Create skills and link them to employees

Create skills with the appropriate media, and link the skills to employees.

Procedure 

  1. Go to Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface.. Under Employee Attributes, select Skills.

  2. Select Create Skill and complete the fields for the skill Defined level of knowledge that an employee needs in order to handle a defined workload in WFM. you want to create.

  3. For Media Type, select the media required for the skill.

    For example: Phone, Email, and Chat.

  4. Select Save.

    The skill is saved with the selected media.

  5. Go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Employees, select Skills.

  6. From the left pane, select one or more employees for which you want to assign skills.

  7. To link the skill to the employees, under Assigned, select Add.

  8. Select the skills you created, and select Add Selected Skills.

  9. On the Skills Assignment screen, select Save.

    The employees are now linked to the selected skills.

What to do next 

Create a skill-based scheduling period

Workflow: Set up skills