Employees are able to add and edit qualifications via WorkZone or the Employee Portal. This article provides information on managing employee qualifications via WorkZone.
Note: The business level setting 'Employee Portal Settings' > 'Employees can add and update their own qualifications' must be enabled in order for employees to have this level of access.
Adding details for a new qualification
To add details for a new qualification, the employee must first log into WorkZone and navigate to the Profile > Qualifications page:
All qualifications that are currently active at a business level will be listed, and if the employee has already added details relevant to a particular one, they will be listed at the top along with any entered details (highlighted in green in the below screenshot). Any qualification that the employee has not added details for will be listed at the bottom and have a + function to the right (highlighted in red in the below screenshot):
To add details for a qualification, simply click the 'add' symbol as shown below:
A new context panel will open to the side and the following details can be added:
- Issue date: Refers to the date the qualification was attained;
- Reference: Free text field. Can be used for additional information such as qualification reference numbers;
- Expiry date: Refers to the date the qualification expires. Select the 'Never expires' box if there is no expiry date;
- Add attachment: If relevant you are able to upload a document by clicking the 'Upload document' button and selecting a file from your computer. You are able to add multiple attachments (including from the camera, gallery and documents)
Editing details for an existing qualification
In order to edit details for an existing qualification, click the name of the qualification that needs editing. The current details of the qualification will open, and you can simply update the details as required and click save.
Deleting details for an existing qualification
In order to delete details for an existing qualification, tap on the name of the qualification (revealing the details) and select 'Delete qualification':
You'll be asked to confirm the deletion via a pop up, and once confirmed the qualification name will change back to a light grey text, and it's placement will move back down the list, under any qualifications that have details added.
NB: Deleting details for a qualification doesn't delete the existence of the qualification category, it just removes the details that had previously been added for that particular employee in relation to the qualification.
Employee qualification notifications
An email notification will be sent to an employee when any of their qualifications are about to expire (within the next 7 days) and on the day the qualification has expired.
If you have any questions or feedback please let us know via firstname.lastname@example.org