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Skill matrix

Skill matrix screen in Octibiz

Overview

The matrix shows levels per employee and skill at a glance — employees in the rows, skills in the columns. The scale runs from 1 (beginner) to 5 (expert); a skill can additionally be marked as primary.

A boundary stated on the page itself and easily overlooked: this is master data maintenance. The operational search for the right person for a task lives in resource planning — entries are made here, searches happen there.

Core tasks

Set a level. With the maintenance permission, a click on a cell is enough. That is the reason for the matrix form: nobody maintains a whole team's skills through individual forms twice.

Filter and search. The employee search and the category picker narrow the matrix.

Remove a skill. A level that has been set can be withdrawn.

Fields in detail

The matrix is an input form — every cell is a form with a single click. It writes to the employee record (POST /v1/employees/{ulid}/skills), and it writes exactly three values. The grey name behind each label is the API field.

Setting a cell

FieldRequiredValues / formatWhat it does
Skill skillCodeyeskey of a skill from the taxonomyWhich skill is being set — the column you clicked. Anything not listed in the HR settings cannot be assigned here.
Level skillLevelyes1 to 5How good. The picker offers exactly those five levels; what they mean belongs in the description of the skill — otherwise everyone reads something different into them.
Primary skill skillPrimarynoyes/noWhat the person is mainly deployed for. The matrix offers no switch for it: it sends the existing value back unchanged. It is set on the employee record.

Removing sends only the skillCode to /skills/remove and deletes the assignment together with its level. The person then drops out of every skill search.

Careful, as long as the cell sends only three values: the certification date (skillCertifiedAt), the expiry date (skillExpiresAt) and the note on the assignment are reset when the level is set through the matrix. Where a certification hangs off a skill, change the level on the employee record, not here.

Not on this page

The matrix writes to the same resource as the employee record, but touches only the three values above. All remaining fields are maintained and explained under employees:

FieldWhere it is maintained
firstName, lastName, displayName, personnelNumber, email, phone, jobTitle, signatureHtml, userUlid, employmentType, contractType, weeklyHours, workSchedule, hiredAt, probationUntil, terminatedAtInput, vacationEntitlementDays, vacationAccountEnabled, timezone, holidayRegion, supervisorId, teamId, brandScope, privateContactInput, onboardingMode, skillCertifiedAt, skillExpiresAt, birthDateEmployees
costRateAmountInput, costRateValidFromInput, costRateNoteEmployees — cost rates, separately protected

What the matrix shows

ItemWhere fromWhat it means
RowsemployeesWho works in the house, filtered by the search and by your view.
Columnsskills, filtered by categoryWhat can be known.
Celllevel of the assignmentThe number 1 to 5, colour-coded; a dashed box with + means: not set yet.
Gapempty columnWhere nobody, or only one person, can do something. That is what the matrix is for: making visible the risk that arises if that one person is unavailable.

Settings & permissions

  • Module module.hr.
  • hr.skill.view to see, hr.skill.manage to maintain. Without the maintenance permission

the matrix stays readable but the cells are not clickable.

  • The skill taxonomy is cross-brand and is maintained under HR settings. What

is not there cannot be assigned here.

FAQ & troubleshooting

The matrix shows "no skills". Then the taxonomy is empty. Create the skills under HR settings first.

I cannot change a cell. Then hr.skill.manage is missing.

A skill is missing from the columns. It is not in the taxonomy, or it is deactivated.

How do I find somebody with a given skill for a task? Not here — resource planning is for that. This page maintains the basis that search works on.

hr.skill-matrix · Available from version 0.5.0