Adding qualifications to the employee profile

Adding qualifications to the employee profile



You can keep track of what qualifications an employee has achieved or is working towards in the Qualifications/Trainings tab of their profile.
  1. Click on  Employees in the sidebar. 
  2. Click on an employee’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 employee’s job title.
  6. Choose the Type of qualification from the list: Current, Working Towards, or Next Steps. 
  7. If the employee is still working towards the qualification, choose the expected completion date in the Working Towards Date field.
  8. If an employee 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 employee doesn’t require any additional qualifications. This will prevent you from adding any more qualifications for this employee.

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

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