Create & Define Certification & License Types

Create & Define Certification & License Types

When it comes to managing certifications and licenses within your organization, it is essential to create and define the various types accurately. Here are the steps to help you accomplish this:

Identify the Certification and License Types: Determine the different types of certifications and licenses that are relevant to your organization's operations and industry. These may include professional certifications, occupational licenses, specialized training certifications, and more

This tutorial will explain to you how to create & define and new compliances, certifications & qualifications types into the system which can then be assigned to your staff or to your job sites. 

To add a new compliance type:

1. Click on Setting > Setup Tables > Certifications/Licenses

2. Click on the button:  
3. The system will display and open a new window, fill out the required information




4. Enter the name of the certificate/license or the document name

5. Select YES if the certificate or document is renewable and has an expiry date.


Certification & Qualification Types

You can define and create any document type that you need to track and get reminded for.
Certification/License & qualifications can also include any of the following type of records:

• Certifications obtained • Driver & other licences • Performance/professional ratings
• Competencies • Work Permits • Skills • Experience • Inductions
• Site Inductions • Insurance Policy • Site Map.....etc


Add & Define Employee Compliances

Once you create & define your compliances, you can go to each employee and add all of their compliance's. To do this
  1. Go to Employee screen, select an employee by clicking on their name
  2. Go to the Licenses/Certificate Tab
  3. Click on Add button to add a new compliance record for the employee 
Click here to see the video on how to add and maintain the employee certificates/Licenses.


Reminders & Alerts

In order for the system to send automatic reminder & alerts prior to the expiration date, you
will need to enable & configure the certification Alerts by going to
Setting > APP Settings > Cert/Licenses Setting

Click here to see the video on how to configure and enable certifications reminders & alerts.




    • Related Articles

    • Mandatory Licenses & Compliance Requirements for Job Sites

      Adding Licenses & Compliance Requirements Site mandatory compliances ensure that the right employees are assigned to shifts and that they have the licenses, training, and certificates needed to work at the site. What are the site mandatory ...

    • Run Compliance Report

      Organisations can now run a compliance report on all the certifications that employees are currently holding. This allows them to identify employees certificates & Licenses that are expired or about to be expired. Report features: 1- Filter you ...

    • Add &Maintain Employee Certifications & Documents

      Limitation & Recommendation To ensure that your employees' documents are successfully processed, it is important NOT to group and scan all of the documents into a single file. Currently our system has a file size limit of 7MB, and any file exceeding ...

    • Create Multiple OPEN shifts

      You can create multiple OPEN shifts for multiple days within the week quickly and accurately using the "Bulk Create Open Shifts" option on the scheduler. This feature is very handy and a time saver whenever you need to create multiple shifts for a ...

    • Setting up Timesheet Templates

      Timesheet templates allow you to manage different settings to suit your company needs. For example, you might want to allow your employees to enter time against projects only or time against projects and tasks. The system will come configured with ...