How to create & manage skillset master?
Using the “Skillset Master” option, it is now easy to create and manage skillset easily by defining the person’s skillset requirements for the Job.
Skillset Validity Duration:
Pre-req: Settings -->
Other Settings --> Skillsets --> Skill Master --> + New Skill / Edit Skill
Navigation: Employees -->
New Employee --> Assign Skills
Using the latest update, the user
can add the skill name, skill description, and validity along with the skill
name and description. While assigning the Skill to an employee, you can enter
the “valid from” and “valid till” details and the skillset level.
the “Settings” module from the left panel, and under the “Other
Settings” option, choose the Skillsets.
the “Menu,” select “Skills Master” and choose “+ New Skill.”
3. The “Create New Skill” dialog box opens,
and you can enter the following details.
Name – The unique name identifying the Skill.
Validity – The validity period of the Skill.
Description – The description of the Skill.
Select the “Save
Skill” option to add the new Skill.
new Skill is added successfully.
Add New Employee’s Skills:
1. Select the “Employees” module
from the left panel and choose the “+New Employee” option.
in the necessary details and select the “+ Add Skill” option
3. The “Assign
Skill” dialog box opens, add the key details.
Skill - Select the pre-defined
Level – Enter the skillset %.
From – Enter the skill validity start date.
To – Enter the skill validity end date.
Select the “Assign Skill”
option to create a new skill.
the “Save Employee” option to save the details.
5. The new employee details are successfully
Skillset Job Configuration:
1. Select the "Settings" icon from the left panel, and choose the Job Category - drop-down box. Now you canchoose to edit or delete the “Skills Job Configuration,” All you must do is tap on the “Actions” section.
2. If you want to add a new Skills Job Configuration, tap on the “+Map New Skill” section and add the necessary details.
can add the validity and set the skillset %, which helps maintain the
How to create & use tags from master?
Pre-Settings for Master Tags: Settings --> Other Settings -->Master Tags Create Master Tag: 1. Select the "Settings" module from the left panel and select the "Master Tags" section under the "Other Settings" option. 2. Select "+ New Tag" to add the ...
How to create a Job on the Zuper Mobile app?
Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job. 1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from the bottom-right ...
How to create & manage email templates?
Drafting an email for workflow automation or sending an email for quotes or invoices whenever you type fresh every time may take some time. Our zuperfast email templates provide a helpful solution to send your email seamlessly. 1. Click the ...
How to create and manage recurring jobs on Zuper Web App?
Navigation: Jobs --> Recurring Jobs With the new "Update Recurrence" feature, you can now customize the settings for recurring jobs based on your preferred days of the month or week. Create Recurring Jobs: Pre-requisites: The job must be set as a ...
How to manage customers associated with an organization?
The Customers module helps you maintain a database of all your customers, and you can then sort these customers based on specific categories. Then, when the customers are associated with an organization, the field technician provides a smooth ...