eymanage: Managing qualifications

eymanage: Managing qualifications

As with training courses, you can add qualifications to a staff profile to keep track of which qualifications a staff member currently has, and which they are working towards. 

Creating a qualification
  1. In the top right, click on  > Global Settings.
  2. Click on HR in the sidebar.
  3. Go to Roles/Q&T > Qualifications. 
  4. Click the  icon in the top right to add a new qualification.
  5. Type in the Name of the qualification.
  6. Type in how long the qualification is Valid For in Years and Months, if necessary.
  7. Click Save.
Adding qualifications to a Job Title
A staff member’s job title determines which qualifications they can take. After creating a new qualification, be sure it’s been added to the correct job titles.
  1. In the top right, click on  > Global Settings.
  2. Click on HR in the sidebar.
  3. Go to Roles/Q&T > Job Titles. 
  4. Click on the  icon next to the job title you want to add qualifications to.
  5. Click on the  button next to the Qualifications sections.
  6. Choose a Qualification from the drop-down menu, and its Level.
  7. Click Save.
Adding a qualification to a staff member
  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.

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