training for teachers
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Proprietary and Confidential1
Working with SkillzSkillz 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.
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.
SKILLZSKILLZ
Add/Edit/Delete
Skillset Group
Add/Edit/Delete
Skillset Group
Add/Edit/DeleteSkillset
Add/Edit/DeleteSkillset
Actual Skillsets
Desired Skillsets
Skillsets Training
Actual Skillsets
Desired Skillsets
Skillsets Training
AvailableReports
AvailableReports
Desired Skillsets
Actual Skillsets
Skillsets Training
Training History
Profile
Desired Skillsets
Actual Skillsets
Skillsets Training
Training History
Profile
Edit/Save/UploadResume
Edit/Save/UploadResume
Add/Edit/Delete Skillz User
Add/Edit/Delete Skillz User Group
Add/Edit/Delete Roles
Assign Roles
Add/Edit/Delete Skillz User
Add/Edit/Delete Skillz User Group
Add/Edit/Delete Roles
Assign Roles
ManageManageSkillsetsSkillsetsGroupsGroups
ManageManageSkillsetsSkillsetsGroupsGroups
ManageManageSkillsetsSkillsetsManageManageSkillsetsSkillsets ReportsReportsReportsReports
ManageManageYourYour
SkillsetsSkillsets
ManageManageYourYour
SkillsetsSkillsets
ManageManageYourYour
ResumeResume
ManageManageYourYour
ResumeResume
ManageManageSecuritySecurityManageManageSecuritySecurity
ManageManagePendingPending
ApprovalsApprovals
ManageManagePendingPending
ApprovalsApprovals
Add/Edit/Delete Track
Add/Edit/Delete Course
Add/Edit/Delete Module
Add/Edit/Delete Training Schedule
Add/Edit/Delete Track
Add/Edit/Delete Course
Add/Edit/Delete Module
Add/Edit/Delete Training Schedule
ManageManageTrainingTrainingManageManageTrainingTraining
DashboardDashboardDashboardDashboard
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Skillz ModulesSkillz 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, modification and deletion of a skillset group as required. A skillset group contains a set of related skillsets
Skillsets allows the addition, modification and deletion of a skillset as required. A certain set of skills are categorized under a parent skillsets group
Available set of Reports for Management Information
Pending Approvals allows managing the process of Approvals for Actual or Desired Skillsets of individuals and their Training needs
Manage Your Skillsets allows the Users to Manage their Actual and Desired skillsets. It also allows them to apply for training to upgrade skillsets and view training history.
Manage Your Resumes allows the Users to make changes to their Resumes and upload them
Skillz Security allows the addition, modification and deletion of Users, User Groups, Roles.
Skillz Training allows the addition, modification and deletion of Tracks, Courses, Modules and Schedules
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Users of Skillz
Administrators HR Managers Line Managers Training Managers Team Members Other Users
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:
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:
HR ManagersHR Managers
AdministratorAdministratorTeam
MembersTeam
Members
Other UsersOther Users
Line ManagersLine Managers Training ManagersTraining Managers
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Roles and ResponsibilitiesAdministratorAdministrator
Note: Example is indicative. Organizations have total flexibility to configure Skillz to suit their needs.
Ted JonesAdministrator
Ted JonesAdministrator
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.
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Roles and ResponsibilitiesManagersManagers
Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.
ManagerManager
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
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Roles and ResponsibilitiesHR ManagersHR Managers
Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.
HR ManagersHR 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
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Roles and ResponsibilitiesTraining ManagersTraining Managers
Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.
Training ManagersTraining Managers
Skillz allows the Training Manager to: Create Training Tracks Create Courses Add Modules to Courses Schedule Training sessions
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Roles and ResponsibilitiesTeam MembersTeam Members
Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.
Team MembersTeam 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
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Entering Data in Skillz –
Skillz Users, Groups and Roles
Description Attributes Required
An individual identity that has been defined in the Skillz System Application. Users can be associated with single or multiple groups. They can also be assigned single or multiple Roles.
User Name Yes
User ID
First Name Yes
Last Name Yes
Email Yes
Department
Contact No.
Line Manager
Domain
Skillset Group Yes
User Group Yes
Role Yes
UsersUsers
Note: All fields marked with a * are required
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Entering Data in Skillz –
Skillz Users, Groups and Roles
Description Attributes Required
A set of authenticated users, classified by common traits. Members of a group enjoy the same privileges within the same group. A User can be a member of more than one Group. In that case, the user shall enjoy the privileges of all the groups the user belongs to.
