Assign and Update Worker Qualifications
Prerequisites
Your company must be enrolled in the Qualifications Management Closed Beta.
You must have 'Standard' or 'Admin' level permissions on the Company level Directory (or the specific permission template assigned to Qualifications).
Steps
Assign a Qualification Tag to a Worker
Use these steps when a worker earns a new certification or when you are onboarding a worker into the system.
Navigate to the Qualifications Management dashboard.
Locate the worker's name and click on it.
A Tear Sheet (side panel) will slide out.
Click the + Add button in the top right of the panel.
In the Qualification Tag dropdown, select the appropriate tag (e.g., OSHA 30).
Expiration Date: Enter the date the certification expires (if applicable).
Attachments: Click Upload Files to attach a digital photo or PDF of the worker's physical certification card.
Click Save.