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
After logging into Lighthouse Business Manager, navigate to Workforce -> Scheduler. Then, from the company menu, click on Certifications.
Create New Certification
Navigate to Certifications > Create Certificate.
Name your certificate
Name your certificate or select from the suggested list.
Apply your certificate
Choose to whom the certificate should be applied. This can be all employees in an entire location, all employees within a specific department or all employees who have a specific job 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.
Manage Certificates
Certificate ‘Health’
On the Certificates dashboard, the ‘health’ of each certificate is stated and expressed as a percentage.
This is calculated as: the total number of completed certificates divided by the total number of certificates (sum of completed + incomplete + expired).
Learn more about how to manage individual and employee certificates below.
Manage Individual Certificates
Select an individual certificate from the Certificate dashboard. This will open an additional window listing employees with that certificate, along with the individual status of the certificate for each employee.
This includes:
Employee name
Certificate expiry date
Period to expiry
Status
A note can also be recorded for an employee by selecting the pencil icon, which is visible when hovering over an individual employee.
Employee Certificates
Navigate to Employees > Employee Name > Certifications.
This opens a window listing the certificates for the employee, including:
Certificate name
Note
Expiry date
Period to expiry
Status
Note: The expiry date and status can be updated directly from the Employee Profile view.
