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Description: In this topic you will learn how to create, view, edit or deactivate a Certification Requirement. .

Role Required: Superuser

Permission Required: Training Admin

Certification requirements are tasks that must be completed prior to an employee working. Requirements 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. 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.

Create Certification Requirement:

1. Log in to your personal profile

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2. Click Settings from the main menu

3. Click Training on the

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1. submenu

2. Click Certification Requirements on the

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1.  flyout menu

2. Click the Actions button

3. Click the Add New Certification Requirement from the actions dropdown

4. Fill out the Certification Requirement

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1.  form wizard

1. Create the Certification Requirement name.

2. Select the

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1.  Target Profile Type dropdown and then choose either Employee or Client

2. Add a

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1.  Description

2. Set

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1.  Non Recurring Requirement

1. Select Yes if the requirement is non-recurring and proceed to step e.

2. Select No if the requirement is recurring. The fields for duration and reminders must be completed.

1. Set the Valid Duration Months, this is the amount of time before the requirement must be renewed i.e., a license or certification expiration

2. Expiration Reminder Days indicates how many days before expiration you would like reminders to be sent to the employee and/or supervisor.

1. The system can generate reminder notifications if the message template is enabled. See Message Templates Admin Guide to learn more.

3. Expiration Reminder Frequency indicates how many days you would like the reminder to be sent once reminders start. The employee and/or supervisor will be informed when it is their final reminder.

1. The system can generate reminder

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1. notifications if the message template is enabled. See Message Templates Admin Guide to learn more.

1. Optionally add the URL 

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1. link to the certification

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1. training. The URL can link to a video player for video training or an outside organization that offers training i.e., Red Cross.

2. Course Reference allows you to enter an optional course reference

3. Optionally enter Grace Period, into the Hire Grace Period Days

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1.  field

1. The grace period is the amount of time an employee has to complete the certification requirement after their hire

1. Click Save

2. Click Yes in the confirmation alert window

View or Edit or Deactivate Certification Requirement:

1. Log in to your personal profile

2. Click Settings from the main menu

3. Click Training on the submenu

4. Click Certification Requirements on the flyout menu

5. Use the filters to search and select Search

6. Select the Certification Requirement to view or edit by clicking anywhere in row

1. The Certification Requirements Details page will open up, view the details

7. Click the Actions button

8. Click the Edit Certification Requirement from the actions dropdown

9. View and make edits in the Edit Certification Requirement form wizard

1. To deactivate the certification requirement, change status to Inactive

10. Click Save

11. Click Yes in the confirmation alert window

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