How To Update The Skills Matrix

Who: This process is for the General Manager

What: This process shows you how to update the Skills Matrix

When: This process is done when team member has undergone testing to show that they have upskilled in an area of the Skills Matrix

Why: This process is completed to make sure that the Skills Matrix is up to date and accurately reflects the skill levels of the team

Updating the Skills Matrix

Once a team member has been marked of in an area, their Team Leader will advise the General Manager in the Skills Matrix channel in Teamwork chat that they are to be marked off, and Skills Matrix will be updated.

The process:

1. Open the Skills Matrix spreadsheet in the Desktop App version

2. Go to the Review tab and click on Unprotect Sheet. Enter the password - this is found in LastPass

3. Find the column for the team member you are updating

4. Scroll down to find the section they have upskilled in eg Financial Apps > Hubdoc

5. Find the level they are being signed off on and the adjacent square under the team members name eg Basic

6. Enter a '1' into the square and hit Enter. This will mark the square as black (see pics below)

7. Continue with steps 3-6 until you have completed updating the Skills Matrix for that team member

8. Once finished, go to the Review tab and click on Protect Sheet. Enter the password in LastPass, and re-enter to confirm password

9. Save the spreadsheet and close it