Skills: create, edit and manage skills in your portal – Knowledge Base

Create or upload skills, and assign them to learners, job titles, and content

When learners complete courses and learning journeys, LearnUpon automatically updates learner skills, providing a seamless connection between learning and career growth.

For background, see Skills: overview and features

Availability: depends on your LearnUpon plan

Ask your Customer Success Manager or the Support team to turn on the skills feature for your portal.

Once available, an admin needs to set up the feature for each top-level and sub-portal, as required.

Access permissions

all admins: have full access to this feature
all learners with permissions: can add skills manually to their own profiles

Prerequisites

Tip: for best results, organizations need to define and agree on their skills framework and verification methods internally, before starting to add skills in LearnUpon.

To make the most of the skills feature:

associate Job titles with skills: this option requires a custom user data field called Job title with titles provided for your organization
accept the default proficiency scales provided, or define each level manually with terms applicable to your organization
review and assign expected proficiency levels of skills to each job title in your organization

You can use the default skill levels of 1-5, or define different ones for your organization. The feature can support between 2 to 10 levels with custom labels and descriptions.

See:

Custom user data: set up a Job title field

To list Job titles and connect them to skills in the feature, you need one custom user data field designated for Job titles.

From main navigation go to Users > Custom user data.
Select Create new field.
From Create new field:
- Enter a Name
- Turn on Job title
- for Field type select one of String or String Choice
- for Selection type select Single Select
- for Comma separated values: add the job titles in use across your organization, separated by commas
Save to finish.

For customers who already have a custom user data field, that is the correct field type and selection type: select Job title and Save the change.

Create a new skill manually

From main navigation go to Skills > Create skill.
Required: from Create skill enter text for:
- Skill name
- Description
Optional: select associated entries from
- Job title name
- Course name
Select Create to finish.

The following screenshot shows Create skills with all fields complete or selected.

Batch import skills

See Skills: create skills by batch upload

View skills

From Skills > your skill, you can view:

Learners who have the skill in their profile, or the associated job titles
Job titles linked to the skill
Content linked to the skill, aka courses and learning journeys

From this page you can also Edit or Delete the skill as required.

Learners with skills

The Learners tab shows the people who hold the named skill.

It can include:

Name and contact details
Job titles
Attainment method and date. Method is 1 of:
- Course completed
- Admin recorded
- Self-declared
- Manager recorded
- Learning journey
Current proficiency
Current and expected proficiency shown as a segmented bar with a mark for expected proficiency
More, aka 3-dot menu

The following screenshot shows a sample skill Agile management > Learners tab.

Job titles linked with skills

The Job titles tab lists the Job title associated with a skill, and the Expected proficiency, displayed as a description and in a bar chart.

The following screenshot shows a sample skill of Agile management > Job titles.

skill job titles tab with expected proficiency.png

Content that builds skills

The Content tab lists the courses and learning journeys associated with gaining skills, and the proficiency learners gain by the end of the training.

The following screenshot shows the sample skill Agile management > Content tab.

skills content tab with courses or learning journeys and proficiency outcome.png

Working with skills

Search for skills

To find a skill from a large list use Search, and sort skills by Name or by Date created.

Edit a skill

From main navigation go to Skills > your skill.
From your skill select More (3-dot menu) > Edit.
From Edit skill, change the Skill name or Description, or change the selections of Job title name or Course name.
Save to finish.

Delete a skill

From main navigation go to Skills > your skill.
From your skill select More (3-dot menu) > Delete.
In the confirmation dialog, select Delete.

The application deletes the skill and removes connections to job titles and courses.

Add skills to courses through the Courses page

From main navigation:
- for a new course go to Courses > Create new course
- for an existing course go to Courses > your course name
From Course Info select Skills.
From Skills select Add skills.
From the dropdown menu, select as many skills as required for your course.
Save to finish.

Add skills to courses through the Skills page

From main navigation go to Skills > your skill > Edit.
From Assign to courses select course titles from the dropdown list.
For each course title, set the skill proficiency attained by completing the course.
Save to finish.

Add skills to a learning journey

Skills are one of the nodes available as decision points within a learning journey. You can add standalone skills, separate from courses, as part of steps on a learning journey.

See Learning journeys: create and publish a learning journey

Add skills to learners

Add skills to new learners' user profiles

For new learners in your organization you can add skills to their profiles as you create them manually.

From main navigation go to Users > Create.
On the New user page enter Basic User info and related details.
From Skills, you can add skills you need to link to the new learner.
Save to finish.

Add skills to existing learners through Users

From main navigation go to Users > your user.
From your user’s Basic Info select Skills.
From the list select as many skills as required for your existing learner.
Save to finish.

Assign skills directly to learners through the Skills page

From main navigation go to Skills > your skill > Learners.
Select Assign learners.
Select learner names from the dropdown list.
For each learner shown, drag the slider to assign a skill level or leave at the default base level.
Save to finish.

The following screenshot shows the Assign learners pullout drawer with sample learners.

Learner view: skills

Learners can update their self-declared skills and track their skills development from their user profile.

See Learner view: add skills to your profile