Create Qualification#

Qualification.Create

Qualification.CreateTemplate

Qualification.CreateFromTemplate

Overview#

This operation is used to create a Qualification. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The Qualification does not currently exist in the system.

Sequence of Steps#

Step 1: General Data#

1. Provide a name for the Qualification.
2. Optionally, provide a description of the Qualification.
3. Select the Qualification type. The list of possible values are taken from the lookup table QualificationType.
4. Select the Owner Role associated to the Qualification. The list of Roles is retrieved from the Roles currently configured in the system.
5. Optionally, select the default Qualification reason (values are taken from the lookup table QualificationReason).
6. Optionally, enter an documentation URL with information about the Qualification.
7. Define if the Qualification can be set to Allow Self-Assignment by setting the appropriate flag, enabling the Employee to self-grant this Qualification to/from himself/herself. Following the same logic, the Qualification can be set to Allow Assignment By Manager by setting the appropriate flag, allowing the Manager of the Employee to grant this Qualification to/from his subordinates.
8. Optionally, select a validity for the Qualification as well as the validity period scale. In addition, it is possible to specify whether the validity can be overriden by setting the Allow Override flag.
9. Optionally, select a Grace Period for the Qualification by defining a duration and a scale - only possible if a validity has been set.
10. Select Create to complete the operation and the new Qualification will be created.