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Working with Skillz
    Skillz contains various modules to meet the needs of the Users who would interact
    with the system to create and/or manage Skillset Groups, Skillsets, Reports,
    Pending Approvals, Individual Skillsets and Resume Updation, Security, Training
    etc.

                                                                               Dashboard
                                                                               Dashboard
                                                  SKILLZ



    Manage
    Manage                               Manage
                                         Manage             Manage
                                                            Manage          Manage
                                                                            Manage
                Manage
                Manage                                                                       Manage
                                                                                             Manage                Manage
                                                                                                                   Manage
    Skillsets
    Skillsets               Reports
                            Reports      Pending
                                         Pending             Your
                                                              Your           Your
                                                                             Your
                Skillsets
                Skillsets                                                                    Security
                                                                                             Security              Training
                                                                                                                   Training
    Groups
     Groups                             Approvals
                                        Approvals           Skillsets
                                                            Skillsets       Resume
                                                                            Resume


                                                                                                               
                                                                                                                Add/Edit/Delete
                                                                                                                 Add/Edit/Delete
    Add/Edit/
    Add/Edit/                              Actual
                                           Actual            Desired
                                                             Desired
                Add/Edit/
                Add/Edit/
                                         
                                                          
                                                                                        
                                                                                          Add/Edit/Delete
                                                                                           Add/Edit/Delete       Track
                                                                                                                 Track
     Delete
      Delete                Available
                            Available      Skillsets
                                           Skillsets         Skillsets
                                                             Skillsets      Edit/Save/
                                                                            Edit/Save/                          Add/Edit/Delete
                 Delete
                  Delete                                                                   Skillz User
                                                                                           Skillz User          Add/Edit/Delete
    Skillset
     Skillset               Reports
                             Reports      Desired
                                          Desired          Actual
                                                            Actual          Upload
                                                                             Upload
                 Skillset
                 Skillset                                                                 Add/Edit/Delete
                                                                                          Add/Edit/Delete       Course
                                                                                                                 Course
     Group
      Group                                Skillsets
                                           Skillsets         Skillsets
                                                             Skillsets       Resume
                                                                             Resume                             Add/Edit/Delete
                                                                                           Skillz User Group
                                                                                           Skillz User Group    Add/Edit/Delete
                                          Skillsets
                                          Skillsets        Skillsets
                                                            Skillsets                    Add/Edit/Delete
                                                                                          Add/Edit/Delete       Module
                                                                                                                 Module
                                           Training
                                           Training          Training
                                                             Training                      Roles
                                                                                           Roles                Add/Edit/Delete
                                                                                                                Add/Edit/Delete
                                                            Training
                                                            Training                     Assign Roles
                                                                                          Assign Roles          Training
                                                                                                                 Training
                                                             History
                                                             History                                             Schedule
                                                                                                                 Schedule
                                                            Profile
                                                            Profile




1                                            Proprietary and Confidential
Skillz Modules
    Skillz is very flexible and highly configurable. The attributes related to an option item
    in the left navigation menu can be configured to meet the needs of the organization
    and match with the workflow pattern as needed. The options available to Create and/or
    Manage items in the left navigation are:
        Skillset Groups allows the addition,           Manage Your Skillsets allows the
        modification and deletion of a skillset        Users to Manage their Actual and
        group as required. A skillset group            Desired skillsets. It also allows them
        contains a set of related skillsets            to apply for training to upgrade
                                                       skillsets and view training history.

       Skillsets allows the addition,                         Manage Your Resumes allows the
       modification and deletion of a                         Users to make changes to their
       skillset as required. A certain set of                 Resumes and upload them
       skills are categorized under a parent
       skillsets group
       Available set of Reports for                         Skillz Security allows the addition,
       Management Information                               modification and deletion of Users,
                                                            User Groups, Roles.

       Pending Approvals allows managing                    Skillz Training allows the addition,
       the process of Approvals for Actual or               modification and deletion of Tracks,
       Desired Skillsets of individuals and                 Courses, Modules and Schedules
       their Training needs

2                                        Proprietary and Confidential
Users of Skillz
    Skillz is built upon the needs of various categories of Users within an
    organization. People who would be using the Skillz system are likely to
    belong to the following categories:
       Administrators
       HR Managers
       Line Managers
       Training Managers
       Team Members
                                                      HR Managers   Line Managers   Training Managers
       Other Users




            Team
           Members                                                                   Administrator


                                        Other Users

3                                  Proprietary and Confidential
Roles and Responsibilities
    Administrator




                                                           Ted Jones
                                                          Administrator
     The Administrator manages all the modules of Skillz. It is the responsibility of the
     Administrator in Skillz to create and manage (Add, Edit or Delete):
      Skillset Groups
      Skillsets
      Roles
      User Groups
      Users
     The Administrator can grant specific data access privileges to specific Users, User Groups and
     Roles operating within the Skillz architecture. The accessibility, visibility, edit-ability of various
     features presented to each User operating within the Skillz modules depend on these
     permissions granted to the User Group to which they belong or the Role they have been
     assigned according to organization needs.

           Note: Example is indicative. Organizations have total flexibility to configure Skillz to suit their needs.
4                                                    Proprietary and Confidential
Roles and Responsibilities
    Managers




                                                             Manager

      The Manager may be assigned the Role of an Approver, and gains the rights to Approve /
      Disapprove Skillsets or Training Requests of Team Members in the Group. Skillz helps the
      Managers to identify competency levels and skill requirements of Team Members in the Group.

      Managers can manage their own Skillsets and Resumes

      Managers can create Training Tracks, Courses, Modules and Schedule training sessions if they
      have the appropriate rights to Manage Training


          Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.

5                                                    Proprietary and Confidential
Roles and Responsibilities
    HR Managers




                                                            HR Managers

    Skillz allows the HR to:
     Maintain team member information (personal and professional)
     Maintain a Skills inventory
     Understand capability levels of Team Members
     Know of any desire to undergo any training
     Search and track resources
     Review the current status of their involvement in various assignments
     Manage their Resumes and Skillsets




            Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.

6                                                      Proprietary and Confidential
Roles and Responsibilities
    Training Managers




                                                         Training Managers

    Skillz allows the Training Manager to:
     Create Training Tracks
     Create Courses
     Add Modules to Courses
     Schedule Training sessions




            Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.

7                                                      Proprietary and Confidential
Roles and Responsibilities
    Team Members




                                                         Team Members


    Skills allows Team Members to create and maintain a knowledge base of their skill-sets.

    Skillz lets Team Members examine and identify their strengths and learning opportunities
    in their core area.

    Team Members can file requests for Training to enhance their performance or upgrade their skills




           Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs.

8                                                     Proprietary and Confidential
Entering Data in Skillz –
    Skillz Users, Groups and Roles
    Users
     Description                                                    Attributes        Required

     An individual identity that has been defined in the           User Name            Yes
     Skillz System Application. Users can be associated
     with single or multiple groups. They can also be                User ID
     assigned single or multiple Roles.                            First Name           Yes
                                                                   Last Name            Yes
                                                                       Email            Yes
                                                                   Department
                                                                   Contact No.
                                                                  Line Manager
                                                                     Domain
                                                                 Skillset Group         Yes
                                                                   User Group           Yes
                                                                       Role             Yes




    Note: All fields marked with a * are required

9                                                      Proprietary and Confidential
Entering Data in Skillz –
     Skillz Users, Groups and Roles
     Groups
      Description                                                      Attributes        Required

      A set of authenticated users, classified by common             Group Name            Yes
      traits. Members of a group enjoy the same
      privileges within the same group. A User can be a               Description
      member of more than one Group. In that case, the                Skillz Roles         Yes
      user shall enjoy the privileges of all the groups the
      user belongs to.                                                 Add User




     Note: All fields marked with a * are required

10                                                        Proprietary and Confidential
Entering Data in Skillz –
     Skillz Users, Groups and Roles
     Roles
      Description                                                    Attributes        Required

      A Role is associated with a set of pre defined                Role Name            Yes
      access Permissions to particular Resources in
      Skillz. A Role could be granted a single permission           Description
      or a combination of multiple permissions as required          Permission           Yes
      to fulfill a certain task. For example, a Skillz
      Administrator would require access on the overall
      Skillz functionality. Hence, the Administrator Role
      would be granted all the permissions.




     Sample Roles
         Approvers
         Line, Training
          and HR
          Managers
         Skillz Users
         Registered
          Users
         Subscribers                                                                              Supervisor
                                                      Approver         Subscriber       Content
         Content Provider
                                                                                        Provider
       Supervisor
     Note: All fields marked with a * are required

11                                                      Proprietary and Confidential
Entering Data in Skillz –
     Roles and Permissions
     Permission Name                  Module           Privileges allowed                               Roles
                                      Manage
     SkillSetGroup.Approve            Skillset         Can approve new skillset groups to activate it   Approvers
                                      Groups
                                      Manage
     PersonalSkillSetProfile.Manage   Skillset         Can assign skillset groups to the users          Administrator
                                      Groups
                                      Manage Skill
     SysSkillSetGroups.Manage                          Can Add, Edit and Delete Skillset Groups         Administrator
                                      Group
                                      Manage Skill                                                      Administrator
     SysSkillSets.Manage                               Can Add, Edit and Delete Skillsets
                                      Sets
                                      Manage
                                                       Can Add, Edit and Delete Users, User Groups      Administrator
     SysSecurity.Manage               Skillz
                                                       and Roles
                                      Security
     Report.Manage                    Reports          Can view Reports                                 All
                                      Manage                                                            Administrator,
     Approval.Manage                  Pending          Can Approve or Reject requests                   Managers,
                                      Approval                                                          Approvers
                                      Manage
     Approver.Edit                    Pending          Can change the skillset ratings of the users
                                      Approval
                                      Manage
     Line.Manage                                       Is assigned as Line Manager to other Users
                                      Users



12                                               Proprietary and Confidential
Entering Data in Skillz –
     Roles and Permissions
     Permission Name          Module           Privileges allowed                          Roles
                                               Can Add, Edit or Delete Training Tracks,
                              Manage                                                       Training
     Training.Manage                           Courses, Modules and Schedule Training
                              Training                                                     Managers
                                               Sessions

