Add a skill to a person#

For: Admin You’ll need: At least one skill defined — see Add a skill.

You’ll attach a skill to a person at a chosen level. If the skill is a certification, you can also set a ‘Valid until’ date.

Open the skills section#

  1. In the sidebar, go to Company → People.

  2. Open the person.

  3. Expand the ‘Skills’ section.

Add the skill#

  1. Click ‘Create skill’.

  2. Open the ‘Skill’ dropdown and pick one.

  3. Choose a ‘Level’ — one of ‘Beginner’, ‘Advanced’, ‘Professional’, or ‘Certified’.

  4. (Optional) For certifications, pick a ‘Valid until’ date.

  5. (Optional) Set ‘Verified on’ and ‘Verified by’. Skills marked ‘Verification required’ only count as a qualification once a manager has verified them.

  6. Click ‘Save’.

Verify it worked#

The skill appears in the ‘Skills’ section with its level badge. Certifications carry a ‘Cert’ badge; expired ones get an additional ‘Expired’ badge.