HR

Step-by-step guide

This guide will show you how to manage the Qualification Categories, Subjects and Levels code tables.

Contents

• Introduction
• To view qualification categories
• To view subjects & levels
• To create a qualification category/subject/level

Introduction

Qualifications, which can range from academic, skills, competencies etc can be set up in HR with a list of subject areas in each category.

These can then be used to record the qualifications that an employee has or the qualifications that are required for a particular Job. This can then be used for skills matching.

To view Qualification categories

• Go to the following area:
  • Latest (left-hand) menu: Data Management > Code Tables
  • Pre-2025 (top) menu: System> System Administration > Code Tables
• From the Group choose Training and then select the Qualifications Categories table
• The screen will display all the existing categories

To view qualification subjects and levels

• Click on the name of a Qualification Category
• This will open the category and display a screen with 3 tabs
• The Qualification Category displays the category name you clicked on

• The Subject tab displays the subject items within that category

• The Level tab displays the levels of experience/proficiency within that subject

To create a Qualification category/subject/level

• Go to the following area:
  • Latest (left-hand) menu: Data Management > Code Tables
  • Pre-2025 (top) menu: System> System Administration > Code Tables
• From the Group choose Training and then select the Qualifications Categories table
• Click Insert New Record
• Create a Description for the category, click Update
• You will be taken to the Subject tab
• Use Add new record, create the subject description and then Save changes
• Continue to add subjects as required
• Click on the Level tab
• Use Add new record, create the level Description and the Rank and then Save changes