Add and Edit Certificates

Overview

Updated 07/21/2022

Note: If you don't have access to the Certification Tracking, please reach out to your Account Manager.

• Click here for information on setting up Certification Options
• Click here for information on Adding Issuing Authorities
• Click here for information on Job Requirements for Certifications

Filters & Searching
    Filters
    Searching
Add Certificate
Edit Certificates

Filters & Searching

To manage Talent certifications, we have provided the ability to filter or search for those specific certificates.

Filters

There are 3 options for Filters: All, Active, and Expired.

Searching

In the free text Search field, there is the ability to search by: Certificate Name, Issuing Authority, Certificate Number/ID, Document Name, Issue Date, Expiration Date, and Notes.

Note: When searching for Issue Date or Expiration Date, use the first 3 letters of the month name.

Add Certificate

1. Go to the Talent's Profile
2. Click on the Certificates Sub Tab
   
   
   
   
3. Click on the Add a New Certificate button
   
   
   
   
4. Fill out the following fields:
   1. Certificate Category: Select a Certificate Tracking Parent (Certificate Category)
      1. Click here for information on adding Parent records
   2. Certificate: Select a Certificate Tracking Child
      1. Click here for information on adding Child records
   3. Validated (toggle): Choose whether the Certificate has been validated or not.
   4. Issue Date: Enter the date the Certificate was issued.
   5. Expiration Date: Enter the date the Certificate expires.
      1. If no Expiration date, then leave blank.
         Note: This Expiration applies to all Documents on the Certificate.
   6. Issuing Authority: Select a Certificate Tracking Authority
      1. Click here for information on adding Issuing Authorities
   7. Certificate Number / ID: Enter the Certificate Number / ID (alphanumeric)
   8. Notes: Add any additional notes
   9. Expiration Date: Set an Expiration date
      1. This can be different than the Expiration date of the Certificate.
   10. Document Privacy (toggle): Select if the Certificate document should be public or private
       1. Click here for information on Document Privacy
   11. Upload Document: Upload the Certificate document (Max individual file size: 5 MB)
       1. Acceptable file types: DOCS, PDF, TXT, JPG, and PNG
          
          
5. Click on the Save icon
   
   
   
   
6. Below is an example of what a saved Certification looks like.
   
   

Edit Certificates

1. Go to the Talent's Profile
2. Click on the Certificates Sub Tab
3. Click the Edit icon (for the Certificate you want to edit)
   
   
   
   
4. Update the fields or documents as needed
5. Click on the Save icon