Difference between revisions of "Qualifications"
From Wageloch Wiki
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Setting up Qualifications in Wageloch can be a wonderful HR tool to ensure that staff certifications are up to date, as well as assisting with rostering for some industries. | Setting up Qualifications in Wageloch can be a wonderful HR tool to ensure that staff certifications are up to date, as well as assisting with rostering for some industries. | ||
<br>There is an ability to pick whether you do/do not need notifications | <br>There is an ability to pick whether you do/do not need notifications with an expiry date, allowing you to receive reminders weeks out of a qualification expiring and remind the employee you'll need their documentation of proof of renewal. | ||
<Br><Br> | <Br><Br> | ||
Examples of Qualifications you can record: | Examples of Qualifications you can record: | ||
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* Working With Children Check | * Working With Children Check | ||
* Tertiary certificates | * Tertiary certificates | ||
<Br> | |||
We've also had instances of users recording things like annual flu shots to ensure their staff are on top of their vaccinnations - don't hesitate to call <b>[https://wageloch.com.au/contact Helpdesk]</b> if you have any questions. | |||
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===Creating Qualifications=== | ===Creating Qualifications=== | ||
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* Tick the box for User Qualifications to enable the function. | * Tick the box for User Qualifications to enable the function. | ||
* Done to save. | * Done to save. | ||
<br> [[File:1 Settings and General.png|325px]] [[File:2 Use Qualification tick box.png|350px]] <br> | |||
* Click on the Settings cog and Select Qualifications. | * Click on the Settings cog and Select Qualifications. | ||
* You'll see a vacant window for your qualifications, and your staff list.<br><br> | * You'll see a vacant window for your qualifications, and your staff list. | ||
<br>[[File:3 Settings and Select Qualifications.png|300px]]<br> | |||
* Click the Create button | * Click the Create button. | ||
* Give the qualification a name: <i>First Aid</i> | <br> [[File:4 Create.png|700px]]<br> | ||
* Give the qualification a name: we're going to use <i>First Aid</i> as an example. | |||
* Assign if it needs to be renewed: <i>Yes</i> | * Assign if it needs to be renewed: <i>Yes</i> | ||
* Would you like to receive an alert, and how long before the expiry date: <i>Yes, 6 weeks</i> | * Would you like to receive an alert, and how long before the expiry date: <i>Yes, 6 weeks</i> | ||
<br>[[File:5 Create Qualification.png|397px]] [[File:6 Requires Renewal.png|415px]] [[File:7 Renewal Period.png|415px]] <br> | |||
* Click Done in the bottom right corner to save. | |||
* You'll now see a series of tick boxes next to the staff names, and options to insert dates of attainment/renewal. | * You'll now see a series of tick boxes next to the staff names, and options to insert dates of attainment/renewal. | ||
* Tick the staff who have the qualification, and insert their attainment and renewal dates. | * Tick the staff who have the qualification, and insert their attainment and renewal dates. | ||
<br> | |||
<br>[[File:8 Tick Attainment and Renewal Dates.png|700px]] <br> | |||
You can create as many qualifications as required, and opt whether they need renewal or not. No renewal date? No problem. <br> | You can create as many qualifications as required, and opt whether they need renewal or not. No renewal date? No problem. <br> | ||
Things like Certificate III, Diplomas and other options can be added as a record that staff have that level of education. | Things like Certificate III, Diplomas and other options can be added as a record that staff have that level of education. | ||
<br> | |||
When a renewal/expiration date is approaching, you'll receive an alert via the Notifications bell in the top right corner. This will tell you who is affected, what qualification and when it expires. | When a renewal/expiration date is approaching, you'll receive an alert via the Notifications bell in the top right corner. This will tell you who is affected, what qualification and when it expires. | ||
The only way to remove this alert is to update the attainment and renewal dates, or disable the qualification if they have elected not to renew. | The only way to remove this alert is to update the attainment and renewal dates, or disable the qualification if they have elected not to renew. | ||
Revision as of 03:24, 7 February 2023
Setting up Qualifications in Wageloch can be a wonderful HR tool to ensure that staff certifications are up to date, as well as assisting with rostering for some industries.
There is an ability to pick whether you do/do not need notifications with an expiry date, allowing you to receive reminders weeks out of a qualification expiring and remind the employee you'll need their documentation of proof of renewal.
Examples of Qualifications you can record:
- Drivers License
- Police Clearances
- First Aid
- CPR
- Working With Children Check
- Tertiary certificates
We've also had instances of users recording things like annual flu shots to ensure their staff are on top of their vaccinnations - don't hesitate to call Helpdesk if you have any questions.
Creating Qualifications
- Open up Wageloch and sign in.
- Click on the Settings cog and select General.
- Tick the box for User Qualifications to enable the function.
- Done to save.
- Click on the Settings cog and Select Qualifications.
- You'll see a vacant window for your qualifications, and your staff list.
- Click the Create button.
- Give the qualification a name: we're going to use First Aid as an example.
- Assign if it needs to be renewed: Yes
- Would you like to receive an alert, and how long before the expiry date: Yes, 6 weeks
- Click Done in the bottom right corner to save.
- You'll now see a series of tick boxes next to the staff names, and options to insert dates of attainment/renewal.
- Tick the staff who have the qualification, and insert their attainment and renewal dates.
You can create as many qualifications as required, and opt whether they need renewal or not. No renewal date? No problem.
Things like Certificate III, Diplomas and other options can be added as a record that staff have that level of education.
When a renewal/expiration date is approaching, you'll receive an alert via the Notifications bell in the top right corner. This will tell you who is affected, what qualification and when it expires.
The only way to remove this alert is to update the attainment and renewal dates, or disable the qualification if they have elected not to renew.
