Introduction
Certification management enables companies to keep track of which employees have what certifications/training and enforce compliance that only suitably qualified employees can be scheduled.
Navigation
Settings > Compliance > Certifications
Create New Certificate
Click on Add a certificate
Name your Certificate: Name your certificate or select one from the suggested list
Apply your Certificate: Choose who to apply the certificate to. This can be all employees in an entire Location, all employees on a specific Schedule or all employees who have a specific Position in their profile. Alternatively, employees can be selected individually.
Does this Certificate Expire?
Set whether this certificate has an expiry date. If so, choose one or more pre-set intervals, (x-days before expiry) to send a reminder notification to the employee. Additionally you can choose to send the reminder notification to one or more managers.Is this Certificate Mandatory?
Set whether this certificate is mandatory. If so, employees without a complete and valid certificate (not expired) will not be able to be scheduled.Click Save
Manage Certificates
View certificates
All certificates can be viewed from the Certifications screen.
For each certificate, the number of incomplete, expired, and completed certificates are shown.
Manage Individual Certificate
Select an individual certificate. This opens an additional window with two tabs:
Settings, showing the individual details for the certificate
Certificate tracking, listing employees with that certificate and the individual status of the certificate for each employee. This includes employee name, certificate expiry date, period to expiry and status. Additionally, a note can be recorded for a employee by selecting the pencil icon which is visible when hovering over an individual employee.
Certificates by Employee
Navigate to Employees > Select Employee > Certifications
This opens a window listing the certificates for the employee including; Certificate Name, Note, Expiry Date, Period to Expiry and Status.
Note, Expiry Date and Status can be updated directly from the Employee Profile view.
