Certification reporting via the HR platform

The Certifications Reporting feature allows you to see how your employees are progressing with their assigned certifications, understand what is overdue, and when their manager approved their submission. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.

Helpful Hint

Contractors are included in Certification Reports, and can be sorted via the Personnel Type filter.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Managers         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Create a certification report

Important

Certifications assigned to pending employees do not show in the Certification report.

  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Certifications box.
    Cert 1.jpg
  4. Choose from the following filters:
    • Certification status.
    • Certification type.
    • Issue date.
    • More.
    Cert 2.jpg

Daily activities

Remind a user
  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Certifications box.
    Cert 1.jpg
  4. Choose from the following filters:
    • Certification status.
    • Certification type.
    • Issue date.
    • More.
  5. Click the Remind button.
    Cert 3.jpg
View a certification

Important

Certifications assigned to pending employees do not show in the Certification report.

  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Certifications box.
    Cert 1.jpg
  4. Choose from the following filters:
    • Certification status.
    • Certification type.
    • Issue date.
    • More.
  5. Click the View button.
    Cert 4.jpg

Data management

Download your certifications report

Important

Certifications assigned to pending employees do not show in the Certification report.

  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Certifications box.
    Cert 1.jpg
  4. Choose from the following filters:
    • Certification status.
    • Certification type.
    • Issue date.
    • More.
  5. Click the Download CSV button.
    Cert 5.jpg

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