Group Name Yes
Description
Skillz Roles Yes
Add User
GroupsGroups
Note: All fields marked with a * are required
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Entering Data in Skillz –
Skillz Users, Groups and Roles
Description Attributes Required
A Role is associated with a set of pre defined access Permissions to particular Resources in Skillz. A Role could be granted a single permission or a combination of multiple permissions as required 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.
Role Name Yes
Description
Permission Yes
RolesRoles
SupervisorSupervisor
Sample RolesSample Roles Approvers Line, Training
and HR Managers
Skillz Users Registered
Users Subscribers Content Provider
Supervisor
Approvers Line, Training
and HR Managers
Skillz Users Registered
Users Subscribers Content Provider
Supervisor
ContentProviderContentProvider
SubscriberSubscriberApproverApprover
Note: All fields marked with a * are required
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Entering Data in Skillz –
Roles and PermissionsPermission Name Module Privileges allowed Roles
SkillSetGroup.Approve Manage Skillset Groups
Can approve new skillset groups to activate it Approvers
PersonalSkillSetProfile.Manage Manage Skillset Groups
Can assign skillset groups to the users Administrator
SysSkillSetGroups.ManageManage Skill Group
Can Add, Edit and Delete Skillset Groups Administrator
SysSkillSets.ManageManage Skill Sets
Can Add, Edit and Delete SkillsetsAdministrator
SysSecurity.ManageManage Skillz Security
Can Add, Edit and Delete Users, User Groups and Roles
Administrator
Report.Manage Reports Can view Reports All
Approval.ManageManage Pending Approval
Can Approve or Reject requestsAdministrator, Managers, Approvers
Approver.EditManage Pending Approval
Can change the skillset ratings of the users
Line.ManageManage Users
Is assigned as Line Manager to other Users
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Entering Data in Skillz –
Roles and PermissionsPermission Name Module Privileges allowed Roles
Training.ManageManage Training
Can Add, Edit or Delete Training Tracks, Courses, Modules and Schedule Training Sessions
Training Managers
System.Login (default)
Manage Your Skill SetsManage Your Resume
Can Add, Edit or Delete own Skillsets and manage own Resume
All
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Entering Data in Skillz –
Skillz Skillset Groups, Skillsets
Description Attributes Required
Skillset Groups are Logical Containers containing a set of related Skillsets grouped together based on their category and type
Skillset Group Name Yes
Parent Group Yes
Approver
Skillset GroupsSkillset Groups
Note: All fields marked with a * are required
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Entering Data in Skillz –
Skillz Skillset Groups, Skillsets
Description Attributes Required
Skillsets can be added and organized within Skillset groups based on their category and type
Skillset Name Yes
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
SkillsetsSkillsets
Note: All fields marked with a * are required
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Entering Data in Skillz –
Skillz Training Tracks, Courses, Modules
Description Attributes Required
Modules can be added to become a part of a Course or multiple courses
Module name Yes
Description
ModulesModules
Note: All fields marked with a * are required
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Entering Data in Skillz –
Skillz Training Tracks, Courses, Modules
Description Attributes Required
Courses contain one or more modules on a particular subject. One or multiple courses would form a training track.
Course name Yes
Description
Assign Modules
Add Course References
Heading Yes
Attach file Yes
Comment
CoursesCourses
Note: All fields marked with a * are required
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Entering Data in Skillz –
Skillz Training Tracks, Courses, Modules
Description Attributes Required
A training track contains one or multiple courses applicable to a particular skillset.
Track name Yes
Description
Assign Skillset Groups
Yes
Assign Courses Yes
TracksTracks
Note: All fields marked with a * are required
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Entering Data in Skillz –
Skillz Training Tracks, Courses, Modules
Description Attributes Required
Each list item in a Schedule contains the details of various training sessions
Title
Facilitators
Description
Track
Course
Add Schedule Item
Add Reference Item
Application Last Date
Status
Training SchedulesTraining Schedules
Note: All fields marked with a * are required
Configuration and Administration Manage Skillsets Group
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Manage Skillset Group
Ted clicks on Add to Add a new Skillset Group
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Add Skillset Group
Enter a name for the new Skillset Group
Personal InformationPersonal Information Select None to add a top level Skillset Group which will contain sub groups
Click on Add Group to complete the action and return to the Parent screen
All * fields are mandatory
Select one or more Approvers from the list of Users displayed
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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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Edit Skillset Group
Select the newly added Skillset Group
Click on Edit to edit a Skillset Group – a list of existing Groups is displayed in the content area on the right
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Edit Skillset Group
Click on Update to Save the changes made
The Group name may be changed
The Parent Group may be changed
The Approvers can be changed
There is no Parent Group for this Skillset Group
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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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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
“Credit Related” is a sub group of “Audit Specific Skill” and contains a sub group “wholesale credit”“Audit Specific Skill” contains a sub group “Credit Related”
“wholesale credit” is a sub group of “Credit Related”
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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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Skillset Group Modified
“wholesale credit” is replaced by “Wholesale Credit”
Configuration and Administration Manage Skillsets
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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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Add Skillset (has Parent)
Select a Skillset Group node in the hierarchy to Add a new Skillset
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Add Skillset
Parent Skillset Group is “Credit Related”
Define a Skillset name
Credit Experience
Skillset Value type could be a Numeric range
Enter allowed values for Skillset Value type
Select single or multiple values for Active/Requires Approval/Allow Filing of Desired Value/Allow Filing of Training Needs
Credit Experience
Parent group name is displayed
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Add Skillset
Options Description
Active Active skillsets are visible to users and users can file new values for such skillsets. Deactivated skillsets cannot be viewed
Requires ApprovalSkillsets with Requires Approval checkbox enabled require approval from the set of Approvers while users file values for such skillsets. Else, the skillset skips the approval process.
