Employee Certifications - Classic Cloud

View an Employee Certification

This article applies to + Professional and + Enterprise.

You can view your Employee work order and inspection history associated with an Employee record on the history tab.

1. Click the Modules tab, then click on the Employees icon in the ribbon on main page.
2. Open the desired Employee record by double-clicking on it.
3. Click on the Certifications tab to view any of the Employees Certifications.

Create an Employee Certification

1.  Click on the Modules tab, then click on the Certifications icon in the ribbon on main page.

2.  On the left panel, click on the New icon.

3.  After clicking on New, fill in the appropriate fields.

Employee Name:, Type:, and Status: are required fields that must be filled out to create an employee record.  

4.  When you have finished entering in all the desired and required fields, click on the Save icon.  Once the Employee Certification is saved, you have finished creating the Employee Certification.

Description of Terms:

*Employee Name: Full name of the Employee.

*Type: Type of certification, for example: training, education, or licensing.

Description: Name or title of certification, license, or degree.

Issuer: Organization that issues the certification.

*Status: Status of the certification, for example, whether it is active, expired, etc.

Issued On: Date certification is issued or becomes valid.

Expires On: Date certification expires or becomes invalid.

Manage Notes on Employee Certification

Managing notes in an Employee Certification is an important feature of creating a successful Employee Certification and can be easily done by following these few steps.

1.  Click on the Modules tab, then click on the Certifications icon on the main ribbon.

2.  Create a new Employee Certification or open an already existing Employee Certification from your Certification list.

If creating a new Employee Certification, all required fields must be filled in and then saved before you can proceed to Step 3. 

3.  Click on the Notes tab on the bottom ribbon section.

4.  After clicking on the Notes tab, select the New Note icon.

To modify or edit a note, go to Step 6.

To delete a note, go to Step 7.

5.  Once the note section has opened, enter in the desired notes to the provided space, then, when completed, click on the Save icon to complete the process.

6.  To modify or edit a Note in an Employee Certification, click on the Update icon. You will then be able to edit the attached Note. Once completed, click on the Save icon.

7.  To delete an existing Note, click on the Delete icon. Confirm the deletion. Once confirmed, the Note is deleted.

Manage Attachments on Employee Certification

Adding an attachment to an Employee Certification can be easily done by following these few steps.

1.  Click on the Module tab, then click on the Certification icon on the main ribbon.

2.  Create a new Employee Certification or open an already existing Employee Certification from your certification list.

If creating a new Employee Certification, all required fields must be filled in and then saved before you can proceed to Step 3. 

3.  Click on the Attachments tab.

4.  To attach a file, click on the Attach File option from the drop-down menu, then the Choose File button, and then select the appropriate file.

5.  Click on Add Attachment.  Once you have finished this step, you have successfully added an Attachment into your Employee Certification and are ready to proceed.

6.  To update an Attachment, click on the Update icon on the right. After doing so, enter in the correct information to the appropriate fields. For help in doing so, return to Step 4.

7.  To delete an attachment, click on the Delete icon on the right. A pop-up menu will appear asking you to confirm.  Upon clicking on OK, the attachment will be deleted.  If you need to enter in a new attachment and need help, return to Step 4.

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Manage Custom Terms in the Certification Status Lookup

Creating and managing the custom terms in the Certification status lookup can be easily done by following these few steps.

1.  Click on the Modules tab, then click on the Certification icon on the main ribbon.

2.  Create a new Employee Certification or open an already existing Employee Certification from your Certification list. 

If creating a new employee certification, all required fields must be filled in and then saved before you can proceed to Step 3.

3.  Click on the Status Lookup icon.

4.  To create a new term, click on the New icon.

5.  Fill in the term for the Certification Status, and check whether it is an active term, then click Save, followed by OK.  Once you have finished this step, you may need to refresh your screen, and you then have successfully added a new status term for your Employee Certification and are ready to proceed.

6.  To delete a custom term, select the term you wish to delete, then click on the Delete icon and the term has been successfully deleted.