Skills reporting in OnBoard is how you tell your organization what skills and experience you have so they can use Skills Tracking to understand the strengths and gaps on the board or committee. Members can report their skills after being notified that they have skills to report, or at any time by logging in to OnBoard and going to their profile.
Skills Tracking helps your administrators:
- See which skills already exist on the board
- Find members with specific experience when needed
- Plan recruitment and succession based on real data
| Explore the Skills Tracking course and others in OnBoard Academy - link: Skills Tracking |
Reporting Your Skills in the Web Browser
How do I open my profile on the web?
To open your profile on the web, you open your profile by first clicking your name in the OnBoard app.
- Sign in to OnBoard in your preferred web browser.
- In the bottom-left corner of the screen, click your name.
- Click Profile to open your member profile page.
How do I edit my skills on the web?
To edit your skills on the web, you edit the Skills section of your profile.
- From your profile page, find the Skills section.
- Click Edit Details.
- In the skills list, click any assigned skill to change your experience level (proficiency).
- Select any other listed skills that apply to you and set your experience level for those as well.
This allows you to accurately report your current skills and how experienced you are with each one.
How do I add a skill that is not listed on the web?
To add a skill that is not listed on the web, you add it as a new skill from the Skills section.
- While editing your skills, review the list of available skills.
- If you do not see a skill you want to report:
- Click Add Skill.
- Type the name of your skill.
- Save your changes.
After you add a new skill:
- Your Administrator will see this skill in the overall skills list.
- They can choose whether to make this skill visible to others or add it to the organization’s Essential Skills so other members can select it in the future.
Reporting Your Skills on the Phone & Tablet Apps
How do I open my profile on the phone and tablet apps?
To open your profile on the phone and tablet apps, you start from the Directory or profile menu.
You can always get to your profile by selecting your name or image in the Directory. In addition:
-
On the phone app
- Tap the three-dotted menu in the bottom-right corner of the screen.
- Open the Directory, then tap your name or image to open your profile.
-
On the tablet app
- Tap Profile & Settings in the bottom-left corner of the screen.
- Then select your name or image to open your profile.
How do I edit my skills on the mobile apps?
To edit your skills on the mobile apps, you edit the Skills section in your profile.
- From your profile on the phone or tablet app, scroll down to the Skills section.
- Tap Edit.
- You will see your organization’s skill bank — this is the list of skills your organization tracks.
- Tap to select all skills that apply to you.
- For each skill you have selected, tap the number to the right of the skill to adjust your proficiency level as needed.
This lets you quickly choose your skills and set how experienced you are with each one directly from your device.
How do I add additional skills on the mobile apps?
To add additional skills on the mobile apps, you use the Additional Skills section.
- While editing your skills on your phone or tablet, scroll down to the Additional Skills section.
- Tap Create Additional Skill.
- Type the name of the skill you want to add.
- Tap Create.
- After the new skill appears, adjust your proficiency for that skill by tapping the number to the right and setting the correct level.
How do I save my skill changes on mobile?
To save your skill changes on mobile, you confirm your edits with the Save option.
- After you finish selecting skills and setting proficiency levels, review your choices.
- Tap Save Changes.
- Your updated skills are now saved to your profile.
Impact of Updating Skills
When you report or update your skills, the information becomes part of your organization’s Skills Tracking data.
- Administrators can see skills that members report, including any additional skills you created.
- Administrators can decide whether:
- To make these skills visible to others, and
- To add them to the organization’s Essential Skills list so other members can easily select them.
This helps your organization keep an accurate, up-to-date view of its skill base.
Frequently Asked Questions
How will I know when I have skills to report?
- You will know you have skills to report when OnBoard notifies you or when you see skills listed in your profile that need your input. You can also review and update your skills at any time by going to your profile on the web or mobile app.
Can I change my skill level later?
- Yes, you can change your skill level at any time. Just return to the Skills section of your profile and edit the proficiency for any skill on web or mobile.
Who can see my skills?
- Your organization’s administrators can see reported skills and use them for Skills Tracking and board composition planning. Visibility for other users depends on how your administrators configure skills and Essential Skills.
Why don’t I see a skill I expect?
- You may not see a skill because it has not been added to your organization’s skill bank yet. You can propose it by adding an Additional Skill, and your administrator can decide whether to make it visible or add it to Essential Skills.
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