Target Personas: HR Manager, Qualifications Manager, Compliance Officer, Training Administrator
Step-by-Step guide
Award a Qualification with a Certificate
- Navigate to People > Qualifications and select the Awards tab
- Find the qualification and holder you want to award
- Select the Award button
- In the file upload panel, select Choose and browse to locate a certificate file on your device
- Select your file and confirm the selection
- Select Upload and wait for the file to upload to Ctrl Hub
- Select Award to finish
- The holder’s qualification will be updated with the Awarded date and an Expiry date calculated from the qualification’s renewal period
Set or Update an Awarded Date
- Navigate to People > Qualifications and select the Awards tab
- Find the qualification and holder you want to update
- Select Update to open the award window
- Set the ‘start date of this award’ to the appropriate date (this can be a past date if backdating an award)
- Select Update Award
- The Awarded date will be set to your specified date
- The Expires date will be automatically calculated based on the qualification’s renewal period from the awarded date
- For example, if awarding a 5-year qualification on 1 December 2025, the Expires date will be 30 November 2030
Edit a Qualification Award
- Navigate to People > Qualifications and select the Awards tab
- Find the qualification and holder you need to correct
- Select Update to open the award window
- Modify the information as needed (such as the awarded date, due date, or uploaded documents)
- Select Update Award to save your changes
- The holder’s qualification Awarded and Expires dates will be recalculated based on your changes
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