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    Certifications Tab
    • 06 Aug 2024
    • 2 Minutes to read
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    Certifications Tab

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    • PDF

    Article summary

    On the Certification tab users can view, edit, assign, and delete an employee's certifications as part of Certification Tracking.


    1. Navigate to the desired employee record.  

    2. Select the Certifications tab.

    Security

    The permission listed here is associated with the Certifications tab. This permission can be added to custom user roles or single users. Learn more about managing permissions and custom user roles here.

    Labor → Employees → Certifications →

    • Assign Certifications

    The Permission Access report can be used to determine which user roles or users already have this permission assigned.

    Learn more about user setup and security here.


    Certifications Grid

    Button/Field

    Description

    +Assign Certification Button

    Opens a new Certification Details window where a new certification can be assigned to the employee.

    Certification

    Certification assigned to the employee.

    Click to open the Certification Details.

    Trashcan Button

    Deletes the employee's certification and attached documents. Deleting a certification cannot be undone.

    Certifications Columns

    Column Title

    Description

    Certification Type

    Name of the certification requirement configured on the Certifications tab of the Labor Admin page. This name will appear on reports and in expiration notifications.

    Number

    Number associated with the certification issued to the employee, such as a driver's license number.

    Status

    Certification status based on the expiration date:

    - (Blank) - The certification does not have an expiration date.

    Valid - The expiration date for the certification is more than 30 days in the future.

    Expiring Soon - The expiration date for the certification is between 'today' and 30 days in the future.

    Expired - The expiation date for the certification is in the past.

    Expiration Date

    Date certification expires.

    Last Updated By

    Date certification details were last edited.

    Last Updated On

    User who last edited the certification details. 


    Certification Details Buttons and Fields

    Button/Field

    Description

    Certification Type

    Name of the certification requirement configured on the Certifications tab of the Labor Admin page. Only configured certification types can be selected.

    This field is required.

    Certification Issuing Date

    Date that the employee's certification was issued by the issuing agency.

    This field is required.

    Certification Expiration

    Date the certification will expire. This date is used for notifications. 

    Certification Issuing Agency

    Agency that issued the certification to the employee.

    Certification Number

    Number associated with the certification (e.g.: driver's license number).

    Notes

    User-entered notes for the certification.

    Add Attachment Button

    Attaches supporting documentation. Click to browse for a file or drag and drop onto the button.

    Uploaded Documentation

    Supporting documentation that has been uploaded. Up to 10 files can be uploaded.

    Click to open the attachment viewer, where the document can be viewed in full and downloaded.

    Hover over, then click the minus button to delete the attached document.

    Cancel Button

    Closes the Certification Details window without saving changes.

    Assign/Update Button

    Saves changes.

    The 'Assign' button appears when a new certification is added.

    The 'Update' button appears when editing an existing certification. 


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