Certifications Tab

On the Certification tab, users can view, edit, assign, and delete an employee's certifications as part of Certification Tracking.

On this tab, users can:

Security

The following permission is associated with the Certifications tab:

Labor → Employees → Certifications → Assign Certifications

These permissions can be added to custom user roles or individual users. The Permission 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.

Search for an employee record:

Navigate to employee records with the R365 global search bar:

Enter all or part of the employee’s name or email address in the global search bar.
Select the employee from the results list.

	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.

Column Title	Description
Certification Type	Name of the certification requirement configured on the 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.

	Button/Field	Description
1	Certification Type	Name of the certification requirement configured on the 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, where the document can be viewed in full and downloaded. Hover over, then click the minus button to delete the attached document.
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.