How do I manage and/or acknowledge assigned certifications via the HR platform

Within your organisation, 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 employees 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, an employee's submitted certification.

Certifications will only appear within an employee'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 the following article.

Availability

HR Plan:   Premium   Platinum
  User Access:   Employee   Manager   Admin

  This is the default access level, excluding any changes made via our Custom Security feature.

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 Employees submenu.
  3. Select the employee that needs a certification completed.
  4. Click the Certifications tab.
  5. Click the Actions button.
  6. Click the Update button.
    Certificate__NZ__1.jpg
  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 platform will automatically save the file. The maximum uploaded file size allowed is 10Mb.

  8. Click the Save button.
    Certificate__NZ__2.jpg
Approving a certification
  1. Click the   Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs a certification approved.
  4. Click the Certifications tab.
  5. Click the Actions button.
  6. Click the Review button.
    Certificate__NZ__3.jpg
  7. Click the Approve button.
    Certificate__NZ__4.jpg
Declining 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 Employees submenu.
  3. Select the employee that needs a certification declined.
  4. Click the Certifications tab.
  5. Click the Actions button.
  6. Click the Review button.
    Certificate__NZ__5.jpg
  7. Click the Decline button.
    Certificate__NZ__6.jpg
  8. Enter the reason for declining the certification, and click the Confirm button.
    Certificate__NZ__7.jpg

Maintain

View a certifications supporting document history
  1. Click the   Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose certificate you wish to view.
  4. Click the Certifications tab. 
  5. Click the Actions button.
  6. Click the View button.
    Certificate__NZ__8.jpg

    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.

    Certificate__NZ__9.jpg

Further information

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

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