Qualifications in Tanda allow you to track and manage important qualifications, proficiencies and other documentation for your employees. To easily manage this within Tanda, employees can upload this information via their app. This guide covers the requirements to use this functionality:
Configure Qualifications that can be requested in Onboarding
Not all qualifications will be required for users all of the time. To manage what can be requested as part of onboarding, you can individually configure each qualification, which will allow it to be selected during the onboarding send process.
To do so, navigate to Workforce > Qualifications > select the qualification you want employees to upload during onboarding.
Then, scroll down to the Onboarding section and tick Request proof of qualification during onboarding.
Add Qualifications to Positions
Any qualifications that are both assigned to a position & “required in onboarding” will always be requested.
Any Qualifications that are added to positions that are not required in onboarding will still show on the qualification tab as below, but they will not block progress or completion of onboarding if unfilled.
To find out more about configuring and using positions, click here
Sending an onboarding invite and Requesting Qualifications
When you have at least one qualification configured to be requested during onboarding, you'll see the Qualifications dropdown in the onboarding form. This is used to select required qualifications for the user, and will only include qualifications that you have specified as required on the qualification itself.
Ensure employees have access to upload Qualifications
Ensure employees have access to upload Qualifications
Before employees can upload their qualifications, you need to ensure that your account is configured correctly. This will require:
Any custom roles to have User Qualification Edit enabled in the role-specific permission settings.
For staff to update their qualification once uploaded, the Allow staff to update qualifications setting needs to be enabled in permission settings.
