Adding qualifications to the staff profile

Adding qualifications to the staff profile



You can keep track of what qualifications a staff member has achieved or is working towards in the Qualifications/Trainings tab of their profile.
  1. Click on  Staff in the sidebar. 
  2. Click on a staff member’s name to bring up their profile.
  3. Click on Qualifications/Trainings in the sidebar.
  4. Click on the  icon in the top right of the Qualifications tab.
  5. Select a Qualification from the drop-down menu. Which choices appear in the list depends on the staff member’s job title.
  6. Choose the Type of qualification from the list: Current, Working Towards, or Next Steps
  7. If the staff member is still working towards the qualification, choose the expected completion date in the Working Towards Date field.
  8. If a staff member has completed the qualification, choose the date it was issued in the Issued/Awarded Date field.
  9. Click Save.
  10. You can edit the qualification by clicking on the  icon, or delete it by clicking the  icon.
Extra Options

At the bottom of the Qualifications tab, there are two extra options you can check.

Reached full potential: Check this if the staff member doesn’t require any additional qualifications. This will prevent you from adding any more qualifications for this staff member.

Working towards long term qualification, no next step required: Check this if the staff member is working towards a qualification over a long period of time. Staff members will be marked with this label in the Staff Qualifications/Training Courses report.

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