Assign a Certificate to an Employee
  • 25 Jun 2024
  • 1 Minute to read
  • Dark
    Light
  • PDF

Assign a Certificate to an Employee

  • Dark
    Light
  • PDF

Article summary

This article reviews assigning certificates to an employee on their employee record as part of Certification Tracking

Only certification types that have been configured on the Certifications tab of the Labor Admin page can be assigned to employees.

Navigate to the desired employee's employee record.

Select the Certifications tab.

Click +Assign Certification.

Select the Certification Type.

Enter the Certification Issuing Date.

The Certification Issuing Date must be before the Certification Expiration Date.

Enter the Certification Expiration Date. (Optional)

This date is used for certification status and notifications.

The Certification Expiration Date must be after the Certification Issuing Date.

Enter optional fields:

  • Certification Issuing Agency

  • Certification Number

  • Notes

Upload Attachments (optional):

Click on the + (plus) button and browse for the desired file.

Or

Drag and drop the desired file onto the + (plus) button.

Click Assign.


Was this article helpful?

What's Next