Administer qualifications

Before you get started

Each employee has one qualification, and only one. The qualification is the combination of a job and a grade. Just as there cannot be more than one qualification per employee, there cannot be more than one qualification for a given job and grade.

Here is an illustration of these ideas in the skills configuration:

The sector (1) contains jobs (2), and the combination of the job and a grade corresponds to a qualification (3, 4, etc.).

If you are in the process of self-deploying the Skills module, you can go directly to the "How to administer your qualifications and jobs?" section of this help sheet

The specific elements for the configuration process linked to the Poplee Engagement and Timmi Projects solutions are explained in these FAQs.

The qualifications module is provided to help you organize the different jobs available within your company. In Poplee Core HR, each employee is linked to their qualification, which is the combination of a job and a grade.

You then have to add the "Qualification administration" permission (5) to the required role in the role administration module (2). 

You will also need to have checked the "View employee qualifications" and "Modify employee qualifications" permission in your role. If you do not have access to the roles, contact our help desk to activate it.

How to administer your qualifications and jobs?

The qualification settings module can be accessed from the cogwheel (Organization section). 

The module is built as a table with:

  • In the rows, the list of jobs to be created and/or administered within a sector
  • In the columns, the grades
The sectors are predefined and cannot be modified (you will find the list of sectors below).
If you need to update this list of sectors, don't hesitate to let us know. To do this, feel free to share your ideas and needs on our Productboard portal.

 

Job administration

You can create as many jobs as you want.

To create your jobs, open the sector and click "Add a profession".

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Each created job can be edited or moved to another sector.

If you delete a job, you will delete the entire line of associated qualifications.

Qualification administration

You can customize the qualification with a name that reflects the job & level (grade):

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We recommend having a qualification with a title that is different from the job. 

Import jobs and qualifications 

You can manually create your jobs and qualifications, but if you have a large number of jobs, it is preferable to import them. This import involves listing the jobs and grades (seniority levels) by job, by linking a sector to each job. You must download and complete this import template file in accordance with the rules provided below:

  • Job: Enter the name of the job.
  • Job Sector: Enter the name of the sector.
    • Please note that you must use the titles of the sectors defined in Lucca in your language (you will find the list of sectors below).
    • Some sectors with an accent are not recognized if the file is not saved in CSV UTF-8 format
  • Grade1, … : Enter the name of the qualification under each grade.
    • You must have at least one grade for each job, the others are optional.
    • We recommend that you align the qualifications with the grades for greater visibility, e.g. Junior Sales on the same grade as a Junior Product Manager as shown above.
  • File format: Please note, the file must be saved in CSV format (UTF-8 encoding).
  • Import file: Once you have done this, you can import your file to create the different jobs and qualifications, as shown below:

What is the list of available sectors?

Sectors (in French)

Sectors (in English)

Purchase

Commercial

Communication and Marketing

Consulting and Customer Relations

Sustainable development, CSR

Management and general administration

Finance and accounting

Training

HR and Office Management

Law and Compliance

Logistics

Production

R&D

Help desk

Purchase

Commercial

Communication and Marketing

Consulting and Customer Relations

Sustainable development, CSR

Directors and general administration

Finance and accounting

Training

HR & Office Management

Law and Compliance

Logistics

Production

R&D

Help desk

If you need to update this list of sectors, don't hesitate to let us know. To do this, do not hesitate to share your ideas and needs from our Productboard portal.

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