Adding a skill/qualification to people

Owned by Victor Macko
Last updated: Jul 01, 2023 by Megan M
4 min read

If you're just adding qualifications to a single person, you need to follow the steps below to add a qualification to a persons records.

  1. View the particular persons details

     

  2. Click on the ‘Qualifications' tab on the top right hand corner of the page. This displays all current qualifications a person has attained. Once opened, click the arrow, and then 'Add qualifications’ (step 4 below)

     

  3. If you’re viewing the full list of qualifications for a person, you just need to click 'Add qualification at the top-right of the page. The 'view qualifications' page shows all current and expired qualifications for a particular person.

     

  4. Complete the form to add a qualification for a person;

    1. Select the qualification to be added. If the qualification isn't shown in the drop-down list, it can be added by clicking the 'Add new' link.

    2. Enter a reference number / certificate number / etc if relevant

    3. Enter the provider (the name of the organisation you trained at to obtain the qualification, if any).

    4. Select the date attained (the date you completed the qualification)

    5. Select the expiry date (the date the qualification is valid until)

    6. Select the experience level the person has for this qualification (or leave as the default which has been selected). This can be later used for finding experienced staff for events and matching those with little experience with a more senior person at events.

    7. Click ‘Select files’ to select a photo/PDF of the certificate or proof of completion, which will be attached to this particular record.

    8. Click the 'Update details' button to save the entry

  5. The qualification should now appear in the list of qualifications the person has obtained.

To add qualifications to a person, you need to be able to modify their information.

Some new entries will require review & approval (eg. by your manager) before they’re shown as being ‘Current’ - if this is the case, it will be shown as ‘Approval required’ while it’s being reviewed.

Required skills/qualifications

Some skills or qualifications are required, possibly based on your position, the group(s) you’re part of, etc - if you haven’t got one of these, it’ll be shown in the dashboard in the following manner;

Clicking ‘Add to my profile’ next the the required link will bring you to the page shown in step #4 above.

Adding qualifications to multiple people

Adding qualifications for multiple people at a time is sometimes necessary, particularly for a training class or undertaking an exercise which results in a number of people achieving a competency / qualification in a particular area.

First, click 'List all' people, and 'tick' the checkbox on the right hand side of the page against the people whom should receive the qualification. This can be done when listing people in your organisation, as well as other instances, such as listing the people whom attended an event, etc.

Once selected, scroll to the bottom of the page and select 'Add qualifications' from the 'Select an action' drop-down box.

A small box will appear asking you to select a qualification which should be added to each persons details. Click ‘Add’, then select the qualification & add the date attained and any expiry date for the selected qualification.

Multiple qualifications can be added at once by selecting another qualification after each qualification is added to the list shown.

 

Importing skills/qualifications from a file is available if needed - more information is available here.