Overview
Skill Tracking allows organisations to monitor and manage the key competencies of their board members. System Admins or Owners can define essential skills and assign them to board members, ensuring the right expertise is visible across committees.
Step 1: Setting Up Skill Tracking
Select Skills (Admin/Owner Only)
Click on Settings in the left-hand navigation bar.
Under Board Workspace, select Skill Tracking.
Select Skills:
You can choose up to 10 key skills relevant to your organisation by checking the box next to each skill.
Edit Existing Skills:
Click the three grey dots next to the skill name and select Edit.
Add Custom Skills:
Click the Custom Skills tab, then click Add Skill to create and name a new skill.
Once selected, these skills will be available for assignment across the system.
Step 2: Assigning Skills to Board Members
There are two ways skills can be assigned:
1. Admin/Owner Assignment
Click Committee in the left-hand navigation bar.
Select the Board Committee.
Click on the Skill Tracking tab.
Select Matrix, then click Edit.
Check the board members you want to assign skills to.
Click Apply Skills at the top right.
Select the relevant skills and click Apply.
Assign a score for each skill per board member. (1-5)
Click Save at the bottom left of the screen.
2. Board Member Self-Assignment
Board members can also manage their own skills:
Go to your Profile Page.
Scroll to the Skills section.
Click Select Skills.
Select from the list of Admin-defined skills.
Optionally assign yourself a proficiency score.
Click Save to update your skill profile.
This allows board members to highlight their strengths and maintain an up-to-date skills record.
If you have any questions or need further assistance, please contact your System Administrator or our Support Team.