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Accountants Enterprise with Practice Manager only

The Skill Search window is used by assignment managers to find staff with particular skill sets and backgrounds.

Tabs on the Skills Search window enable you to filter employees by:

  • Availability—View a list of employees available for a specified minimum number of hours within a date range based on department, office, company, centre and category.

  • Employee Skills—Search for employees with a specified skill. Note that you need to have these skills set up as Extra fields in MaintenanceUser defined > Extra Fields/Lists/Types before you perform the search. Examples of skills are languages, education, professional certifications, culture, etc.

  • Work Experience/Client Attributes—Identify employees who have worked in specific situations. The Work Experience filters include client, assignment type, assignment and tasks. They enable you to identify employees who have worked for particular types of client, such as advertising, engineering, law, etc.

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titleTo open and close the Skills Search window
  1. Open the Employee Planner. See To open the Employee Planner. The Employee Planner opens.

  2. Click Skill Search on the TASKS Tasks bar. The Skill Search window opens.

  3. Click close Skills Search window  to close the Skills Search window.

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titleRelated topics
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Employee Planner

Performing skills searches

Allocating work from schedules

Allocating work using the Employee Planner