How to add a Qualification depends on whether you are a User, a Line Manager or an Administrator but you will need to begin in the User's profile.
- A User can add the Qualification themselves when viewing their profile.
- A Line Manager can add a Qualification when viewing a User's profile via My Staff or My Team Activity.
- An Administrator can add a Qualification when viewing a User's profile via Organisation & Users.
As a User
Access your profile clicking on your name link in the top right of your screen.
As a Line Manager
Navigate to the User's profile by clicking on their profile card in the My Staff area from the Menu...
or by clicking on their name when viewing the My Team Activity Portlet...
or by clicking on their name after selecting My Team Activity from the Menu.
Note: wherever a name or Username is displayed as a link, you can click on it to view the User's profile.
As an Administrator
Navigate to the Organisation & Users area either from the Menu or from the User Admin button on the Common Tasks Portlet.
Search for the User in your Organisation's structure. If you need further guidance on how to do this see the View Users guide.
Once you see them in the list of Users, click on their Username to view their profile.
Add a Qualification within a User's profile
Navigate to the Qualifications tab from the left-hand menu then click on the Add Qualification button.
Select the Qualification by ticking the box in between the Code and Name, then select the correct Status from the dropdown list as either Studying or Passed. If the Qualification has already been achieved or Passed, add the date to the Completion Date field.
Click on the Add button to add the Qualification(s).
You will see that the Qualification(s) have been added to the profile.
The Status and Completion Date can be updated, if required, at a future date.