---
title: How to Add Inductions to a Personnel Profile 
description: How to Add Inductions to a Personnel Profile 
---

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# How to Add Inductions to a Personnel Profile

## This article explains how to add induction records to an employee profile in Cerely. Inductions are used to track site-specific requirements and ensure personnel meet compliance and access criteria before being rostered.

1\. From the main menu in Cerely, select **Personnel**

**![](https://help.cerely.com/hs-fs/hubfs/image-png-Mar-28-2026-04-15-28-5539-AM.png?width=1908&height=931&name=image-png-Mar-28-2026-04-15-28-5539-AM.png)**

2\. Locate and select the employee you want to add an induction to

![](https://help.cerely.com/hs-fs/hubfs/image-png-Mar-28-2026-04-16-30-5523-AM.png?width=1912&height=939&name=image-png-Mar-28-2026-04-16-30-5523-AM.png)

3\. From the left-hand side menu within the employee profile, select **Qualifications & Experience**

**![](https://help.cerely.com/hs-fs/hubfs/image-png-Mar-28-2026-04-17-25-0923-AM.png?width=1909&height=938&name=image-png-Mar-28-2026-04-17-25-0923-AM.png)**

4\. At the top of the screen, choose **Inductions** from the menu 

![](https://help.cerely.com/hs-fs/hubfs/image-png-Mar-28-2026-04-19-26-7452-AM.png?width=1906&height=934&name=image-png-Mar-28-2026-04-19-26-7452-AM.png)

5\. Select **+ Add** to create a new record

![](https://help.cerely.com/hs-fs/hubfs/image-png-Mar-28-2026-04-19-53-2034-AM.png?width=1906&height=934&name=image-png-Mar-28-2026-04-19-53-2034-AM.png)

6. Complete the following fields:

- **Client** – Select the client the induction is associated with
- **Site Name** – Select the site where the induction applies
- **Induction Name** – Select the relevant induction from the dropdown
- **Personnel** – Confirm the selected employee
- **Induction Date** – Enter the date the induction was completed

![](https://help.cerely.com/hs-fs/hubfs/image-png-Mar-28-2026-04-30-32-2517-AM.png?width=1915&height=940&name=image-png-Mar-28-2026-04-30-32-2517-AM.png)

7\. Set expiry details

Under **Expiry**, choose one of the following:

- **Valid** – Select the length from the drop down menu
- **Custom Expiry Date** – Enter a specific expiry date

![](https://help.cerely.com/hs-fs/hubfs/image-png-Mar-28-2026-04-30-56-7737-AM.png?width=1915&height=940&name=image-png-Mar-28-2026-04-30-56-7737-AM.png)

8. Configure expiry rules

- Toggle **Enforce Expiry** on to prevent the employee from being rostered once the induction has expired
- Toggle **Never Expires** on if the induction does not have an expiry

![](https://help.cerely.com/hs-fs/hubfs/image-png-Mar-28-2026-04-31-26-6265-AM.png?width=1915&height=940&name=image-png-Mar-28-2026-04-31-26-6265-AM.png)

9\. Upload supporting documentation

Select **Upload File** to attach any supporting documents, such as induction certificates

![](https://help.cerely.com/hs-fs/hubfs/image-png-Mar-28-2026-04-31-50-5707-AM.png?width=1915&height=940&name=image-png-Mar-28-2026-04-31-50-5707-AM.png)

10. Save the induction

Select **Save** to add the induction to the employee profile

![](https://help.cerely.com/hs-fs/hubfs/image-png-Mar-28-2026-04-33-08-2458-AM.png?width=1909&height=940&name=image-png-Mar-28-2026-04-33-08-2458-AM.png)

The induction will now appear in the employee’s **Qualifications & Experience** section and will be used for compliance checks and rostering requirements.

#### **Important**

If **Enforce Expiry** is enabled, Cerely’s rostering algorithm will prevent the employee from being assigned to the site once the induction has expired.

 

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