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Description: In this topic you will learn how to View Current and Expiring Profile Certifications. A profile certification is a requirement that you have completed. This might be HIPAA acknowledgement or CPR training, for example. Once you have completed a requirement, your supervisor or another administrative staff will add the certification for you. Profile certifications can either be recurring or non-recurring. Recurring requirements are certification like CPR that expired after a certain duration of time and must be renewed to keep the certification current. These profile certifications can expire. A non-recurring requirement is one that the organization only requires the employee to present once such as a driver's license or passing a background check. These profile certifications can't expire.

Role Required: Employee (base user)

Permission Required: N/A

View Profile Certifications

  1. Login to your personal profile

  2. Click the Profile Certifications tab on the Sub Menu to open the Profile Certification screen

  3. With the Profile Certification screen open:

    1. You can use the Search Filters to search for specific certifications, dates, and statuses.

    2. You can scroll down and view the following details for all profile certifications:

      1. Certification Name

      2. Certification Date: Date the certification was issued.

      3. Certification Expiration Date: The date the certification needs to be renewed by. If the certification expires, you may not be able to submit punches on the system.

        1. Non-Recurring certifications will have N/A in this field.

      4. Expiration Reminder Start Date: The first reminder that will be sent to your notification preference (email, text, both) reminding you that you need to update your certification.

        1. Non-Recurring certifications will have N/A in this field.

      5. Last Reminder State Date: The last reminder that will be sent to your notification preference (email, text, both) before your certification expires.

      6. Status which is either Active or Inactive

    3. You can scroll down and click on any certification to open the Profile Certification Detail screen


View your Expiring Certifications

  1. Login to your personal profile

  2. Scroll down on the Dashboard, underneath the Overtime Gauge and the Total Hours widget, to see your Expiring Certifications widget.

    1. The Expiring Certifications widget displays:

      1. Certification Name

      2. Certificate Expiration Date

      3. Link to Certification Course

        1. This is an optional field and will only be populated if there is a link to an online training or outside website for this certification course.

        2. If there is a link in this field, you can click it to take you to the certification course.

Please note the Certification Expiration Date column. Do not let these certifications lapse otherwise you will not be able to work. You will also receive message notifications intermittently reminding you that your certifications are expiring. These are set by your supervisor, as they will be monitoring your Profile Certifications to ensure you are able to be scheduled for work.

See attached user guide for a comprehensive view of the Training Module from the End User perspective.

View filenameEnd User Guide - Training Module v1.0 (1).pdfheight250

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