Introduction
Under the Personnel module, you will find the certification center (PCC) where you get a central overview that simplifies the process and reduces the risk of overlooking expiration dates or renewals. This feature helps ensure that the company is always in compliance with necessary requirements.
Access
Employees in the Human Resource access group can add, edit, and delete certificates for personnel.
For the certificate overview, a separate access group is created under the Administration module. This access is called PCC. Employees who are added to this access group will be able to see all registered certificates.
Configuration of Category and Certificate
To use the certificate overview, you must first define the various categories and subcategories your company has. This is done in Global Attributes under Admin.
Overview of All Certificates
From the Personnel page, click into the PCC Overview. Here you will see all employees in a table. You now have the option to filter to more easily find what you need.
Search Function
With the search function in the four fields, you can easily find what you are looking for. Search for people, categories, and subcategories to find out who has which qualifications. To search by subcategory, the main category must be selected first. It is possible to search for multiple main and subcategories at the same time.
Individual Overview
By clicking into an employee, you get a complete overview of all certificates and course certificates for the selected employee. Here you also have the option to add new certificates to your employees.
Create New Certificate for Employee
In the PCC overview, search for the employee. Click on details all the way to the right on the employee's row.
Click on the plus icon add certificate.
Fill in the fields with the necessary information:
| Field | Description |
|---|---|
| Category | Select the main category for the certificate |
| Subcategory | Type of certificate |
| Reference Number | Reference number associated with the certification |
| Date | The date the certificate was approved |
| Validity | Set automatically based on validity set in Global Attributes |
| Comment | Comment field for additional information |
| Upload | Option to upload files. For example: a copy of the physical certificate |
| View | Quick view of the uploaded file. |
| Actions/Options | Here you save the certificate during creation by clicking the disk icon. After creation, you can edit by clicking the pen icon, and delete by clicking the trash icon |
When all fields are filled in and any files uploaded, click the disk icon to save.
ℹ️
The scheduler runs at 04:00 every night. This is when employees are updated in the certificate overview, so the overview always shows up-to-date information.
My page Overview and certificate creation
Employees can view and manage their own certificates directly, without needing HR or PCC group access.
Under the Certificates tab on My Page, employees get a personal overview of all certificates registered to them. From here, employees can also add new certificates themselves.
Click + New at the top right to register a new certificate on yourself. Fill in category, subcategory, reference number, valid till date, and an optional comment, and upload a copy of the certificate if available.
Workspace Overview
The Certificates overview is also available directly from an employee's workspace, accessible via the navigation menu. This gives HR and the reporting manager a quick way to check the status of an employee's certifications (valid, expiring soon, or expired) without going through the central PCC overview.
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