Creating a Skills Checklist in Talent Platform

When candidates need to provide a list of their skills, their proficiency in a skill, and how frequently they use their skills, create a Skills Checklist A Candidate’s self-assessment of their aptitude of a specific area of expertise. To complete a Checklist, an Applicant must answer all Skills prompts with a score (and sub-score, if required) and provide a digital signature, which certifies that the information provided is accurate.. Checklists display in the candidate’s required forms according to the primary Category of work they’re looking for.

Steps

1. From the Main Menu, select Configuration > Skills.
2. Select Add List.
3. In Name, enter a brief, clear title for the checklist.
4. If desired, enter Days Until Expiration.
   • An expiration date prompts the candidate to return to the system and update their Skills Checklist periodically (e.g., annually). The candidate will receive a notification to make the update.
5. Enter a Rating range for the candidate to estimate their proficiency (e.g., 1-4; see Ratings Legend field below). Ratings have a minimum of zero and a maximum of 10.
6. Select the Category the Skills Checklist applies to (e.g., RN, CNA, etc.).
7. If desired, enter a Frequency Label for the candidate to estimate how frequently they perform their skills (e.g. 1-4; see Frequency Legend field below).
   • Leave Frequency Label blank to exclude it from the checklist. What is entered here will show as the section label on the checklist.
8. In the Description field, enter any instructions. This text displays in the header of the checklist.
9. In the Ratings Legend field, enter a description of the rating values (e.g., 1 = I have no knowledge of this task, 4 = I am an expert at this task).
   • In the Rating Legend, add a comma after each rating to display as a list (e.g., 1 = Never, 2 = Sometimes, 3 = Often). Without a comma, the ratings run together like a sentence.
10. In the Frequency Legend field, enter a description of the frequency values (e.g., 1 = I have never done this task, 4 = I perform this task daily).
    • In the Frequency Legend, add a comma after each rating to display as a list (e.g., 1 = Never, 2 = Sometimes, 3 = Often). Without a comma, the ratings run together like a sentence.
11. Select New Group to create a group of skills and provide a name for the group (e.g., General Skills, IV Skills).
12. Select New Skill Short, descriptive text identifying an area of expertise as related to a given job to add a description of the skill under the group (e.g., Care of patients in restraints, peripheral IV insertion).
    • Use the arrows to move the skill up or down in the group. You can also arrange the order of the groups using the arrows.
13. Create additional groups and skills as needed.
14. When you are satisfied with the Skills Checklist, select Save and Publish.
    1. If you are not finished, select Save as Draft.
    2. If you need to start over, select Reset.
15. When you view the Skills Checklist page, checklists that are available for candidates display Yes under the Active column.
    1. To edit a Skills Checklist, select the pencil icon.
    2. To delete a Skills Checklist, select the x icon.