Allow Filing of Desired Value
Allows users to file their desired value for the skillset for which Allow Filing of Desired Value checkbox is enabled.
Allow Filing of TrainingAllows users to request training for the skillset for which Allow Filing of Training checkbox is enabled.
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Add Skillset
Skillset Value type could be a Boolean value
Enter allowed values for Skillset Value type True or False
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Add Skillset
Skillset Value type could be a Preset of Words
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.
Basic, inter
Basic, interme
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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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Add Skillset
The Skillset has been created successfully
User clicks on Add Skillset
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User clicks on Change Skillset Group
Add Skillset – Change Skillset Group
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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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Add Skillset – Change Skillset Group
The parent skillset group is now changed to “wholesale credit”
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Add Skillset – Add Attribute
User clicks on Add Attribute and fills in the details and clicks on “Save Attribute”
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Add Skillset –Attribute Added
The new Attribute details are now Saved for this Skillset
Options to Edit or Delete the Attribute
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Add Skillset – Edit Attribute
User can make changes and click on Save to save the changes or discard them by clicking on Cancel
User can also Delete the Attribute by clicking on this icon
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Add Skillset – Delete Attribute
A confirmation dialog box is displayed to confirm Deletion of the Attribute
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New Skillset Added
The new Skillset now appears under “wholesale credit” in the Skillset Group hierarchy
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Edit Skillset
User clicks on the Skillset “Credit Experience” to edit
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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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Edit Skillset
User clicks on Save Attribute prematurely without entering data in the form
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Edit Skillset
Empty form error alert is displayed
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Edit Skillset
Attribute named A1 added for this Skillset
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Delete Skillset
User clicks Delete to delete the Skillset. Analert pops up to confirm the action
Configuration and Administration Manage Skillz Security
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Skillz 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
SecuritySecurity
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Manage Skillz Security
Manage Skillz Security module allows the User to Manage Users, Groups & Roles. The options available are: 1) Add Skillz User2) Edit/Delete Existing Skillz Users3) Add Skillz User Groups4) Edit/Delete Skillz User Groups5) Add Skillz Roles6) Edit/Delete Roles7) Assign Role To Users8) Add/Edit User Attributes
To Add/Edit a new User Attribute, Ted selects the Add/Edit User Attribute option from the left navigation
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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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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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Delete User Attribute
Delete confirmation popup dialog box is displayed if User clicks on the Delete icon
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Add Skillz Users
jturner
Joan
Turner
jturner@eforceglobal.com
Fill in Username
Fill in First name, Last name & email
Click Next
Select Line Manager
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Add Skillz Users
Select single or multiple Skillset Group to which this User will belong
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Add Skillz Users
Select single or multiple User Groups to which this User will belong
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Add Skillz Users
Click Next to fill in User details for new User Attribute “doj” created earlier
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Add Skillz Users
Click link to Enter/Edit Attribute value. This field is mandatory
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Add Skillz Users
Click Add User to complete the action
Click on the Calendar icon to pick a date range as allowed for this date range type of Attribute
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Add Skillz Users
Click Add User to complete the action
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Add Skillz Users
Error messages if form is left empty
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Edit Skillz Users
The newly added record is listed and User can click on the edit icon to make changes
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Edit Skillz Users
Accounting Unit
Department name “Accounting Unit” added
User clicks Next to continue making further changes
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Edit Skillz Users
User deselects Professional Information to remove User from this Skillset Group
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Edit Skillz Users
No changes needed here. User clicks Next to continue
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Edit Skillz Users
User may click on Update to submit the changes or click Next to continue.
