Register Employee Certificates

Explanation

This activity is used to describe the certificate and certification held by a person.

Prerequisites

• The name and description of the certificates are required to be already defined in the Education and Experiences/Certificates tab.

System Effects

As a result of this activity, employee will be assigned a certificate or certificates.

Window

Employee File
Personal File

Related Window Descriptions

Employee File/Qualifications/Certificates
Personal File/Qualifications/Certificates

Procedure

1. Open the Employee File/Person/Certificates window or Personal File/Qualifications/Certificates  window and select an employee or person for whom you want to register a certificate.
2. Go to the Qualifications/Certificates tab and add a new record.
3. In the Certificate Group ID field, you can select a certificate group to narrow down your selection of certificates.
4. In the Certificate ID field, enter the identifier of a certificate you want to add.
5. In the Level Name field, you can select what level of the certificate the employee has (if applicable).
6. In the Certificate Number field, you can enter the specific number of the certificate that the employee has (e.g. Driver's Certificate number)
7. In the Valid From and Valid To fields, specify the valid period of the certificate for the employee.
8. In the Issued By field, you can enter a government body, organization, or a person that issued the certificate.
9. In the Note field, you can add any comments or remarks regarding the particular certificate.
10. Save your changes.