Depending on the industry you work in, there may be a need for employees to hold certain qualifications. These qualifications can be recorded and monitored for compliance purposes in your intelliHR system.
This article covers:
- How to Set a Mandatory Qualification
- How to Approve or Decline a Mandatory Qualification
- How to Remove a Mandatory Qualification
How to Set a Mandatory Qualification
1. Navigate to the Profile of the employee you wish to set the mandatory qualification for.
2. Select the Qualification tab on their profile.
3. Select Set Mandatory Qualifications to view the page below.
4. Enter the data for steps 1 and 2.
- The list of qualifications you can select is customisable (see Setting Up Qualifications)
5. Enter the qualification requirement dates in step 3 by selecting one of the options.
6. Tick Notify person via email if you want the employee to receive an email informing them to enter this mandatory qualification.
7. Click Confirm for the qualification.
8. Once you have added all the necessary Mandatory Qualifications, click Save.
How to Approve or Decline a Mandatory Qualification
1. Navigate to the employee's Profile >> Qualifications
2. Select the three dots next to the relevant record and click View
3. Press Approve or Decline
How to Remove a Mandatory Qualification
1. Navigate to the employee's Profile >> Qualifications
2. Select Manage Mandatory Requirements
3. Select Remove
4. Confirm that you wish to remove the mandatory qualification requirement from this employee's job by selecting Save.
- This means that the qualification will no longer be tracked in the compliance section, and administrators will not be notified of that qualification's expiration. This does not delete the qualification itself. The qualification that the employee holds will be transferred to a 'non-mandatory' qualification.