Adding a certification to an employee
Caution: Information about employee certifications is either imported through interface files or entered manually on the Certifications tab. If you edit this tab, your changes might be overwritten the next time an interface file is imported. Check with your HR department to determine whether you need to add, delete, and edit files on the Certifications tab or whether the information is automatically updated through interface files.
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In the upper-left corner of the screen, select Access your applications ( ).
The menu expands. -
Select Administration > Employee Maintenance.
The Employee Maintenance screen appears in a new tab.
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In the employee pane, select the employee you want to edit.
For information about filtering the employee list, see Sorting and filtering employees in Employee Maintenance.
The General tab updates with information for the selected employee. -
Select the Certifications tab.
Click here for field descriptions.Fields on the Certifications tab of the Employee Maintenance screen
# Field Description 1
Add New Certification
Opens a dialog box where you can add a certification and set the appropriate dates for the certification.
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Sort By:
Use the drop-down menu to sort certifications by Expiration Date, Start Date, Name, or Issue Date.
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Certification
Type of certification (Example: Gaming License).
4
Edit
Opens the Edit Employee Certification dialog box so you can edit information for the selected certification.
5
Dates section
The dates section displays three dates:
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Issue Date—Date on which the certification was issued to the employee.
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Start Date—Date when the certification becomes valid.
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Expiration Date—Date when the certification expires. If the expiration date has passed, the tile turns red and the status bar is replaced by an EXPIRED message.
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Status bar
The status bar fills as the expiration date approaches. When the status bar is full, the tile turns red and the status bar is replaced by an EXPIRED message.
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Select Add New Certification.
The Add New Certification dialog box appears. -
Edit the fields as necessary.
Click here for field descriptions.Fields on the Add New Certification dialog box for the Certification tab
Field Description Certification
Name of the certification.
Issue Date
The date that the certification was issued to the employee.
Start Date
The first day that the certification is considered Active.
Expiration Date
The last day that the certification is considered Active.
Cancel
Closes the dialog box without applying your changes.
Add
Applies your changes and closes the dialog box.
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Select OK.
The dialog box closes, and your changes are applied.
Quick Reference Video
The following short video provides an overview of the setup and application of certifications.