This page allows user to create the qualifications and assign/unassign the employees to qualification groups.
User can create different qualification types and assign multiple employees, departments, or teams to a single qualification.
Add Qualification
To add the qualification,
Navigate to Manage Teams menu under Admin section of the Express implementation portal
Click on button “+ Add Qualification”
On the pop up, select the qualification type from the drop down and provide a name
Click “Save”
Assign Employees
Once the qualification is created, user can assign single or multiple employees, departments, or Teams.
To assign the employees,
Navigate to Manage Teams menu under Admin section of the Express implementation portal
Selecting the Qualification user wants to assign the employees will display the employee grid on right side of the screen
Click on button “Assign” appearing on the top right corner of the employee grid
A side drawer will open where user can select an individuals, department, or Teams to assign a qualification. Start Date and End Date are optional.
Once employees are selected, button “Confirm Assign” gets enabled
Clicking on “Confirm Assign” will assign the employees to a qualification. It shows the success toast message and refreshes the employee grid with list of assigned employees
NOTE:
User can assign a qualification to a specific department, Teams, or individuals.
Start date and End date are optional. But if user has provided one of those dates, user must provide the other date as well.
Unassign Employee(s)
User can unassign employees in two ways – individual or multiple employees
Delete/Unassign an individual employee
Navigate to Manage Teams menu under Admin section of the Express implementation portal
Selecting the Qualification user wants to unassign the employees will display the employee grid on right side of the screen
Under Actions column, Click on 3-dot icon (…) next to employee name (for an employee user wants to delete)
Click on “Delete” option
It will show a success toast message and remove the employee from the list
Unassign multiple employees
Navigate to Manage Teams menu under Admin section of the Express implementation portal
Selecting the Qualification user wants to unassign the employees will display the employee grid on right side of the screen
Click on button “Unassign”
Clicking on “unassign” will show the checkboxes followed by employee name and buttons “Cancel” and “ Confirm Unassign”
Select the checkboxes for employees user wants to unassign
Once one or more checkboxes are selected, button “Confirm Unassign” will be enabled
When user clicks on button “Confirm Unassign”, it will show the success toast message and refresh the grid and remove the unassigned employees from the employee grid.
Show Rank
Toggle “Show Rank” enables the user to view the rank of employees. This toggle is disabled, and Rank column is hidden by-default for qualification types other than Seniority.
If user selects “Seniority” type qualification, this toggle will be enabled by-default and show the Rank column, sorted in ascending order, under Employee grid. User can turn the toggle on or off for any type of qualifications though. User can also sort the rank column in ascending or descending order.
When toggle “Show Rank” is off
When toggle “Show Rank” is on
