You can add certificates you want to keep track of in Folks, such as work permits or first aid courses, and associate them with each employee.
You can also use certificates to create a task with renewal, for example, background check validation.
Adding a Certificate
- In Folks, navigate to the certificate creation form by going to Career Development > Careers and Certifications. Make sure you are in the certificates tab and click on the + Add button.
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On this new page, click on add a new certificate (just below the existing certificates). In the certificate creation form, complete the required information. Mandatory fields are marked with an asterisk. The other fields allow you to fill in and standardize the information in certificates and training.
Certificate Field Description Certificate* Enter the name of the certificate. Recurrence* Specify the frequency (days, months, or years) for certificate renewal or check the No renewal box. You may want to keep track of a certificate that does not require renewal. Training Fields Type of training Add a category for reference (examples: Safety, Compliance). Required Hours Enter the number of hours required to obtain the certificate. Eligibility Eligibility refers to whether or not it is eligible for the 1% law or another law depending on your province. Folks HR will allow you to generate detailed reports on training that is eligible or not eligible for this law. Internal or External Instructor? If a trainer is external, you can enter the trainer's name as well as the company providing the certificate, if you always do business with the same company or trainer. Instructor Cost The trainer cost is the total amount of the invoice for the trainer, including all eligible expenses. - When you are finished, click Save at the bottom of the page. The certificate will be available to be associated with all employees (see Linking a Certificate with an Employee).
To edit or delete a certificate, simply click the pencil-paper icon to access editing for each certificate.
Calculating Costs Related to the Certificate
A certificate allows you to track the date of acquisition and/or renewal and to specify the trainer cost. You can calculate all costs related to a certificate by adding a training (you will need to select the associated certificate).