Adding a New Qualification & Employee Documents

Navigate to Company Details then select the Qualifications button.

This feature allows you to create a table of qualifications  which can be added to employees and used to manage renewal of certificates like RSA/RSG, First Aid, White Cards etc.  Add qualifications to the employee and PDF copies of employee documents can also be uploaded in the Employees Menu.

  1. Select +Add button

  2. Enter the New Qualification in the Name field
  3. Select

Allocating a Qualification to an Employee

Navigate to Employees then select the Employee to be updated.

  1. Select Details / Qualifications
  2. Select + Add

  • Date: You can enter certificate received date or the date of processing
  • Qualification: Select the relevant Qualification from the drop down menu
  • Expiry Date:  Enter the qualifications expiry date
  • Note:  Enter any useful details in the notes section.
  • Click the Save button to record the qualification.
You can also import files that relate to each qualification if available.
  • Once the Qualification has been added you will be able to select the add button in the document window.
  • Click the add button and then click Choose, this will allow you to browse for the file to be uploaded.
  • Once selected Click upload and the file will be linked to the qualification.  It can be viewed and printed from this window if required