Managing Qualifications & Certificates
Overview
LEO HR enables you to record, monitor and manage employee qualifications and certificates, ensuring important credentials remain accurate and up to date.
Before you begin
You'll need:
- Owner or Senior access
- An employee record or access to Leo Learn
Step 1 – Open Qualifications & Certificates
From the LEO HR dashboard, select Leo Learn.
Choose Qualifications & Certificates.
Step 2 – Add a qualification or certificate
Select Add Qualification and record:
- Qualification or certificate name
- Awarding organisation
- Issue date
- Expiry or renewal date (if applicable)
- Supporting certificate
Step 3 – Save the record
Review the information and save the qualification or certificate.
Step 4 – Monitor renewal dates
Regularly review qualifications and certificates to identify those approaching expiry and update records when renewals are completed.
Best Practice
Upload supporting certificates wherever possible and keep records current to demonstrate employee competence and compliance.
Need Support?
If you need further assistance, please contact LEO HR Support through the Help Centre or email