Qualifications and Qualification Types
Qualification Types are used to easily access an overview of the various resource or employee qualifications in relation to the jobs that must be performed. For reporting purposes only.
To create new Qualifications Types:
Navigate to the Role Center > Setup > Resource Setup > Qualifications Types
Code - Specifies an identifier for the Qualification Type.
Description - Specifies the information about this Qualification Type.
Search for Qualifications.
Code: Specifies an identifier for the Qualification.
Description: Specifies information about the Qualification.
Qualified Employees: Specifies if the company has employees with this qualification. The field defaults to No until the qualification is added to an employee or resource, at which time the system changes the field to Yes.
Qualification Overview Matrix
You can review a list of all resources/employees and the qualifications that are assigned to them in the Qualification Overview Matrix.
Use the search feature to navigate to the Qualifications page > Related > Qualifications Overview.
Select Show Matrix from the ribbon. The information displayed is the Employee Number and Full Name. A column for each Qualification is populated with Yes if the person has the qualification.
It is recommended to view the information in the Matrix in List format. To do this, select View Layout Options > List in the upper right corner of the page.
Add Qualifications to Resources and Employees
Qualifications can be added to employees or resources to specify their skill set that can be used on projects. For example, B-ACC code may indicate the resource has "Broad Accounting experience", whereas E-ACC code may indicate the resource has "Expert Accounting Experience".
To set up a new qualification on a resource (once the Qualification Types are configured):
From the Role Center, select Resources > Resources. In the Resource List, select a resource to open the Resource Card.
Select Actions > Setup > Qualifications.
Qualification: Specifies a Qualification Type to assign to the resource or employee.
Description: Specifies user entered text to identify the Qualification Type.
Low: Specifies the level of qualification for the resource or employee. If selected, or true, the resource or employee's qualification level is low.
Normal: Specifies the level of qualification for the resource or employee. If selected, or true, the resource or employee's qualification level is normal.
High: Specifies the level of qualification for the resource or employee. If selected, or true, the resource or employee's qualification level is high.
0-3: Specifies the number of years of experience the resource has in the qualification.
4-6: Specifies the number of years of experience the resource has in the qualification.
7+: Specifies the number of years of experience the resource has in the qualification.
To set up a new qualification on an employee (once the Qualification Types are configured):
Use the search tool to navigate to Employees.
If the employee does not exist in the list, click New to create a new employee. For information on setting up new employees, see: Register Employees.
If the employee exists in the list, select the employee to edit.
To add a qualification, select Navigate > Qualifications from the ribbon.
Complete the following fields:
Qualification Code: Specifies a qualification code for the employee.
From Date: Specifies the date when the employee started working on obtaining this qualification.
To Date: Specifies the date when the employee is considered to have obtained this qualification.
Type: Specifies where the qualification was obtained. Options are Internal, External or Previous Position.
Description: Specifies information about the qualification.
Institution/Company: Specifies the organization from which the employee obtained the qualification. This is a user-entered free-form text field.
Comment: Specifies whether a comment was entered for this entry. Will display No if no comments exist, or Yes if comments exist. To enter a comment, select Related > Qualifications > Comments. Enter a Date and a Comment.
Employee Qualifications report
This report provides a list of employees and their Qualification codes, as well as From Date, To Date, Type, Description, and Institution/Company.
Use the Search tool to navigate to Employee Qualifications report.
Optionally, in the Filter: Employee Qualification section on the Employee Qualifications page, you can enter an Employee No. or Qualification Code to narrow the results.