Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Standard, Premium
The Employee Portal module lets you add qualifications to employees, like the issue date, expiry date, and supporting documents or reference notes. You would use qualifications to make sure only qualified employees work in a certain role and you would usually do this for safety reasons, like if an employee needs a working at heights qualification.
Getting started
Assign a qualification
- Log into your Payroll classic platform.
- Click the Account menu.
- Click on the employee portal you need to access.
- Click the Documents menu.
- Click the Qualifications sub-menu.
- Click the button.
- Complete the following fields:
- Issue date.
- Expiry date.
- Reference/notes.
- Upload documents.
- Click the Save button.
Editing data
Edit a qualification
- Log into your Payroll classic platform.
- Click the Account menu.
- Click on the employee portal you need to access.
- Click the Documents menu.
- Click the Qualifications sub-menu
- Click the button.
- Make the required changes and click the Save button.
Removing data
Delete a qualification
Helpful Hint
Deleting a qualification does not delete the qualification itself: it simply removes the details for the particular employee in relation to the qualification.
- Click the Documents menu.
- Click the Account menu.
- Click on the employee portal you need to access.
- Click the Qualifications sub-menu
- Click the button.
- Click the Delete button.
Explore related content
- Update employee details on Payroll classic This feature allows you to update employee details if they change, which the Payroll classic platform then reflects across the entire platform.
- Request leave on Payroll classic This feature allows you to see your latest leave balance, and if you have the balance required, submit a time off request.