Employee Portal - Qualifications

Employees are able to add and edit qualifications via WorkZone or the Employee Portal. This article provides information on managing employee qualifications via the Employee Portal

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 their employee self service portal and navigate to the Documents > 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. Any qualification that the employee has not added details for will be a lighter shade of grey and listed at the bottom.

To add details for a qualification, simply click the green '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;
• Expires on: Refers to the date the qualification expires. Select the 'Never expires' box if there is no expiry date;
• Reference: Free text field. Can be used for additional information such as qualification reference numbers;
• Documents: If relevant you are able to upload a document by clicking the 'Upload document' button and selecting a file from your computer.

Once the details have been entered, click 'Save'. 

Editing details for an existing qualification

In order to edit details for an existing qualification, click the pencil 'edit' icon to the far right of the qualification that needs editing:

A new context panel will open to the right of the page. Simply update the details as required and click save. 

Deleting details for an existing qualification

In order to delete details for an existing qualification, click the red 'delete' icon to the far right of the qualification that you wish to delete:

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 support@yourpayroll.io