I'm an administrator

Information for HR and compliance managers

Artem Stalpouski avatar Anastasiya Zhuk avatar Art avatar +2
69 articles in this collection
Written by Artem Stalpouski, Anastasiya Zhuk, Art and 2 others
Getting started

Information from GMC Integration

Irina Zadrutskaya avatar
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
Artem Stalpouski avatar
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Irina Zadrutskaya avatar
Written by Irina Zadrutskaya
Updated over a week ago

Tags

System vs custom. What's the difference and how to use tags?
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

How to assign a role to a user

Separate doctors, physios, nurses and more
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Artem Stalpouski avatar
Written by Artem Stalpouski
Updated over a week ago

How to delete a user?

Remove clinicians who no longer work for your organisation from Credentially
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

How to find employees matching certain criteria

Sort out the users with documents expiring soon
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

Сan I find employees with certain skills on the user table?

Separate your surgeons from your radiologists
Irina Zadrutskaya avatar
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

What notifications do I get as an administrator?

Credentially helps you track your employees during the onboarding process
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

How often do users get notifications?

A run down of the automated emails we send to your employees.
Irina Zadrutskaya avatar
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
Artem Stalpouski avatar
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.
Artem Stalpouski avatar
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
Irina Zadrutskaya avatar
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

Export data for a staff member

Where, as an administrator, can I export staff member's data?
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Artem Stalpouski avatar
Written by Artem Stalpouski
Updated over a week ago

Adding a new role

Differentiate your onboarding for various types of employees
Irina Zadrutskaya avatar
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!
Irina Zadrutskaya avatar
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 we must perform on them
Artem Stalpouski avatar
Written by Artem Stalpouski
Updated over a week ago

Notifications configuration for administrators

How to customise email text for your staff members easily
Irina Zadrutskaya avatar
Written by Irina Zadrutskaya
Updated over a week ago

How to turn off notifications

Manage emails you receive from Credentially
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

Correcting personal details

You are able to edit any user's personal details except for their email
Irina Zadrutskaya avatar
Written by Irina Zadrutskaya
Updated over a week ago

Add an avatar to a profile

See user photos on the Staff Dashboard
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

How to change your organisation's logo

How to vary the design of your page
Artem Stalpouski avatar
Written by Artem Stalpouski
Updated over a week ago

How to change the address of the organisation

Edit your details easily
Artem Stalpouski avatar
Written by Artem Stalpouski
Updated over a week ago

Roles management

Add and rename positions from your roles list
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago
Documents

How to delete a staff member's document?

Learn how to remove the unnecessary document from the user's profile
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Irina Zadrutskaya avatar
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
Irina Zadrutskaya avatar
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
Irina Zadrutskaya avatar
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
S
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Art avatar
Written by Art
Updated over a week ago

Does the system automatically recognise expiry dates?

It does, but we recommend you review every document
Artem Stalpouski avatar
Written by Artem Stalpouski
Updated over a week ago

System mislabelled uploaded documents

What to do if a certificate name is incorrect
Artem Stalpouski avatar
Written by Artem Stalpouski
Updated over a week ago
Onboarding

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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

How to set up your onboarding process

Use the onboarding tutorial on Credentially for useful tips
Irina Zadrutskaya avatar
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

How to change the order of onboarding steps

Vary an employment process according to your goals
Artem Stalpouski avatar
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?
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

Create a questionnaire for new employees

Making forms with the questionnaires constructor
Artem Stalpouski avatar
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

Add video training to onboarding

Build your YouTube videos into Credentially
Artem Stalpouski avatar
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!
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Art avatar
Written by Art
Updated over a week ago

How to launch webpage into the onboarding

Link your e-learning courses to the onboarding
Artem Stalpouski avatar
Written by Artem Stalpouski
Updated over a week ago

Onboarding statuses

Learn at what stage of induction process your employees are
Artem Stalpouski avatar
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?
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

How to approve or decline a reference?

If you decline a reference, an employee gets a corresponding notification.
Art avatar
Written by Art
Updated over a week ago

What if I accidentally denied a candidate on approval stage?

How can I undo this?
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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!
Irina Zadrutskaya avatar
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?
Irina Zadrutskaya avatar
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
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

How to check your employee compliance record

Check your users' compliance records easily
Irina Zadrutskaya avatar
Written by Irina Zadrutskaya
Updated over a week ago

How to check your organisation's compliance record

We calculate compliance of active employees only
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
Updated over a week ago

Export data from Credentially

Download your employees' information as .csv file and ZIP archive
Art avatar
Written by Art
Updated over a week ago

How to add references for employees?

Be ready to help your applicants/employees upload or request references
Art avatar
Written by Art
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?
Anastasiya Zhuk avatar
Written by Anastasiya Zhuk
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
Irina Zadrutskaya avatar
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
Art avatar
Written by Art
Updated over a week ago

How to download CSV compliance reports from Credentially

We can export data for you
Artem Stalpouski avatar
Written by Artem Stalpouski
Updated over a week ago