In this article, you will learn how to update a team member’s skills in Workiz.

In Workiz, skills are matched up with job types, allowing your admins and dispatchers to easily identify who can perform certain jobs. New skills are automatically created when creating new job types. To learn more about creating new job types, please see this article.

How to update a team member’s skills

  1. From the sidebar navigation, select Team

  2. Select the team member whose skills you want to update

  3. Under User options, select the field for User skills and choose all of the skills this team member has

    Tip: If this team member can perform all of the job types your business offers, leave this section empty.

  4. Select Save

When assigning a team member to a new job, Workiz will automatically provide you with a list of team members whose skills match the job type you selected.

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