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Getting Started

• Overview
• Key Elements

Legal

• Terms of Use
• Privacy Policy

Integrations

• Setting up a BambooHR Integration
• Setting up Single Sign-on (SSO) with BambooHR
• Setting up a ConnectWise Manage Integration
• Setting up a FinancialForce Integration
• Setting up SSO with Okta

Skills

• Viewing a summary of Skills
• Adding a Skill to your Company
• Viewing Team Member profiles for a Skill
• Viewing Jobs requiring a Skill
• Adding a Component Skill to a Skill
• Removing a Component Skill from a Skill
• Adding a Resource for a Skill
• Modifying a Resource for a Skill
• View all articles in “Skills”

Jobs

• Viewing a summary of Jobs
• Adding a job description to a Job
• Viewing Skill proficiency requirements for a Job
• Adding a Skill proficiency requirement to a Job
• Modifying a Skill proficiency requirement for a Job
• Removing a Skill proficiency requirement from a Job
• Viewing Team Members assigned to a Job
• Assigning a Team Member to a Job
• View all articles in “Jobs”

Paths

• Viewing a summary of Paths
• Adding a Path to your Company
• Viewing Team Members on a Path
• Modifying a Path
• Removing a Path from your Company

Teams

• Viewing a summary of Teams
• Viewing the Skills of a Team
• Viewing the Jobs associated with a Team
• Viewing the Paths associated with a Team
• Viewing the Team Members assigned to a Team
• Assigning a Team Member to a Team
• Adding a Manager to a Team
• Viewing the Certifications of a Team
• View all articles in “Teams”

Team Members

• Viewing a summary of Team Members
• Searching for Team Members with specific Skills and/or Certifications
• Assessing the Skills of a Team Member
• Viewing the Skills of a Team Member
• Viewing the Paths for a Team Member
• Viewing the Certifications of a Team Member
• Adding a Certification to a Team Member
• Modifying a Certification for a Team Member
• View all articles in “Team Members”

Candidates

Certifications

• Viewing a summary of Certifications
• Adding a Certification to your Company
• Viewing the Team Members possessing a Certification
• Modifying a Team Member's Certification
• Removing a Team Member's Certification
• Adding a Resource for a Certification
• Modifying a Resource for a Certification
• Removing a Resource for a Certification
• View all articles in “Certifications”

Settings

• Adding an Administrator to your Company
• Removing an Administrator from your Company
• Modifying the name of your Company
• Enabling Team Member Assessment Notifications
• Modifying Data Editing Rights
• Removing your Company from Teamatics

General Notes

• Security Roles
• Default Skill Proficiency Level Definitions