Skills: General Information

MYOB Acumatica offers multiple capabilities to help you ensure that the right staff member of your company performs each service. That is, if the staff member needs to have special skills or knowledge to perform a particular service, the system automatically suggests to you the list of staff members with the specific skills required for your service.

A skill is a characteristic that can be assigned to an employee and that can be used as an employee requirement to perform a service. Unlike licenses, skills don't have issue dates and expiration dates, and they are not issued by agencies.

In this topic, you will learn how to create skills in the system and then assign them to staff members and to services.

Learning Objectives

In this chapter, you will learn how to do the following:

  • Create a skill
  • Assign a skill to a staff member
  • Assign a skill to a service

Applicable Scenarios

You create skill records in the system when you need to have an ability to filter staff members for appointments according to their skills.

Assignment of Skills to a Staff Member

Before you start creating a list of all the skills to be used for services by your company, you should gather information about the skills that are required for all of the services your company is going to perform. You then create the list of all required skills for performing services on the Skills (FS200600) form.

When the list of all skills that may be needed for performing services is defined, you need to assign the needed skills to appropriate staff members and to particular services. You assign skills to a particular staff member on the Skills tab of the Employees (EP203000) form.

Assignment of Skills to a Service

On the Non-Stock Items (IN202000) form, you specify the skills that are required to perform the selected service—that is, assign the skills to the service. To do this, you select the service (which is a non-stock item of the Service type), and on the Service Skills tab, you add a row for each skill needed for the service.

Once you assign skills to a service, MYOB Acumatica can check whether the staff member assigned to fulfill this service also has the assigned skills.

To define what validation (if any) the system should use to determine whether the service's skills match the assigned employee's skills, on the Service Management Preferences (FS100100) form, in the Skills box of the General tab (Appointment Validation Settings section), you can select one of the following options :
  • Do Not Validate (default): The system does not perform validation (that is, it does not check whether the service's skills match the assigned employee's skills).
  • Warn: If the staff member does not have the skills specified for the service, the system displays a warning message about the staff member not having the necessary skill or skills.
  • Prevent: If the staff member does not have the skills specified for the service, the system prevents the assignment of this staff member.