On the certificate creation page (Career Development > Careers and Certifications > + Add), select the employee from the dropdown menu and then check the certificates you want to associate with this employee.
- To add a certificate to an employee's file, you must check the box for the certificate and enter the date it was obtained. If the template for this certificate has a renewal period, the renewal date will be automatically adjusted when you click outside the field. If the certificate does not have a renewal, it will not be possible to enter a date as the note no renewal will be displayed.
- If you do not know the renewal date (or do not want to enter one), simply enter the date the certificate was obtained and delete the renewal date.
- You can also simply check the certificate without adding a date to specify that the employee must have the certificate but you do not know when they will obtain it. It is also possible to enter only a renewal date.
💡Tip: You can select the date by clicking on the calendar. The renewal date can be changed if the renewal period does not reflect the desired date.
When associating a certificate with an employee, the sections on the right allow you to add required courses, set career goals, and a career plan.
You can also attach a file such as a certificate or a career plan. However, we recommend adding the career plan on the career management page and the certificate in the training or the employee's profile to keep your attachments organized.