Tech Management - Tech Skill Assignment (Service)
Assign Skill Levels, Rate Levels, Tech Levels, and Default Hourly Labor Rates.
Introduction
The Tech Management screen empowers Accounting, HR, Payroll, and Service Managers with a streamlined method to assign Skill Levels, Rate Levels, Tech Levels, and Default Hourly Rates to technicians.
Note: See the Permissions Reference Guide to understand what permissions to assign. |
Technician Management Page (Skill Assignment)
Navigate to: Service > Maintenance > Tech Management
Use the GO TO button quickly access the related Skill Levels, Rate Levels, or Op Codes screens. You can also Search by technician name or skill and filter by the type of tech, by department, Service, Quick Lube, or Body Shop.
Technician Cards
Each technician card displays the department(s) of their position. The blue ovals are department indicators (S)Service, (QL) Quick Lube, and (BS) Body Shop. If skills are assigned, they are listed. If the list is longer than the card can display, click the …(+#) to view the rest of the skills.
Bulk Assign
To add skills to a group of technicians, check more than one technician and click the [Bulk Assign] button.
- You can add skills, add/remove the Rate Level (if applicable), and Tech Level during this process.
- You cannot edit the default hourly rate or rate level amount(s).
Single Edit or Assign
To edit skills for a single tech, click the edit icon on the technician card. The single assign modal will show the current skills, and the skills not yet assigned.
- The user can add or remove skills and edit the default hourly rate, rate levels (if applicable), and Tech Level during this process.
This system not only simplifies the process of managing these assignments but also enhances the accuracy and consistency of the data, ensuring that each technician is appropriately categorized and compensated according to their expertise and role within the organization. By utilizing this tool, managers can easily navigate through the complexities of workforce management, thereby optimizing operational efficiency and contributing to the overall productivity of the service department.