Employee Certifications
Some jobs require statutory certifications that allow employees to work in certain functions. Most certifications expire and must be renewed. If a job is configured for active certification, any employee that is not certified for that job will not be scheduled via auto scheduler or manually.
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- Create a certification in System Setup > Employee > Certifications (see image 1 below).
- Click Add.
- Type the name of the certification.
- Click OK.
- Associate a certification with a job in System Setup > Labor Structure (see image 2 below).
- Double-click the Certifications cell of the job you wish want to associate with the certification.
- Select a certification(s).
- Click OK.
- Associate an employee with a certification and enter the Issue Date, Start Date, and End Date of the certification (see image 3 below), in Employee Maintenance.
- Select an employee.
- Click the Certifications tab.
- Click Add.
- From the drop-down menu, select the certification.
- Enter an Issue Date (the date the certification was originally issued), Start Date (the date the certification goes into effect), and End Date (the date it expires).
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Image 3. Click to view a full size screen shot