Certifications are useful for tracking the progress of employee training.

In the Main Menu, click Tools, Certifications.

Setup: Click to access Certification Setup.

Show Only Incomplete: Check to only view certifications for the selected employee with no date completed.

Sort by Date Completed: Check to sort certifications by date completed in descending order. Certifications with no date are listed below certifications with a date.

Employee Search: Search for an employee by first name to filter the Employee list. Leave blank to see all employees, not marked hidden, added to the Employees List.

Report To: Filter employees by who they report to (e.g., lead, supervisor, etc.)

Employee: Lists all Employees matching the Employee Search and Reports To filters. Highlight an employee to view certification progress.

Categories: Select one or more categories to filter certifications by.

View By:

• Categories: View certifications by category. Displays the certification list as shown above.
• Cert Complete: View completed certifications by category and certification. Displays as shown below.

Print: Print the certifications list. Must be printed in landscape to view all columns.

Employee Certification

To mark a Certification as complete for an employee:

1. Ensure View by Category is selected.
2. Highlight the employee who completed the certification.
3. Double-click the certification from the grid on the right. The following window will open:
   
   • Enter the Date Completed or click Today to enter today's date.
   • Add any relevant notes about the certification.
   • Click Save to complete.

To delete a certification for an employee, double-click the certification from the grid, then click Delete.

If a certification was renewed (i.e., already had a date), double-click the certification and change the date.