Overview

Skill specs are a way to define particular attributes, or training that staff need in order to perform certain jobs.

• Create your own skill specs that relate to charter, urban, rail training or skill requirements.
• Indicate which staff members have acquired those skills.
• Filter staff members in allocations pages to quickly identify the subset of people that have the required training or job specific capabilities.
• Restrict the staff members who can be allocated to specific jobs to only those who meet the set criteria.

There are many different ways you can use skill specs and they can be defined based on how they work best for your situation. For example, you may wish to define a group who has been trained on a specific route, or perhaps a group who has been provided with the required safety induction for entering a particular work site.

Defining a skill spec

To create a new skill spec:

1. Navigate to People → Configuration → Skill Specs.

2. Click the edit icon ✏

3. Click + Add Skill Spec at the bottom of the list to insert a new row.

4. Enter a description, and choose a category (see below).

   ❕Note: Both the description and category are required.

5. Click Submit to save the new skill spec.

   

Skill Specs Categories

When defining skill specs, you choose the category that the skill spec belongs to, either Charter, Rail or Urban. This doesn’t change where you can apply the skill spec, but is simply a way to categorise the skill specs to be able to find and filter them elsewhere in the system.

Applying a skill spec to staff members

To indicate a staff member has a particular skill or has acquired relevant training, you can apply the skill spec to their profile as follows:

1. Navigate to People → Staff Members and find the staff member you want to apply the skill spec to and click on their name to open their staff profile page.

2. Click on the Skill Specs tab on the right of the page

3. Click the Edit Skill Specs button ✏ to make changes.

4. Find the Skill Spec you want to apply to their profile and toggle the option to Yes to indicate they have that skill.

5. Click Submit to save the changes.

   

Filtering staff members in the allocations page

1. Navigate to Operations → Allocations and toggle the view to the Staff Member view.

2. Open the Filter Staff Members popup by clicking the filter button 🔽 next to the staff member search box.

3. Choose a skill spec from either the Charter Skill Specs, Rail Skill Specs or Urban Skill Specs drop down lists and click Apply. The result will be that only the staff members who have that skill spec on their profile will be shown.

   

   ❕Note: When assigning a driver to a job, you have the same filtering options as in the Job Allocations Staff Member view shown above.

Adding skill spec requirements to jobs

When allocating staff members to jobs, you can enforce the requirement that only staff members who have a particular skill spec are allowed to be allocated. To do this:

1. Open the job you are wanting to apply the restriction to and click the edit icon ✏ .

2. Under the Staff Member Requirements section you have the option to enforce the required Skill Specs. Select the relevant skill spec based on the category it was defined as.

3. Click Submit to save the changes.

   ❕Note: Skill specs can be applied to all job types regardless of the category a skill spec has been defined as. This includes School Services, Yard, Cleaning etc.

   ❕Note: Using the Update all for trip button does not include vehicle or staff member requirements. No changes will be made to the requirements section of other jobs on the same trip when the Update all for trip button is used.

In the above example, the skill spec of ‘RAAF Induction’ was set as a requirement. When allocating a driver to this job, only those that have the ‘RAAF Induction’ skill spec set to yes, will be available to be allocated.

Adding skill spec requirements on shifts

Skill spec requirements can be applied inside shift definitions so that every time jobs are generated from those shifts, the required skill specs will be automatically added to the newly created jobs.

1. Navigate to Operations → Shifts and click the shift number that you would like to apply a skill spec requirement to.
2. Click the edit icon ✏ in the header.
3. Under the Staff Member Requirements section, set the required skill spec from either the Charter, Rail or Urban Skill Specs drop down lists.
4. Click Submit to save your changes.

In the above example, ‘Route 224’ has been added to the definition of Shift ‘102S (S1)’.

When a job is generated based on this shift definition, the skill spec will also be applied to that job, restricting which staff members can be allocated.

⚠️ Warning: When using Generate New Jobs and allocating a staff member to a roster, if shifts setup within that roster have skill specs defined, and the staff member does not meet the requirements set for all shifts inside that roster, the generation will fail & the reasons will be presented in the Fail Details column as shown below:

Adding skill spec requirements on quotes & bookings

Skill spec requirements can be added to quotes so that the required skill specs will be automatically added to the newly created jobs when the quote is booked.

Adding or changing the vehicle or staff member requirements on a booking will trigger a check of the jobs to make sure the staff members & vehicles will be compliant with the new requirements. If the staff or vehicles will not be compliant with the new requirements, the jobs will be regenerated.

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Related Topics

• Shifts