How to create and work with a Certification

Objective

If an employee has successfully completed a training plan or training, then they are also entitled to receive the (optional) linked certificate. The assignment of a certificate to an employee is carried out via "Certifications".

Prerequisites

  • You have created Certificates beforehand
  • Certifications only need to be created once your employee has completed a training plan or training
  • This functionality becomes available with Rollup Update 42

Click Through

  • Start in HR HUB
  • Under Talent Management, click on Certification
  • Click on + New
  • Fill in the fields:
    • Name: Enter the name of the training activity
    • Employee: This field indicates the associated employee. If you create the certification directly in the Digital Personnel File of the respective employee, the Employee field is automatically filled in.
    • From - Until: Indicates the time period of the training activity
    • Status Reason: Here you can specify the status of the measure
      • In Progress corresponds to the draft status
      • Valid indicates that it is an active, valid certification
      • To be renewed indicates that the educational measure needs to be refreshed
      • Imported is automatically set for all entries if it was entered via CV parsing
    • Certificate: Here you can select a certificate acquired through the educational activity. You can choose from all certificates that you have created in your system.
    • Achieved on: Enter the date on which the certificate was acquired or awarded here
    • Valid until: If the certificate is only valid for a limited period, you can enter the end of the validity period
    • Achieved Score: This field indicates how many points were achieved in the examination
    • Maximum Score: This score is taken from the selected certificate
    • Costs: Here you can enter any costs incurred
    • Currency: Enter the currency in which the costs were calculated
    • Paid by: Here you can enter whether the employee or the company bears the costs
  • Save & Close

Hint

  • After saving for the first time, the timeline unlocks, allowing you to add notes or documents to the record.

Result

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