                              Manage Your
                              Skill Sets       Can Add, Edit or Delete own Skillsets and
     System.Login (default)                                                                All
                              Manage Your      manage own Resume
                              Resume




13                                       Proprietary and Confidential
Entering Data in Skillz –
     Skillz Skillset Groups, Skillsets
     Skillset Groups
      Description                                                    Attributes        Required

      Skillset Groups are Logical Containers containing a    Skillset Group Name         Yes
      set of related Skillsets grouped together based on
      their category and type                                      Parent Group          Yes
                                                                     Approver




     Note: All fields marked with a * are required

14                                                      Proprietary and Confidential
Entering Data in Skillz –
     Skillz Skillset Groups, Skillsets
     Skillsets
      Description                                                           Attributes                 Required

      Skillsets can be added and organized within Skillset                Skillset Name                   Yes
      groups based on their category and type
                                                                            Description
                                                                       Skillset Value Type                Yes
                                                                         Allowed Values                   Yes
                                                                          Parent Group           Automatically selected
                                                                               Active
                                                                       Requires Approval
                                                                 Allow filing of Desired Value
                                                                     Allow filing of Training


      Add Attribute                                                      Attribute Name                   Yes
                                                                            Description
                                                                               Type                       Yes
                                                                         Allowed Values                   Yes
                                                                             Required


     Note: All fields marked with a * are required

15                                                      Proprietary and Confidential
Entering Data in Skillz –
     Skillz Training Tracks, Courses, Modules
     Modules
      Description                                                 Attributes        Required

      Modules can be added to become a part of a                Module name           Yes
      Course or multiple courses
                                                                 Description




     Note: All fields marked with a * are required

16                                                   Proprietary and Confidential
Entering Data in Skillz –
     Skillz Training Tracks, Courses, Modules
     Courses
      Description                                                      Attributes        Required

      Courses contain one or more modules on a                       Course name           Yes
      particular subject. One or multiple courses would
      form a training track.                                          Description
                                                                   Assign Modules
                                                                     Add Course
                                                                     References
                                                                        Heading            Yes
                                                                       Attach file         Yes
                                                                       Comment




     Note: All fields marked with a * are required

17                                                        Proprietary and Confidential
Entering Data in Skillz –
     Skillz Training Tracks, Courses, Modules
     Tracks
      Description                                                      Attributes        Required

      A training track contains one or multiple courses               Track name           Yes
      applicable to a particular skillset.
                                                                      Description
                                                                    Assign Skillset        Yes
                                                                       Groups
                                                                   Assign Courses          Yes




     Note: All fields marked with a * are required

18                                                        Proprietary and Confidential
Entering Data in Skillz –
     Skillz Training Tracks, Courses, Modules
     Training Schedules
      Description                                                     Attributes        Required

      Each list item in a Schedule contains the details of    Title
      various training sessions
                                                                      Facilitators
                                                                      Description
                                                                         Track
                                                                        Course
                                                                Add Schedule Item




                                                                Add Reference Item




                                                               Application Last Date
                                                                        Status


     Note: All fields marked with a * are required

19                                                       Proprietary and Confidential
Configuration and Administration
     Manage Skillsets Group
Manage Skillset Group




               Ted clicks on Add to Add a new Skillset Group




21                                   Proprietary and Confidential
Add Skillset Group



                                                                                        Enter a name for the
                                                                                        new Skillset Group

                                                                 Personal Information   Select None to add a
                                                                                        top level
                                                                                        Skillset Group which
                                                                                        will contain sub
                                                                                        groups

                                                                                          Select one or more
                                                                                          Approvers from the
                                                                                          list of Users displayed




                                                  Click on Add Group to
                                                  complete the action
               All * fields are
                                                  and return to the
               mandatory                          Parent screen

22                                Proprietary and Confidential
Skillset Group Added




                                                           “Personal Information”
                                                           Group added successfully.
                                                           User can continue to add
                                                           more groups or click on
                                                           Cancel to return to parent
                                                           screen




23                          Proprietary and Confidential
Edit Skillset Group

                   Click on Edit to edit a Skillset Group – a list
                   of existing Groups is displayed in the content
                   area on the right




                                            Select the newly added Skillset Group




24                                   Proprietary and Confidential
Edit Skillset Group

                                                              There is no Parent Group for
                                                              this Skillset Group




                                                                The Group name may be
                                                                changed




                                                                         The Parent Group may be
                                                                         changed


                                                               The Approvers can be
                                                               changed




                                                 Click on Update to
                                                 Save the changes made

25                         Proprietary and Confidential
Delete Skillset Group




                                                      Click on Delete to remove the skillset group. It
                                                      will be removed from the system along with any
                                                      sub groups and related content
26                           Proprietary and Confidential
Skillset Groups and Sub Groups
        Skillset Groups may contain sub Skillset Groups or a set of related
         Skillsets.
        Related Skillsets are grouped together and organized under each
         Skillset Group
        Sub groups may contain further sub groups. This forms the
         hierarchical Skillset Group tree
        If Parent Group is “None” the Skillset Group becomes a top level node
         in the Skillset Group hierarchy
        A sub group may contain further sub groups




                      “Audit Specific Skill” contains a sub group “Credit Related”
                     “Credit Related” is a sub group of “Audit Specific Skill” and contains a sub group “wholesale credit”
                      “wholesale credit” is a sub group of “Credit Related”


27                                           Proprietary and Confidential
Edit Child Skillset Group



                                                                             Parent Group name




                                                          Wholesale Credit




                         Ted modifies the “w” & “c” in “wholesale credit” to
                         caps and clicks on Update to save changes




28                         Proprietary and Confidential
Skillset Group Modified




                 “wholesale credit” is replaced by “Wholesale Credit”




29                                 Proprietary and Confidential
Configuration and Administration
        Manage Skillsets
Manage Skillsets




                        A set of related Skillsets are grouped within a parent
                        Skillset Group. Users clicks on Add to Add a new Skillset




31                            Proprietary and Confidential
Add Skillset (has Parent)




                          Select a Skillset Group node in the hierarchy to Add a new Skillset




32                        Proprietary and Confidential
Add Skillset


                                                                       Parent Skillset Group is “Credit Related”



                                                                                             Define a Skillset name
                                                                      Credit Experience

                                                                      Credit Experience
                                                                                             Skillset Value type
                                                                                             could be a Numeric range

                                                                                      Enter allowed values for Skillset
                                                                                      Value type


                                                                                                Select single or multiple
                                                                                                values for
                    Parent group name is displayed                                               Active/Requires Approval/
                                                                                                Allow Filing of Desired Value/
                                                                                                Allow Filing of Training Needs




33                                     Proprietary and Confidential
Add Skillset




         Options                    Description
                                    Active skillsets are visible to users and users can file new values for such
         Active
                                    skillsets. Deactivated skillsets cannot be viewed
                                    Skillsets with Requires Approval checkbox enabled require approval from
         Requires Approval          the set of Approvers while users file values for such skillsets. Else, the
                                    skillset skips the approval process.
         Allow Filing of Desired    Allows users to file their desired value for the skillset for which Allow
         Value                      Filing of Desired Value checkbox is enabled.
                                    Allows users to request training for the skillset for which Allow Filing of
         Allow Filing of Training
                                    Training checkbox is enabled.




34                                              Proprietary and Confidential
Add Skillset




                                                        Skillset Value type
                                                        could be a Boolean value

                                                   Enter allowed values for Skillset
                                                   Value type True or False




35                  Proprietary and Confidential
Add Skillset




                                                                                                                Skillset Value type
                                                                                                                could be a Preset of Words

                                                                                                    Basic, interme
                                                                                     Basic, inter




                                                                                                                 Enter allowed values for
                                                                                                                 Skillset Value type and
                                                                                                                 click on arrows to move
                                                                                                                 to the list box or discard
                                                                                                                 them



     Note: This Skillset Value Type lets the User specify a preset of words as allowed values, each separated by comma (,).
     For example, the values basic, intermediate, advanced can be specified - separating each of them by comma.
36                                                    Proprietary and Confidential
Add Skillset




                                                   Options available to:
                                                   • Add the Skillset
                                                   • Change Parent Skillset Group
                                                   • Cancel and discard the action
                                                   • Add an Attribute for this Skillset




37                  Proprietary and Confidential
Add Skillset




                    User clicks on Add Skillset




                                                          The Skillset has been
                                                          created successfully

38                                     Proprietary and Confidential
Add Skillset – Change Skillset Group




                                                User clicks on Change Skillset Group


39                        Proprietary and Confidential
Add Skillset – Change Skillset Group




                  User clicks on “wholesale credit” to select this node as the parent skillset group now.
                  Previously the “Credit Related” Group had been selected




40                                  Proprietary and Confidential
Add Skillset – Change Skillset Group




                                                         The parent skillset group is
                                                         now changed to
                                                         “wholesale credit”

41                        Proprietary and Confidential
Add Skillset – Add Attribute




                                                         User clicks on Add
                                                         Attribute and fills in the
                                                         details and clicks on “Save
                                                         Attribute”

42                        Proprietary and Confidential
Add Skillset –Attribute Added




                                                            Options to Edit or
                                                            Delete the Attribute

         The new Attribute
         details are now
         Saved for this
         Skillset



43                           Proprietary and Confidential
Add Skillset – Edit Attribute




                                                                  User can also
                  User can make changes and                       Delete the Attribute by
                  click on Save to save the                       clicking on this icon
                  changes or discard them by
                  clicking on Cancel




44                                 Proprietary and Confidential
Add Skillset – Delete Attribute




                                                         A confirmation dialog
                                                         box is displayed to
                                                         confirm Deletion of the
                                                         Attribute




45                        Proprietary and Confidential
New Skillset Added




                      The new Skillset now appears under “wholesale credit” in
                      the Skillset Group hierarchy




46                         Proprietary and Confidential
Edit Skillset




                            User clicks on the Skillset “Credit Experience” to edit




47                   Proprietary and Confidential
Edit Skillset




                                                    Options available to:
                                                    • Update and save changes
                                                    • Cancel and discard the action
                                                    • Delete this Skillset
                                                    • Add an Attribute for this Skillset




