Setting Up Qualifications in Talent™

Step 1: Access Qualification Types

1. Click the Talent™ icon at the top of your screen.
2. From the Settings menu on the left, select Qualification Types.

There are four qualification categories you can track:

• Training – General education or professional development (e.g., onboarding, workshops, online courses).
• Certifications – Programs that result in official certification (e.g., project management, specialized equipment).
• Licenses – Professional permits (e.g., real estate, teaching, medical, insurance).
• Accreditations – Standards and compliance with regulatory requirements.

Step 2: Create and Manage Types

Each qualification must be assigned to a type for organization and categorization.

To create a type:

1. Click Add Type.
2. Name the type (e.g., department or training category).
3. Click Save.

• To keep them, edit each qualification and reassign it to a different type before deleting.

Step 3: Add Qualifications

1. Navigate to the qualification type tab (Training, Certification, Accreditation, License).

2. Click Add.

3. Fill in the required details (mandatory fields highlighted in blue):

   • Name – Title of the qualification

   • Code – A unique abbreviation or ID

   • Description – Information employees will see when assigned

   • Training Type – Choose from your created types

   • URL – Link to relevant resources

   • Est. Time – Estimated hours to complete

   • Expiration – Set expiry date (optional, must be at least 1 month)

   • Renewal – Turn on and select renewal timeframe if applicable

   • Prerequisite – Set a required qualification if needed

   • Documentation – Upload supporting files or provide links

   • Proof of Completion – Require proof file (supported formats: .doc, .docx, .pdf, .txt, .xls, .xlsx, .ppt, .pptx, .jpg, .jpeg)

   • Mandatory – Mark if the qualification is required

4. Click Save.

Repeat these steps until all desired qualifications are added.