee information. Available variables include:
When you have completed drafting the instructions, save your work by clicking the Save button above the Instructions to Staff.
The Skills configuration page provides an overview of all the Skills which are filtered and organised by their category. For each Skill in the list:
Skills submitted by employees can be reviewed in the Skill Management area.
Navigate to Menu > HR > Skill Review
The submitted skills are listed on this page. The Filter at the top of the page can be used to view select skills or statuses of the skill.
Each skill has action buttons that allow to:
A notification email can be sent to staff who have not yet completed a skill.
On the filter bar, set the Status to "Skill Missing" and under Skills, select the skill you wish to notify staff to complete
A list of all the employees who have yet to complete the selected skill will be displayed.
Click the "Send Email Notification" button to send an email to all the staff who have yet to submit the selected skill.
An email message like this will be sent to the employee:
Pending Skill to complete
Hi Aaron,
You have a pending Skill to complete:COVID-19 Self Check-up
Please login to Microkeeper to complete this Skill
A skill can be submitted on behalf of the employee
On the Skills Review page, first select the skill you wish to submit on behalf of the employee using the filter - Skills.
1. Select the Employee to submit the skill on behalf of by using the filter - Employee
2. Select the Skill to submit
2. Click the On Behalf button to begin the skill submission.
Navigate to Menu > Settings > File Manager
The File Manager allows for searching, deleting and monitoring of all the files that are within the business Microkeeper account.
To delete a file click Delete Files button on the left of the screen, then click the trash can icon that appears next to the file you want to remove.
Navigate to Menu > Home > Employee Console
Once a skill is made active, employees will be able to complete your instructions and submit required documents for approval from their Employee Console under Skills and Files.
The configuration of the skill will affect the tasks the employee will need to complete to finalize the skill.
Your employer requires you to upload documents to this Skill.
Under "Upload File", name your file and then click the blue "Browse" button and select a file from your device to upload.
Your employer requires you to enter an Expiry Date related to the Skill.
Under "Expiry Date", click the input box to select a date or type one in the format of DD/MM/YYYY
Your employee requires you to enter a text value related to the Skill.
Under "Response Value", enter text into the text box below.
After you have completed all the necessary tasks, you can sign and submit the document.
Click the blue "Sign Document" button.
Draw a signature into the box and click the blue "Save" button to confirm your signature. You can click the grey "clear" button to redo your signature.
Once you have signed your skill, tick the declaration box and click the blue "Submit Skill" box.