Qualifications

Covers qualifications as skills, certifications, or competencies that can be assigned to employees to track expertise within the organization. Explains how to create, edit, and delete qualifications and assign them to users.

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What are Qualifications?

Qualifications represent skills, certifications, or competencies that employees can possess. They help you track and manage the expertise available in your organization. By assigning qualifications to users, you can identify who has specific skills needed for projects and tasks.

Key Fields

Name (required) - The qualification or skill name (e.g., "Project Manager", "Senior Developer", "Tax Specialist", "Notary Public").

Creating a New Qualification

To create a new qualification:

  1. Navigate to Management from the main menu.

  2. Click on Qualifications.

  3. Click the New qualification button.

  4. Enter the qualification Name (e.g., "Project Manager", "Python Developer").

  5. Click Save.

The qualification is now created and can be assigned to users.

Managing Qualifications

Viewing Qualifications

All qualifications appear on the Qualifications page in a table showing:

Editing a Qualification

To edit a qualification:

  1. Navigate to Management > Qualifications.

  2. Click on the qualification name you want to edit.

  3. Update the name as needed.

  4. Click Save.

Deleting a Qualification

To delete a qualification:

  1. Navigate to Management > Qualifications.

  2. Click on the qualification you want to delete.

  3. Click Delete.

  4. Confirm the deletion.

Note: You cannot delete a qualification that is currently assigned to users. You must first remove the qualification from all users before you can delete it.

Using Qualifications

Once created, qualifications can be assigned to users in their user profile or employment records. This allows you to:

Best Practices