HCM — Skills Matrix & Certifications
Record who can do what, track certification expiry, and use skills to assign the right people.
Record skills
- Go to HCM → Skills.
- Add a skill (e.g. "Network+", "Forklift licence") and assign it to employees with a proficiency level.
- For certifications, add the award date and expiry date.
Track expiry
Certifications approaching expiry are highlighted so you can arrange renewals before they lapse — important for compliance and safety-critical work.
Use skills to assign work
When assigning technicians to work orders, the skills matrix helps you pick people who are actually qualified for the job.
Tips
- Keep skill names consistent so reporting is clean.
- Review the matrix before onboarding new clients to spot capability gaps.
Where to go next
- Understand the whole module → How HR & Payroll (HCM) Works
- Next in this module → HCM — Succession Planning
- HCM — Onboard a New Employee
- How a New Hire Becomes a Paid Employee
- See where this fits in the bigger picture → How a New Hire Becomes a Paid Employee
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