In this article:
This is a Premium feature, available in the Premium Package - see more about Pricing |
Create Qualifications in the App to Add to Your Staff Profiles
The type of training or qualification your staff have may not automatically appear in the app, so you can add it yourself. To do this:
Log in to the app and enter your 'Settings' menu
Next click 'Staff'
From the drop-down menu, click 'Staff qualifications'
Here you can see the existing qualifications it's possible to add to staff's profiles. Click 'Add new qualification type' and enter the information in the pop-up (as below)
To delete a qualification, just click on it and use the 'bin' icon in the bottom left hand corner. Keep in mind, you won't be able to delete a staff qualification that is actively linked to a staff member (current or withdrawn)
N.B. The expiration date is for your reference only; staff will not receive a notification when the qualification is due to expire.
Where to Add Your Staff Members' Qualifications
On staff members' profiles, you can now log individual qualifications. They are stored under the 'About' section of the staff's profile. You can view previously inputted qualifications here, as well as add new ones. To add a qualification:
Click 'New' on the right hand side
A new pop-up will open (as below)
Here you can enter your member of staff's qualification and upload evidence (such as a certificate)
When you've finished, click 'Create'