48                   Proprietary and Confidential
Edit Skillset




                                               User clicks on Save Attribute
                                               prematurely without entering
                                               data in the form
49                   Proprietary and Confidential
Edit Skillset




                                       Empty form error alert is displayed


50                   Proprietary and Confidential
Edit Skillset




                                                    Attribute named A1 added for this Skillset

51                   Proprietary and Confidential
Delete Skillset




                       User clicks Delete to delete the Skillset. An
                       alert pops up to confirm the action
52                              Proprietary and Confidential
Configuration and Administration
     Manage Skillz Security
Skillz Security
     Security
        This module facilitates the creation, modification and deletion of
         User Groups, Users and Roles
        Users can belong to single or multiple User Groups
        Users and/or User Groups are assigned single or multiple Roles
        Each Role contains a specific set of privileges to access specific
         data or perform certain actions within the system
        The Administrator of Skillz can use this module to grant specific
         permissions to specific Users or User Groups by assigning single or
         multiple Roles to them
        This module effectively maintains the security of the system and the
         data contained within




54                                  Proprietary and Confidential
Manage Skillz Security




                             Manage Skillz Security module allows the User to Manage
                             Users, Groups & Roles. The options available are:

                             1) Add Skillz User
                             2) Edit/Delete Existing Skillz Users
                             3) Add Skillz User Groups
                             4) Edit/Delete Skillz User Groups
                             5) Add Skillz Roles
                             6) Edit/Delete Roles
                             7) Assign Role To Users
                             8) Add/Edit User Attributes




            To Add/Edit a new User Attribute, Ted selects the Add/Edit
55          User Attribute option from the Proprietary and Confidential
                                           left navigation
Add User Attribute



                                                                             Value for Attribute
                                                                             name is Required



                                                           DOJ

                                                           Date of joining




                                                           1

                                                           10




                     Note:
                     After this the User would need to fill in details for the
                     DOJ field at the time of creating a new User or editing an existing User




56                              Proprietary and Confidential
Edit User Attribute




                 The DOJ Attribute created is displayed in the grid. Edit/Delete icons are
                 provided to make changes or remove the Attribute from the User details


57                                       Proprietary and Confidential
Delete User Attribute




                 Delete confirmation popup dialog box is displayed if User clicks on the Delete icon



58                                    Proprietary and Confidential
Add Skillz Users



                                                                         Fill in
                                                                         Username
                                           jturner



                                           Joan
                                                                              Fill in First name,
                                                                              Last name & email
                                           Turner
                                           jturner@eforceglobal.com




                                                                              Select Line Manager



                                                                      Click Next




59                      Proprietary and Confidential
Add Skillz Users




                                                       Select single or
                                                       multiple Skillset
                                                       Group to which this
                                                       User will belong




60                      Proprietary and Confidential
Add Skillz Users




                                                       Select single or
                                                       multiple User
                                                       Groups to which
                                                       this User will belong




61                      Proprietary and Confidential
Add Skillz Users




                                                    Click Next to fill in
                                                    User details for new
                                                    User Attribute “doj”
62                      Proprietary and Confidentialcreated earlier
Add Skillz Users




                                                       Click link
                                                       to
                                                       Enter/Edit
                                                       Attribute
                                                       value. This
                                                       field is
                                                       mandatory




63                      Proprietary and Confidential
Add Skillz Users




                                                                             Click on the
                                                       Click Add User to     Calendar icon to
                                                       complete the action   pick a date range as
                                                                             allowed for this date
                                                                             range type of
                                                                             Attribute




64                      Proprietary and Confidential
Add Skillz Users




                                                       Click Add User to
                                                       complete the action




65                      Proprietary and Confidential
Add Skillz Users




                         Error messages if
                         form is left empty
66                      Proprietary and Confidential
Edit Skillz Users




                                                        The newly added
                                                        record is listed and
                                                        User can click on the
                                                        edit icon to make
                                                        changes


67                       Proprietary and Confidential
Edit Skillz Users




                                             Accounting Unit


                                                                   Department name
                                                                   “Accounting Unit”
                                                                   added




                                                    User clicks Next to
                                                    continue making
                                                    further changes

68                       Proprietary and Confidential
Edit Skillz Users




                                                        User deselects
                                                        Professional
                                                        Information to
                                                        remove User from
                                                        this Skillset Group




69                       Proprietary and Confidential
Edit Skillz Users




                                                        No changes needed
                                                        here. User clicks
                                                        Next to continue




70                       Proprietary and Confidential
Edit Skillz Users




                                                                       User can also click
                                                                       on Delete to remove
                                                                       the User from the
                                                                       system

                                                        User may click on Update to
                                                        submit the changes or click
                                                        Next to continue.
71                       Proprietary and Confidential
Edit Skillz Users




                                                              The details for the
                                   User clicks on Update to   new Attribute for the
                                   submit changes. User       User are entered
                                   record is updated in the   here.
                                   system




72                       Proprietary and Confidential
Delete Skillz Users




                                                    Delete confirmation
                                                    dialog box pops up.
                                                    User may click OK
                                                    to confirm or Cancel
                                                    to abort the action




73                         Proprietary and Confidential
Add Skillz User Groups




                                                        Content Provider

                                                        Content Provider
                                                                                User enters a Group
                                                                                name and
                                                                                Description


                                                          User clicks Next to
                                                          continue



               User clicks on Add
               Skillz User Group




74                                  Proprietary and Confidential
Add Skillz User Groups




                                                                                           User selects single
                                                                                           or multiple Roles to
                                                                                           assign to this Group
                                                                                           of Users. The Role
                                                                                           “Content Provider”
                                                                                           is selected here
       Note: All Users belonging to this Group would automatically inherit the permissions granted to this Role



75                                                  Proprietary and Confidential
Add Skillz User Groups




                                                             User selects single or multiple
                                                             Users to add to this new User
                                                             Group and clicks on the
                                                             movelist arrow

                                Finally User clicks on Add
                                User Group to complete the
                                action


76                       Proprietary and Confidential
Edit Skillz User Groups




                                                         User selects the new User
                                                         Group and clicks on the edit
                                                         icon to make changes




77                        Proprietary and Confidential
Edit Skillz User Groups




                                              Information Security

                                              Information Security

                                                                                      User changes the
                                                                                      User Group name to
                                                                                      Information Security



                                                                     User clicks on Next to
                                                                     Continue making changes




78                        Proprietary and Confidential
Edit Skillz User Groups




                                                         User removes the Role of
                                                         Content Provider associated with this
                                                         User Group




                                                         User selects the Role of
                                                         Supervisor to associate with this
                                                         User Group



79                        Proprietary and Confidential
Edit Skillz User Groups




                                                                        Similarly an User may be
                                                                        selected and moved to the
                                                                        All Users box to remove from
                                                                         this user Group



                                                                               Users selected




                                                         Single or multiple Users are selected and
                                                         moved to the Selected Users list by clicking
                                                         on the movelist arrow




80                        Proprietary and Confidential
Edit Skillz User Groups




                                                         User Group name changed to
                                                         Information Security from Content Provider




81                        Proprietary and Confidential
Delete Skillz User Group




                                                         User selects the User Group
                                                         and Content Provider and
                                                         clicks on the edit icon to
                                                         delete it




82                        Proprietary and Confidential
Delete Skillz User Group




                 Click Next




                                                             Click Next

83                            Proprietary and Confidential
Delete Skillz User Group




              A Delete Confirmation dialog
                                                                 Click Delete
              box pops up. Click OK to
              confirm the deletion or Cancel
              to abort the action


84                                      Proprietary and Confidential
Add Skillz Role




                                                                                             Enter new Role
                                                                        Consultant
                                                                                               Enter a description for the
                                                                        Consultant
                                                                                               new Role



              Select single or multiple Permissions
              to decide what actions the User can
              perform within this system




                                                                                 Selecting the System.Login permission
                                                                                 means that this User can Login and has
                                                                                 Read only access to the resources in the
                                                                                 system




85                                       Proprietary and Confidential
Add Skillz Role




                                              Duplicate name check generates an error if
                                              same Role name already exists

86                     Proprietary and Confidential
Edit Skillz Role




                                                                    User clicks on the Edit icon to make
                                                                    changes to this record

                                                       New Role has been added successfully and
                                                       appears in the listing


87                      Proprietary and Confidential
Edit Skillz Role




                                                       The Permission to Manage
                                                       Reports is added to this Role




88                      Proprietary and Confidential
Delete Skillz Role




                                                         On clicking the Delete button to remove
                                                         this Role, a dialog box opens up to
                                                         confirm the deletion




89                        Proprietary and Confidential
Assigning Roles to Users and/or Groups
         User       User              Role 1                                                       User        User
          1          2                                                                              1           2
                                     Permission A
             User                                                                                       User
              3                                                                                          3
                                                                              Role 1

            Users
                                     Role 2

                                    Permission A, B                           Role 2




         User       User                                                      Role 3
          4          5               Role 3
                                    Permission C
             User
              6                                                                                        Group 1


           Group 1                 SKILLZ Application                                  SKILLZ Application


       Create Users/Groups   Define Roles in Skillz. Each Role                     Assign Roles to Users
             in Skillz        is given specific permission/s                          and/or Groups
                                    pre defined in SKillz

90                                             Proprietary and Confidential
Assign Roles to Users




                                                  To assign a Role to Users, click on the
                                                  Edit icon for a Role from the list of Roles
                                                  Displayed. The Role Approvers is selected here




91                       Proprietary and Confidential
Assign Roles to Users


                                                            The User jturner is now in the
                                                            list of Users Assigned
                                                            to this Role




                                                        The User jturner is selected and
                                                        moved to the list of Users Assigned
                                                        to this Role




92                       Proprietary and Confidential
Using Skillz
Manage Your Skillsets
Manage Your Skillsets




                     The User clicks on Manage Your Skillsets
                     in the left navigation




94                          Proprietary and Confidential
Manage Your Actual Skillsets




                                              The User selects
                                              Additional Personal Information
                                              from the Actual Skillsets tree. For the
                                              first time the status is “Not Filed”




95                       Proprietary and Confidential
Create Skillset Revisited




                                                             The Skillset name,
                                                             description, value type (if
                                                             applicable), parent
                                                             group name, status,
                                                             related attributes were
                                                             defined at
                                                             the time this Skillset was
                                                             created by the
                                                             Administrator

