Entering Certifications

View and enter certifications in the Employee Profile screen.

Certification types, certification statuses, and training types are defined in Employee Certification Types, Employee Certification Statuses, and Employee Training Types ancillary data. The OPS > Employee Profile > Certifications permissions determine whether you can view and edit certifications.
If equivalent Employee Certification Types are defined, you won't be able to add certification types defined in the associated ancillary group.
  1. Open the Employee Profile screen and set the Context (F3).
  2. Select an employee.
  3. Select Certification.
  4. Do one of the following:
    • To add a new certification, right-click in the detail view and select Add New Record.
    • To add a certification based on an existing record: select the record in the list view, click in the detail view, and select Clone Record: Clone Record
  5. Select the Certification Type to apply.
    These types are defined in Employee Certification Types ancillary data. If a Training Type was included in the Employee Certification Type you will see a message asking if you want to use that Training Type.
  6. Select the Training Type.
  7. Enter the date range of the certification in the From Date and To Date fields.
  8. Select the Certification Status.
  9. Enter a Certify Date.
  10. Enter an Expiry Date.
  11. Optional: Enter any Comments.