Use Certification Setup to create and edit certifications for employees.
In Certifications, click Setup.
There are three steps to set up Certifications.
- Create Certification Categories. See Definitions: Certification Categories.
- Add Employees and to use the Report To filter, assign a Reports To for each employee.
- Create certifications. See Certification Edit below.
Categories: Highlight a category to filter the certifications showing.
Up/Down: Highlight a certification to move it up or down the list.
Add: Create a new certification. Opens Certification Edit.
Certification Edit
Click Add to create a new certification or double-click an existing certification from the grid to edit.
- Description: Name of the certification.
- Wiki Page: (optional) Enter the name of the corresponding Wiki page for the certification.
- Categories: Select a category to assign to the certification.
- Hidden: Hide the selected certification.
- Delete: Delete the selected certification. Certifications cannot be deleted if they are in use by an employee.