Skills and Groups

# Skills and Groups ## What is it? Skills define what work employees can do. Groups organize employees for scheduling. Together, they control permissions, work assignments, and access to different hour types. ## What can it do? - Define job skills like plumbing, electrical, HVAC - Restrict work orders to qualified employees - Link skills to hour types and pricing - Organize employees into teams - Assign permissions through groups - Control what employees see in the app - Manage access to different features ## How to use it **To create a skill:** 1. Go to Settings > Skills 2. Click Add 3. Enter Skill code (must be unique) 4. Enter Skill description 5. Click Save **To apply skill to employee:** 1. Go to Settings > Employees 2. Edit an employee 3. Add the desired skills 4. Save changes **To create a group:** 1. Go to Settings > Groups 2. Click Add Group 3. Enter unique code 4. Enter group name 5. Assign permissions 6. Save **To add employees to group:** 1. Create the group 2. Find available employees list 3. Drag employees to group 4. Save changes ## Things to watch out for - Skill codes must be unique - Skills restrict employee assignments - Employees must have skills assigned - Hour types link to skills - Employees with skills can only use assigned hour types - Groups control access permissions - Permissions cannot be inherited across groups - Save changes after updates ## See Also - [Create Groups](./create-groups.md)