--- title: "Certifications Overview" slug: "certifications" description: "Overview of Certification Tracking for employee certification expirations. Covers the Certifications page, employee record tab, and manager alerts." updated: 2025-08-26T17:00:14Z published: 2025-08-26T17:00:14Z canonical: "docs.restaurant365.com/certifications" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Certifications Overview Certification Tracking is used to record and monitor the **expiration dates** of **certifications** that are required for the jobs that an employee works, such as a driver's license or ServSafe certificate. Each certification requirement that is tracked is defined as a **certification type** on the [Labor Rules page](/doc/docs/admin-page-overview-security). The certification type defines the name of the certification requirement and when notifications for expired certifications are sent. **Certifications** held by an employee are tracked by assigning the associated certification type on the [Certifications tab](/doc/docs/admin-page-certifications-tab) of their employee record. Employees can have multiple instances of the same certification type if they hold more than one certification of that type. Expiration notifications will be sent for each certification that they hold. Learn more about [assigning certifications to employees here](/doc/docs/certification-tracking-assign-a-certificate-to-an-employee). Supporting documentation can be uploaded in the details of the certification assigned to the employee. Up to 10 files can be uploaded per certification. ### Key Terms | **Term** | **Definition** | | --- | --- | | **Certification** | An official document attesting that the employee has passed the requirements set by the issuing agency. Associated with a single employee and may have an expiration date. | | **Certification Type** | R365 name for a certification requirement or program. | | **Certification Issuing Agency** | Agency or certification program that issued the certification to the employee. | | **Certification Number** | Number associated with the certification issued to the employee, such as a driver's license number. | | **Certification Issuing Date** | Date the certification was issued to the employee. | | **Certification Expiration Date** | Date that the certification issued to the employee will expire. This is the date used for notifications. | --- ## Certifications Pages and Tabs ### Labor Rules Page - Certifications Tab On the [Certifications tab](/doc/docs/admin-page-certifications-tab) of the Labor Rules page, users can view, edit, and create certification types. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VGEQFN5W.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A46Z&se=2026-11-09T18%3A22%3A46Z&sr=c&sp=r&sig=Oj6jku2p3%2B%2FGk06Epa271cc0uEnXMjZy%2Bb5JT0oDNTo%3D) ### Workforce Employee Record - Certifications Tab On the [Certifications tab](/doc/docs/workforce-employee-records-certifications-tab) of an employee's employee record, users can view, edit, and assign the employee's certifications. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/349c9db8-15a8-4ae3-b994-db98c3527fc2.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A46Z&se=2026-11-09T18%3A22%3A46Z&sr=c&sp=r&sig=Oj6jku2p3%2B%2FGk06Epa271cc0uEnXMjZy%2Bb5JT0oDNTo%3D) --- ## Reports **[Employee Certification Report](/doc/docs/employee-certification-report)** The [Employee Certification Report](/doc/docs/employee-certification-report) lists all certifications for active and separated employees, including the associated certification status, expiration date, and notes. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(908).png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A46Z&se=2026-11-09T18%3A22%3A46Z&sr=c&sp=r&sig=Oj6jku2p3%2B%2FGk06Epa271cc0uEnXMjZy%2Bb5JT0oDNTo%3D) --- ## Setup & Related Areas ### Certification Types Each certification type must be configured on the Labor Rules page before associated certifications can be assigned to employees. Learn more about [creating certification types here](/doc/docs/certification-tracking-creating-a-certification-type). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c07d2153-0304-40f9-b08e-e21e617b9817.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A46Z&se=2026-11-09T18%3A22%3A46Z&sr=c&sp=r&sig=Oj6jku2p3%2B%2FGk06Epa271cc0uEnXMjZy%2Bb5JT0oDNTo%3D) ### Department Records Only the 'Managers' assigned on department records can receive certification expiration notifications. When notifications are configured to be sent to department managers, a notification is sent to all of the department managers assigned to any of the departments associated with the employee's jobs. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/fa1de7a2-cf57-4d37-b7db-21a139622f84.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A46Z&se=2026-11-09T18%3A22%3A46Z&sr=c&sp=r&sig=Oj6jku2p3%2B%2FGk06Epa271cc0uEnXMjZy%2Bb5JT0oDNTo%3D) A database entry that contains detailed info about an employee, including personal details and employment history. Restaurant365 Structured documents that provide insights and summaries of various operational metrics and financial data.