---
summary: 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.
keywords: qualifications, skills, certifications, competencies, employee skills, resource allocation, management, user profiles, expertise, reporting, credentials, training, professional qualifications, capabilities, expertise areas
---

# Qualifications

## 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:

- **Name** - The qualification title
- **Number of users with this qualification** - How many employees have been assigned this qualification

### 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:

- Track employee skills and expertise
- Identify qualified candidates for specific projects
- Plan resource allocation based on required qualifications
- Generate reports showing skill distribution across your organization

## Best Practices

- **Be specific** - Use clear, descriptive names that accurately reflect the skill or certification (e.g., "Microsoft Excel Advanced" instead of just "Excel")
- **Keep it organized** - Use consistent naming conventions across all qualifications
- **Regularly review** - Periodically update your qualification list to remove obsolete skills and add new ones as needed
- **Assign to users** - Regularly update user qualifications to keep your skill inventory accurate