         Attributes related
         to this Skillset




96                            Proprietary and Confidential
File Your Actual Skillsets



                                Status “Not Filed”
                                                                       The Users need to fill in
                                                                       their own Rating if
                                                                       applicable for the Skillset.
                                                                       Any Comments entered
                                                                       will be stored for reference
                                                                       in the Comments History




                                                                       User needs to click on
                The Attributes are listed here.
                                                                       “Enter/Edit Attribute Value” to
                                                                       begin filing the skillset values



97                                      Proprietary and Confidential
Enter Edit Attribute Value




                                                              Ted Jones




                                                          User fills in Ted Jones in
                                                          the editable textbox that
                                                          appears here and clicks on
                                                          Save to save the data or
                                                          Cancel to abort

98                         Proprietary and Confidential
Enter Edit Attribute Value –
     Required Field Error




      User clicked on the Update button prematurely
      resulting in error messages for Required fields
99                                                  Proprietary and Confidential
Update Your Actual Skillsets




               After the Skillset is
               updated, the Status                                      In the Audit Trail, the
               changes to “Approved”                                    details of the Skillset
               as the Administrator is                                  filed
               also the Approver for                                    are recorded and
               this skillset                                            displayed with date and
                                                                        time stamps




      Click on the expand/collapse
100   icon to hide/display Audit Trail   Proprietary and Confidential
Update Your Actual Skillsets




           After changing the values for each attribute,
           User has the option to File for Approval Later or File for
           Approval Now. This sends the Update request to the
           Approver’s queue now or later
101                                    Proprietary and Confidential
Manage Your Skillsets - Pending Notifications




                If any Skillset Approval is pending User is notified with appropriate messages




102                               Proprietary and Confidential
Manage Your Desired Skillsets




                                 User expands the Professional Information
                                 node n the Desired Skillset Tree and selects ASP.Net.




103                   Proprietary and Confidential
File Your Desired Skillsets




                                 User fills in current Rating for this Skillset,
                                 File for Approval now and clicks Update




104                    Proprietary and Confidential
Manage Your Skillsets Training




                  Select a Training Track from the list

                                                     Clicking on Course or Training Reference or
                                                     Scheduling displays a popup with the relevant details.
       Scheduling Popup is displayed here




105                                          Proprietary and Confidential
Recommend an User for Training




             To recommend an User for Training, Select a Schedule. Select an User/s and
             move to the list box of Recommended Participants. Click OK when done or Cancel to
             Abort the action


106                             Proprietary and Confidential
User Profiles




                                                 User can make changes to his
                                                 Profile and click on Update




107               Proprietary and Confidential
Using Skillz
Manage Your Resume
Manage Your Resume




       User selects Manage Your Resume to upload
       resume for the first time or update the old version




109                                    Proprietary and Confidential
Upload Resume




                                                  Currently Resume is not uploaded




                  User selects Manage Your Resume to upload
                  resume for the first time or update the old version.

                  Older version uploaded gets over written by the new one.




110               Proprietary and Confidential
Upload Resume




                  Error message if any file other than Word doc format is uploaded




111               Proprietary and Confidential
Using Skillz
Manage Pending Approvals
Manage Pending Approvals




         User selects Actual Skillsets Inbox to view the
         Pending Approvals queue for Actual Skillsets




113                                    Proprietary and Confidential
Actual Skillsets Inbox



                                                                    User can view Pending
                                                                    Approvals queue for All or his own


                                                                       Approval/Rejection
                                                                       Comments go here




                                                                                    Click this icon to
                                                                                    view Details

           Approver may select the request submitted and
           Approve or Reject it with appropriate comments




114                                  Proprietary and Confidential
Details of Skillset Filed



                                                                Status is Pending

                                                                         Comments can be entered here




                                                                             Past Comments appear here




                Approver may Update and Approve/Approve/Reject
                with appropriate comments or Cancel the action altogether




115                              Proprietary and Confidential
Desired Skillsets Inbox



                                                               User can view Pending
                                                               Approvals queue for All or his ow

                                                                 Comments go here




                                                                          Click this icon to
                      Approver may select the request submitted and       view Details
                      Approve or Reject it with appropriate comments




116                    Proprietary and Confidential
Desired Skillset Details




                                                                       Status is Pending


                                                                       Comments can be entered here




                                                                    Comments appear here



                Approver may Update and Approve/Approve/Reject
                with appropriate comments or Cancel the action altogether




117                            Proprietary and Confidential
Pending Approvals Queue Completed




118                 Proprietary and Confidential
Skillsets Training Inbox




                             Approver may Approve/Reject the Training Request
                             with appropriate comments




119                    Proprietary and Confidential
Using Skillz
Manage Skillz Training
Manage Skillz Training




              Click on Manage Skillz Training to access the Training module.

              This module contains options to Add/Edit/Delete Training Tracks applicable to a single or
              multiple Skillset Groups, Add/Edit/Delete Courses within a Track, and Add/Edit/Delete
              Course Modules.

              Training Tracks can also be scheduled online with relevant details about the day, dates,
              time and location etc.

121                              Proprietary and Confidential
Add Track


                                                                              Enter a Track
                                                                              name
                                                         Project Management
                                                                                Enter a suitable
                                                         Project Management
                                                                                Description


                                                                                 Assign Skillset
                                                                                 Groups from the
                                                                                 available Skillset
                                                                                 Groups list




              Click on                                                           Select available
              Add Track                                                          Courses to add
                                                                                 to this Track or
                                                                                 Add New Course
                                                                                 by clicking n the
                                                                                 “Add New
                                                                                 Course” button
122                       Proprietary and Confidential
Add Course



                                                               Enter a Course
                                                               name
                                              Basic Concepts
                                                                 Enter a suitable
                                              Basic Concepts
                                                                 Description



                                                               Assign Modules
                                                               from the
                                                               available
                                                               Modules list



                                                               If needed, a new
                                                               Module can be
                                                               created from
                                                               here




123            Proprietary and Confidential
Add Module



                                                                 Enter a Module
                                                                 name
                                              MS Project

                                              PM Tools              Enter a suitable
                                                                    Description



                                                           Click Save
                                                           Module




124            Proprietary and Confidential
Edit Track




                                              Click this icon to
                                              view Track
                                              details




125            Proprietary and Confidential
Edit Track
                                             The User needs
                                             to add the
                                             Skillset Group
                                             Auditor to the
                                             Assigned Skillset
                                             Group




                                                                       The Skillset
                                                                       Group Auditor is
                                                                       selected and
                                                                       moved to the list
                                                                       box




                                                                 The User can Save/Delete the
                                                                 Track as needed. On Saving the
                                                                 Track the User will be navigated
                                                                 to the Tracks listing screen
               The User can                                      where the new Track is listed
               Add more                                          with an Edit icon as in the
               Courses                                           previous slide
126                           Proprietary and Confidential
Add Course


                                                                                     A Heading is
                              Options to Add a                                       Required for the
                              new Course are                                         Reference file to
                              the same as                                            be uploaded
                              demonstrated in
                              slide 134    Ref File
                                                                               Basic Concepts      Click on Attach
                                             Ref File.doc
                                              Nested if.txt                                        to select and
                                                                               Basic Concepts
                                                                                                   upload a file
                                                                                                   from the local
                                                                                                   machine. Close
      Browse for the                                                                               the window
      file and click on                                                                            when done
      Upload. Close
      the window
      when done


                          The User
                          navigates to the                                                        The additional
                          Add Course                                                              feature here is
                          screen from the                                                         the ability to Add
                          left menu option                                                        Course
                                                                                                  Reference by
                                                                                                  uploading a file

127                                             Proprietary and Confidential
Add Course Reference




                   The Course reference added is displayed in this grid. Edit and Delete icons
                   are provided to make any changes required or Delete it




128                    Proprietary and Confidential
Edit Course




                                                       Click on the Edit
                                                       icon




                Click on
                Edit/Delete
                Course




129                     Proprietary and Confidential
Edit Course Details




      The Edit Course screen has the options to edit Course name, description, change Assigned Modules,
      Add Reference file etc. or even add a new module. User can also Save or Delete the course.


130                                       Proprietary and Confidential
Add Module




      Click on Add Module to add a new Module and Save it. User can click Cancel to abort the operation


131                                       Proprietary and Confidential
Edit Module




                                                             User clicks on
                                                             the Edit icon for
                                                             “Force Fuelling
                User selects the                             eCommerce”
                “Edit Module”                                module to make
                option from the                              the required
                left navigation                              changes




132                           Proprietary and Confidential
Edit Module




                User can make
                the necessary
                changes and
                Save them or
                Delete the
                Module. Cancel
                will abort the
                action




133             Proprietary and Confidential
Notes
     Tracks, Courses and Modules are not dependent on each other
      and can exist independently as separate entities in the system
     It is not necessary to relate Tracks, Courses or Modules at the time
      of Creation
     When required Tracks can be associated with one or more
      Courses which in turn can contain a single or several modules
     To associate Modules with Courses, existing Modules or new
      Modules are created and assigned to a Course
     Similarly to relate one or more Courses to a particular Training
      Track, Courses are selected and assigned to the Track from the
      Available Courses list




134                             Proprietary and Confidential
Notes
     After the inter-related Tracks, Courses and Modules are created
      successfully in the system it is important to create schedules for
      the training sessions to be conducted for interested Team
      Members
     This lets Team Members know the details of the training sessions
      being conducted so they can apply for the same and plan to attend
      it as per schedule
     The schedule helps to organize and run the sessions smoothly
      with attention to each detail about the Facilitators, days, dates,
      timings, duration and location etc.
     The last date for application is also published to enable Team
      Members to submit their training request in good time
     The Status field displays the current application status of this
      schedule. It may be Active or Closed




135                            Proprietary and Confidential
Add Schedule



                                                             Enter a title for the Schedule and
                                                             Description (optional)
                                                                       Click the “+” icon to select
                             PM Track Schedule
                                                                       the Facilitator for this
                                                                       session



                                           User selects this User to
                                           conduct the session




                 To Add New Schedule click on the
                 option “Add New Training
                 Schedule”


