Introduction: Contractor certifications

Record certifications in your contractor profiles using the certifications manager add-on. Once the add-on has been enabled, an employee with the Certifications Manager user role can manage your organization’s certification list.

How it works

Use the certifications management add-on to:

  • Keep track of whether a contractor’s qualifications, certifications, and accreditations are current
  • Comply with workplace regulations
  • Monitor whether a contractor is permitted to carry out a task while on-site

Once you've enabled the add-on, you can:

Certifications are also available for employees.

Enable the add-on

Certifications management is an add-on that the Account Owner must activate. Once enabled, certifications for both employees and contractors can be added.

To activate the add-on:

  1. Go to Tools > Account.
  2. Select Add-on Management from the menu on the left.
  3. Click Yes next to the Certifications Management add-on.
  4. Click Save.

    Certifications-Enable.png

Assign the Certifications Manager user role

The Certifications Manager user role is responsible for creating your organization's certifications list. It can be assigned to multiple people in your organization.

Only an Administrator can assign an employee this role:

  1. Go to Tools > User Roles.
  2. Find the person you wish to assign the role to.
  3. Click Manage Roles next to the user’s name.
  4. Scroll down and select the checkbox next to Certifications Manager.
  5. Click Assign Roles.

    Manage-User-Roles-Assign.png

The next time this user logs in to OnLocation, they can access Certifications Manager from the Tools menu.