Add Certificate to Employee
To add a certificate to an employee, do the following:
- From the Role Center, click on the search icon 🔎 in the upper right corner of the screen or press ALT+Q to open the search directly.
- Search for Employees.
- Click on Employees in the displayed search results. The Employees list is displayed.
- From the list, choose an employee who has completed the first aid training. The corresponding employee card is displayed.
- On the employee card, scroll down to the Employee Certificates register.
- To add the certificate to the employee, click in the Certificate Code column ad enter the code of the certificate („FIRST AID“). The information in the Description column and Created By column are added by the system.
- Next information to add is the date of the certification. Enter the date of the certification (in this case the date when the first aid training was completed) in the Date column. The date in the Valid to column is added by the system. The information in the Created at column is also added by the system.
You have successfully added a certification to an employee. When the certificate is expired the line will be highlighted in red. You can also filter for valid or expired (invalid) certificates.