How can I add certificates & checks to an employee?

Modified on Mon, 15 Jul at 1:30 PM

Step 1: Go to the ‘Configuration’ module.



Step 2: Click on the ‘Employees’ tab.



Step 3: Click on the 'New type' button, at the Certificate types section.



Step 4: Create your certificate types.



Step 5: Click on the ‘Employees’ module.



Step 6: Click on the name of an employee.



Step 7: Click on the ‘Certificates and checks’ tab.


Step 8: Click on the 'Add' button.


Step 9: Fill in the information for the certificate.

Click on the 'Save' button when you are done.


Step 10: You have now successfully added a certificate to an employee.



If you want to make changes to the current certificate details, because perhaps you set a wrong expiry date, or uploaded the wrong certificate file, you can do the following:


Step 11: Click on the 'Details' button.



Step 12: Click on the ‘edit’ symbol.



Step 13: Make the changes

When you made the changes, click on the 'Save' button.



Step 14: You successfully made the changes to the certificate of this employee

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