Employee's Qualification is a section from the employee's profile where you can link the employee's certification, experience, training and skillsThis page provides guidance on the maintenance of qualifications, experience and registrations against the employee profile.
These are the topics on this page
Introduction
Maintaining employees qualification records is undertaken through the qualifications data-grid located towards the bottom half of the employee's profile.
Linking the employee's qualification
You can link the employee's qualification by clicking on the link icon.
The search box will appear. Click on the search box to show the qualifications that can be linked to the employee then click on the qualification you want to link to the employee from the list.
Search Box Action Button
The Action Button from the search box let you do different tasks in relationship with the qualification records. These buttons can be found on the lower right portion of the search box when you click on the search box
Refresh list: Clicking on the first button will refresh the list from the search box.
Add Button: Clicking on the second button will let you add the qualification that you could like to the employee. You can also add a qualification record from the administration menu.
Search Button: The third button will let you search for the qualification that is not listed from the list. It will open another window where it will list all the available qualification.
Edit Qualification: The fourth Button will let you edit the qualification that is already selected.
Removing the Qualification
You can remove the qualification for the employee by clicking on the Remove Link button.
The qualification records assigned within this section of the employee profile are managed through the qualification page which is accessible via the Administration menu. The maintenance of qualification records can assist when rostering a staff member onto a client service.
Additional Information
For additional information on the maintenance of qualification records, please refer to the topic on Qualifications. For additional information on navigating the Qualification panel refer to the Navigating the Employee Page topic.
Linking a qualification
To link a qualification to the employee profile observe the following steps:
Retrieve the applicable employee as per the steps outlined under the topics Create an Employee record and Edit an Employee Record.
Scroll down to the profile tab located at the bottom of the Employee page.
Click the Link Record icon located above the Qualifications data-grid to make visible a drop down field listing qualification records.
From the drop down list either input in free text or select from the listed values the applicable qualification that is to be assigned to the employee profile.
Unlinking a Qualification
To remove a qualification from the employee profile click the Remove Link icon.
Rostering by Qualification
Qualifications can be used when rostering staff to client services whereby a specific qualification or skill is required. To undertake this function observe as follows:
Select the client service panel from the schedule board.
Select the Switch Worker icon to present the Select Staff page.
Select the appropriate qualification(s) from the qualification drop down field.
Specify any additional rostering parameters.
Click the SEARCH button to return a listing of employees matching the rostering parameters.
Highlight the preferred employ and click the SELECT button to roster the employee to the clients service.