Assign a skill to employees

After creating a skill Defined level of knowledge that an employee needs in order to handle a defined workload in WFM. or importing skills, assign the skill to employees.

Before you begin

Create a skill or Import skills

Procedure

Determine the scope of the skill assignment:
- To assign a skill for all campaigns, go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Employees, select Skills.
- To assign a skill for a specific campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads., go to Forecasting and Scheduling. Under Employees, select Skills.
Do one of the following:
- If you are assigning a skill for all campaigns from the User Management module, from the left pane, set the filters to display the employees for which you want to assign a skill.
- If you are assigning a skill for a specific campaign from the Forecasting and Scheduling module, from the left pane, select the campaign and scheduling period, and set the filters to display the employees for which you want to assign a skill.
From the left pane, select one or more employees for which you want to assign skills.

The Skills Assignment screen lists the current skills assigned to the selected employees.
To add a skill for the employees, under Assigned, select Add.
Select the skills that you want to assign to one or more employees, and select Add Selected Skills.

The system populates the skills on the Skills Assignment screen, under Assigned.
To enter data about the skill assignment, select the Edit icon next to Start Date / End Date.

The system displays a history of the skill assignment to the employee. The history includes the dates that the skill was assigned, and the settings for those time periods.
For the current skill assignment, complete the fields on the bottom half of the Skill screen, and select Set.

If you assign a skill where the Effective date is Insert value from <date> forward, then the skill with those values set is applied to each future scheduling period. If you edit a skill assignment in an SP, for example, you change the Priority, then the value changes in all future SPs from the effective date.

If you change one of the skill assignments to have a date range and change one of the settings, that change is only applied to skill assignments in that date range. No other future skill assignments outside the date range are affected.
On the Skills Assignment screen, select Save.