Associating qualifications with employee codes

Associate qualifications with employee codes to establish qualifications for personnel. By associating qualifications with an employee, you can establish the criteria to determine whether an employee is qualified to perform work. Qualifications are defined on the Qualifications form.

See Defining Qualifications.

After defining a qualification, you can associate the qualification with an employee record to add detailed information about the qualification, including whether the employee has completed the necessary training courses for a qualification, continuing education units (CEU), course cost, the duration of an employee’s certification/qualification period, and the dates by which the system validates whether an employee’s qualification is current or expired.

If you are using qualification enforcement for work, which is determined by the WOQUAL installation parameter, and an employee has not completed the necessary training courses required for a qualification, their certification/qualification is expired, or if you have disqualified them for any reason, you cannot schedule the employee to perform the work for which the qualification is required.

Note: You can also define qualifications as training records to create a record of any job-related training employees receive that does not need to be tracked for qualification enforcement.

Associating qualifications with employee codes also enables you to create qualification history that allows you to maintain current qualification records, old or expired qualification records, and any subsequent re-qualifications for a qualification record. If you are re-qualifying a specific qualification record, simply enter new qualification dates for the existing code, or enter a new record with the same code as the existing qualification; however, you must enter new qualification dates for the re-qualification.

To associate qualifications with employee codes:

Select Work > Setup > Employees.
Select the employee with which to associate qualifications, and then click the Qualifications tab.
Click Add Qualification.
Specify this information:

Qualification

Specify the qualification to associate with the employee.

Start Date

Specify the date on which the duration of the qualification begins.

Duration

Specify the duration of the qualification, and then select the unit of measure for the duration of the qualification in the adjacent field. The expiration date of the qualification for the employee is calculated based on the values entered for Start Date and Duration. and then Expiration Date is populated with the appropriate date. If no value is entered for Duration, you must specify the Expiration Date for the qualification manually.
Note: The system immediately validates whether the qualification is current based on the Start Date and Expiration Date for the qualification. If the qualification is current, the system selects Qualified. If the duration of the qualification has expired or is not current, the system automatically clears Qualified.
The system clears Qualified if you select Temporarily Disqualified. You can select to disqualify an employee’s qualification as necessary by selecting Temporarily Disqualified. Selecting Temporarily Disqualified overrides the qualification Expiration Date, and the qualification is no longer valid even if the qualification has not expired.

Comments

Specify comments about the qualification.

Course Start

Specify the start date of the course.

Course Finish

Specify the finish date of the course.

Course Cost

Specify the cost of the course, and then select the currency for the course cost in the adjacent field.

Completed

Select to indicate whether the employee has completed the course.

Certification Type

Select the type of certification. Certification types are linked to the certification type entity, for which you must define certification type codes as user codes on the System Codes form.

Certification Number

Specify the certification number for the qualification.

Hours

Specify the number of hours for the course.

CEU

Specify the number of continuing education units for the course.

Purpose

Specify the purpose of the course.
Click Submit.