Competency Roles - How to Create in your Settings

View our Training and Qualifications - Overview for more information on the functionality available to you. To assist you with setting up Training and Qualifications in full, please see Training & Qualifications - How to Set Up.

Overview of Competency Roles

enableHR gives you the ability to group competencies into ‘Roles’ that can be applied to your Candidates / Employees / Volunteers or Contractors.

This means that, rather than assign expected competencies one by one against a worker's record, you can assign multiple competencies by assigning an account specific role to the record.

Note: To complete this process you need to have the Account Admin or Training Management role.

How to Create Competency Roles in your Settings

1. Navigate to Settings
2. Select ‘Training and Qualifications’

Once on the Training and Qualifications Administration page,

1. Click on ‘Roles’
2. Click the ‘New Role’ button (The new role form loads)
3. Enter the name of the Role 
4. Enter a description for the Role
5. Enter the Identifier for the Role (No spaces allowed)
6. Drag and drop competencies assigned to the role
7. Click ‘Create'

Next Steps

You will now be able to assign this role to a worker's record on their individual training tab.