LMS

Assign the Skills Analysis template: the Rules Engine

This guide will show you how to assign a skills analysis template using the rules engine.

Firstly, see the guide on populating and uploading a skills analysis template 

Once you have uploaded your skills analysis template, you can assign to to one or more employees using the Rules Engine:

• From the menu, select Admin > Advanced > Manage Rules
• Select Add Rule 

• Add the Name and any Notes for your Rule
• Click on the Active toggle and add a Start Date and End Date if required
• Now add the Action for your Rule by clicking on the Add button
• Select Skills Analysis: Assign template for
• Select the relevant template and who this needs to be applied to, which in this case is the User 

• To add a condition, click Add  

• In this example, we are adding a condition so this is assigned to anyone who is a Sales Executive, so we select User structure for  
• Select Job Role
• Click Sales Executive
• Select Is assigned
• Click Save

When a skills analysis has been assigned to an employee, they can then run their skills analysis - refer to our Running the skills analysis guide for instructions on how to do this.