How do I manage certification reporting?

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

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.

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

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

Send a reminder email to an employee

Click here for an interactive demo
Send a reminder to an employee to complete a certification
  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

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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Comments

2 comments
Date Votes
  • Hello sir
    I need a certificate because my app not properly working

    0
  • Hi Muhammad Saim

    Thanks for reaching out. Can you please advise what type of certificate you're looking for? Which app are you referring to that you have mentioned is not working properly?

    0

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