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I'm an administrator
Information for HR and compliance managers
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76 articles in this collection
Written by
Artem Stalpouski,
Irina Zadrutskaya,
Sarah Plumley
and 1 other
Nursys Integration
Written by
Irina Zadrutskaya
Updated over a week ago
Getting started
Information from GMC Integration
Written by
Irina Zadrutskaya
Updated over a week ago
Migrating Your Existing Staff: process and pricing
Written by
Irina Zadrutskaya
Updated over a week ago
How to configure Nursys e-Verify integration
Instruction on how to get and pass us the API username and API password
Written by
Artem Stalpouski
Updated over a week ago
How to book additional Credentially training?
Our Customer Success Team is happy to tell you about new features or remind how to use old ones
Written by
Irina Zadrutskaya
Updated over a week ago
How to use Credentially Single Sign-On (SSO)
Written by
Irina Zadrutskaya
Updated over a week ago
Can I have two personal Credentially accounts in one organisation?
How to be an administrator and a doctor at the same time
Written by
Irina Zadrutskaya
Updated over a week ago
Tags
System vs custom. What's the difference and how to use tags?
Written by
Irina Zadrutskaya
Updated over a week ago
How to assign a role to a user
Separate doctors, physios, nurses and more
Written by
Irina Zadrutskaya
Updated over a week ago
How to invite a new employee
How to add a user who hasn't yet signed up to Credentially to your staff members list
Written by
Irina Zadrutskaya
Updated over a week ago
How to use your Credentially sign-up link
Make it easy for new employees to join your organisation with Credentially
Written by
Artem Stalpouski
Updated over a week ago
How to remove a user?
Remove clinicians who no longer work for your organisation from Credentially
Written by
Irina Zadrutskaya
Updated over a week ago
Can’t see a signed up employee on the user table?
How to help your employee to create an account properly
Written by
Irina Zadrutskaya
Updated over a week ago
How to find employees matching certain criteria
Sort out the users with documents expiring soon
Written by
Irina Zadrutskaya
Updated over a week ago
Сan I find employees with certain skills on the user table?
Separate your surgeons from your radiologists
Written by
Irina Zadrutskaya
Updated over a week ago
How to mention other administrators in comments?
Tag your colleagues in notes on an employee profile or in comments for a document
Written by
Irina Zadrutskaya
Updated over a week ago
What notifications do I get as an administrator?
Credentially helps you track your employees during the onboarding process
Written by
Irina Zadrutskaya
Updated over a week ago
How often do users get notifications?
A run down of the automated emails we send to your employees.
Written by
Irina Zadrutskaya
Updated over a week ago
How often do administrators get notifications?
We send reminders to help you keep up-to-date
Written by
Artem Stalpouski
Updated over a week ago
How to whitelist Credentially email domain and IP address?
If you are not getting login emails and notifications from us, your email server is probably blocking them.
Written by
Artem Stalpouski
Updated over a week ago
How to set up email filters
A simple strategy to divert the notifications you get from Credentially
Written by
Irina Zadrutskaya
Updated over a week ago
Profile settings
What we need from you to set up a Credentially account
Assets organisations need to provide
Written by
Irina Zadrutskaya
Updated over a week ago
Export data for a staff member
Where, as an administrator, can I export staff member's data?
Written by
Irina Zadrutskaya
Updated over a week ago
Import employees data from .csv file
Add your staff data to a spreadsheet and create their accounts on Credentially, all at once
Written by
Artem Stalpouski
Updated over a week ago
Adding a new role
Differentiate your onboarding for various types of employees
Written by
Irina Zadrutskaya
Updated over a week ago
Add permissions for your staff members
Do you have business roles with a different set of permissions in your organisation? Now you can set it up on Credentially as well!
Written by
Irina Zadrutskaya
Updated over a week ago
How to configure compliance requirements?
You can choose files your employee must upload and what checks must be performed for them
Written by
Artem Stalpouski
Updated over a week ago
Notifications configuration for administrators
How to customise email text for your staff members easily
Written by
Irina Zadrutskaya
Updated over a week ago
How to turn off notifications
Manage emails you receive from Credentially
Written by
Irina Zadrutskaya
Updated over a week ago
Correcting personal details
You are able to edit any user's personal details except for their email
Written by
Irina Zadrutskaya
Updated over a week ago
Add an avatar to a profile
See user photos on the Staff Dashboard
Written by
Irina Zadrutskaya
Updated over a week ago
How to change your organisation's logo
How to vary the design of your page
Written by
Artem Stalpouski
Updated over a week ago
How to change the address of the organisation
Edit your details easily
Written by
Artem Stalpouski
Updated over a week ago
Roles management
Add and rename positions from your roles list
Written by
Irina Zadrutskaya
Updated over a week ago
Documents
Digital ID Checking - latest news & changes
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Written by
Zeke
Updated over a week ago
How to delete a staff member's document?
Learn how to remove the unnecessary document from the user's profile
Written by
Irina Zadrutskaya
Updated over a week ago
How to restrict access to the document types for users
Restrict access to the document types clinicians shouldn't see
Written by
Irina Zadrutskaya
Updated over a week ago
How to configure access to the document types in your organisation's settings
Now you can restrict access to a particular document type for some administrator roles
Written by
Irina Zadrutskaya
Updated over a week ago
How to upload an organisation’s document (for a role or a particular employee/applicant)?
