As well as being a useful way of keeping track of an employee’s career progression, Skills are also used to declare a single requirement for a certain shift within the Rota (eg. you need a First Aider on the late shift). However, when the requirements are more complex, then you need to use a Skill Set instead (eg. you require a Fire Marshall who is also a Keyholder). Skill Sets are simply combinations of two or more Skills.
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This guide will look at:

• Creating a Skill Set
• Managing Skill Sets

Creating a Skill Set

1. Select ‘Rules’ from the Menu Bar.
2. Select ‘Skill Sets’ from the Rules Tree.
3. Select ‘Create New’.
4. Give your Skill Set a name.
5. Give your Skill Set a colour or select an icon for your Skill Set.*
6. Select two Skills from the drop-down menus.
7. If your Skill Set requires additional Skills, select ‘Add item’ and choose another Skill.
8. Save.

* If you choose an icon, then your Skill Set does not need a colour. A Skill Set with no icon will show as a circle containing two letters (eg. Shift Supervisor will show as SS). The circle will be the colour that you selected. Otherwise, it will remain white.

Managing Skill Sets

You can add or remove Skills from a Skill Set or delete it entirely at any stage. None of these actions will have any effect on the individual Skills themselves (ie. removing First Aid from a Skill Set will not remove First Aid from the Skills menu).

However, you will be prevented from making changes to or deleting a Skill Set if it affects current Skill requirements within the Rota.

Adding / removing a Skill from a Skill Set

1. Select the required Skill Set from the ‘Skill Sets’ folder.
2. Select ‘Add item’ and choose another Skill from the list. Alternatively, remove a Skill by selecting the red cross next to it.
3. You may wish to give the Skill Set a new name, taking into account the Skill changes.
4. Save.
   

Important - you must always have a minimum of two Skills in a Skill Set. If you delete one of two Skills, you will be prompted to add another before saving.

Deleting a Skill Set

1. Select the required Skill Set from the ‘Skill Sets’ folder.
2. Select 'Delete' (dustbin icon at the top of the screen).
3. Select 'OK'.

Additional information

Unlike Skills, you don’t assign Skill Sets to employees. If an employee possesses all the Skills that make up a Skill Set, then that Skill Set will automatically show underneath their name in the Rota (assuming ‘Show Skills’ is turned on).

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