Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Employee , Manager , Admin
This article covers how you can use the HR platform to update, approve, decline, and maintain assigned certifications.
These certifications are accessible through the Certifications feature, which allows your employees to complete their assigned certifications, update the data if it expires, and view a history log of their uploaded documentation. A manager can also 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.
Getting started
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.
- Click the People menu.
- Click the Employees list submenu.
- Select the employee that needs a certification completed.
- Click the Certifications tab.
- Click the Actions button.
- Click the Update button.
- Complete the following fields:
- Any driving offences/accidents/cancellations.
- Issue/Expiry date.
Helpful Hint
Depending on the certification type assigned to the employee, the field will either say Issue 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 successfully uploaded, the platform will automatically save the file. The maximum uploaded file size allowed is 10Mb.
- Click the Save button.
- Click the People menu.
- Click the Employees list submenu.
- Select the employee that needs a certification completed.
- Click the Certifications tab.
- Click the Actions button.
- Click the Review button.
- Click the Approve button.
Important
You can decline certifications that have either an In-Review or Active status message.
- Click the People menu.
- Click the Employees list submenu.
- Select the employee that needs a certification completed.
- Click the Certifications tab.
- Click the Actions button.
- Click the Review button.
- Click the Decline button.
- Enter the reason for declining the certification, and click the Confirm button.
Maintain
- Click the People menu.
- Click the Employees list submenu.
- Select the employee that needs a certification completed.
- Click the Certifications tab.
- Click the Actions button.
- 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
| 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. |
Explore related content
- How do I manage certification reporting via the HR platform? This reporting feature gives you insight into how your employees are progressing with their assigned certifications.
- How do I upload a certificate or document? This article covers how your employees can submit their required certifications via our Swag app.
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