Ability | Add an Ability to a User + Renew User Ability

1) What are user abilities and why are they important
2) How to add a user ability via the abilities page
3) How to add a user ability via the users profile
4) How to renew a user ability

i) Renewing an ability through the to-do list
ii) Renewing ability through user ability page

 


🔍 RELATED ARTICLES

Ability | Ability to Role Linking
Ability | Ability to Custom Entity Linking


 

1) What are user abilities and why are they important?

An ability is a certain qualification or skill that a user may require to perform their role or rostered shift.

This is useful when creating a roster as easyemployer can display the abilities of all users so a rostering leader can assign shifts to appropriate staff members. Those who create rosters can see when assigning shifts, if an ability has expired for a user.

Some abilities may expire. Certain qualifications or certifications have an expiry date attached to ensure people keep their knowledge and skills up to date.

 

2) How to add a user ability via the abilities page

  1. Click Organisation.
    navbar_org.png
  2. Click Abilities.
    org_ablts.png
  3. Hover over the ability, click the options button and then click Users.
    ablts_lst_add_urs.png
  4. Users that are assigned to the ability will be shown. Click the Add user to ability button.
    ablts_lst_add-urs_add.png
  5. Select the users under the Available users section (depending on your organisation, loading the user list can take a few seconds).
    • Adjust the start date and the expiry date (if required). If no expiry date is set, the default expiry date for the Ability will be automatically set for the selected user(s). If there is no default expiry date set against the Ability, the expire date will be set to "Never".
    • For Every user you can add specific notes like "Company Paid Training" (etc).
  6. Click Add user(s).
    ablts_add-urs_add.png
  7. The users are now added to the ability.

 

3) How to add a user ability via the users profile

  1. Click Organisation.
    navbar_org.png
  2. Click Users.
    org_users.png
  3. Click (to open) the user you want to add the ability to.
  4. Click the Abilities tab. All abilities the user is assigned to will be displayed.
  5. Click the Add ability button.
    usrs_usr_ablt.png
  6. Select the abilities under Available abilities.
  7. Adjust the start date and the expiry date (if required). If no expiry date is set, the default expiry date for the Ability will be automatically set for the selected user(s). If there is no default expiry date set against the Ability, the expire date will be set to "Never".
  8. Add any Notes if needed.
  9. Click Save.
    usrs_usr_ablt_add.png
  10. The abilities are now added to the user.

 

4) How to renew a user ability

i) Renewing an ability through the to-do list

  1. Open the Home page.
  2. Click to expand the ability expiring to-do list item.
  3. The expiring ability will be displayed.
    ablt_home_review.png
  4. Choose a following option:
    • Renew - renew the ability and set a new expiry date.
    • Ignore - ignore the ability if it is not being renewed.
      ablt_home_renew.png

ii) Renewing ability through user ability page

  1. Click Organisation.
    navbar_org.png
  2. Click Users.
    org_users.png
  3. Select the user.
  4. Select Abilities on the sidebar.
  5. The users abilities page will be displayed.
  6. Click renew.
    usrs_usr_ablt_exp_renew.png
  7. Enter the new date(s) and click Save to renew the ability.
    usrs_usr_ablt_exp_renew_save.png
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