TABLE OF CONTENTS

• Access to Requirements and Kits
• Create a Certificate Requirement
• Edit or Delete Requirements
• Create Certificate from Requirement
• Status View
• Employee Card Integration
• Certificate Kits

Purpose: Audit employee certificates against job requirements—easily see if current certificates meet standards, spot gaps, and ensure compliance.

Access to Requirements and Kits

HR Managers only.

Create a Certificate Requirement

1. Click + NEW REQUIREMENT.
2. Fill in details:
   • Employee: Select an employee.
   • Certificate Type: Choose the certificate type.
   • Optional: Add milestone dates (Training Scheduled, Testing Scheduled) or Comments.
3. Click Save.

Note: Only one certificate requirement with an active certificate is allowed per certificate type and employee.

Edit or Delete Requirements

• Edit inline: Double-click any editable column (e.g., Comments, Training Scheduled, Testing Scheduled) in the dashboard row.
• Delete: Click the Trash icon for that requirement.

Create Certificate from Requirement

If compliance shows Missing, create a certificate directly:

1. In the requirement row, click Add Certificate (Actions column).
2. Fill in certificate details.
3. Click Save—status updates to Active instantly.

Status View

Switch to Status view for at-a-glance monitoring:

• Compliance status → Missing × Active ✓ Expired ⚠️
• Track expirations (30/90 days), active/expired counts, and missing requirements.

Employee Card Integration

Access requirements in the Employee card > Requirements tab:

• Create new ones.
• Add from a Certificate Kit.

Certificate Kits

Group related certificates into reusable kits. Apply them in one go to streamline onboarding or updates for employees.