User can also click on Delete to remove the User from the system
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Edit Skillz Users
User clicks on Update to submit changes. User record is updated in the system
The details for the new Attribute for the User are entered here.
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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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Add Skillz User Groups
User clicks on Add Skillz User Group
User enters a Group name and Description
Content Provider
Content Provider
User clicks Next to continue
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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
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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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Edit Skillz User Groups
User selects the new User Group and clicks on the edit icon to make changes
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Edit Skillz User Groups
User changes the User Group name to Information Security
User clicks on Next to Continue making changes
Information Security
Information Security
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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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Edit Skillz User Groups
Single or multiple Users are selected and moved to the Selected Users list by clickingon the movelist arrow
Users selected
Similarly an User may be selected and moved to the All Users box to remove from this user Group
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Edit Skillz User Groups
User Group name changed to Information Security from Content Provider
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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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Delete Skillz User Group
Click Next
Click Next
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Delete Skillz User Group
Click DeleteA Delete Confirmation dialog box pops up. Click OK to confirm the deletion or Cancel to abort the action
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Add Skillz Role
Consultant
Consultant
Enter new Role
Enter a description for the new Role
Select single or multiple Permissionsto decide what actions the User can perform within this system
Selecting the System.Login permissionmeans that this User can Login and has Read only access to the resources in the system
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Add Skillz Role
Duplicate name check generates an error if same Role name already exists
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Edit Skillz Role
New Role has been added successfully and appears in the listing
User clicks on the Edit icon to make changes to this record
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Edit Skillz Role
The Permission to Manage Reports is added to this Role
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Delete Skillz Role
On clicking the Delete button to remove this Role, a dialog box opens up to confirm the deletion
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Assigning Roles to Users and/or Groups
UserUser11
UserUser22
UserUser33
UserUser44
UserUser55
UserUser66
Permission A
Users
Group 1 SKILLZ Application
Create Users/Groupsin Skillz
Define Roles in Skillz. Each Roleis given specific permission/s
pre defined in SKillz
Assign Roles to Usersand/or Groups
UserUser11
UserUser22
UserUser33
Group 1
Role 1
Permission A, B
Permission C
Role 2
Role 3
Role 2
Role 1
Role 3
SKILLZ Application
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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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Assign Roles to Users
The User jturner is selected and moved to the list of Users Assignedto this Role
The User jturner is now in thelist of Users Assignedto this Role
Using SkillzManage Your Skillsets
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Manage Your Skillsets
The User clicks on Manage Your Skillsetsin the left navigation
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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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Create Skillset Revisited
The Skillset name, description, value type (if applicable), parent group name, status, related attributes were defined atthe time this Skillset was created by the Administrator
Attributes related to this Skillset
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File Your Actual Skillsets
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
The Attributes are listed here. User needs to click on “Enter/Edit Attribute Value” to begin filing the skillset values
Status “Not Filed”
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Enter Edit Attribute Value
User fills in Ted Jones in the editable textbox that appears here and clicks on Save to save the data or Cancel to abort
Ted Jones
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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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Update Your Actual Skillsets
In the Audit Trail, the details of the Skillset filedare recorded and displayed with date and time stamps
After the Skillset is updated, the Status changes to “Approved” as the Administrator is also the Approver for this skillset
Click on the expand/collapse icon to hide/display Audit Trail
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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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Manage Your Skillsets - Pending Notifications
If any Skillset Approval is pending User is notified with appropriate messages
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Manage Your Desired Skillsets
User expands the Professional Informationnode n the Desired Skillset Tree and selects ASP.Net.
