Expertise Matrix User Guide

Searching for People by Their Skills

Finding One or More People with Particular Skills
Finding One or More People with Particular Skills

While managing skills and targets may be your primary motivation for using Expertise Matrix, it is often beneficial to be able to find people by their skill proficiencies. Expertise Matrix provides this through the powerful skill search functionality.

Clicking the Find Skilled People menu item will show the window above which can be used to construct a complex search query.

Search Mode

Use this option to select whether you want to search for people who have all the skill proficiencies at the specified level or above (AND), or for people that have one or more of the skill proficiencies (or above) selected (OR).

For example, if you wanted to find people who are both proficient at Fire Marshalling and First Aid, you would select AND.

If, however, you wanted people who are proficient at either Fire Marshalling or First Aid, you would select OR instead.

Skill Requirements

Use this dropdown to select a skill you want to search for and click the Add button to insert it into your search list.

Then you can use the slider to select the proficiency level that a person must have at a minimum (inclusive) to be included in the results. So if you want someone with a skill level of 3 or more, then position the slider at 3.

Initiate the People Search

Once you have all the skills you want to search for in your list (up to 10), click the Search button to see the results.

Results of Searching for People with Proficiency in Two Skills
Results of Searching for People with Proficiency in Two Skills

Here you can see the result of searching for people with proficiency in Fire Marshalling and First Aid, note that the skills selected are displayed with that person's proficiency level.

People in the search results can be selected by clicking on the box or by clicking the Select All menu item, and the selected people can then be used to either added to a new or existing team with the Add to Team button, or used to build a skill matrix using the View Skills Matrix button.