--- title: "Certifications Tab" slug: "employee-records-certifications-tab" description: "Certifications tab on employee records — track required certifications, expiration dates, and supporting documents." updated: 2025-08-26T19:47:56Z published: 2025-08-26T19:47:56Z canonical: "docs.restaurant365.com/employee-records-certifications-tab" --- > ## 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 Tab On the Certification tab, users can view, edit, assign, and delete an employee's certifications as part of [Certification Tracking](/doc/docs/certification-tracking). On this tab, users can: - View the employee’s certifications - [Assign certifications to the employee](/doc/docs/certification-tracking-assign-a-certificate-to-an-employee) --- ## Security The following permission is associated with the Certifications tab: Labor → Employees → Certifications → Assign Certifications These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation 1. Navigate to the desired [**employee record**](/doc/docs/workforce-employee-record-overview). 2. Select the **Certifications tab**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b79331d6-222a-4e9e-a3c1-e7d2a666652b.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A23%3A00Z&se=2026-11-09T18%3A23%3A00Z&sr=c&sp=r&sig=caYVr%2FSwb7U%2B8e86YM1Xxp1vhya132%2BCGPCMcJNjChQ%3D) ****Search** for an employee record:** Navigate to employee records with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **employee’s** **name** or **email address** in the global search bar. 2. Select the employee from the results list. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A23%3A00Z&se=2026-11-09T18%3A23%3A00Z&sr=c&sp=r&sig=caYVr%2FSwb7U%2B8e86YM1Xxp1vhya132%2BCGPCMcJNjChQ%3D) --- ## Certifications Grid ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0157d909-8dd9-4afc-9e61-7d0c3cccd48d.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A23%3A00Z&se=2026-11-09T18%3A23%3A00Z&sr=c&sp=r&sig=caYVr%2FSwb7U%2B8e86YM1Xxp1vhya132%2BCGPCMcJNjChQ%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | +Assign Certification Button | Opens a new Certification Details window where a new certification can be assigned to the employee. | | **2** | Certification | Certification assigned to the employee. Click to open the Certification Details. | | **3** | 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](/doc/docs/admin-page-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 ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1aebb845-c7ee-4fdd-a887-44f63eb8586b.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A23%3A00Z&se=2026-11-09T18%3A23%3A00Z&sr=c&sp=r&sig=caYVr%2FSwb7U%2B8e86YM1Xxp1vhya132%2BCGPCMcJNjChQ%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | Certification Type | Name of the certification requirement configured on the [Certifications tab](/doc/docs/admin-page-certifications-tab) of the Labor Admin page. Only configured certification types can be selected. This field is required. | | **2** | Certification Issuing Date | Date that the employee's certification was issued by the issuing agency. This field is required. | | **3** | Certification Expiration | Date the certification will expire. This date is used for notifications. | | **4** | Certification Issuing Agency | Agency that issued the certification to the employee. | | **5** | Certification Number | Number associated with the certification (e.g.: driver's license number). | | **6** | Notes | User-entered notes for the certification. | | **7** | Add Attachment Button | Attaches supporting documentation. Click to browse for a file or drag and drop onto the button. | | **8** | Uploaded Documentation | Supporting documentation that has been uploaded. Up to 10 files can be uploaded. Click to open the [attachment viewer](/doc/docs/log-entries-attachment-viewer), where the document can be viewed in full and downloaded. Hover over, then click the minus button to delete the attached document. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6239a67a-508f-468b-9e26-9d9d5dc12460.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A23%3A00Z&se=2026-11-09T18%3A23%3A00Z&sr=c&sp=r&sig=caYVr%2FSwb7U%2B8e86YM1Xxp1vhya132%2BCGPCMcJNjChQ%3D) | | **9** | Cancel Button | Closes the Certification Details window without saving changes. | | **10** | Assign/Update Button | Saves changes. The 'Assign' button appears when a new certification is added. The 'Update' button appears when editing an existing certification. | A database entry that contains detailed info about an employee, including personal details and employment history. Structured documents that provide insights and summaries of various operational metrics and financial data.