Adding a Training / Competency Item to a Record


Citation HR Software gives you the ability to assign competencies that have been attained or require attainment to your Candidates / Employees / Volunteers or Contractors.

This data is used by clients to track their workforce’s current skillset and also ensure compliance specific information (ie. Working With Children Checks, First Aid) can be tracked, maintained and reported upon.

Note: The process detailed here assumes you have competencies already setup for selection on your account


Part One – Locating and Selecting the desired Competency

Once you’ve entered into the relevant record,

  1. Click on the ‘Training’ tab

  2. Click the ‘Add Competency’ button

  3. Click ‘Assign an Existing Competency’

  4. Search for and select the desired item

  5. Click ‘Next’







Part Two – Adding details about the competency

Once the competency details page loads

  1. Select the status of the competency

  2. Enter any required issuer details

  3. Select the completion date (if relevant)

  4. Select the Expiry date (if relevant)

  5. Load and detail any related document details

  6. Click ‘Submit’



The newly added competency will appear on the Training page for the record