Skills

SkillSkills Levels are created in Sail Backoffice

Skill Levels allow you to assign a proficiency level to each employee’s job role. These levels help managers understand experience at a glance and are used by Scheduling to support features like shift visibility and, in future updates, shift swapping rules.

***Important: Skill Levels are configured and assigned in Sail Backoffice, but they sync automatically to Ingage Scheduling. Skill Levels are not managed directly in the Scheduling system.

What Are Skill Levels?

Skill Levels representdescribe how proficientexperienced an employeesomeone is in a specific job role.

• Skill Levels apply per job role, notsuch peras employeeIn overall

  training,

• An employee may have different Skill Levels for different roles

• Skill Levels sync to Scheduling and appear anywhere job role qualifications are referenced

Configure Skill Levels (Backoffice)

Skill Levels are managed at the Job Role level in Sail Backoffice.

Edit Skill Levels

1. Go to Staff → Job Roles → Skill Levels Tab
   

2. Rename existing levelsExperienced or add/deleteTrainer. levelsEach asperson needed

   has
   a
   1. By default, Skill Levels range from 1–4, but they can be customized to fit your operation.

Examples of custom Skill Levels:

• Training

• Beginner

• Intermediate

• Advanced

• Expert

There is no required naming convention — choose labels that make sense for your team.

 

Default Skill Level Behavior

• All existing job roles are automatically set to Skill Level 1

• New employees will default to the lowest Skill Level until updated

• Skill Levels must be manually assigned to reflect experience

Assign Skill Levels to Employees

Once Skill Levels are configured, assign them to employees by job role.

Update an Employee’s Skill Level

1. Go to Staff → Employees

2. Select the employee

3. Open the Job Roles tab

4. Click the pencil icon to edit the job role

5. Use the Skill Level dropdown to select the appropriateskill level

6. Save your changes

Repeat for each job role they hold, so the employeesame isperson assigned.can be a trainer at one and still learning another.

Only Administrators can change skills. Open them from Configuration, Skills. Skills are company-wide.

If your restaurant uses Sail POS, skill levels come from Sail Backoffice and are read-only here.

How

Each Skillskill Levelsshows Arehow Usedmany people hold it, and in Scheduling

how

Oncemany assigned:job roles, at the location picked at the top right. Click either number to see the list.

• Click

  SkillAdd Levelsa syncskill automaticallyand type its name.

• Click Rename to Ingagechange Scheduling
  a name. The new name applies everywhere, at every location.
• Click

  Managers can reference Skill Levels when reviewing schedules

• Future scheduling features (such as shift swap rules) will rely on Skill LevelsRemove to ensuretake employeesone areaway. qualifiedShifts forthat theused shiftsit theyaren't take

  changed, but anyone who had it is left with no skill in that job role until you choose another one.

Where skills are used

• A person's skill in a job role is set on their employee record, on the Job roles tab, with their pay. See Editing an employee.
• When several people ask to pick up the same open house shift, ShiftHub review shows each one's skill in that job role, to help you choose.