Managers can run the Employee Certification Report for a quick view of their employee's current certifications.
This report can be especially useful when making scheduling decisions. For example, if a manager needs to staff two bartenders for Saturday night, they can use this report to pull a list of their employees' certifications and ensure that they have two available bartenders with active certifications.
This report can also be used to remind employees if their certifications are out of date. For example, if employees are expected to complete an annual food safety training, this report shows which employees are overdue to renew that certification.
Article Topics
Navigation
- In the Reports section of the left navigation pane, select My Reports.
The My Reports screen appears. - At the top of the My Reports screen, select Workforce.
The screen generates a list of reports in alphabetical order. - Locate Employee Certification Report.
- Select Customize to adjust the report parameters and run the report.
Report Parameters
| Field | Description | |
| 1 | Filter By | Location reporting category by which to filter the report. Options in the Filter By menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
| 2 | Filter | Allows users to apply one or more filter options from the location reporting category that they selected in the Filter By menu. The selected filters determine which locations appear in the generated report. For example, if Filter By is set to Region, the Filter menu might include options such as North, South, East, and West. A user can select West to display all locations belonging to this reporting category. Options that appear in the Filter menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
| 3 | Separated | If set to yes, the report includes employees who no longer work at the organization. If set to no, the report shows only active employees. |
| 4 | View options | Select, save, edit, or delete a report view. For more information about these controls, see My Reports: Using My Reports. |
| 5 | Run | Generate the report. Select the arrow to Export, Email, or Print the report.  |
Report Columns
| Column | Description |
| Primary Job Location | Primary location where the employee works. |
| First and Last Name | Employee's first name, or given name, and last name, or surname. |
| Certification Type | Name of the certification. For example, a person making deliveries needs an active driver's license on file. In this case, the Certification Type is Driver's License. |
| Number | Number used to identify the certification, such as a driver's license number or the certificate number on an Alcoholic Beverages Commission (ABC) certification. |
| Issuing Agency | Name of the organization through which the employee was certified. |
| Issuing Date | Date when the certification was issued. |
| Expiration Date | Date when the certification expired or will expire. |
| Attachment | If a file is attached to the Certification tab of the Employee record, the file name appears in this column. |
| Notes | If any notes are included on the Certification tab of the Employee record, those notes appear in this column. |
| Expiration | Status of the certification. Possible entries include:
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Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.