Adding or Editing Employee Transcripts

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.

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