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File Your Desired Skillsets
User fills in current Rating for this Skillset, File for Approval now and clicks Update
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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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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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User Profiles
User can make changes to his Profile and click on Update
Using SkillzManage Your Resume
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Manage Your Resume
User selects Manage Your Resume to upload resume for the first time or update the old version
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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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Upload Resume
Error message if any file other than Word doc format is uploaded
Using SkillzManage Pending Approvals
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Manage Pending Approvals
User selects Actual Skillsets Inbox to view the Pending Approvals queue for Actual Skillsets
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Actual Skillsets Inbox
Approval/Rejection Comments go here
User can view Pending Approvals queue for All or his own
Click this icon to view Details
Approver may select the request submitted and Approve or Reject it with appropriate comments
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Details of Skillset Filed
Comments can be entered here
Status is Pending
Approver may Update and Approve/Approve/Reject with appropriate comments or Cancel the action altogether
Past Comments appear here
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Desired Skillsets Inbox
Comments go here
User can view Pending Approvals queue for All or his own
Click this icon to view DetailsApprover may select the request submitted and
Approve or Reject it with appropriate comments
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Desired Skillset Details
Comments can be entered here
Status is Pending
Approver may Update and Approve/Approve/Reject with appropriate comments or Cancel the action altogether
Comments appear here
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Pending Approvals Queue Completed
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Skillsets Training Inbox
Approver may Approve/Reject the Training Requestwith appropriate comments
Using SkillzManage Skillz Training
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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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Add Track
Click on Add Track
Enter a Track name
Enter a suitable Description
Project Management
Project Management
Assign Skillset Groups from the available Skillset Groups list
Select available Courses to add to this Track or Add New Course by clicking n the “Add New Course” button
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Add Course
Enter a Course name
Enter a suitable Description
Basic Concepts
Basic Concepts
Assign Modules from the available Modules list
If needed, a new Module can be created from here
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Add Module
Enter a Module name
Enter a suitable Description
MS Project
PM Tools
Click Save Module
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Edit Track
Click this icon to view Track details
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Edit Track
The User can Add more Courses
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 where the new Track is listed with an Edit icon as in the previous slide
The User needs to add the Skillset Group Auditor to the Assigned Skillset Group
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Add Course
The User navigates to the Add Course screen from the left menu option
Basic Concepts
Basic Concepts
Options to Add a new Course are the same as demonstrated in slide 134
The additional feature here is the ability to Add Course Reference by uploading a file
A Heading is Required for the Reference file to be uploaded
Click on Attach to select and upload a file from the local machine. Close the window when done
Browse for the file and click on Upload. Close the window when done
Ref File
Ref File.docNested if.txt
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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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Edit Course
Click on the Edit icon
Click on Edit/Delete Course
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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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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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Edit Module
User clicks on the Edit icon for “Force Fuelling eCommerce” module to make the required changes
User selects the “Edit Module” option from the left navigation
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Edit Module
User can make the necessary changes and Save them or Delete the Module. Cancel will abort the action
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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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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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Add Schedule
To Add New Schedule click on the option “Add New Training Schedule”
Enter a title for the Schedule and Description (optional)
PM Track ScheduleClick the “+” icon to select the Facilitator for this session
User selects this User to conduct the session
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Add Schedule
Induction Training Track is selected as the Track to be scheduled
Select Course from drop down
Click Calendar icon to select last application date
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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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Add Schedule
Select a date for the session by using the
Calendar icon
Enter start and end time as
indicated
09:30
05:30
HQ
Enter the Location where the Training will be conducted. Click Add Item
Select the Module to be conductedIn this session from the drop down
Note: Only the modules related to this Course will be listed here
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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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Edit Training Schedule
Click on Edit icon to View and change details
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Edit Training Schedule
The Schedule Item details are displayed in the grid. Edit and Delete icons are provided to make necessary changes to the Schedule Items individually.
Edit fields as needed and click on “Save Training Schedule” when completed.
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Delete Training Schedule
On selecting to Delete the Training Schedule or a Schedule Item, a popup is displayed to confirm the action orCancel it.
Using SkillzView and Export Reports
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Skillz 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
Available ReportsAvailable Reports
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Skillz ReportsAbout the ReportsAbout the Reports
Approved Skillset for Users Matrix
Allows generating User Skills Matrix Report for all Team Members having all SkillSets.
Get Skillsets for UserAllows generating report listing Actual Skillset, Desired Skillset & Training History of the selected user.
Search User ResumesAllows searching within user’s resumes for any particular word / phrase. It also facilitates an advanced search option to go deeper into the resume document uploaded and further refining the search result.
View Resource Report Allows viewing reports for a given date range based on the selected skillset group.
View Project Report Allows viewing reports based on the selected project within a specified date range.
People by Skillsets Report
Allows generating reports for employees based on a given skillset and a defined value.
All Resource ReportAllows generating reports of employees belonging to all Skillset groups within a specified date range.
Note: All reports may be printed out or exported to MS Excel file formatNote: All reports may be printed out or exported to MS Excel file format
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Reports
Available Reports
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Sample Users Skills Matrix Report
Options to Export to Excel or Print the Report
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Search User ResumesUser 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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Search Results
No Resumes found containing the Search keywords “DotNet”
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View Resource Report
Select Skillset Group
Click on Calendar icons to specify the Start and End dates
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Project Report
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People by Skillsets Report
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All Resource Report
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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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Skinnable UI
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