Employee Qualifications

Introduction

Maintaining employees qualification records is undertaken through the qualifications data-grid located towards the bottom half of the employee's profile. 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.

Open

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:

1. Retrieve the applicable employee as per the steps outlined under the topics Create an Employee record and Edit an Employee Record.

2. Scroll down to the profile tab located at the bottom of the Employee page.

3. Click the Link Record icon located above the Qualifications data-grid to make visible a drop down field listing qualification records.
   
   
   

   Open

   

   
   
   

4. 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:

1. Select the client service panel from the schedule board.

2. Select the Switch Worker icon to present the Select Staff page.

    

3. Select the appropriate qualification(s) from the qualification drop down field.
   
   

    

4. Specify any additional rostering parameters.

5. Click the SEARCH button to return a listing of employees matching the rostering parameters.

6. Highlight the preferred employ and click the SELECT button to roster the employee to the clients service.