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Your Checklist to Getting Started with Training & Qualifications

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enableHR’s Training and Qualification tools allows businesses to track, record and report on training, qualifications, skills, competencies, licenses and compliance requirements.

Training & Qualification features include:

  • Streamline the management of training and qualifications with our fully integrated online application
  • Notify your workers of their training and qualification requirements by assigning competencies and roles to their record
  • Allow your workers to proactively manage these requirements through enableHR's Self Service portal
  • Ensure business compliance through enableHR's reporting that empowers you to proactively analyse, plan, track and manage training and qualification obligations
  • Ensure that critical dates are never missed through enableHR's alerts and reminders
  • Save time with enableHR's streamlined set-up process

enableHR’s Training & Qualification module is powered by enableHR’s Self Service portal which means that your candidates, employees, contractors and volunteers can log into their own Self Service account in order to assign, update and track their competencies, training and qualification requirements without having to disrupt the Human Resources department.

Click here to view a capability demonstration of our Training & Qualifications module!

Setting up the Training & Qualifications module is simple and straightforward involving the following easy steps.

Setting the Foundation

Step 1 - Core enableHR Set Up

You will first need to ensure that core enableHR has been set up.

Your Checklist to Getting Started with core enableHR

Step 2 - Complete Set Up of enableHR Self Service

enableHR's Training & Qualifications module is powered by enableHR Self Service. To ensure optimisation and efficiency, Self Service needs to have been set up and launched across your organisation.

 - Your Checklist on Getting Started with enableHR Self Service

 - Video Capability Demonstration

Step 3 - Training & Qualifications Administrator Access

The HR department (or the relevant manager) will need to set up the Training & Qualification module via the Administration area within core enableHR. 

You will need to ensure that the relevant user has the correct user access permissions.  The relevant user will need to be assigned the "AccountAdmin'' role or the ''TrainingManagement'' role.

To access the "Training and Qualification Administration" page, go to ''Settings'' and select ''Training and Qualifications’'. 

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Once you are in the Administration area, you can create the required competencies and roles that your business is seeking to track, record and report on for compliance purposes.

Step 4 - Create the library of company competencies

The Manager will need to create a comprehensive library of competencies that are relevant to your organisation.  

Competencies can be used to track a broad range of function and role requirements such as the need to attend regular training courses or to ensure that the relevant qualifications, licenses and certificates are always up-to-date for example.

To create a new competency, go to the "Competency" tab, select the ''New Competency'' button and complete the relevant fields.  Competencies can be created individually or in bulk.

 - How to create new competencies?

Step 5 - Create new roles to reflect job and function types

The Manager will then need to create a selection of roles to reflect your business’ different job types and functions.  Roles are used to group a number of competencies together that are all relevant to a specific role or function.  

For example, if you have a sales team that all require the same competencies, you can create a role called ‘Sales’ and assign the respective competencies to that role.  Relevant competencies for that role type might include a Sales Qualification and Drivers License for example.

To create a new role, go to the "Roles" tab, select the ''New Role'' button and complete the relevant fields.  Roles can be created individually or in bulk. 

The relevant competencies (as created in Step 2) can easily be assigned to the role via a 'drag and drop' process.

 - How to create new roles?

Step 6 - Assign roles and competencies to the relevant workers

The Manager will now need to assign the relevant roles and/or competencies to the relevant worker records (candidates, employees, contractors and/or volunteers).

How to assign roles to worker record?

Step 7 - Update individual worker files with status and details of each competency

The final step requires each competency that has been assigned against a worker record to be updated to reflect the status and details of each skill, training and qualification requirement. All documentation, data and expiry dates tracked against competencies is stored against the worker’s file. This is the most important step of the set-up process as it ensures compliance and will trigger a range of alerts for any competencies that have expiry dates for example.  

The Manager can complete this process in bulk however it is recommended that it is done individually to ensure the quality and integrity of the data.  Alternatively, you can require your workers (candidates, employees, contractors and/or volunteers) to update these details themselves via their Self Service portal.

 - How to update competencies with the relevant details via core enableHR? 

 - How can workers update competency details via Self Service?


The set up process is now complete and ready to use.  Going forward, your Managers can update the training and qualification details at any stage of your worker’s life-cycle.  Your candidates, employees, contractors and volunteers can also update their details via their Self Service accounts.

Need Help?

Contact enableHR Client Experience team for assistance.

 

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