Initiate a skill review for teams or groups

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Start a skill review process for your groups or specific team members so that they can review and update their existing skills or to add new skills. Provide a due date for them to complete the skill review.

    Before you begin

    Role required: sn_wfo_skillreview.manager

    Procedure

    1. Navigate to Workspaces > Manager Workspace.
    2. Select the Coaching icon (Coaching icon).
    3. Select the Skills tab.
    4. Select Generate skill request.
      You can save the generated skill request in Draft state and work on it at a later time.
    5. Fill in the fields on the Initiate skill review form:
      Field Description
      Title Name for the skill review.
      Due Date Date by which the team member or group must complete the skill review.
      Assignment
      • To my groups: sends the skill review to the team members is all of your groups.
      • Specific groups or team members:sends the skill review to the specified groups or team members.
      Skills to review
      • Team member's existing skills: request for team members to review their existing skill levels and update them.
      • Additional skills: request team members to add new skills.
    6. Select Submit.
      Note:
      You can cancel a skill review request that you have submitted for review.
      The agent will receive a notification to review the request.