The Skills and Endorsements module enables organizations to define skill sets, proficiency levels, and map them to designations. Employees can claim, endorse, and get skills approved by managers. This system helps track competencies, support career growth, and guide training interventions.
Process Flow
Steps to Configure Skills Module:
Step 1: Configure Skill Master
Step 2: Configure Skill Proficiency Master
Step 3: Map Skills in Designation Master
Step 4: Use Skill Mapping Section
Step 5: View Career Path & Internal Growth Opportunities
How to configure skill master?
Step 1: Skill Master Configuration
Path: HR Manager > Master > Skill Master
Purpose:To define the list of skills should be available in the system.
How to Add New Skill:
- Click on the "Add" button.
2. Fill in the following fields:
- Skill Name
- Skill Description
- Category (e.g., Technical, Soft Skill, Management)
- Type (classification)
- Click Save.
Additional Actions:
- Import Skills – Bulk upload using predefined template.
- Export Skills – Download existing skills.
- Delete Skills – Remove obsolete or incorrect entries.
How to configure Skill Proficiency master?
Skill Proficiency Levels
Path: HR Manager > Master > Skill Proficiency
Purpose: To define proficiency levels (e.g., Beginner, Intermediate, Expert) for each skill.
Add New Proficiency:
- Click on the "Add" button.
- Enter the following:
- Title (e.g., Advanced, Expert)
- Ordering (numeric order to define sequence)
3.Click Save.
Note: Ordering helps in displaying the levels sequentially (e.g., 1 for Novice, 2 for Beginner, etc.).
Other Available Actions:
- Delete : Delete proficiency levels which are not required
- Import: Upload multiple proficiency levels in bulk using a predefined Excel format.
- Export: Download the existing list of skill proficiencies for backup or review.
How to Map Skills in Designation Master?
Path: HR Manager > Master > Designation Master
Purpose:To associate required skills (and proficiency levels) to each job designation.
Page View Includes below for each designation:
- Designation Name
- Designation Category
- Minimum and Maximum Experience
- Notice Period
- Probation Period
- Reports To
- Roles & Responsibilities
- Interview Assessment parameters
- Probation Evaluation parameters
- KRA Template
- Career Progression
- Mapped Skills & Proficiencies
Designation Skill Mapping:
While adding/editing a designation, map the required skills associated with the designation
Skills Mapping Section
While adding or editing a designation, scroll to the Skills Proficiency section to map the required skills.
Field Definitions:
- Skill: The core competency required for the role, This will come user skill master table.
- Proficiency: Dropdown to select from levels like Novice, Beginner, Intermediate, etc. this will come from Skill Proficiency master.
- Certificate Required: Toggle or checkbox to indicate if certification is mandatory.
- Certificate List: Optional field to specify acceptable certificates.
- Suggested Courses: Optional field for relevant learning paths or LMS courses.
- Skill Priority: Helps indicate the importance level of this skill for the designation (can be used in evaluation or LMS auto-assignment)
Notes:
- Once the designation is assigned to an employee, the mapped skills become visible on their profile as er employee’s designation
- Employees can claim skills, upload certifications, or enrol in suggested courses
- Managers can review and approve these skill claims before they are added to the employee’s profile
Employee Skill Visibility Interaction
Once the designation is assigned to an employee:
4.1 Auto-Mapped Skills:
- Employees will see the required skills, milestone, LMS Courses based on their designation.
4.2 Employee-Specific Skills:
- Employees can also add new skills additional to be mapped to their designation.
- Click on ‘Add Skill’ button
- These we can refer as "Employee-Specific Skills".
- They can claim a skill by submitting it for approval.
- Manager receives a notification and can approve or reject the claimed skill.
- Upon approval, the skill is added to the employee's profile with required milestone.
Manager Approval Process
- Once employee add skills to their profile
- Manager will be notified on email and notification
- Manager can accept / reject skills.
- Once manager approve skill, that will be visible on employee’s profile
- Please note blue coloured one with are those approved by managers
- Grey one are employee’s designation specific skills required
View career Path & grab internal growth opportunities
To help employees visualize internal growth opportunities based on their current designation and acquired skills, encouraging upskilling and structured career progression.
How It Works:
- Designation-Based Career Paths are defined during setup in the Designation Master under the section Career Progression.
- Based on Employee’s assigned designation
The system displays a visual path showing:
- Current Role → Next Role → Future Role
Example Flow:
Current Role |
Skills Acquired |
Eligible Next Role |
Skills Required Next |
Sales Executive |
Communication, CRM Basics |
Sales Manager |
Leadership, Negotiation, Analytics |
Junior Analyst |
Excel, Data Interpretation |
Analyst |
SQL, Data Visualization |
HR Assistant |
Onboarding, Compliance Basics |
HR Executive |
Policy Drafting, Interviewing |
Employee-Initiated Career Change Request
To allow employees to request a change in their career path/designation based on the mapped career progression paths available in the system
How It Works:
How It Works:
- Employee Initiates Career Change
- The employee selects a desired designation from the suggested career paths.
- System checks available career change option.
- Request Form Includes:
- Current Designation
- To Designation ( Need to change)
- Type of career : automatically fetch from designation master
- Approval Workflow
- Request is sent to the Reporting Manager or HR Manager.
- Manager reviews:
- Skill completion
- Performance data
- Vacancy/budget availability
- Manager can Approve or Reject the request with remarks.
- Post-Approval
- Upon approval:
- Employee’s designation will be updated.
- Upon rejection:
- Employee receives feedback and training suggestions.