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How to Assign a Qualification

Assigning qualifications in PurelyHR is simple and ensures employees stay on track with their required training, certifications, licenses, or accreditations.

Steps to Assign a Qualification:

  1. From the main menu, click Qualifications.
  2. Select Assign and choose one of the following:
    • Training
    • Certification
    • License
    • Accreditation
  3. From the dropdown menu, select the employee(s) you want to assign the qualification to.
  4. Choose the qualification you want to assign.
  5. Set the status: Not Started, In Progress, or Completed.
  6. Optionally, add a start date and due date.
  7. Add any notes with further details or instructions.

➡️ Once assigned, the employee will receive an automatic email notification.

Accessing Qualifications:

  • Employees and Managers can view assigned qualifications under their Staff profile in the Qualifications or Talent tabs.
  • If resources are required to complete a qualification, they will be available in the same section.