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Target Personas: HR Manager, Qualifications Manager, Compliance Officer, Training Administrator

Step-by-Step guide

Award a Qualification with a Certificate

  1. Navigate to People > Qualifications and select the Awards tab
  2. Find the qualification and holder you want to award
  3. Select the Award button
  4. In the file upload panel, select Choose and browse to locate a certificate file on your device
  5. Select your file and confirm the selection
  6. Select Upload and wait for the file to upload to Ctrl Hub
  7. Select Award to finish
  8. 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

  1. Navigate to People > Qualifications and select the Awards tab
  2. Find the qualification and holder you want to update
  3. Select Update to open the award window
  4. Set the ‘start date of this award’ to the appropriate date (this can be a past date if backdating an award)
  5. Select Update Award
  6. The Awarded date will be set to your specified date
  7. The Expires date will be automatically calculated based on the qualification’s renewal period from the awarded date
  8. For example, if awarding a 5-year qualification on 1 December 2025, the Expires date will be 30 November 2030

Edit a Qualification Award

  1. Navigate to People > Qualifications and select the Awards tab
  2. Find the qualification and holder you need to correct
  3. Select Update to open the award window
  4. Modify the information as needed (such as the awarded date, due date, or uploaded documents)
  5. Select Update Award to save your changes
  6. The holder’s qualification Awarded and Expires dates will be recalculated based on your changes

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