How it works
Use Qualifications Manager to add qualifications that are relevant to your organization:
- Qualifications can apply to employees, service providers, or both
- Use the default qualification types or customize them add qualifications that are unique to your organization
- Choose if qualifications can apply to all or some locations, departments, roles, or groups
- Record if they are attained through an external third party, or achieved through an internal assessment
- Keep qualifications current by marking them either as active or inactive (no longer can be assigned)
Add a new qualification
Before you start, make sure your Account Holder has enabled the Qualification Management add-on.
Step 1: Add the qualification detail
- Go to Tools > Qualifications Manager.
- Click Create a New Qualification.
- In the Qualifications Detail tab, select the qualification category: External or Internal.
- Select the qualification type: Certificate, Degree, Diploma, License, Post Graduate, or click Manage if you'd like to add a new qualification type.
- Enter a name.
- (Optional) Add a description.
- Select the status: Active or Inactive.
- (Optional) Select the qualification owner.
- Click Next.
Step 2: Add the qualification audience
In the Audience tab, choose who can be assigned the qualification.
For employees, select No or Yes. If you select Yes, choose the required settings:
- All employees across all locations
- Employees at selected locations
- Employees in selected departments
- Employees with selected employee role types
For service providers, select No or Yes. If you select Yes, choose the required settings:
- All service providers across all locations
- Service providers with access to select locations
- Service providers in select categories and groups
- Service providers with select contact role types
Click Save.
Once the qualifications have been created, you can add them to an employee or service provider member profile.
Edit a qualification
To update a single qualification:
- Go to Tools > Qualifications Manager.
- Click View next to the qualification.
- Update the required field.
- Click Save.
To update multiple qualifications:
- Go to Tools > Qualifications Manager.
- Select the checkbox next to each qualification you want to update.
- Click Run An Action, then select the action. Options include Make Inactive, Make Active, Remove, Make Audience Employees, and Make Audience Service Providers.
- Select the conditions (if applicable).
- Click Run Action.
Delete a qualification
You can only delete a qualification if it isn't assigned to a person. If you don't want to unassign the qualification, change the qualification status to inactive instead.
To delete a qualification:
- Go to Tools > Qualifications Manager.
- Click Delete next to the qualification.
- Click Remove to confirm.