136                         Proprietary and Confidential
Add Schedule


                        Induction Training Track is
                        selected as the Track to be
                        scheduled


                                                      Click Calendar icon to
                                                      select last application date




                 Select Course from drop down




137              Proprietary and Confidential
Add Schedule Item




                      To add a Module for this session
                      click on Add Schedule Item. The
                      Add Schedule Item popup will be
                      displayed




138                   Proprietary and Confidential
Add Schedule



                                                                                           Select a date for the
                                                                                           session by using the
                                                                                              Calendar icon
                                     09:30

                                                                             Enter start and
                                     05:30                                    end time as
                                                                               indicated


                                    HQ




                                                                                           Select the Module to be conducted
                                                                                           In this session from the drop down
      Enter the Location where the Training
                                                                                           Note: Only the modules related to this
      will be conducted. Click Add Item
                                                                                           Course will be listed here




139                                           Proprietary and Confidential
Add New Training Schedule




      Notes:
        Continue adding Modules by clicking the Add Schedule Item button
        Add Reference Item as required (refer to Slide 138)
        Once all the relevant Modules are added, click on “Save Training Schedule” to save the
         Schedule
        A message is displayed if the Schedule is saved successfully

140                                         Proprietary and Confidential
Edit Training Schedule




                                                Click on Edit icon to View and change details




141                   Proprietary and Confidential
Edit Training Schedule




      Edit fields as needed and click on
      “Save Training Schedule” when completed.
                                                     The Schedule Item details are displayed in the grid. Edit and
                                                     Delete icons are provided to make necessary changes to the
                                                     Schedule Items individually.




142                                              Proprietary and Confidential
Delete Training Schedule




                    On selecting to Delete the Training Schedule or a
                    Schedule Item, a popup is displayed to confirm the action or
                    Cancel it.




143                    Proprietary and Confidential
Using Skillz
View and Export Reports
Skillz Reports
  Available Reports
         Approved Skillset for Users Matrix
         Get Skillsets For User
         Search User Resumes
         View Resource Report
         View Project Report
         People By Skillsets Report
         All Resource Report




145                                  Proprietary and Confidential
Skillz Reports
  About the Reports
Approved Skillset for        Allows generating User Skills Matrix Report for all Team Members having all
Users Matrix                 SkillSets.
                             Allows generating report listing Actual Skillset, Desired Skillset & Training History
Get Skillsets for User       of the selected user.
                             Allows searching within user’s resumes for any particular word / phrase. It also
Search User Resumes          facilitates an advanced search option to go deeper into the resume document
                             uploaded and further refining the search result.
                             Allows viewing reports for a given date range based on the selected skillset group.
View Resource Report

                             Allows viewing reports based on the selected project within a specified date range.
View Project Report

People by Skillsets          Allows generating reports for employees based on a given skillset and a defined value.
Report
                             Allows generating reports of employees belonging to all Skillset groups within a
All Resource Report          specified date range.



      Note: All reports may be printed out or exported to MS Excel file format


146                                              Proprietary and Confidential
Reports




            Available Reports




147           Proprietary and Confidential
Sample Users Skills Matrix Report




            Options to Export to Excel or Print the Report




148                                  Proprietary and Confidential
Search User Resumes
                                                   User can run a simple Search on all the
                                                   Resumes uploaded for some particular Text




                           User may also opt for Advanced Search which allows filling in
                           Choice of Search mode, Order the Search results by
                           Highest Match/Title/Size/Author
                           in Ascending or Descending order




149                 Proprietary and Confidential
Search Results




                          No Resumes found containing the Search keywords “DotNet”




150                Proprietary and Confidential
View Resource Report



                                                     Click on Calendar icons to
                                                     specify the Start and End dates

                                        Select Skillset Group




151                  Proprietary and Confidential
Project Report




152                Proprietary and Confidential
People by Skillsets Report




153                   Proprietary and Confidential
All Resource Report




154                     Proprietary and Confidential
Summary
     Skillet Groups & Skillsets
        Skillsets are grouped under categorized Skillset Groups in a hierarchy

     Team Member Profiles and Skillsets
        Allow Team Members to maintain their own Profiles and attach specific Skillset

           Groups to their Profiles
        Allow Team Members to rate themselves on particular skill-sets and decide if

           these ratings need approval from their Managers
        Allow Team Members to express their desire to pick up a particular skill-set by

           letting them file “Desired Skill-set”.
     Resumes
        Allow Team Members to upload their resumes.

        Allows HR and Managers to run a Search on these resumes.

     Training
        Allow Employees to request a training.

     Approvals
        Enabled Approval workflows for training requests for each Team Member

     Security
        A highly flexible architecture allowing creation and maintenance of User Groups,

           Users and Roles having specific Permissions to be able to perform certain
           actions within the system
155                                     Proprietary and Confidential
Skinnable UI




