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
-
Navigate to .
-
Select the Coaching icon (
).
-
Select the Skills tab.
-
Select Generate skill request.
You can save the generated skill request in Draft state
and work on it at a later time.
-
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.
|
-
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.