About Skills Requirements

Skills requirements determine which employees are eligible for specific assignments.

Skills can be required or optional. If an assignment has a required skill, only employees with that skill can be assigned to it. If an assignment has an optional skill, not having the skill doesn't stop an employee from being assigned, but a warning is given.

In this example, three employees have different sets of skills.
Table 1. Employee Skills List
Employee Skills
Employee A
  • Driver's License
  • Medical Certification
  • Transit Training
  • Non-articulated Vehicles
  • Charter Certification
  • Articulated Bus
Employee B
  • Driver's License
  • Medical Certification
  • Non-articulated Vehicles
  • Charter Certification
Employee C
  • Driver's License
  • Charter Certification

If a skill is defined as both optional and required, it's treated as required.

The piece of work to be assigned has the following skill requirements:
Table 2. Work Skill Requirements Example
Requirement Type Required Optional Merged Required and Optional Employee A Employee B Employee C
Required Optional
Employee Type Driver's License Transit Training Medical Certification Driver's License Transit Training Medical Certification All required and optional skills met. All required skills met, at least one optional skill missing. All required skills met, at least one optional skill missing.
Vehicle Type Non-articulated Vehicle Articulated Bus Non-Articulated Vehicle Articulated Bus All required and optional skills met. All required skills met, at least one optional skill missing. At least one required skill missing.
Work Type Charter Certification Medical Certification Charter Certification Charter Certification Medical Certification None All required and optional skills met. All required and optional skills met. At least one required skill missing.

In this example, Employee A and Employee B are both eligible for the assignment. If Employee B is selected, a warning will be issued noting that optional skills are missing. Employee C isn't eligible and can't be assigned the work.