Managing Skills - Shifton Help

Track and manage your team’s competencies by creating skills in Shifton. Skills help you match the right employees to the right shifts based on their qualifications.

What Is This?

The Skills page lets you define a library of competencies, certifications, or abilities that can be assigned to individual employees. For example, you might create skills like “Forklift Certified,” “First Aid Trained,” or “Spanish Speaker.” Once skills are assigned to employees, managers can use them to make better scheduling decisions and ensure every shift has the right coverage.

Prerequisites

#	Prerequisite	Details
1	Active Shifton account	You must have a registered company account
2	Admin or Owner role	Only Admins and Owners can create and manage skills
3	Employees added to the system	Skills are assigned to existing employee profiles

Step-by-Step Instructions

Viewing Skills

Click the company name (top-right corner) → Skills.

You will see a table listing all skills currently defined for your company.

The skills table displays the following columns:

Column	Description
Title	The name of the skill (e.g., “Barista Training,” “POS System”)
Color	A color label used to visually identify the skill
Actions	Available operations: Edit, Delete

Creating a New Skill

Click the + Create skill button at the top of the page.

Fill in the required fields:

Title

mdash; enter a clear, descriptive name for the skill.

Color

mdash; choose a color to help distinguish this skill visually.

Click Save.

Editing a Skill

Locate the skill in the table.

Click the Edit icon in the Actions column.

Update the title or color as needed.

Click Save.

Deleting a Skill

Click the Delete icon in the Actions column next to the skill.

Confirm the deletion in the pop-up dialog.

Note:

Removing a skill will also remove it from all employee profiles where it was assigned.

Assigning Skills to Employees

Navigate to the employee’s profile page.

Find the Skills section.

Select one or more skills from the available list.

Save the employee profile.

Access Permissions

Role	View Skills	Create Skill	Edit Skill	Delete Skill	Assign to Employees
Owner	Yes	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes	Yes
Manager	Yes	No	No	No	Limited (assigned employees only)
Employee	No	No	No	No	No

FAQ

Q: How many skills can I create?
A: There is no hard limit on the number of skills you can define. Create as many as your organization needs.

Q: Can one employee have multiple skills?
A: Yes. Employees can be assigned any number of skills. This is useful for team members who hold multiple certifications or have diverse competencies.

Q: Are skills used automatically when creating schedules?
A: Skills are not used by the automatic schedule builder when generating shifts. However, skills are used in the Activity module. When creating an Activity Template (Activity → Activity Templates tab → Create a template), you can assign a required skill. This allows the system to match activities to employees who have the appropriate skills. Skills also serve as a reference for managers when manually assigning shifts.

Q: Where exactly are skills used in Shifton?
A: Skills are used in three places:
1. Employee profiles — assigned in the General Information tab to track competencies.
2. Activity Templates — each template has a Skills field, allowing you to specify which skill is required for that activity.
3. Activity calendar filters — managers can filter the activity view to find employees with specific skills.

Q: What happens to employee profiles when I delete a skill?
A: The deleted skill is removed from all employee profiles automatically. No other employee data is affected.

Q: Can employees see their assigned skills?
A: Employees can view their own profile information, including any skills assigned to them, depending on your company’s visibility settings.

Possible Issues and Solutions

Issue	Possible Cause	Solution
Cannot create a new skill	Insufficient permissions	Confirm you have an Admin or Owner role
Skill does not appear in employee profile options	The skill was just created and the page has not refreshed	Refresh the employee profile page
Deleted skill still shows on an employee’s profile	Browser cache displaying old data	Refresh the page or clear your browser cache
Cannot assign skills to an employee	You do not have edit access to that employee’s profile	Check your role permissions or ask an Admin to assign the skill
Too many skills making selection difficult	No search or filter available in the skills dropdown	Use clear, consistent naming conventions and consider consolidating similar skills