Certifications

Where to Create Certifications?

• Certifications can be created in Admin >Employee Setup> Certifications

• Users can use the "Add New" button to create a new certification.

• The Certification Description is a full description of the Certification, and the Short Label is the Certification Name. Users can select a color as well, to highlight employees with this Certification. 

• Selecting the “Audits” button will show the Job Certification Audit Date, Table Name, Column Name, Old/New Value, Employee Name, and Audit Type.

Adding Certifications to a Job:

• Within a Job, go to the Certifications page. 

• View all Certifications for this Job. 

• With the "Add Certification" button, add a Certification to the Job. 

•  In the window that appears, select a Certification and a Position. 

• When creating an Assignment with that Position for this Job, the "Find" button will search for nearby available Resources with that Certification. 

Where are Certifications Seen?

• Job Certifications can be found in Scheduling>Assignments>Employee>Find Button

• This allows users to identify employees within a selected location that are certified for a job or not. Whether or not an employee is certified or not, users can still assign that employee to a Job.

• Users can also view Missing Certifications in Reports>Missing Certifications by clicking on a Site Name and expanding any ‘Jobsite Business Group’ to view a list of Missing Certifications for that Site.