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Creating Training / Competency Roles on your Account

Overview

Citation HR Software gives you the ability to group competencies into ‘Roles’ that can be applied to your Candidates / Employees / Volunteers or Contractors.

This means that, rather than assign expected competencies one by one against a record, you can bulk assign them by assigning an account specific role to the record.

Note: To complete this process you need to have the Training Management role

Part One – Locating the Training Administration Screens

Once you’ve logged into Citation HR Software:

  1. Click on Settings
  2. Locate and click on the ‘Training and Qualifications’ option

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Part Two – Adding a Training / Competency Role

Once in the Training and Qualifications Administration page:

  1. Click on ‘Roles’
  2. Click the ‘New Role’ button (The new role form loads to the right)
  3. Enter the name of the Role 
  4. Enter a description for the Role
  5. Enter the Identifier for the Role (No spaces allowed)
  6. Drag and drop competencies assigned to the role
  7. Click ‘Create'

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Success! Your role will now be available for selection from the training and qualification screen