You can record employee training and qualification from within the employee's profile, allowing you to ensure that your employees have the right qualifications for the shifts or visits they're doing. You can add new training and qualification types from the settings screen.
New training and qualification
Click Settings, then click HR.
Click Employee, then click Training & Qualifications.
Click the plus icon and enter the relevant details using the table.
Click Save.
Field | Description |
Description | The name of the training or qualification. |
Document Management | Select whether to include the ability to add documents to this training or qualification. |
Employee Mandatory | Use the checkbox to indicate if this training is mandatory for employees. |
Applicant Mandatory | Use the checkbox to indicate if this training is mandatory for applicants. |
Frequency | After an employee starts, how soon should they complete the training or qualification. |
Warn frequency | Enter how soon before the frequency is due that you should receive a warning. |
Renewable | Use the checkbox to indicate that this training or qualification is renewable. |
Renew frequency | After the training or qualification is complete, how long before renewal? |
Renew Warn frequency | How soon before the renewal time should you receive a warning? |
Cancellable | Use the checkbox to indicate if the training is cancellable. |
Employee type details tab
Once you have saved the training or qualification details, you need to select the type of employee this record applies to.
Click the Employee Type Details tab.
Select the checkbox of the employee type to which this relates.
Click Save.
Apply the changes
Once you've saved the record and indicated the employee types, you must apply the changes to the employee types.
Click Settings, then click HR.
Click Employee Types.
Click Apply? for each employee type.
Wait for the text to change to Applied.
Assign to a branch
The last step is to assign the training or qualification to the branch. This allows the training or qualification to then appear in the employee record.
Click Settings, then click Other.
Click Company.
From the QuickLinks, select branches.
Select the relevant branch.
Under Filters, click Training and Qualifications.
Select your training or qualification record.
Click Save.
Renew training and qualifications
If you would like to renew a training and qualification record in an employee record please follow the below;
📌 Note: The Renew button doesn't show if your E-learning platform is integrated with Access Care Rostering.
Click HR, then click Employee.
Click Find, then select the relevant employee.
From the Quicklinks, click Training and Qualification.
Click into that training and qualification.
From the QuickLinks, select Renew.
Click Save.
If the Renew button is not appearing, please check to see if other training is due to be completed before the training date you are currently trying to renew.
🤓Tip: Each employee's training and qualification has to be renewed individually and can't be done collectively.