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Modules & Reporting

Certificates

The Certificates tab on an employee's record tracks certificates and their expiry, with a due date the system can warn you about.

The Certificates tab showing each certificate with its issue and due dates

To add one, click the green plus, complete the form and click Save:

  • Description
  • Issue date (optional)
  • Due date (optional)
  • Notification (optional)
  • A file to attach, Word, Excel or PDF only (optional)
  • Notes and comments (optional)
The entry form

Set a due date and a notification so the certificate is flagged before it lapses, provided the employee has notification managers set against them. Edit with the pencil icon, or remove with the bin.

Certificates Certificates