How to add a staff member's qualifications

Adding a staff member's qualifications to their profile gives you the opportunity to be notified when these are due to expire.

How do I add a staff member's qualification?

  • From the dashboard, click on the 'Staff' module.

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  • Search by their name. Click on the member of staff to add their qualifications to their profile

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  • Select the Profile Details tab.

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  • Click the + Add qualification button, add the qualification, the date it was obtained and its expiry date and click Save.

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Top tip: You can also mark the staff member as first aid trained by turning on the 'First aider?' toggle as illustrated below. You can then '+ Add qualification' if you wish to be notified when this expires.

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To learn how to set up automatic staff notifications to notify you of expiring qualifications alongside a variety of other notification types, click here.