Manage Employee Certificates
- 27 Sep 2023
- 2 Minutes to read
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Manage Employee Certificates
- Updated on 27 Sep 2023
- 2 Minutes to read
- Print
- DarkLight
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You can view and manage employee certificates on the employee card.
To view certificates of an employee
- Open the card of the employee whose certificate you want to view.
- On the employee card, on the Learning tab, click Certificates.
Currently uploaded or generated certificates are displayed in the window that opens.
To upload a certificate for an employee
Note
Certificates can also be uploaded from the Certificates window where you also can see for which employees a certificate was uploaded.
- Open the card of the employee for whom you want to upload a certificate.
- On the employee card, on the Learning tab, click Certificates.
- Click Upload Document.
- On the Upload Document form, fill in the fields as follows:
- Employee - Specifies the name of the employee for whom a certificate will be uploaded. By default, the employee from the card of which this form was opened is filled in.
- Development Activity - Specifies the development activity the completion of which the uploaded document will certify. Select from among the development activities available for the employee.
- Type - Specifies the type of the certificate. Select from among the configured certificate types.
- Issued - Specifies the date when the certificate was issued. By default, the current date is filled in.
- Expiration Date - Specifies the date when the certificate validity will expire.
- Completion Date - Specifies the date when the corresponding learning material of the specified development activity was completed.
- Click Choose File, browse to the certificate file, and then click Open.
- Click Upload Document.
The uploaded document becomes available in the list of employee's certificates as well as in the Certificates library (Learning > Certificates).
Instead of uploading a new certificate document, you can generate a certificate using a previously uploaded certificate.
Note
Certificates can be generated automatically upon course completion.
To manually generate a certificate for an employee
Note
By default, the ability to generate a certificate is available only for the HR, Training Manager, and Local Training Manager roles.
- Open the card of the employee for whom you want to upload a certificate.
- On the employee card, on the Learning tab, click Certificates.
- At the top of the page, select a certificate title from the drop-down list that you want to generate for the employee. You'll be able to select from among the previously uploaded certificates.
- Click the Generate action next to the chosen certificate.
The generated certificate is added to the list of employee certificates as well as to the Certificates library (Learning > Certificates).
To download certificate(s) in the ZIP format
Note
By default, the ability to download certificates as a ZIP archive is available only for the HR, Training Manager, and Local Training Manager roles.
- Open the card of the employee whose certificate(s) you want to download.
- On the employee card, on the Learning tab, click Certificates.
- Select the check box next to each certificate you want to download.
- Click the Download selected as ZIP to downloaded the selected certificates. The certificates will be automatically added to a ZIP archive.
- Select a location where to save the downloaded ZIP file, and then click Save.
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