Create and Manage Skill Sets User Guide

Note: If you'd prefer to create or manage Skill Sets using a quick start, see the Create and Manage Skill Sets Quick Start Guide.

Purpose: This document provides step-by-step instructions for creating and managing Skill Sets in Calibrate.

Audience: This document is meant to be used by Job Profile Editors when they are editing skills or aligning skills in a Job Profile. Creating Skill Sets can make those tasks easier.

Before you begin: A Skill Set is a group of skills which are grouped together according how they comprise a single competency within a Job Profile. Grouping skills into Skill Sets is an account-wide feature. In other words, any changes you make to Skill Sets in your Job Profile will be visible to any user on any Job Profile in your account utilizing the same skills.

You can find the definition of the capitalized words used in this User Guide in the SkillsEngine dictionary located here.

Instructions:

Skill Set View

1] Navigate to the Job Profile and click the Skills tab on the top menu to reveal the list of skills.

 

2] Slide the View By Skill Sets slider is to the right.

NOTE: The Job Profile must be in Draft mode to move the slider. If it isn't already in Draft mode, click the Revise button in the upper right to move the slider.

 

3] When the Skill Set view confirmation pops up, click Okay got it.

 

4] The skills list is reorganized by Skill Set.

NOTE: If you're the first person to view skills by Skill Set (i.e., nobody has organized them into Skill Sets yet), then all the skills will be in a single set called Ungrouped Skills.

 

Assign a Skill to a Skill Set

NOTE: To make any changes to Skill Sets, the Job Profile must be in draft mode. If it's not, click the Revise button in the upper right.

 

5] At the top of the Skill Sets, click the Organize button.

 

6] The Organize button is replaced by the Assign and Cancel buttons.

 

7] Scroll down to the Ungrouped Skills Skill Set and click the down arrow to reveal the ungrouped skills.

 

8] Locate the skill you want to add to an existing Skill Set and check the checkbox to its left.

 

9] Click the Assign button at the top.

 

10] The Assign Skill Sets modal appears.

NOTE: Only Skill Sets in this Job Profile appear by default.

 

11] To view Skill Sets that are available but not in use on this Job Profile, click See All Skill Sets.

NOTE: Should there be a large number of Skill Sets, you can search for the one you want using the search box in the Assign Skill Sets modal.

 

Assign to an Existing Skill Set

12] To assign the skill to one or more existing Skill Sets, select the checkbox next to each one. The selected Skill Set box(es) turn dark.

 

Assign to a New Skill Set

13] If you cannot find an already-existing Skill Set to assign the skill to, you can create one by entering it into the search box and then clicking (create new) just below it.

14] The new Skill Set appears with the skill assigned to it.

15] Click Finish when you're done assigning that skill.  

16] Repeats steps 8 - 15 for every ungrouped skill you want to assign to a Skill Set(s).

17] Click the Cancel button when you're done assigning skills altogether.

 

Move a Skill From One Skill Set to Another

18] Scroll down to the Skill Set that includes the skill you want to move and click the down arrow to display the skills.

19] Select the skill you want to move and click the Assign button.

20] Deselect all the Skill Sets you want to remove the skill from and select all the Skill Sets you want to move the skill to.

21] Click Finish and then click Cancel.

 

Remove a Skill From a Skill Set

22] Scroll down to the Skill Set that includes the skill you want to remove and click the down arrow to display the skills.

23] Select the skill you want to remove and click the Assign button.

24] Deselect the Skill Set(s) you want to remove the skill from.

25] Click Finish and then click Cancel.

 

View Which Skill Sets a Skill is in

26] Locate the skill in any Skill Set it's in and select it by clicking the skill title

27] In right column you'll see the skill details. Scroll to the bottom and you'll see the Skill Set it's in.