Creating Certifications & Assigning to Staff

Certifications help track staff compliance and qualifications. You can create certifications, set restrictions, and assign them to staff either in bulk or individually.

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➕Creating a New Certification

1. Navigate to More > Settings > Certifications.

2. On the Certifications page, click Add Certification.

3. Enter the Certification Name.

4. Toggle Restrictive ON if you want to block staff from submitting documentation when the certification is expired.

5. Click Add to save.

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👥 Batch Assign Certifications to Staff

1. Click the Assign to Staff button.

2. Select one or more staff members.

3. Input the Issue Date and Expiration Date.

4. Optional checkboxes:

   • Completed – Marks the certification as fulfilled. Staff can continue submitting documentation until the expiration date.

   • Restrictive – Restricts document submission if the certification is past due and not completed.

   • Never Expires – Use this if the certification doesn’t require renewal.

5. Click Add to assign.

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👤 Viewing & Managing Certifications from the Staff Profile

1. Go to Staff Profile > Certifications.

2. Staff and admins can view certification details, including:

   • Certification Name

   • Restrictive?

   • Issue Date

   • Expiration Date

   • Completed?

   • Supporting Doc Uploaded

   • Edit (✏️), Upload (📤), and Delete (🗑️) icons

➕ Add Individual Certification from Staff Profile

1. Click Add Certification (top right).

2. Select the Certification Name.

3. Input:

   • Issue Date

   • Expiration Date

   • Mark as Completed (optional)

   • Never Expires (optional)

   • Upload Supporting Documentation (optional)

4. Click Add to save.

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