Leaders can use our Skills feature to identify the abilities required for success for each Seat on the Org Chart. They can also curate content in the Knowledge Portal to link to each Skill, helping team members build the capabilities they need to pursue future roles.

Feature Overview

The Org Chart Skills feature provides:

• Seat Specific Skills and Competencies: Assign specific skills or competencies to each Seat in the Org Chart.
• Knowledge Portal Integration: Link each Skill to a topic, subtopic, or task in the Knowledge Portal.
• Central Skills Manager: Owners, Admins, and Managers can manage a centralized list of Seat skills.

What Are Skills and Competencies?

Your Skills Manager will be unique to your company, industry, and niche. A skill is a specific, trainable capability that enables an individual to perform a task or activity with proficiency. A competency is an integrated combination of knowledge, mindset, and behaviors that enable someone to fulfill their Seat's responsibilities. These can include, but are not limited to:

• Certifications or degrees
• Traits
• Programming language proficiencies
• Business Operating System abilities (like “Process Documenter” or “Meeting Facilitator”)

Each Seat in the Org Chart also references roles and responsibilities. Here's a quick breakdown of the different terms you'll find in a Seat's details panel:

Creating a New Skill/Competency

To create a new Skill:

1. Navigate to the Org Chart. Click Org Chart from the left navigation.
2. Open the Skills Page. Click the Skills tab next to Primary Chart and Drafts.
3. Add the Skill to the Skills & Competencies List. Click Add Skill/Competency on the bottom left of the list, name the skill/competency, and then click Add Skill.

Assigning a Skill to a Seat

To assign an existing Skill to a Seat:

1. Navigate to the Org Chart. Click Org Chart from the left navigation.
2. Open the Skills Page. Click the Skills tab next to Primary Chart and Drafts.
3. Open the Skill's Seats Window. Click the ellipsis () at the end of the Skill's row and select Add Seats or Modify Seats from the dropdown.
4. Add the Seat to the Skill. Click the dropdown arrow () to open the list of Seats on your Org Chart. Search for and click the checkbox for the Seat(s) to add this skill to.
5. Save your changes. Click Apply to save your changes (or cancel to undo your changes).

Linking Knowledge Portal Content to a Skill/Competency

To link a skill/competency to a section of your Knowledge Portal:

1. Navigate to the Org Chart. Click Org Chart from the left navigation.
2. Open the Skills Page. Click the Skills tab next to Primary Chart and Drafts.
3. Open the Link to Knowledge Portal Window. Click the linked icon () or the ellipsis () at the end of the skill's row and select Link items from the dropdown.
4. Assign One or More Sections from Your Knowledge Portal. Click the dropdown arrow () to open the list of available content from the Knowledge Portal. Then, click the checkbox of one or more topics, subtopics, or tasks. Next, click the up arrow () to hide the list. Finally, click the Link button.

To remove a Knowledge Portal item from a skill/competency, click the “x” next to its title or uncheck its box while viewing the full list of available Knowledge Portal Content. You can also remove all linked items from a single skill/competency by clicking the trash can icon.

Getting Started with the Skills Feature

To get started with the Skills feature, consider implementing this action plan:

1. Choose a Pilot Group. Raise an Issue with your leadership team to select a department or team to pilot the feature. Choose a pilot group with Seats with well-defined success criteria (such as Finance, Marketing, or IT).
2. List the Core Skills and Competencies. Brainstorm the technical and soft skills someone in one of these Seats needs to succeed (such as certifications, software proficiencies, or leadership traits).
3. Add These Skills and Competencies to the List. Navigate to the Skills tab in the Org Chart tool, and follow the directions above to add these items to your Skills Manager.
4. Create Content in the Knowledge Portal. With these skills in mind, create content in the Knowledge Portal to support team members who aspire to gain these skills/competencies. Consider linking your content to courses, accreditation services, or educational resources. You can also create your own content, such as onboarding documents, training videos, or SOPs.
5. Link Learning Resources. Link each skill to relevant training content in your Knowledge Portal.
6. Assign Skills to Seats. Assign skills/competencies to their relevant Seats and create a Cascading Message to encourage your team members to review the new additions on your Org Chart.

How the Org Chart Skills Feature Supports Career Development

All team members in Ninety, including free users with the Observer role, can view the organization's primary Org Chart. While planning for personal career development or collaborating with their leader in 1-on-1 meetings, team members can view the roles, responsibilities, skills, and competencies your organization associates with Seat's that team member is targeting for their future.

With linked Knowledge Portal content, anyone can immediately access training or documentation related to a specific Seat or role to turn their curiosity into actionable learning. These links between your company's function-specific Seats and the skills and competencies required for their success create a more transparent environment for everyone in your organization to understand what Right Person, Right Seat looks like.

User Roles and Permissions for Org Chart Skills

Frequently Asked Questions (FAQs)