Set Up Your Skills

Set Up Your Skills

1. Access the Skills Directory
   From the left-hand navigation menu, click Directory, then select Skills.

   You’ll be taken to the Skills Directory, which displays all current skills in your instance, along with the Open Library button on the left side.

2. Import Skills from the Library
   If you want to populate your instance with skills from KnowCount’s built-in library:
   1. Click the Open Library button. The Skills Library will appear on the right side of the screen.
   2. Use the search bar (Search skill library) to find specific skills or browse alphabetically by category.
   3. Click a Skill Category to expand it and view its individual skills.
   4. Categories are containers for grouping related skills. They are not assessable.
   5. Click the checkbox next to the Skill Category and/or individual Skills to select them.
   6. Selected items will be marked with a check and the total count will update.
   7. Once you’ve made your selection, click Import selected.

   The selected category and skills will be added to your Skills Directory and marked with a Skill Library indicator.

3. Add Skills Manually (Administrators Only)
   Only Skills Directory Administrators can manually create new skills and categories. Other users must import skills from the Library.
   1. In the Skills Directory, click the Add Skill button (available in either Tree View or Table View).
   2. Enter the following required information:
      • Skill Name (up to 80 characters)
      • Skill Description (up to 1,000 characters; supports hyperlinks using <a> tags for external references)
      • Select a Skill Category to assign the new skill to.
   3. You may create a new Skill Category during this step if needed.
   4. Skill Categories organize skills logically (e.g., “Programming,” “Legal,” “Sales”) and support reuse across teams and roles.
   5. Click Save to add the new skill to your Skills Directory.

   🛈 Tip: Group your Skill Categories by type of skill, not by organizational role or team. This avoids duplication and supports flexible assignment across the organization.

4. Edit or Delete Existing Skills (Administrators Only)
   
   1. Navigate to the skill in either Tree View or Table View.
   2. Click the Edit or Delete icon next to the skill name.
   3. If the skill is not already assigned to a person or used in an assessment, your changes will be applied.
   4. If the skill is in use, deletion option will be disabled.