156              Proprietary and Confidential
Training for Teachers

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Training for Teachers

  • 1. Working with Skillz Skillz contains various modules to meet the needs of the Users who would interact with the system to create and/or manage Skillset Groups, Skillsets, Reports, Pending Approvals, Individual Skillsets and Resume Updation, Security, Training etc. Dashboard Dashboard SKILLZ Manage Manage Manage Manage Manage Manage Manage Manage Manage Manage Manage Manage Manage Manage Skillsets Skillsets Reports Reports Pending Pending Your Your Your Your Skillsets Skillsets Security Security Training Training Groups Groups Approvals Approvals Skillsets Skillsets Resume Resume   Add/Edit/Delete Add/Edit/Delete Add/Edit/ Add/Edit/ Actual Actual Desired Desired Add/Edit/ Add/Edit/       Add/Edit/Delete Add/Edit/Delete Track Track Delete Delete Available Available Skillsets Skillsets Skillsets Skillsets Edit/Save/ Edit/Save/  Add/Edit/Delete Delete Delete Skillz User Skillz User  Add/Edit/Delete Skillset Skillset Reports Reports  Desired  Desired  Actual  Actual Upload Upload Skillset Skillset  Add/Edit/Delete  Add/Edit/Delete Course Course Group Group Skillsets Skillsets Skillsets Skillsets Resume Resume  Add/Edit/Delete Skillz User Group Skillz User Group  Add/Edit/Delete  Skillsets  Skillsets  Skillsets  Skillsets  Add/Edit/Delete  Add/Edit/Delete Module Module Training Training Training Training Roles Roles  Add/Edit/Delete  Add/Edit/Delete  Training  Training  Assign Roles  Assign Roles Training Training History History Schedule Schedule  Profile  Profile 1 Proprietary and Confidential
  • 2. Skillz Modules Skillz is very flexible and highly configurable. The attributes related to an option item in the left navigation menu can be configured to meet the needs of the organization and match with the workflow pattern as needed. The options available to Create and/or Manage items in the left navigation are: Skillset Groups allows the addition, Manage Your Skillsets allows the modification and deletion of a skillset Users to Manage their Actual and group as required. A skillset group Desired skillsets. It also allows them contains a set of related skillsets to apply for training to upgrade skillsets and view training history. Skillsets allows the addition, Manage Your Resumes allows the modification and deletion of a Users to make changes to their skillset as required. A certain set of Resumes and upload them skills are categorized under a parent skillsets group Available set of Reports for Skillz Security allows the addition, Management Information modification and deletion of Users, User Groups, Roles. Pending Approvals allows managing Skillz Training allows the addition, the process of Approvals for Actual or modification and deletion of Tracks, Desired Skillsets of individuals and Courses, Modules and Schedules their Training needs 2 Proprietary and Confidential
  • 3. Users of Skillz Skillz is built upon the needs of various categories of Users within an organization. People who would be using the Skillz system are likely to belong to the following categories:  Administrators  HR Managers  Line Managers  Training Managers  Team Members HR Managers Line Managers Training Managers  Other Users Team Members Administrator Other Users 3 Proprietary and Confidential
  • 4. Roles and Responsibilities Administrator Ted Jones Administrator The Administrator manages all the modules of Skillz. It is the responsibility of the Administrator in Skillz to create and manage (Add, Edit or Delete):  Skillset Groups  Skillsets  Roles  User Groups  Users The Administrator can grant specific data access privileges to specific Users, User Groups and Roles operating within the Skillz architecture. The accessibility, visibility, edit-ability of various features presented to each User operating within the Skillz modules depend on these permissions granted to the User Group to which they belong or the Role they have been assigned according to organization needs. Note: Example is indicative. Organizations have total flexibility to configure Skillz to suit their needs. 4 Proprietary and Confidential
  • 5. Roles and Responsibilities Managers Manager The Manager may be assigned the Role of an Approver, and gains the rights to Approve / Disapprove Skillsets or Training Requests of Team Members in the Group. Skillz helps the Managers to identify competency levels and skill requirements of Team Members in the Group. Managers can manage their own Skillsets and Resumes Managers can create Training Tracks, Courses, Modules and Schedule training sessions if they have the appropriate rights to Manage Training Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs. 5 Proprietary and Confidential
  • 6. Roles and Responsibilities HR Managers HR Managers Skillz allows the HR to:  Maintain team member information (personal and professional)  Maintain a Skills inventory  Understand capability levels of Team Members  Know of any desire to undergo any training  Search and track resources  Review the current status of their involvement in various assignments  Manage their Resumes and Skillsets Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs. 6 Proprietary and Confidential
  • 7. Roles and Responsibilities Training Managers Training Managers Skillz allows the Training Manager to:  Create Training Tracks  Create Courses  Add Modules to Courses  Schedule Training sessions Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs. 7 Proprietary and Confidential
  • 8. Roles and Responsibilities Team Members Team Members Skills allows Team Members to create and maintain a knowledge base of their skill-sets. Skillz lets Team Members examine and identify their strengths and learning opportunities in their core area. Team Members can file requests for Training to enhance their performance or upgrade their skills Note: Example is indicative. Organizations have the total flexibility to configure Skillz to suit their needs. 8 Proprietary and Confidential
  • 9. Entering Data in Skillz – Skillz Users, Groups and Roles Users Description Attributes Required An individual identity that has been defined in the User Name Yes Skillz System Application. Users can be associated with single or multiple groups. They can also be User ID assigned single or multiple Roles. First Name Yes Last Name Yes Email Yes Department Contact No. Line Manager Domain Skillset Group Yes User Group Yes Role Yes Note: All fields marked with a * are required 9 Proprietary and Confidential
  • 10. Entering Data in Skillz – Skillz Users, Groups and Roles Groups Description Attributes Required A set of authenticated users, classified by common Group Name Yes traits. Members of a group enjoy the same privileges within the same group. A User can be a Description member of more than one Group. In that case, the Skillz Roles Yes user shall enjoy the privileges of all the groups the user belongs to. Add User Note: All fields marked with a * are required 10 Proprietary and Confidential
  • 11. Entering Data in Skillz – Skillz Users, Groups and Roles Roles Description Attributes Required A Role is associated with a set of pre defined Role Name Yes access Permissions to particular Resources in Skillz. A Role could be granted a single permission Description or a combination of multiple permissions as required Permission Yes to fulfill a certain task. For example, a Skillz Administrator would require access on the overall Skillz functionality. Hence, the Administrator Role would be granted all the permissions. Sample Roles  Approvers  Line, Training and HR Managers  Skillz Users  Registered Users  Subscribers Supervisor Approver Subscriber Content  Content Provider Provider  Supervisor Note: All fields marked with a * are required 11 Proprietary and Confidential
  • 12. Entering Data in Skillz – Roles and Permissions Permission Name Module Privileges allowed Roles Manage SkillSetGroup.Approve Skillset Can approve new skillset groups to activate it Approvers Groups Manage PersonalSkillSetProfile.Manage Skillset Can assign skillset groups to the users Administrator Groups Manage Skill SysSkillSetGroups.Manage Can Add, Edit and Delete Skillset Groups Administrator Group Manage Skill Administrator SysSkillSets.Manage Can Add, Edit and Delete Skillsets Sets Manage Can Add, Edit and Delete Users, User Groups Administrator SysSecurity.Manage Skillz and Roles Security Report.Manage Reports Can view Reports All Manage Administrator, Approval.Manage Pending Can Approve or Reject requests Managers, Approval Approvers Manage Approver.Edit Pending Can change the skillset ratings of the users Approval Manage Line.Manage Is assigned as Line Manager to other Users Users 12 Proprietary and Confidential
  • 13. Entering Data in Skillz – Roles and Permissions Permission Name Module Privileges allowed Roles Can Add, Edit or Delete Training Tracks, Manage Training Training.Manage Courses, Modules and Schedule Training Training Managers Sessions Manage Your Skill Sets Can Add, Edit or Delete own Skillsets and System.Login (default) All Manage Your manage own Resume Resume 13 Proprietary and Confidential
  • 14. Entering Data in Skillz – Skillz Skillset Groups, Skillsets Skillset Groups Description Attributes Required Skillset Groups are Logical Containers containing a Skillset Group Name Yes set of related Skillsets grouped together based on their category and type Parent Group Yes Approver Note: All fields marked with a * are required 14 Proprietary and Confidential
  • 15. Entering Data in Skillz – Skillz Skillset Groups, Skillsets Skillsets Description Attributes Required Skillsets can be added and organized within Skillset Skillset Name Yes groups based on their category and type Description Skillset Value Type Yes Allowed Values Yes Parent Group Automatically selected Active Requires Approval Allow filing of Desired Value Allow filing of Training Add Attribute Attribute Name Yes Description Type Yes Allowed Values Yes Required Note: All fields marked with a * are required 15 Proprietary and Confidential
  • 16. Entering Data in Skillz – Skillz Training Tracks, Courses, Modules Modules Description Attributes Required Modules can be added to become a part of a Module name Yes Course or multiple courses Description Note: All fields marked with a * are required 16 Proprietary and Confidential
  • 17. Entering Data in Skillz – Skillz Training Tracks, Courses, Modules Courses Description Attributes Required Courses contain one or more modules on a Course name Yes particular subject. One or multiple courses would form a training track. Description Assign Modules Add Course References Heading Yes Attach file Yes Comment Note: All fields marked with a * are required 17 Proprietary and Confidential
  • 18. Entering Data in Skillz – Skillz Training Tracks, Courses, Modules Tracks Description Attributes Required A training track contains one or multiple courses Track name Yes applicable to a particular skillset. Description Assign Skillset Yes Groups Assign Courses Yes Note: All fields marked with a * are required 18 Proprietary and Confidential
  • 19. Entering Data in Skillz – Skillz Training Tracks, Courses, Modules Training Schedules Description Attributes Required Each list item in a Schedule contains the details of Title various training sessions Facilitators Description Track Course Add Schedule Item Add Reference Item Application Last Date Status Note: All fields marked with a * are required 19 Proprietary and Confidential
  • 20. Configuration and Administration Manage Skillsets Group
  • 21. Manage Skillset Group Ted clicks on Add to Add a new Skillset Group 21 Proprietary and Confidential
  • 22. Add Skillset Group Enter a name for the new Skillset Group Personal Information Select None to add a top level Skillset Group which will contain sub groups Select one or more Approvers from the list of Users displayed Click on Add Group to complete the action All * fields are and return to the mandatory Parent screen 22 Proprietary and Confidential
  • 23. Skillset Group Added “Personal Information” Group added successfully. User can continue to add more groups or click on Cancel to return to parent screen 23 Proprietary and Confidential
  • 24. Edit Skillset Group Click on Edit to edit a Skillset Group – a list of existing Groups is displayed in the content area on the right Select the newly added Skillset Group 24 Proprietary and Confidential
  • 25. Edit Skillset Group There is no Parent Group for this Skillset Group The Group name may be changed The Parent Group may be changed The Approvers can be changed Click on Update to Save the changes made 25 Proprietary and Confidential
  • 26. Delete Skillset Group Click on Delete to remove the skillset group. It will be removed from the system along with any sub groups and related content 26 Proprietary and Confidential
  • 27. Skillset Groups and Sub Groups  Skillset Groups may contain sub Skillset Groups or a set of related Skillsets.  Related Skillsets are grouped together and organized under each Skillset Group  Sub groups may contain further sub groups. This forms the hierarchical Skillset Group tree  If Parent Group is “None” the Skillset Group becomes a top level node in the Skillset Group hierarchy  A sub group may contain further sub groups “Audit Specific Skill” contains a sub group “Credit Related” “Credit Related” is a sub group of “Audit Specific Skill” and contains a sub group “wholesale credit” “wholesale credit” is a sub group of “Credit Related” 27 Proprietary and Confidential
  • 28. Edit Child Skillset Group Parent Group name Wholesale Credit Ted modifies the “w” & “c” in “wholesale credit” to caps and clicks on Update to save changes 28 Proprietary and Confidential
