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Getting Started

Setup Guide

Onboarding Guide for Administrators

Onboarding Guide: 1. Welcome to Skills Base!
Onboarding Guide: 2. Set up Skills Base
Onboarding Guide: 3. Entering skills data
Onboarding Guide: 4. Optional Extras & Advanced Set up
Onboarding Guide: 5. Training
Onboarding Guide 6. Train the Trainer

Frequently Asked Questions
Employee Onboarding Guide
Manager Onboarding Guide

Artificial Intelligence (AI)

Lens AI
Sam - Your AI-powered assistant
AI Security FAQ

Data Entities

People

Adding People

Add People by Invitation
Manually Adding People
Importing People
Creating People via SSO

Editing Your Own Information
People Account Types
People Bulk Edit
Prompting People

Skills

Skills Directory
Skill Categories
Skill Sets
The Skills Base Library

Roles

Multiple Roles
Roles Directory

Teams

Teams Directory

Locations

Locations Directory

Qualifications

Qualification Assignment
Qualifications Directory
Subscribing to Qualification Expiry Notifications

Interventions

Course Data
Course Mapping
Complete Training
Manually adding courses to a Training list

Attachments

Assessments

Quick Review

Competency Targets

Individual Competency Targets
Reset Targets
Cancel / Close Target Assessment

Assessment Settings

Rating Scheme
Interest Levels
Reset Ratings
Enabling & Disabling Assessment Types
Assessment Comments
Assessment Intervals
Assessment Calibration
Fixed assessment due dates
Elimination of Calculation Methods

Keeping Skill Ratings up to date

Reporting & Analysis

Dashboards

Person's Dashboard
Teams Dashboard
Organization Dashboard
Roles Dashboard
Skill Dashboard
Skill Category Dashboard
Locations Dashboard

Skill Trends
Capability Matrix
Competency Chart
Competency Analysis
People Finder
Capability Targets
Training Analysis
Career Mobility Insights
Skill Query
Report Builder
Permissions Audit
Report Quick Links
Skills tab
Heat Matrix report

Calculation Methods

How skill and interest levels are presented
Metrics
Dashboard metrics

Notifications

Product Updates
Activity Log Digest
Notification Preferences

Data Import

Data Export

Simple Export
Detailed Assessment Data Export
Skill Assignments Export
Target Assignments Export
Trends Export
Locations Export
People Export
Qualifications Export
Roles Export
Teams Export
Skills Export
Rating Label Export
Scheduled Reports

Configuring Permissions

Security Groups
Configuring Supervisors
Temporarily Assuming a Different Security Group
Auditing Permissions
Editing your Own Security Group

Settings

Branding Customizations
Changing your Instance Name
Instance Shortcut Link
Mandatory Fields
Environment Type
Delete your Skills Base instance
Languages & Localization
Custom Fields
Customizing Skills Base

Licensing

What Happens if my License Expires?
Module Administration
Adding or updating billing details
Upgrading a license

Technical & Integrations

Single Sign On (SSO)

Active Directory Federation Services 2.0
Updating AD FS configuration
Active Directory Federation Services 2016
Okta
OneLogin
Google G Suite
Microsoft Entra ID
All other IdPs

REST API

Locations API
People API
People Finder API
Qualifications API
Roles API
Skills API
Skill Categories API
Skill Ratings API
Teams API
Qualification Assignments API 2.0
Qualifications API 2.0
Targets API
Courses API
Training Completion API
Skill Query API

Multi-Factor Authentication (MFA) - Administrator article
Multi-Factor Authentication (MFA) - User article

Legal & Trust Hub

Master Subscription Agreement (MSA)
Terms of Use (ToU)
Service Level Agreement (SLA)
Privacy Policy
Data Processing Addendum (DPA)
Technical and Organizational Security Measures (TOMs)

Breadcrumbs

Getting Started

On this Page

Onboarding Guide for Administrators

Onboarding Guide: 1. Welcome to Skills Base!
Onboarding Guide: 2. Set up Skills Base
Onboarding Guide: 3. Entering skills data
Onboarding Guide: 4. Optional Extras & Advanced Set up
Onboarding Guide: 5. Training

Pagination

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Setup Guide
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Onboarding Guide: 1. Welcome to Skills Base!

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