Competencies

What is a competency?

A competency represents a role or skill — for example, Front Desk, Kitchen, Barista, or Forklift Operator. Competencies are the link between shifts and people: a shift requires a competency, and a person must hold that competency to be assigned to it.

How competencies connect everything

The scheduling system uses competencies at every step:

• Shifts are created with a competency attached — this defines what role is needed for that shift
• People are assigned one or more competencies via their contract — this defines what shifts they're eligible for
• Auto-assign only assigns a person to a shift if their competencies match
• Contract view and filters can be scoped to a single competency to focus on one role at a time
• Reports break down hours and costs by competency

Setting up competencies

Go to Settings → Competencies to create and manage your competencies. Each competency has:

• Name — e.g. "Front Desk"
• Colour — shown on shift blocks in the planner for quick identification

Create one competency per distinct role in your operation. Avoid creating too many — broad roles (e.g. "Kitchen") with sub-roles handled by notes or shift details usually work better than a long list of very specific competencies.

Assigning competencies to people

When editing a contract, you can assign one or more competencies to the person. A person with multiple competencies is eligible for shifts across all of them — useful for flexible staff who can cover multiple roles.

Competency reports

The reports section includes a breakdown of hours and costs by competency. See Reports for details.