Employee qualifications need to be created and adjusted as necessary. Qualifications can exist for different types of entities: Jobs, Job Locations, Shifts, etc.
Note: Employees will not be scheduled to Jobs, Job Locations or Shifts
they are not qualified for.
1. Click on the Administration icon .
2. Select Qualifications from the Employee Management section.
3. Select the desired entity item to qualify employees for from the Qualifications drop-down menu .
Note: Follow the steps for imposing the desired entity item via
Enable/Disable Qualification Assignable Units.
4. Select the desired employee from the Employees panel and select the checkboxes next to the desired Qualifications in the righthand side panel.
Note: Employees may also be qualified to entity items by first selecting the
entity item then selecting the desired employees.
5. Press the Save button.
Note: Be sure to repeat this step for all other desired entities, such as Shifts.