Add or update employee certifications

Learn how to add, update, and delete employee certifications. You need the Certifications Manager user role to access these settings. 

How it works

Use Certifications Management to add certifications that are relevant to your organization:

  • Certifications can apply to employees and contractors (if the contractor management add-on is enabled) 
  • Use the default certification types or customize them to add certifications that are unique to your organization
  • Choose if certifications can apply to all or some locations, departments, roles, or groups
  • Record if they are attained through an external third party, or achieved through an internal assessment
  • Keep certifications current by marking them either as active or inactive (no longer can be assigned)

Add a new certification

Before you start, make sure your Account Owner has enabled the Certifications Management add-on. 

Step 1: Add the certification detail

  1. Go to Tools > Certifications Manager.
  2. Click Create a New Certification.
  3. In the Certifications Detail tab, select the certification category: External or Internal.
  4. Select the certification type: Certificate, Degree, Diploma, License, Post Graduate, or click Manage if you'd like to add a new certification type.
  5. Enter a name.
  6. (Optional) Add a description.
  7. Select the status: Active or Inactive.
  8. (Optional) Select the certification owner.
  9. Click Next. 

    Certification-New-Details.png

Step 2: Add the certification audience

  1. In the Audience tab, choose who can be assigned the certification. 
  2. Select Yes next to Employees.
  3. Choose the required restriction settings:

    All employees across all locations

    Employees at selected locations

    Employees in selected departments

    Employees with selected employee role types
  4. (Optional) If it also applies to contractors, choose the settings. 
  5. Click Save.

    Certification-New-Audience.png

Once the certifications have been created, you can add them to an employee profile. 

Edit a certification

To update a single certification: 

  1. Go to Tools > Certifications Manager.
  2. Click View next to the certification. 

    Certification-Edit.png
  3. Update the required field.
  4. Click Save. 

To update multiple certifications: 

  1. Go to Tools > Certifications Manager.
  2. Select the checkbox next to each certification you want to update. 
  3. Click Run An Action, then select the action. Options include Make Inactive, Make Active, Remove, and Make Audience Contractors. 
  4. Select the conditions (if applicable).
  5. Click Run Action. 

    Certification-Edit-Bulk.png

Delete a certification

You can only delete a certification if it isn't assigned to a person. If you don't want to unassign the certification, change the certification status to inactive instead. 

To delete a certification: 

  1. Go to Tools > Certifications Manager.
  2. Click Delete next to the certification. 

    Certification-Delete.png
  3. Click Remove to confirm.