Employee Certificates Window

The Employee Certificates window provides a way to add certificates to multiple employees — as well as editing and deleting them — without having to open each employee's record. Information entered in this window will also be displayed on the Certificates tab in Manage Employees.

This window is also useful for creating reports because it includes all fields from Manage Employees, in addition to the certificate fields. Fields other than the certificate fields are hidden by default, but may be displayed using the Table Display Settings dialog.

Add certificates

1. Select Employee Certificates from the Human Resources menu, and that window opens.

2. Click Add, and the Employee Certificate Details window opens. The fields default to display the first employee, first certificate type, and first approved area.

3. Complete the fields as described. Required fields are marked with a red asterisk (*).

   • Employee: Required field. Select from the drop-down list of all employees in the system.

   • Certificate Type: Required field. Select from the drop-down list. Certificate types are defined in Human Resources Configuration.

   • Approved Areas: Select one or more from the drop-down list. Approved areas are defined in Human Resources Configuration.

   • Endorsements: Select one or more from the drop-down list. Endorsements are defined in Human Resources Configuration.

   • Comment: (Optional) Enter text in the Comment box.

   • Document Number: Enter the number.

   • Certificate Dates: Required fields. Enter the Valid, Registration, and Expiration dates, or use the button to select them.

4. Click Save. You're returned to the Certificates window.

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Edit certificates

1. Select Employee Certificates from the Human Resources menu, and that window opens.

2. Use the Search feature or a filter to display the employee whose certificate you want to edit.

3. Click the Certificate Type link, or check the box for the certificate, and click Edit. The Employee Certificate Details opens.

4. Edit the information as needed, and click Save.

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Delete certificates

1. Select Employee Certificates from the Human Resources menu, and that window opens.

2. Use the Search feature or a filter to display the certificate(s) you want to delete.

3. Check the box(es) for the certificate(s), and click Delete. You're asked to confirm the action.

4. Click Yes. The Result window opens displaying successes and failures.

5. Click Close when you've finished reviewing the results.

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