Onboarding - Importing Skills

    

Skills are your central library of qualifications, competencies, and attainments that attach to people, equipment, and companies. Setting these up correctly ensures your compliance checks are automated and your workforce is always job-ready.

This guide covers:

  • Defining Skills with Name and Competency Definition.
  • Using drop-down values for consistency.
  • Downloading and completing the bulk template.
  • Uploading, fixing flagged rows, and finalising data.
  • Enabling use across people, equipment, and companies.

You now have a clean, searchable database ready for site deployment.

💡 Power User Insight: Standardising your Skills library allows you to build automated Compliance Matrix templates. This means the system can instantly cross-reference worker qualifications against site requirements, flagging gaps before a person even arrives at the gate.