HerdPlan Help

Team Competencies

The team competencies section let's you keep track of skills and certifications within the team.

competencies card

Workflow

Adding Team Competencies

  1. Click on 'Add competency' to begin.

    competencies card
  2. Select the team member and pertinent competency from the drop-down selection.

    Adding team competencies
  3. Add any additional details you want to record, then hit submit

    Adding team competencies
  4. The competency is now shown on the team competencies card.

    Adding team competencies
  5. You can also upload supporting documentation and certification using the Certificates button once a competency is added. You can set an expiry date for any certification.

    Adding team competencies
Last modified: 12 August 2025