Qualifications/Training
Setting up reminders/notifications for training
When setting up training courses you have the option to turn on Reminders/Notifications, which will give you a notification when events or expiry dates are approaching. In the top right, click on > Global Settings. Click on HR in the sidebar. Go to ...
Customising training courses
The training courses that you assign job titles and staff members are added in Global Settings. In the top right, click on > Global Settings. Click on HR in the sidebar. Go to Roles/Q&T > Training Courses. Click the icon in the top right to add a new ...
Customising qualifications
The qualifications that you assign to job titles, and then to staff members, can be added in Global Settings. In the top right, click on > Global Settings. Click on HR in the sidebar. Go to Roles/Q&T > Qualifications. Click the icon in the top right ...
Adding training courses to the staff profile
You can keep track of which training courses have been completed or are in progress in the Qualifications/Trainings section of a staff member’s profile. Click on Staff in the sidebar. Click on a staff member’s name to bring up their profile. Click on ...
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. Click on Staff in the sidebar. Click on a staff member’s name to bring up their profile. Click on ...
Customising job titles
You can assign a Job Title for a staff member through their profile. Other than just being an indicator of what that staff member’s job is, the Job Title is also linked to the sorts of qualifications and training courses they can be assigned in the ...
Customising additional roles
Staff can be assigned Additional Roles on their staff profile to indicate what responsibilities they might have in addition to their usual roles. You can create and customise these roles in Global Settings. Creating an additional role In the top ...
Assigning additional roles
To help you keep track of additional responsibilities each staff member has, you can assign them Additional Roles on the staff profile. Additional Roles are customisable in Global Settings, which you can read more about here. Click on Staff in the ...