Incumbent Skills
The incumbent skills area stores details of any skills which have been acquired by this incumbent. Skills do not normally incur any cost to the company. Skills added to an incumbent will automatically display in the linked employee file, and vice versa.
Adding a New Skill:
- Go to Navigator | HR | Positions.
- Select the required position.
- Click on the Incumbent(s) tab and select the required incumbent.
- Click on that incumbent's Skills tab.
- Click on the Add New button and complete the following information as required:
| Field | Explanation |
| Type | Select the skill type from the drop down list, or select <<Add New>> to create one as you work. |
| Skill | The available list of skills depends on the skill type which has been chosen. Alternatively select <<Add New>> to create one as you work. The grey box displays any notes that have been set for this screen. For further information see "HR Framework" |
| Acquired Date/Time | Enter the date and time the skill was acquired or last rated/tested or click on the Browse button  to select the date from the calendar. |
| Rater/Tester Company | Click on the Browse button and select the company that employs the rater or tester who controls the skill. |
| Rater/Tester | Select the rater or tester. This can be an internal or external person. |
| Rate/Score Emp | Enter the actual rate or score the employee has achieved in this skill. |
| Rate/Score Pos | The system will display the rate or score required by the position. |
| Rate/Score Var | The system will calculate any variance between the required and actual skill rating. |
| Review Date | If applicable, enter the date this skill will need to be reviewed (e.g. a first aid certificate). An entry will appear in the planner on this date. |
| Expiry Date | If the skill has an expiry date, enter it here. The HR reports Employee Skills Gap and Employee Skills Listing can be filtered by this date. |
| Notes | Add any applicable notes. |
| Action Items | Select the Action Items tab to access any actions which have been set for this skill, or use the Actions button to generate tasks or email messages relating to this skill. |
| Documents | Select the Documents tab to access any documents which have already been linked to this skill, or click the Add New button to add a document now. |
- Click OK to save changes and close the window.
Any default Skills which have been defined for a position can be copied to incumbents of that position, and then modified as required. To do this:
- Go to the Position node and select the required position
- Click on the Incumbent(s) tab
- Click on the Apply Related drop-down arrow and select the Skills option.
If necessary you can then edit the incumbent and add any specific details to the skills as described above.
The Incumbent Skills window has three additional tabs: