Employee Certifications

Overview

Updated 01/11/2022

The Certifications item of the Employee section records the certifications that are pertinent for the employee. 

Click on the links below for more information:

• Covid Vaccination Certification
• Adding Certifications from Admin Tools
• Adding Certifications to Customers
• Employee Certification AQ
• Employee missing Certification Report

 

Add a Certification
Edit a Certification
Delete a Certification

 

 

Add a Certification

1. Go to the Employee's record
2. Click on the Certifications SubMenu
   
   
   
   
3. Click the New Certification button.
   
   
   
   
4. Fill out the following fields:
   
   

   Field	Description
   Category	Select the employment category the certification belongs to.
   Certification Type	Select the sort of certification that was issued.
   Issuing Authority	Select the entity that issued the certification.
   Certification Number	Enter the identification number from the certification.
   Issue Date	Indicate the date the certifying authority issued the certification.
   Expiration Date	Indicate the date the certification expires.
   Validated Date	Indicate the date the Avionté user confirmed the employee's possession of the certification.
   Note	Any special messages or commentary can be recorded here.

   
   If the necessary certification type is not listed in the drop-down menu, an administrative user needs to set up the certification type in Admin Tools. 
   Click here for information on setting up Certifications in Admin Tools
   
   
5.  When you have entered the data, click Save Certification in the upper-left corner of the grid to record the new certification.
   Note: Click the Cancel button in the upper-left corner of the grid to stop the data-entry process.
   
   
   
6. Now you'll see the new certification
   
   
   

Edit a Certification

1. Click on the row to edit from the grid. This will populate the fields in the Certification, Dates, and Note groups with the data associated to that entry.
   
   
2. Update the fields of the various groups per your needs.
   
   
3. When you have completed your data entry click Save Certification in the upper-left corner to save your changes to the grid.
   
   

Delete a Certification

1. Right-click on the row of the grid you want delete.
   
   
2. Click Delete Employee Certification(s) to remove the entry from the list.

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