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Schedule the Skills Matrix invitations

Assign a date for your Skills Matrix invitations to be sent out to members

Updated over 9 months ago

Once you have added all members and competencies to the Skills Matrix, you can invite members to complete their self-assessment.

  1. Make sure you have saved the changes made to your matrix

  2. Click “Schedule invitations”

  3. Select the start date for when you wish the invitation to be sent to the members, and the deadline for the submission. Please note that the deadline is a soft deadline, meaning members can still submit their assessments after this date.

  4. Decide whether you want automatic reminders to be sent from the platform to members using the check box

  5. Customise the email message in the “Personalised message” field, if needed

  6. Click “Schedule”

You can change the start date and personalised message up until the selected start date, and the deadline can be changed at any time.

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