Manage qualification types

Follow this guide to create, edit, or delete qualification types in Humanforce WFM. Qualification types are used to manage training records, certifications, and essential credentials for your workforce.

You must have admin access to create, edit, or delete qualification types. If you do not have the correct permissions, contact your system administrator.

Part 1: Create a new qualification type

1. Go to Admin > System config > Qualification types.

2. Click Add new record.

3. Complete the details for the new qualification:

   • Name: Enter the name of the qualification.

   • Can expire: Tick this box if this qualification requires an expiration date for employees.

   • Min access level: Select the minimum access level required to assign this qualification to an employee. This field is optional.

   • Icon: Optionally, add an icon to visually represent this qualification in areas like the roster.

     • You can use your own icon or download a set of sample icons (see attachment below).

4. Click Save.

Your new qualification type will now be available in the list of options when updating employee records.

Part 2: Edit or delete a qualification type

1. Go to Admin > System config > Qualification types.

2. Locate the qualification type you want to edit or delete.

3. To edit:

   • Click Edit next to the qualification.

   • Update the details as required.

   • Click Save.

4. To delete:

   • Click Delete next to the qualification.

   • Confirm the deletion when prompted.

Deleted qualification types will be removed from the selection list and cannot be assigned to employees. Ensure the qualification is no longer in use before deleting.

Next Steps

• Once a qualification type is created, you can add it to employee records. Follow the steps to add a qualification to an employee.

Additional information

• Remember, you cannot create, edit, or delete qualifications without the required admin permissions.

• Icons help to visually distinguish qualifications on screens like the Employee roster, improving quick identification.

• For further support, contact your system administrator or log a support ticket to the Humanforce Support Team.