Employee Certificates

From the Certificates tab in the Edit Employee window, you can 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.

Add a certificate

1. Click . The Add certificate window opens.

2. 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.

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

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Edit a certificate

1. Click the checkbox beside the certificate to be edited, and click , or click the type link. The popup window opens displaying the certificate fields.

2. Edit these fields as needed.

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

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Delete a certificate

1. Click the checkbox(es) beside the certificate(s) to be deleted, and click . A confirmation window opens.

2. Click Yes. The records are deleted, and a message detailing the number of records deleted is displayed in the Certificates tab.

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