Over time qualification requirements often change for businesses, intelliHR gives you the tools to ensure you are compliant with all qualifications required for your position. This article will step you through all you need to know to keep your Qualifications up to date.
This article covers:
- How to Submit a Mandatory Job Requirement
- How to Edit a Qualification
- How to Comment on a Qualification
- To Renew a Qualification
How to Submit a Mandatory Job Requirement
1. Navigate to My Profile >> Qualifications.
2. Scroll down to see any mandatory job requirements that have been set for you.
3. Click on Complete to the right of the mandatory qualification line.
4. Complete the qualifications details.
- Issuing Organisation
- Registration number
- Issue Date
- Expiry Date
- Notes
5. Select Submit for Approval or Save Draft if incomplete. If submitted the qualification will be awaiting approval from the compliance manager. If saved as a draft you will be able to return to the qualification to complete any missing details.
How to Edit a Qualification
1. Navigate to the My Profile >> Qualifications.
2. Select the 3 dots and click View on the Qualification you wish to edit.
3. Hover over the field you wish to edit and an Edit option will appear. Click this to edit the field.
4. Once have edited the new information click the Tick to confirm.
How to Comment on a Qualification
1. Navigate to the My Profile >> Qualifications.
2. Select View on the Qualification you wish to comment on.
3. Scroll to the bottom of the page and click + Post Comment.
4. Add comments as required in the text box.
5. If you want an email notification to be sent to the Qualification Owner once the comment is posted, tick the box next marked “Notify Qualification Owner by email”.
6. Select Post.
To Renew a Qualification
1. Navigate to the My Profile >> Qualifications.
2. Select View on the Qualification you wish to renew.
- Qualifications near expiry will be marked with a yellow dot.
- Qualifications that have expired will be marked with a red dot.
3. Select Renew at the top of the Qualification record.
4. Add in the updated details of the renewed Qualification.
- The platform assumes that the Issuing Organisation and Registration number remain the same, however these can be changed.
5. Select Submit For Approval.