Qualifications - Creating & Managing Employee Qualifications

1. To add a new business qualification, Log into the payroll platform and navigate to the employee list.
2. Click on the 'Add' option next to the name of the employee you wish to edit > add the name of the qualification to the 'Name' field > then click on 'Save'.

You can also change the name of an existing business qualification. To do this:

1. Navigate to the employee list and click on the employee you wish to edit and then select the qualification name itself. This will open the field so you can edit the name.
2. Once complete, click on 'Save'.

If you no longer require a business qualification, you are able to delete it as long as there are no employees currently linked to it. To find out which employees are linked to qualifications; the Employee Qualifications Report will give you this information.

To delete a qualification, click on the red bin icon as displayed below:

Exporting qualification data allows you to do a bulk update on existing data (Note - you are not able to add new qualification categories via import). To export employee qualifications, click on 'Export' located on the top right-hand side of the screen. You will then be redirected to a new screen where you can choose to download the following formats:

• A spreadsheet that includes only active employees;
• A spreadsheet that includes both active and terminated employees;
• Empty spreadsheet. This spreadsheet does not contain any employee data, rather only the headers to act as a guide for the required information in each column. The headers are as follows:  

When exporting using the first or second option, the spreadsheet will contain a list of all employees (regardless of whether they have any qualifications or not) and any qualification data already stored in their file. An example of the results are as follows:

From here, you can:

• insert new rows, for when an employee has multiple qualifications;
• update any existing qualification data such as expiry date and reference number.

Make the relevant changes required in the spreadsheet and then save to your drive so you can then import the spreadsheet back into the payroll system.

N.B. You can also export qualification data via the Payroll Settings > Data Extracts screen.

To import employee qualifications, click on 'Import' located in the top right-hand side of the screen. Select the file from your drive and then click on 'Confirm upload?'. 

For full access users and employee managers, qualification notifications can be configured via the 'My notification' page, by ticking/not ticking the 'Email me when an employee I supervise updates their qualification' setting:

If enabled, the user will receive an email notification each time an employee that they supervise adds, updates or removes their 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'.

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. 

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.

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.

On the payroll dashboard, the "Action Items" section will display a notification for any qualifications that are expiring within the next 7 days and/or have already expired.

For information on how to allocate qualifications to an employee on an individual basis, refer to this article: Qualifications - Allocate to an Employee.