Adding policies, contracts, handbooks for employees to read or sign
Written by
Irina Zadrutskaya
Updated over a week ago
The difference between mandatory and non-mandatory documents
Add non-mandatory files to your staff accounts
Written by
Irina Zadrutskaya
Updated over a week ago
How to upload compliance documents to a user or staff members
Upload, update or add documents for users, doctors, clinicians or staff members
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Written by
Sarah Plumley
Updated over a week ago
Mass upload documents for employees
Import your entire HR folder at once to upload documents in bulk
Written by
Irina Zadrutskaya
Updated over a week ago
What is a document of multiple competencies?
What to do if an employee has one certificate for a few skills
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Written by
Sarah Plumley
Updated over a week ago
Does the system automatically recognise expiry dates?
It does, but we recommend you review every document
Written by
Artem Stalpouski
Updated over a week ago
System mislabelled uploaded documents
What to do if a certificate name is incorrect
Written by
Artem Stalpouski
Updated over a week ago
Onboarding
Want to Hire the Best Clinicians? Here's How.
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Written by
Zeke
Updated over a week ago
How to assign an approver role during the onboarding setup?
A default admin can define approvers at the different approval stages of the onboarding process
Written by
Irina Zadrutskaya
Updated over a week ago
How to set up your onboarding process
Use the onboarding tutorial on Credentially for useful tips
Written by
Irina Zadrutskaya
Updated over a week ago
How to assign a new onboarding to a staff member?
An administrator can update onboarding flow for a candidate if needed
Written by
Irina Zadrutskaya
Updated over a week ago
Want To Grow your Recruitment Pool? Here's How.
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Written by
Zeke
Updated over a week ago
How to change the order of onboarding steps
Vary an employment process according to your goals
Written by
Artem Stalpouski
Updated over a week ago
What is a strict mode?
Do you want to let employees who didn't finish onboarding leave it?
Written by
Irina Zadrutskaya
Updated over a week ago
How can your staff members apply for a new DBS certificate via Credentially?
Speed up the onboarding process in your organisation by having full DBS Check in one place
Written by
Irina Zadrutskaya
Updated over a week ago
Create a questionnaire for new employees
Making forms with the questionnaires constructor
Written by
Artem Stalpouski
Updated over a week ago
How to add a reference check to onboarding
Ask referees to confirm an employee's qualification
Written by
Irina Zadrutskaya
Updated over a week ago
Add video training to onboarding
Build your YouTube videos into Credentially
Written by
Artem Stalpouski
Updated over a week ago
Adding organisation's documents to the onboarding process
Would like your applicants to sign or download documents during onboarding? It is easy with Credentially!
Written by
Irina Zadrutskaya
Updated over a week ago
How to use Credentially to schedule job interviews
Insert a link to a shared online calendar to let your future employees book an appointment with you
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Written by
Sarah Plumley
Updated over a week ago
How to launch webpage into the onboarding
Link your e-learning courses to the onboarding
Written by
Artem Stalpouski
Updated over a week ago
Onboarding statuses
Learn at what stage of induction process your employees are
Written by
Artem Stalpouski
Updated over a week ago
How to complete onboarding for a staff member?
What to do if you have invited a user but forgot to click the 'Skip onboarding' button?
Written by
Irina Zadrutskaya
Updated over a week ago
How to approve or decline a reference?
If you decline a reference, an employee gets a corresponding notification.
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Written by
Sarah Plumley
Updated over a week ago
What if I accidentally denied a candidate on approval stage?
How can I undo this?
Written by
Irina Zadrutskaya
Updated over a week ago
Compliance
How to check an employee's Right to Work?
Credentially helps you check whether your applicants can work in the UK
Written by
Irina Zadrutskaya
Updated over a week ago
Checkr integration
Written by
Irina Zadrutskaya
Updated over a week ago
Convert DBS certificate to DBS Update Service Check
Auto-conversion of the DBS certificate from the 'Document' tab is available now!
Written by
Irina Zadrutskaya
Updated over a week ago
Professional registration checks and their history
Where, as an administrator, can I find the history of professional registration checks for an employee?
Written by
Irina Zadrutskaya
Updated over a week ago
How to assign a new questionnaire to a staff member?
Administrators are now able to assign individual questionnaires to users
Written by
Irina Zadrutskaya
Updated over a week ago
How to check your employee compliance record
Check your users' compliance records easily
Written by
Irina Zadrutskaya
Updated over a week ago
How to check your organisation's compliance record
We calculate compliance of active employees only
Written by
Irina Zadrutskaya
Updated over a week ago
Export data from Credentially
Download your employees' information as .csv file and ZIP archive
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Written by
Sarah Plumley
Updated over a week ago
How to add references for employees?
Be ready to help your applicants/employees upload or request references
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Written by
Sarah Plumley
Updated over a week ago
How to track an employee's reference?
How can an administrator check the status of references in users' profiles and remove redundant requests?
Written by
Irina Zadrutskaya
Updated over a week ago
How to request a compliance report
Get the full overview of your organisation's compliance documents any time you need it
Written by
Irina Zadrutskaya
Updated over a week ago
How to check employee's DBS Update Service status via Credentially?
Perform an instant online check to view the status of an existing DBS certificate
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Written by
Sarah Plumley
Updated over a week ago
How to download CSV compliance reports from Credentially
We can export data for you
Written by
Artem Stalpouski
Updated over a week ago