Setup: Sites - Qualifications

How to get there: Set Up | Sites | Qualifications Tab

This is where a Qualification can be assigned to a site. A Qualification could be for professional reasons such as Licenses, Skills and Courses attended.

An Employee may also have Qualifications assigned, and when an Employee is assigned to a Duty for the Site, the Qualification Duty Check may be carried out. This is important where a site may require that an employee have certain qualifications to work.

see Admin | System | Duty Checks and Admin | General | General Maintenance | Qualifications and Set Up | Employees | Qualifications for more information.

The key areas for this are shown and detailed below.

Screen Layout and Fields

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Pay Level Code

Employee will require this Qualification when a Duty is worked of this Pay Level

Code

Qualification Code

Description

Qualification Description

Overridable

Will allow the Qualification to be over-ridable within the Duty Checks

Group

User to Group Qualifications together where any one of them are valid to work on the Site. The are ten groupings. They can represent what ever you want i.e Group 1 could be all Health and Safety qualifications, Group 2 security qualifications. Therefore, if Group 1 is selected for an employee, they must hold a minimum of one of the listed Health and Safety qualification in Group 1 to be able to work at the site .

Slot Specific

A pop-up window is available that will allow the Qualification to be applied to specific Slots on the Contract Times Tab

Trash Icon

Select to delete the Qualification from the Employee

Screen Actions

Save

Click to save site changes

Delete Site

Click to delete the site from the system. A confirmation pop-up will be shown confirming the deletion which will remove all duties for the site from the system

Refresh

Click to revert to the unsaved state. remember to re-select the Effective Date from the drop-down

Site View

Click to open the Site View screen for the site

View Branch

Click to open the Branch screen for the site

View Customer

Click to open the Customer screen for the site

View Site Group

Click to open the Site Group screen for the site

View Site Budget

Click to open the Site Budget screen for the site

Site Events

Click to open the Events Search for the site

Select Qualifications

Press to Select a Qualification will show a Qualification selector where the Qualifications can be selected using the Select Box the to left of the Qualification Name.

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Pressing the Save Button will then add the Qualifications to the List.

Slot Specific Qualifications

Clicking the Pencil Icon will open a window where Qualifications that are  only applicable for Specific Slots on the Contract Times Tab can be selected:

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Slot

Contract Times Slot Number

Post Name

Post Name

Duty Identity

Slot Name

Post Area

Are Name

Select

Tick to select the Slots where the Qualification is valid

X

Clicking will close the window, return you to the Qualifications Tab and will show a count of the number of slots selected

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