Create a Qualification Tag

Prerequisites

  • Your company must be enrolled in the Qualifications Management Closed Beta.

  • You must have 'Admin' level permissions on the Company level Admin tool.

Steps

  1. Navigate to the Company level Admin tool.

  2. In the right-hand sidebar under "Company Settings," click Tags Management.

  3. By default, you will land on the Tags tab. This page displays a comprehensive list of all existing Qualification Tags.

  4. From this dashboard, you can create a new qualification tag.

  5. Click + Add Tag.

  6. Tag Name: Enter a descriptive name for the qualification (e.g., Forklift Certified).

  7. Tag Abbreviation: Assign a unique shorthand (max. 5 characters) that will appear on mobile profiles and dashboards.

  8. Tag Color: Select a color to help visually distinguish the tag in the Qualifications Hub.

  9. Expiration Requirement: Toggle the Expiration Date Required setting. If enabled, users will be prompted to enter an end-date when assigning this tag to a worker.

Next Steps

  • Create Categories for Qualification Tags