Assign certificates to employees

Link certificate types to employees with certificate numbers and validity dates.

An employee certificate links a certificate type to one employee.

Each assignment stores the certificate details and validity period.

What an employee certificate contains

Each assignment can include:

• the Certificate type
• the Employee
• the Certificate number
• the Start date
• the Expiration date

The current status depends on the dates you enter.

1

Open Employee Certificates

Go to HRM → Employee Certificates.

2

Add a new assignment

Click Add or Create.

3

Select the certificate type and employee

Choose the correct Certificate type.

Then select the Employee.

4

Fill in the certificate details

Enter the Certificate number.

Set the Start date and Expiration date.

5

Save the assignment

Click Save.

The certificate is now linked to the employee.

Frequently asked questions

What if I leave the expiration date empty?

The certificate stays valid without an end date.

Can I assign the same certificate type more than once?

Yes. That can be useful for renewals or different levels.

How do I see which certificates expire soon?

Use filters, sorting, or the dashboard widget on employee certificates.

Related articles

• Create certificate types
• Manage certificate attachments
• Track certificate expiration dates