Certificates

Use the Certificates tab in the Edit Employee popup to add, edit and delete certificate records for an employee.

You can also export a report listing the certificates currently displayed in the Certificates tab. Click to export the report to Excel or to export it to a PDF.

Note: If you have certificates to add to multiple employees, you may find it faster to use the Employee Certificates window.

Add a certificate

1. Select Manage Employees from the Human Resources menu, and that window opens.

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

3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

5. Click on the Certificates tab.

6. Click Add, and the Add certificate popup opens.

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

   • 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.

8. Click Save. You're returned to the Certificates tab with the new record displayed.

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Return to Manage Employees Overview

Edit a certificate

1. Select Manage Employees from the Human Resources menu, and that window opens.

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

3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

5. Click on the Certificates tab.

6. Click the Certificate Type link, or check the box, and click Edit. The Edit Certificate popup opens.

7. Edit these fields as needed.

8. Click Save. The changes are displayed in the Certificates tab.

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Return to Manage Employees Overview

Delete a certificate

1. Select Manage Employees from the Human Resources menu, and that window opens.

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

3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

5. Click on the Certificates tab.

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

7. Click Yes.

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Return to Manage Employees Overview