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How do I manage a contractor's assigned certifications?

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access level: Admin    

Within your organization, you may have contractors that require a certain qualification, pass certain training courses, or hold a particular licence. As an example, certifications can form a requirement for certain roles, such as a security guard needing a security licence.

The Certification feature allows your contractors to complete their assigned certifications, update the data if it expires, and view a history log of their uploaded documentation. While a manager can use this feature to view and then approve and/or decline, a contractor submitted certification.

Certifications will only appear within a contractor's file if your admin has created and assigned the records via the Certification Settings feature. To read further details on this feature, refer to this article.

Getting started

Updating a certification

Helpful Hint

You can only complete a certification when the status shows as outstanding. To read further details on the various certification statuses, refer to the following article section.

  1. Click the   Personnel menu.
  2. Click the Independent Contractor submenu.
  3. Select the contractor that needs a certification completed.
  4. Click the Certifications tab.
  5. Click the Actions button.
  6. Click the Update button.
  7. Complete the following fields:
    • Any driving offences/accidents/cancellations
    • Completion date

    Helpful Hint

    Depending on the certification type assigned to the employee, the field will either say Completion Date or Expiry Date.

    • Supporting documentation

    Helpful Hint

    To add a supporting document, click the Choose File button, then upload the required file. Once the supporting documentation has been successfully uploaded, the system will automatically save the file. The maximum uploaded file size allowed is 10Mb.

  8. Click the Save button.
Approve a certification
  1. Click the   Personnel menu.
  2. Click the Independent Contractor submenu.
  3. Select the contractor that needs a certification approved.
  4. Click the Certifications tab.
  5. Click the Actions button.
  6. Click the Review button.
  7. Click the Approve button.
Decline a certification

Important

You can decline certifications that have either an In Review or Active status message.

  1. Click the   Personnel menu.
  2. Click the Independent Contractor submenu.
  3. Select the contractor that needs a certification declined.
  4. Click the Certifications tab.
  5. Click the Actions button.
  6. Click the Review button.
  7. Click the Decline button.
  8. Enter the reason for declining the certification, and click the Save button.

Maintain

View the certification supporting document history
  1. Click the   Personnel menu.
  2. Click the Independent Contractor submenu.
  3. Select the contractor whose certificate you wish to view.
  4. Click the Certifications tab. 
  5. Click the Actions button.
  6. Click the View button.

    Helpful Hint

    You will now see the certification details on your screen and a submission time and date log for each piece of supporting documentation associated with this certification. You can click on the documentation link to view the details of this documentation.

Further information

Definitions: Certification status
Active.  Contractor has completed the certification and all the details are valid. 
In review.  Contractor has completed the certification; however, it requires a primary or secondary manager to approve or decline it. 
Outstanding.  Contractor has not yet completed the certification. 
Declined.  The contractor's manager has declined the certification. 
Expired.  The certification is no longer valid because of its expiry or renewal date. 

Legal Disclaimer

Please note that this module and any related content or templates are not all-inclusive and is intended for general information purposes only. It does not constitute legal or other advice. The content or templates may not be compliant with your local employment laws. Always seek professional legal advice. Employment Hero expressly disclaim any representation or warranties, express or implied, including without limitation any representations or warranties of fitness for a particular purpose, accuracy, completeness, reliability and non-infringement. Employment Hero is not liable for any loss or damages arising either directly or indirectly as a result of reliance on, use of or inability to use any information provided in this module.

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