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Jun 15, 2023

Employee Setup> Certification Tab

This allows you to store and track your employee certifications in the employee record.

 

Program Menu>Security>Employee Set Up 

Select the employee and click on the certification tab. Here you can create different types of certifications to assign to your employee records.

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Certification Types

Click on Certification Types to add certifications.

Add a new certification type for each of the certifications that you would like to assign to your employee records.

 

Description Name of the certification/training.

Provider- The person or company who has provided the training.

Valid For- How long the certification is valid.

Cost - Any cost associated with training the employee who has received this certification.

Web Link - Weblink to the company that provides the training (if an outside company trained your employees).

Comments - Any comments you would like to enter this certification.

Inactive - Check this box if you would like to make the certification inactive.

 

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Once you have set up the certification, you can assign them to your employee records.

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Under the certifications column, select the certification that the employee received from the drop-downYou will now be able to view the employee certificate actions and information at a glance.

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Assigning required Certifications to your Item Files

From Program Menu>File Maintenance>Item File>Certifications tab

Here you can assign the type of certification needed to operate the equipment.

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