The Skills Report presents a heatmap illustrating team Members' Skill proficiencies, ranked on a scale from 1 to 5. This visualization highlights both strengths and areas for improvement. Use the Skills Report to identify Skill gaps, plan hiring, and target training for your team.
The report includes Members assigned to the selected Non-Default Roles, regardless of their Default Role. However, individuals who hold only a Default Role and are not associated with any selected Non-Default Roles are excluded from the report.
Add or Edit Skills
Only Admins can add or edit Skills and this will be done on the Organization Settings > Member > Skills page. There are 2 ways to go to that page from Skills Report.
Case 1:
Click the three-dot on the report header. Click Add Skills or Edit Skills to go to Organization Settings > Member > Skills
Case 2:
Click the three-dot on a skill, then select Edit Standard Skills.
Select a Role to View
Use the dropdown menu in the top left corner to select a role and view the heatmap for that role.
Members assigned to this Role will be displayed. The heatmap illustrates Members' proficiency levels across various Skills, ranked from 1 (lowest) to 5 (highest).
Edit Member Skill Proficiency/Goals
Click the center of a heatmap cell to edit a Member's proficiency level.
Click the top-right corner of a cell to set a goal for a Skill. If a goal has already been set, it will be displayed in the top-right corner.
Add Members to a Role
Click "+Member" at the top of the Skills Report.
Select the Member to add. To simplify the search, enter the Member's name in the search bar.
A confirmation modal will appear—click Confirm to proceed.
Add Skills to a Role
Click "+Skills" at the bottom of the chart.
Select the Skill to add. To simplify the search, enter the Skill's name in the search bar. Clicking Edit Standard Skills redirects to Organization Settings > Member > Skills page.
Access to this page is limited to Admins.
A confirmation modal will appear—click Add to proceed.
Remove a skill from the Role
To remove a Skill from a Role, click the three-dot menu next to the Skill and select Remove Skill from Role.
A confirmation modal will appear—click Remove to proceed.
Proficiency Pie Charts
Pie charts on the right display overall proficiency rankings for each Skill, while charts at the bottom show rankings by staff Member.
Click Proficiency on the right to sort Skills in ascending or descending order.
Click Proficiency & Goal at the bottom to sort Members in ascending or descending order.
Sort by Skill Name or Proficiency
Sort the heatmap by overall Member proficiency, Skill proficiency, a specific Member's Skill levels, or a specific Role's Skill levels by clicking the relevant options.
