Adding or Editing Employee Transcripts

Adding or Editing Employee Transcripts Help for Administrators. Managing Employee Information.

• Select Employees from the Admin menu.
• Select an employee record.
• Click Documents on the toolbar. The Documents screen appears.
• To add a new transcript record, click New on the toolbar, or to edit an existing transcript record, select the record, then click Edit.
• The Documents screen appears:

Complete or edit the following fields:

• Qualification – The name of the specific qualification that you are documenting.
• Institution – The educational institution the qualification was obtained from.
• Certification – Any credential or certification that was obtained.
• Date – The date on which the credential was obtained.
• Expiry – The date on which the credential expires, if applicable.
• File Upload – If required, you can upload an external document, such as a certificate of completion.
• Click Update to save.

To view any documents you uploaded, select the appropriate transcript record, then click View.