Add or update a qualification

How it works

Use Qualifications Manager to add qualifications that are relevant to your organization:

• Qualifications can apply to employees, contractors, 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. 
   
   

Step 2: Add the qualification audience

In the Audience tab, choose who can be assigned the qualification. 

1. 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
2. For contractors, select No or Yes. If you select Yes, choose the required settings:
   
   All contractors across all locations
   
   Contractors with access to select locations
   
   Contractors in select categories and groups
   
   Contractors with select contact role types
3. Click Save.
   
   

Once the qualifications have been created, you can add them to an employee or contractor member profile. 

Edit a qualification

To update a single qualification: 

1. Go to Tools > Qualifications Manager.
2. Click View next to the qualification. 
   
   
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 Contractors. 
   
   
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. 
   
   
3. Click Remove to confirm.