Step 1: Navigate to Trades
From the left-hand navigation menu.
Select Trades.
Step 2: Access Actions Menu
In the top right-hand corner, click on Actions.
From the drop-down menu, select New Trade.
Step 3: Search for Existing Trade
Use the search function to check if the trade is already in the system.
Step 4: Add Custom Trade (if necessary)
If the trade is not found, select Add Custom Trade in the bottom left-hand corner of the pop-up.
Step 5: Input Trade Details
A new pop-up will appear:
Select the correct trade category.
Input the trade name.
Provide a description of the trade.
Step 6: Finalise Trade Addition
Click on Add Trade in the bottom right-hand corner of the pop-up.
Step 7: Reminder on Next Steps
After adding the trade, you can:
Add the rate against that trade.
Assign the competency matrix to the trade.
Remember, the trade must be added first before these actions.