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Skillsets in Zuper allow businesses to define and manage the skills required for various jobs. Skillset can also be assigned to a User or a Job Category. Assigning skillsets helps in job scheduling by ensuring that the right field technicians with the necessary expertise are assigned to specific tasks. This guide provides a detailed walkthrough on how to create, edit, and manage skills to streamline job allocation and ensure service quality.
Navigation: _Settings -> Modules -> Jobs -> Skillsets _
To configure skillsets, follow these steps: 
  • Select the “Settings” module from the left navigation menu.
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  • Click “Modules” and select “Jobs” to open the Job Settings page.
  • Choose “Skillsets.”
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  • The skillsets listing page will appear, displaying all existing skills for job and team needs. 

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Creating a new skillset

To add a new skill: 
  • On the skillsets listing page, click ”+ New Skill.”
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  • A Create New Skill dialog box will appear.
  • Enter the required details:
    1. Skill Name (Mandatory): Enter a descriptive name for the skill (e.g., Electrical Repair, HVAC Maintenance).
    2. Skill Validity (Years): Specify how long the skill remains valid before requiring renewal (e.g., 2 years).
    3. Skill Description (Mandatory): Provide a brief description of the skill, including its purpose and usage. 
  • Click “Create” to save the new skill. 
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  1. Skill Name
  2. Skill Description
  3. Skill Validity
  4. Created By (User who created the skill)
  5. Created On (Date & time of creation) 

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Editing a skillset

To modify an existing skill: 
  • On the skillsets listing page, click the pencil icon next to the skill you want to update.
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  • The Edit Skill dialog box will open.
  • Make the necessary changes.
  • Click “Update” to save the changes. 

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Deleting a skillset

To remove a skill permanently: 
  • On the skillsets listing page, click the delete icon next to the skill you want to remove.
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  • A confirmation dialog box will appear.
  • Click “Delete” to confirm and permanently remove the skill.