Add a required skill to a position

Add a required skill to a position#

For: Admin You’ll need: At least one skill defined.

You’ll mark a skill as required for a position. People without the skill won’t pass the validation when you assign them to a shift in that position.

Open the skills section#

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

  2. Open the position.

  3. Find the ‘Skills’ section.

Add the skill#

  1. Click ‘Create skill requirement’.

  2. Open the ‘Skill’ dropdown (placeholder ‘Select a skill…’) and pick one — certification skills carry a ‘(Certification)’ suffix.

  3. Tick ‘Required to assign’ if it’s a hard requirement; leave it off and the skill is listed without blocking assignments.

  4. (Optional) Choose a ‘Minimum level’ the person must have.

  5. Click ‘Save’.

The form also offers ‘Minimum coverage’, ‘Maximum coverage’, and ‘Exact level match’ for finer control over how many qualified people a shift needs.

Verify it worked#

The skill appears in the ‘Skills’ section with a ‘Required’ or ‘Cert’ badge as appropriate.