Add or update a qualification

Learn how to add, update, and delete employee and service provider qualifications. You need the Qualifications Manager user role to access these settings. 

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

  1. Go to Tools > Qualifications Manager.
  2. Click Create a New Qualification.
  3. In the Qualifications Detail tab, select the qualification category: External or Internal.
  4. Select the qualification type: Certificate, Degree, Diploma, License, Post Graduate, or click Manage if you'd like to add a new qualification type.
  5. Enter a name.
  6. (Optional) Add a description.
  7. Select the status: Active or Inactive.
  8. (Optional) Select the qualification owner.
  9. Click Next

    Add-Qualification.png

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.

Add-Qualification-Audience.png

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: 

  1. Go to Tools > Qualifications Manager.
  2. Click View next to the qualification. 

    Update-Qualification.png
  3. Update the required field.
  4. Click Save

To update multiple qualifications: 

  1. Go to Tools > Qualifications Manager.
  2. Select the checkbox next to each qualification you want to update. 
  3. Click Run An Action, then select the action. Options include Make Inactive, Make Active, Remove, Make Audience Employees, and Make Audience Service Providers

    Update-Qualification-Bulk.png
  4. Select the conditions (if applicable).
  5. 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: 

  1. Go to Tools > Qualifications Manager.
  2. Click Delete next to the qualification. 

    Delete-Qualification.png
  3. Click Remove to confirm. 
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