Add a qualification to an employee or service provider profile

Learn how to add qualifications to an employee or service provider member profile. You will need the Administrator user role to update an employee profile, or the Service Provider Managers role to update a service provider profile.

How it works

When you add a qualification to a person’s profile you can record:

  • When the qualification was achieved. Record this in the Valid From field.
  • When the qualification expires or requires renewal. Record this in the Valid To field.

User with the Qualification Manager role can access qualification reporting to identify who is qualified against a specific qualification, and who has a qualification expiring in a defined period.

Add a qualification to an employee's profile

To add a qualification to an employee’s profile:

  1. Go to: Tools > Locations, then click View where the employee is based.
  2. Select Employees from the menu on the left side.
  3. Search for the employee, then click View next to their name.
  4. Select Employee Qualifications from the menu on the left.
  5. Click Add Qualification.
  6. Select the qualification type, then choose the qualification.
  7. (Optional) Add the qualification number.
  8. Enter a Valid From and Valid To date. These dates are not mandatory however Qualification Expiry Reports will not include this person’s qualifications if dates are not applied.
  9. Click Save & Next.

    Add-Qualification.png

  10. (Optional) Click Select File, then select a file from your computer. Once a document is uploaded you can rename it, remove it, and view and download it.
  11. Click Save & Close.

    Add-Qualification-Document.png

The qualification is now added to the employee’s profile.

You can view the qualification to update it, view logs for any changes to the qualification record, and remove the qualification.

Add a qualification to a service provider’s profile

To add a qualification to a service provider member’s profile:

  1. Go to: Home > Service Provider Manager.
  2. Select Members from the menu on the left.
  3. Search for the employee, then click View next to their name.
  4. Select Qualifications from the menu on the left.
  5. Click Add Qualification.
  6. Select the qualification type, then choose the qualification.
  7. (Optional) Add the qualification number.
  8. Enter a Valid From and Valid To date. These dates are not mandatory, however, Qualification Expiry Reports will not include this person’s qualifications if dates are not applied.
  9. Select Save & Next.

    SP-Add-Qualification.png

  10. (Optional) Click Select File, then select a file from your computer. Once a document is uploaded you can rename it, remove it, and view and download it.
  11. Click Save & Close.

    SP-Add-Qualification-Doc.png

The qualification is now added to the service provider’s profile.

You can view the qualification to update it, view logs for any changes to the qualification record, and remove the qualification.

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