Please note - only admins can define new certifications.
How to perform:
- Click on the "Certifications" module in the side menu.
- Click on the "Create New Certification" button.
- Fill the following fields:
Name - Fill in the certification name (must be unique).
Supplier:
External ID - You can define a unique organizational identifier for the certification (optional).
About to expire: You can update the certification's validity in days and the number of days to display an expiration alert.
Manual - if selected YES - the certification can be edited. If selected NO, than the certification cannot be edited.
Duration - fill the the duration in days. - Click on "Save."
- You can view the created certification when going back to certifications main screen:
List View
Displays the employees that are listed to a training, in a structured table format.
Each row represents an individual employee.
To sort columns click on column headers.Card View
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certification displayed in visual cards.
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The first row shows how many employees currently hold an active certification.
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The rows below display the full breakdown of the certification's status across all employees:
including how many are planned, about to expire, or already expired.Each card represents a specific certification type.
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Each row is clickable, and opens a filtered view with the list of employees matching that specific status.
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- It is possible to assign another responsible employee for the certification, who can create additional guidelines for this certification.
Editing certification settings
Admins and training managers are authorized to edit certification details, including its name, unique identifier, etc.
Additionally, you can modify the timing settings to reflect the certification status of employees accurately.