SkillsServe 4.33 Release Notes
A new time-saving feature of SkillsServe
We're proud to introduce a new time-saving feature within the Forms area of SkillsServe, now available for all users.
You can now easily transfer existing items, such as objectives, development needs or actions, from one form to another at the click of a button, which means the days of copying and pasting are gone!
How does it work?
The new feature can be used for all types of forms.
When you're creating a new form and wish to add an item, a button will appear giving you access to previous examples of that item.
In this example using an Appraisal form, the item we want to add is an Objective, so a 'Past Objectives' button appears.
This button pulls through a list of items with the same label (e.g. objectives) used in previous forms for that particular user.
Only the most up-to-date objectives will pull through and you can filter through them in the following ways:
- search keywords for the item of choice
- filter by the date the item was last updated/created
- filter by Due Date
- filter by Objective Status.
You can expand the brief description displayed in the objective column to discover any further fields that were entered when the objective was created.
Once you’ve chosen the objectives you’d like to pull through, simply select Add Objectives.
You can edit them in the same way as you would when creating a new objective. When you edit a past objective it is saved as the latest version and will be available to select in future forms.
You can, of course, add new objectives into your form alongside the ones you pull in from the past.
Managers can use the drop down menu pictured below to give each objective (or action or development need) a status to chart the employee’s progress throughout the year.
You can update this status at any time but users can only view the status, not edit it themselves.
For more information please contact the Helpdesk at email@example.com or on 0844 800 3316.