---
title: Skill Types
description: From the Staff Person Management
---

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1. [Home](https://faq.elecate.com/faq?hsLang=en)
2. [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en)

# Skill Types

## From the Staff Person Management

Skill Types define the staff roles used throughout Elecate:  BARTENDER, CAPTAIN, SERVER, DRIVER, and any other position your operation assigns at events. They control how staff labor is priced, billed, and reported.

Skill Types serve two purposes:

- **Configuration** (General Setup): define the role, its rates, payroll account, and operational settings
- **Assignment** (Staff Person Management): assign one or more skill types to each staff member so they can be scheduled for events

> Both steps are required. A skill type must first be created in General Setup before it can be assigned to a staff member.

This article covers two separate workflows. Start with whichever applies to your task.

### Part A: Configure a Skill Type (General Setup)

1. On the **left side panel**, click **General Setup**.
2. Click **Staff**.
3. Click **Create and Edit Skill Type**.

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jun-09-2026-07-55-34-5175-PM.png?width=670&height=488&name=image-png-Jun-09-2026-07-55-34-5175-PM.png)

 4\. Click **New Entry** to create a new skill type, or click the **pencil icon** to edit an existing one.

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jun-09-2026-07-57-12-8988-PM.png?width=670&height=342&name=image-png-Jun-09-2026-07-57-12-8988-PM.png)

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151522-png-1.png?width=670&height=344&name=Screenshot%202026-06-08%20151522-png-1.png)

### Skill Type Configuration Fields

 ![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151522-png.png?width=1771&height=908&name=Screenshot%202026-06-08%20151522-png.png) 

#### Section: Skill Type Set up

| Field | Description |
| --- | --- |
| **ID** | Auto-generated system identifier. Read-only. |
| **Skill Type Code** | ⚠ **Required. Manual entry. No duplicates allowed.** A 3-digit numeric code between 1 and 999. Used for ordering and identification. Do not reuse a number. |
| **Skill Type** | The name of the role as it will appear in scheduling and billing (e.g., CAPTAIN, BARTENDER, SERVER). |
| **Skill Type Unit** | The unit of time used for billing (e.g., Hours). |
| **Master** | Optional — links this skill type to a parent/master skill type for grouping or scaling purposes. |
| **Service Group** | The operational area this role belongs to (e.g., Front, Kitchen). Used for production sheet organization. |
| **Is Active** | Toggle ON to make this skill type available for scheduling. Toggle OFF to retire it without deleting. |
| **Is Taxable** | Toggle ON if billing for this skill type is subject to tax. |
| **Print Item** | Toggle ON to include this skill type on printed event documents. |
| **Scale Skill Type** | Toggle ON to allow this skill type to scale proportionally with guest count. |
| **Web Enabled** | Toggle ON to make this skill type visible on the Elecate web portal. |
| **Kitchen Production Skill** | Toggle ON to mark this as a kitchen production role — affects how it appears on kitchen production sheets. |
| **Setup** | Number of hours before event start that this role begins (negative value = before event). |
| **Breakdown** | Number of hours after event end that this role continues. |
| **Driver Skill** | Toggle ON if this is a delivery driver role — affects dispatching module visibility. |
| **Helper Skill** | Toggle ON if this is a delivery helper role. |
| **GL / Payroll Export ID (Account #)** | The General Ledger account number used when exporting payroll data to accounting systems. |

 ![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151537-png.png?width=1764&height=793&name=Screenshot%202026-06-08%20151537-png.png) 

#### Section: Rates

**Rate Rules** define when overtime applies and what the minimum billing is:

| Field | Description |
| --- | --- |
| **Units for First Rate** | Number of units (hours) billed at the standard rate before overtime kicks in |
| **Units at First Overtime** | The unit threshold where first overtime begins |
| **Minimum Hours** | Minimum number of hours billed regardless of actual hours worked |

**Rate table** — set Cost and Bill Rate separately for three day types:

| Row | Description |
| --- | --- |
| **Skill Type First Rate** | Base rate — what you pay (Cost) and what you charge the client (Bill Rate) |
| **Rate for First Overtime** | First overtime tier rates |
| **Rate for Second Overtime** | Second overtime tier rates |
| **Additional Amount** | Extra dollar amount added for Sunday or Holiday shifts |

> **Cost vs. Bill Rate:** Cost is your internal labor expense. Bill Rate is what appears on the client's invoice. Both are tracked separately for margin reporting.

#### Section: Alternate Name and Description

| Field | Limit | Description |
| --- | --- | --- |
| **Alternate Name** | — | An alternative display name for this skill type (e.g., "Event Supervisor" instead of "CAPTAIN") |
| **Alternate Description** | 8,000 characters | Full description of the role — used in proposals and client-facing documents |
| **Description** | 8,000 characters | Internal description for HR and operations reference |

### Part B — Assign Skill Types to a Staff Member

1. On the **left side panel**, click **Data Items**.
2. Click **HR Management**.
3. Click **HR Management (All Staff)** or **HR Management (Active Only)**.

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jun-09-2026-08-04-44-3543-PM.png?width=670&height=451&name=image-png-Jun-09-2026-08-04-44-3543-PM.png)

1. Click **New Entry** or click the **pencil icon** on an existing staff member.

 ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-14-2024-05-07-07-9295-PM.png?width=688&height=311&name=image-png-Aug-14-2024-05-07-07-9295-PM.png) 

1. Click the **Skill Types** tab.

 ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-14-2024-07-56-05-7784-PM.png?width=688&height=190&name=image-png-Aug-14-2024-07-56-05-7784-PM.png) 

### Assigning Skills to a Staff Member

The Skill Types tab has two columns:

| Column | Description |
| --- | --- |
| **Available Skills** | All active skill types configured in General Setup. This list is the same for every staff member. |
| **Assigned Skills** | The skill types assigned to this specific staff member. Only these will appear as scheduling options for this person. |

**How to assign a skill:**

1. In the **Available Skills** list, click the skill you want to assign.
2. Click **»** to move it to Assigned Skills.
3. Repeat for each skill this person can perform.
4. Click **Save**.

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-14-2024-08-02-24-9883-PM.png?width=688&height=188&name=image-png-Aug-14-2024-08-02-24-9883-PM.png)

 **![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-14-2024-08-03-46-2824-PM.png?width=688&height=188&name=image-png-Aug-14-2024-08-03-46-2824-PM.png)** 

**How to remove a skill:**

1. In the **Assigned Skills** list, click the skill to remove.
2. Click **«** to move it back to Available Skills.
3. Click **Save**.

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