  • 29. Skillset Group Modified “wholesale credit” is replaced by “Wholesale Credit” 29 Proprietary and Confidential
  • 31. Manage Skillsets A set of related Skillsets are grouped within a parent Skillset Group. Users clicks on Add to Add a new Skillset 31 Proprietary and Confidential
  • 32. Add Skillset (has Parent) Select a Skillset Group node in the hierarchy to Add a new Skillset 32 Proprietary and Confidential
  • 33. Add Skillset Parent Skillset Group is “Credit Related” Define a Skillset name Credit Experience Credit Experience Skillset Value type could be a Numeric range Enter allowed values for Skillset Value type Select single or multiple values for Parent group name is displayed Active/Requires Approval/ Allow Filing of Desired Value/ Allow Filing of Training Needs 33 Proprietary and Confidential
  • 34. Add Skillset Options Description Active skillsets are visible to users and users can file new values for such Active skillsets. Deactivated skillsets cannot be viewed Skillsets with Requires Approval checkbox enabled require approval from Requires Approval the set of Approvers while users file values for such skillsets. Else, the skillset skips the approval process. Allow Filing of Desired Allows users to file their desired value for the skillset for which Allow Value Filing of Desired Value checkbox is enabled. Allows users to request training for the skillset for which Allow Filing of Allow Filing of Training Training checkbox is enabled. 34 Proprietary and Confidential
  • 35. Add Skillset Skillset Value type could be a Boolean value Enter allowed values for Skillset Value type True or False 35 Proprietary and Confidential
  • 36. Add Skillset Skillset Value type could be a Preset of Words Basic, interme Basic, inter Enter allowed values for Skillset Value type and click on arrows to move to the list box or discard them Note: This Skillset Value Type lets the User specify a preset of words as allowed values, each separated by comma (,). For example, the values basic, intermediate, advanced can be specified - separating each of them by comma. 36 Proprietary and Confidential
  • 37. Add Skillset Options available to: • Add the Skillset • Change Parent Skillset Group • Cancel and discard the action • Add an Attribute for this Skillset 37 Proprietary and Confidential
  • 38. Add Skillset User clicks on Add Skillset The Skillset has been created successfully 38 Proprietary and Confidential
  • 39. Add Skillset – Change Skillset Group User clicks on Change Skillset Group 39 Proprietary and Confidential
  • 40. Add Skillset – Change Skillset Group User clicks on “wholesale credit” to select this node as the parent skillset group now. Previously the “Credit Related” Group had been selected 40 Proprietary and Confidential
  • 41. Add Skillset – Change Skillset Group The parent skillset group is now changed to “wholesale credit” 41 Proprietary and Confidential
  • 42. Add Skillset – Add Attribute User clicks on Add Attribute and fills in the details and clicks on “Save Attribute” 42 Proprietary and Confidential
  • 43. Add Skillset –Attribute Added Options to Edit or Delete the Attribute The new Attribute details are now Saved for this Skillset 43 Proprietary and Confidential
  • 44. Add Skillset – Edit Attribute User can also User can make changes and Delete the Attribute by click on Save to save the clicking on this icon changes or discard them by clicking on Cancel 44 Proprietary and Confidential
  • 45. Add Skillset – Delete Attribute A confirmation dialog box is displayed to confirm Deletion of the Attribute 45 Proprietary and Confidential
  • 46. New Skillset Added The new Skillset now appears under “wholesale credit” in the Skillset Group hierarchy 46 Proprietary and Confidential
  • 47. Edit Skillset User clicks on the Skillset “Credit Experience” to edit 47 Proprietary and Confidential
  • 48. Edit Skillset Options available to: • Update and save changes • Cancel and discard the action • Delete this Skillset • Add an Attribute for this Skillset 48 Proprietary and Confidential
  • 49. Edit Skillset User clicks on Save Attribute prematurely without entering data in the form 49 Proprietary and Confidential
  • 50. Edit Skillset Empty form error alert is displayed 50 Proprietary and Confidential
  • 51. Edit Skillset Attribute named A1 added for this Skillset 51 Proprietary and Confidential
  • 52. Delete Skillset User clicks Delete to delete the Skillset. An alert pops up to confirm the action 52 Proprietary and Confidential
  • 53. Configuration and Administration Manage Skillz Security
  • 54. Skillz Security Security  This module facilitates the creation, modification and deletion of User Groups, Users and Roles  Users can belong to single or multiple User Groups  Users and/or User Groups are assigned single or multiple Roles  Each Role contains a specific set of privileges to access specific data or perform certain actions within the system  The Administrator of Skillz can use this module to grant specific permissions to specific Users or User Groups by assigning single or multiple Roles to them  This module effectively maintains the security of the system and the data contained within 54 Proprietary and Confidential
  • 55. Manage Skillz Security Manage Skillz Security module allows the User to Manage Users, Groups & Roles. The options available are: 1) Add Skillz User 2) Edit/Delete Existing Skillz Users 3) Add Skillz User Groups 4) Edit/Delete Skillz User Groups 5) Add Skillz Roles 6) Edit/Delete Roles 7) Assign Role To Users 8) Add/Edit User Attributes To Add/Edit a new User Attribute, Ted selects the Add/Edit 55 User Attribute option from the Proprietary and Confidential left navigation
  • 56. Add User Attribute Value for Attribute name is Required DOJ Date of joining 1 10 Note: After this the User would need to fill in details for the DOJ field at the time of creating a new User or editing an existing User 56 Proprietary and Confidential
  • 57. Edit User Attribute The DOJ Attribute created is displayed in the grid. Edit/Delete icons are provided to make changes or remove the Attribute from the User details 57 Proprietary and Confidential
  • 58. Delete User Attribute Delete confirmation popup dialog box is displayed if User clicks on the Delete icon 58 Proprietary and Confidential
  • 59. Add Skillz Users Fill in Username jturner Joan Fill in First name, Last name & email Turner jturner@eforceglobal.com Select Line Manager Click Next 59 Proprietary and Confidential
  • 60. Add Skillz Users Select single or multiple Skillset Group to which this User will belong 60 Proprietary and Confidential
  • 61. Add Skillz Users Select single or multiple User Groups to which this User will belong 61 Proprietary and Confidential
  • 62. Add Skillz Users Click Next to fill in User details for new User Attribute “doj” 62 Proprietary and Confidentialcreated earlier
  • 63. Add Skillz Users Click link to Enter/Edit Attribute value. This field is mandatory 63 Proprietary and Confidential
  • 64. Add Skillz Users Click on the Click Add User to Calendar icon to complete the action pick a date range as allowed for this date range type of Attribute 64 Proprietary and Confidential
  • 65. Add Skillz Users Click Add User to complete the action 65 Proprietary and Confidential
  • 66. Add Skillz Users Error messages if form is left empty 66 Proprietary and Confidential
  • 67. Edit Skillz Users The newly added record is listed and User can click on the edit icon to make changes 67 Proprietary and Confidential
  • 68. Edit Skillz Users Accounting Unit Department name “Accounting Unit” added User clicks Next to continue making further changes 68 Proprietary and Confidential
  • 69. Edit Skillz Users User deselects Professional Information to remove User from this Skillset Group 69 Proprietary and Confidential
  • 70. Edit Skillz Users No changes needed here. User clicks Next to continue 70 Proprietary and Confidential
  • 71. Edit Skillz Users User can also click on Delete to remove the User from the system User may click on Update to submit the changes or click Next to continue. 71 Proprietary and Confidential
  • 72. Edit Skillz Users The details for the User clicks on Update to new Attribute for the submit changes. User User are entered record is updated in the here. system 72 Proprietary and Confidential
  • 73. Delete Skillz Users Delete confirmation dialog box pops up. User may click OK to confirm or Cancel to abort the action 73 Proprietary and Confidential
  • 74. Add Skillz User Groups Content Provider Content Provider User enters a Group name and Description User clicks Next to continue User clicks on Add Skillz User Group 74 Proprietary and Confidential
  • 75. Add Skillz User Groups User selects single or multiple Roles to assign to this Group of Users. The Role “Content Provider” is selected here Note: All Users belonging to this Group would automatically inherit the permissions granted to this Role 75 Proprietary and Confidential
  • 76. Add Skillz User Groups User selects single or multiple Users to add to this new User Group and clicks on the movelist arrow Finally User clicks on Add User Group to complete the action 76 Proprietary and Confidential
  • 77. Edit Skillz User Groups User selects the new User Group and clicks on the edit icon to make changes 77 Proprietary and Confidential
  • 78. Edit Skillz User Groups Information Security Information Security User changes the User Group name to Information Security User clicks on Next to Continue making changes 78 Proprietary and Confidential
  • 79. Edit Skillz User Groups User removes the Role of Content Provider associated with this User Group User selects the Role of Supervisor to associate with this User Group 79 Proprietary and Confidential
  • 80. Edit Skillz User Groups Similarly an User may be selected and moved to the All Users box to remove from this user Group Users selected Single or multiple Users are selected and moved to the Selected Users list by clicking on the movelist arrow 80 Proprietary and Confidential
  • 81. Edit Skillz User Groups User Group name changed to Information Security from Content Provider 81 Proprietary and Confidential
  • 82. Delete Skillz User Group User selects the User Group and Content Provider and clicks on the edit icon to delete it 82 Proprietary and Confidential
  • 83. Delete Skillz User Group Click Next Click Next 83 Proprietary and Confidential
  • 84. Delete Skillz User Group A Delete Confirmation dialog Click Delete box pops up. Click OK to confirm the deletion or Cancel to abort the action 84 Proprietary and Confidential
  • 85. Add Skillz Role Enter new Role Consultant Enter a description for the Consultant new Role Select single or multiple Permissions to decide what actions the User can perform within this system Selecting the System.Login permission means that this User can Login and has Read only access to the resources in the system 85 Proprietary and Confidential
  • 86. Add Skillz Role Duplicate name check generates an error if same Role name already exists 86 Proprietary and Confidential
  • 87. Edit Skillz Role User clicks on the Edit icon to make changes to this record New Role has been added successfully and appears in the listing 87 Proprietary and Confidential
  • 88. Edit Skillz Role The Permission to Manage Reports is added to this Role 88 Proprietary and Confidential
  • 89. Delete Skillz Role On clicking the Delete button to remove this Role, a dialog box opens up to confirm the deletion 89 Proprietary and Confidential
  • 90. Assigning Roles to Users and/or Groups User User Role 1 User User 1 2 1 2 Permission A User User 3 3 Role 1 Users Role 2 Permission A, B Role 2 User User Role 3 4 5 Role 3 Permission C User 6 Group 1 Group 1 SKILLZ Application SKILLZ Application Create Users/Groups Define Roles in Skillz. Each Role Assign Roles to Users in Skillz is given specific permission/s and/or Groups pre defined in SKillz 90 Proprietary and Confidential
  • 91. Assign Roles to Users To assign a Role to Users, click on the Edit icon for a Role from the list of Roles Displayed. The Role Approvers is selected here 91 Proprietary and Confidential
  • 92. Assign Roles to Users The User jturner is now in the list of Users Assigned to this Role The User jturner is selected and moved to the list of Users Assigned to this Role 92 Proprietary and Confidential
  • 94. Manage Your Skillsets The User clicks on Manage Your Skillsets in the left navigation 94 Proprietary and Confidential
  • 95. Manage Your Actual Skillsets The User selects Additional Personal Information from the Actual Skillsets tree. For the first time the status is “Not Filed” 95 Proprietary and Confidential
  • 96. Create Skillset Revisited The Skillset name, description, value type (if applicable), parent group name, status, related attributes were defined at the time this Skillset was created by the Administrator Attributes related to this Skillset 96 Proprietary and Confidential
  • 97. File Your Actual Skillsets Status “Not Filed” The Users need to fill in their own Rating if applicable for the Skillset. Any Comments entered will be stored for reference in the Comments History User needs to click on The Attributes are listed here. “Enter/Edit Attribute Value” to begin filing the skillset values 97 Proprietary and Confidential
  • 98. Enter Edit Attribute Value Ted Jones User fills in Ted Jones in the editable textbox that appears here and clicks on Save to save the data or Cancel to abort 98 Proprietary and Confidential
  • 99. Enter Edit Attribute Value – Required Field Error User clicked on the Update button prematurely resulting in error messages for Required fields 99 Proprietary and Confidential
