Add or update contractor certifications

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

How it works

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

  • Certifications can apply to contractors and employees
  • 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 Certification 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

    Certifications-Add-Certification.png

Step 2: Add the certification audience

  1. In the Audience tab, select Yes next to Contractors. 
  2. Choose which restrictions apply to the certification:

    All contractors can be assigned the certification

    Contractors with access to specific locations can be assigned the certification

    Contractors in select categories and groups can be assigned the certification

    Contractors with select contact role types can be assigned the certification
  3. Click Save.

    Certifications-Add-Certification-Audience.png

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

Edit a certification

To update a single certification: 

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

    Certifications-Certification-Edit.png
  3. Update the required field.
  4. Click Next, then 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 Employees. 
  4. Select the conditions (if applicable).
  5. Click Run Action

    Certifications-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. 

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