  • 100. Update Your Actual Skillsets After the Skillset is updated, the Status In the Audit Trail, the changes to “Approved” details of the Skillset as the Administrator is filed also the Approver for are recorded and this skillset displayed with date and time stamps Click on the expand/collapse 100 icon to hide/display Audit Trail Proprietary and Confidential
  • 101. Update Your Actual Skillsets After changing the values for each attribute, User has the option to File for Approval Later or File for Approval Now. This sends the Update request to the Approver’s queue now or later 101 Proprietary and Confidential
  • 102. Manage Your Skillsets - Pending Notifications If any Skillset Approval is pending User is notified with appropriate messages 102 Proprietary and Confidential
  • 103. Manage Your Desired Skillsets User expands the Professional Information node n the Desired Skillset Tree and selects ASP.Net. 103 Proprietary and Confidential
  • 104. File Your Desired Skillsets User fills in current Rating for this Skillset, File for Approval now and clicks Update 104 Proprietary and Confidential
  • 105. Manage Your Skillsets Training Select a Training Track from the list Clicking on Course or Training Reference or Scheduling displays a popup with the relevant details. Scheduling Popup is displayed here 105 Proprietary and Confidential
  • 106. Recommend an User for Training To recommend an User for Training, Select a Schedule. Select an User/s and move to the list box of Recommended Participants. Click OK when done or Cancel to Abort the action 106 Proprietary and Confidential
  • 107. User Profiles User can make changes to his Profile and click on Update 107 Proprietary and Confidential
  • 109. Manage Your Resume User selects Manage Your Resume to upload resume for the first time or update the old version 109 Proprietary and Confidential
  • 110. Upload Resume Currently Resume is not uploaded User selects Manage Your Resume to upload resume for the first time or update the old version. Older version uploaded gets over written by the new one. 110 Proprietary and Confidential
  • 111. Upload Resume Error message if any file other than Word doc format is uploaded 111 Proprietary and Confidential
  • 113. Manage Pending Approvals User selects Actual Skillsets Inbox to view the Pending Approvals queue for Actual Skillsets 113 Proprietary and Confidential
  • 114. Actual Skillsets Inbox User can view Pending Approvals queue for All or his own Approval/Rejection Comments go here Click this icon to view Details Approver may select the request submitted and Approve or Reject it with appropriate comments 114 Proprietary and Confidential
  • 115. Details of Skillset Filed Status is Pending Comments can be entered here Past Comments appear here Approver may Update and Approve/Approve/Reject with appropriate comments or Cancel the action altogether 115 Proprietary and Confidential
  • 116. Desired Skillsets Inbox User can view Pending Approvals queue for All or his ow Comments go here Click this icon to Approver may select the request submitted and view Details Approve or Reject it with appropriate comments 116 Proprietary and Confidential
  • 117. Desired Skillset Details Status is Pending Comments can be entered here Comments appear here Approver may Update and Approve/Approve/Reject with appropriate comments or Cancel the action altogether 117 Proprietary and Confidential
  • 118. Pending Approvals Queue Completed 118 Proprietary and Confidential
  • 119. Skillsets Training Inbox Approver may Approve/Reject the Training Request with appropriate comments 119 Proprietary and Confidential
  • 121. Manage Skillz Training Click on Manage Skillz Training to access the Training module. This module contains options to Add/Edit/Delete Training Tracks applicable to a single or multiple Skillset Groups, Add/Edit/Delete Courses within a Track, and Add/Edit/Delete Course Modules. Training Tracks can also be scheduled online with relevant details about the day, dates, time and location etc. 121 Proprietary and Confidential
  • 122. Add Track Enter a Track name Project Management Enter a suitable Project Management Description Assign Skillset Groups from the available Skillset Groups list Click on Select available Add Track Courses to add to this Track or Add New Course by clicking n the “Add New Course” button 122 Proprietary and Confidential
  • 123. Add Course Enter a Course name Basic Concepts Enter a suitable Basic Concepts Description Assign Modules from the available Modules list If needed, a new Module can be created from here 123 Proprietary and Confidential
  • 124. Add Module Enter a Module name MS Project PM Tools Enter a suitable Description Click Save Module 124 Proprietary and Confidential
  • 125. Edit Track Click this icon to view Track details 125 Proprietary and Confidential
  • 126. Edit Track The User needs to add the Skillset Group Auditor to the Assigned Skillset Group The Skillset Group Auditor is selected and moved to the list box The User can Save/Delete the Track as needed. On Saving the Track the User will be navigated to the Tracks listing screen The User can where the new Track is listed Add more with an Edit icon as in the Courses previous slide 126 Proprietary and Confidential
  • 127. Add Course A Heading is Options to Add a Required for the new Course are Reference file to the same as be uploaded demonstrated in slide 134 Ref File Basic Concepts Click on Attach Ref File.doc Nested if.txt to select and Basic Concepts upload a file from the local machine. Close Browse for the the window file and click on when done Upload. Close the window when done The User navigates to the The additional Add Course feature here is screen from the the ability to Add left menu option Course Reference by uploading a file 127 Proprietary and Confidential
  • 128. Add Course Reference The Course reference added is displayed in this grid. Edit and Delete icons are provided to make any changes required or Delete it 128 Proprietary and Confidential
  • 129. Edit Course Click on the Edit icon Click on Edit/Delete Course 129 Proprietary and Confidential
  • 130. Edit Course Details The Edit Course screen has the options to edit Course name, description, change Assigned Modules, Add Reference file etc. or even add a new module. User can also Save or Delete the course. 130 Proprietary and Confidential
  • 131. Add Module Click on Add Module to add a new Module and Save it. User can click Cancel to abort the operation 131 Proprietary and Confidential
  • 132. Edit Module User clicks on the Edit icon for “Force Fuelling User selects the eCommerce” “Edit Module” module to make option from the the required left navigation changes 132 Proprietary and Confidential
  • 133. Edit Module User can make the necessary changes and Save them or Delete the Module. Cancel will abort the action 133 Proprietary and Confidential
  • 134. Notes  Tracks, Courses and Modules are not dependent on each other and can exist independently as separate entities in the system  It is not necessary to relate Tracks, Courses or Modules at the time of Creation  When required Tracks can be associated with one or more Courses which in turn can contain a single or several modules  To associate Modules with Courses, existing Modules or new Modules are created and assigned to a Course  Similarly to relate one or more Courses to a particular Training Track, Courses are selected and assigned to the Track from the Available Courses list 134 Proprietary and Confidential
  • 135. Notes  After the inter-related Tracks, Courses and Modules are created successfully in the system it is important to create schedules for the training sessions to be conducted for interested Team Members  This lets Team Members know the details of the training sessions being conducted so they can apply for the same and plan to attend it as per schedule  The schedule helps to organize and run the sessions smoothly with attention to each detail about the Facilitators, days, dates, timings, duration and location etc.  The last date for application is also published to enable Team Members to submit their training request in good time  The Status field displays the current application status of this schedule. It may be Active or Closed 135 Proprietary and Confidential
  • 136. Add Schedule Enter a title for the Schedule and Description (optional) Click the “+” icon to select PM Track Schedule the Facilitator for this session User selects this User to conduct the session To Add New Schedule click on the option “Add New Training Schedule” 136 Proprietary and Confidential
  • 137. Add Schedule Induction Training Track is selected as the Track to be scheduled Click Calendar icon to select last application date Select Course from drop down 137 Proprietary and Confidential
  • 138. Add Schedule Item To add a Module for this session click on Add Schedule Item. The Add Schedule Item popup will be displayed 138 Proprietary and Confidential
  • 139. Add Schedule Select a date for the session by using the Calendar icon 09:30 Enter start and 05:30 end time as indicated HQ Select the Module to be conducted In this session from the drop down Enter the Location where the Training Note: Only the modules related to this will be conducted. Click Add Item Course will be listed here 139 Proprietary and Confidential
  • 140. Add New Training Schedule Notes:  Continue adding Modules by clicking the Add Schedule Item button  Add Reference Item as required (refer to Slide 138)  Once all the relevant Modules are added, click on “Save Training Schedule” to save the Schedule  A message is displayed if the Schedule is saved successfully 140 Proprietary and Confidential
  • 141. Edit Training Schedule Click on Edit icon to View and change details 141 Proprietary and Confidential
  • 142. Edit Training Schedule Edit fields as needed and click on “Save Training Schedule” when completed. The Schedule Item details are displayed in the grid. Edit and Delete icons are provided to make necessary changes to the Schedule Items individually. 142 Proprietary and Confidential
  • 143. Delete Training Schedule On selecting to Delete the Training Schedule or a Schedule Item, a popup is displayed to confirm the action or Cancel it. 143 Proprietary and Confidential
  • 144. Using Skillz View and Export Reports
  • 145. Skillz Reports Available Reports  Approved Skillset for Users Matrix  Get Skillsets For User  Search User Resumes  View Resource Report  View Project Report  People By Skillsets Report  All Resource Report 145 Proprietary and Confidential
  • 146. Skillz Reports About the Reports Approved Skillset for Allows generating User Skills Matrix Report for all Team Members having all Users Matrix SkillSets. Allows generating report listing Actual Skillset, Desired Skillset & Training History Get Skillsets for User of the selected user. Allows searching within user’s resumes for any particular word / phrase. It also Search User Resumes facilitates an advanced search option to go deeper into the resume document uploaded and further refining the search result. Allows viewing reports for a given date range based on the selected skillset group. View Resource Report Allows viewing reports based on the selected project within a specified date range. View Project Report People by Skillsets Allows generating reports for employees based on a given skillset and a defined value. Report Allows generating reports of employees belonging to all Skillset groups within a All Resource Report specified date range. Note: All reports may be printed out or exported to MS Excel file format 146 Proprietary and Confidential
  • 147. Reports Available Reports 147 Proprietary and Confidential
  • 148. Sample Users Skills Matrix Report Options to Export to Excel or Print the Report 148 Proprietary and Confidential
  • 149. Search User Resumes User can run a simple Search on all the Resumes uploaded for some particular Text User may also opt for Advanced Search which allows filling in Choice of Search mode, Order the Search results by Highest Match/Title/Size/Author in Ascending or Descending order 149 Proprietary and Confidential
  • 150. Search Results No Resumes found containing the Search keywords “DotNet” 150 Proprietary and Confidential
  • 151. View Resource Report Click on Calendar icons to specify the Start and End dates Select Skillset Group 151 Proprietary and Confidential
  • 152. Project Report 152 Proprietary and Confidential
  • 153. People by Skillsets Report 153 Proprietary and Confidential
  • 154. All Resource Report 154 Proprietary and Confidential
  • 155. Summary  Skillet Groups & Skillsets  Skillsets are grouped under categorized Skillset Groups in a hierarchy  Team Member Profiles and Skillsets  Allow Team Members to maintain their own Profiles and attach specific Skillset Groups to their Profiles  Allow Team Members to rate themselves on particular skill-sets and decide if these ratings need approval from their Managers  Allow Team Members to express their desire to pick up a particular skill-set by letting them file “Desired Skill-set”.  Resumes  Allow Team Members to upload their resumes.  Allows HR and Managers to run a Search on these resumes.  Training  Allow Employees to request a training.  Approvals  Enabled Approval workflows for training requests for each Team Member  Security  A highly flexible architecture allowing creation and maintenance of User Groups, Users and Roles having specific Permissions to be able to perform certain actions within the system 155 Proprietary and Confidential
  • 156. Skinnable UI 156 Proprietary and Confidential