Create certificate types

Create the certificate types you use before assigning certificates to employees.

Certificate types define the certificates your organization works with.

Examples include VCA, First Aid, or Electrical Safety.

What a certificate type contains

A certificate type usually has:

• a unique Code
• a clear Name

You create certificate types before you assign certificates to employees.

1

Open Certificates

Go to HRM → Certificates in the BackOffice.

2

Add a new type

Click Add or Create.

3

Fill in the fields

Enter a unique Code.

Enter a clear Name.

4

Save the type

Click Save.

The type is now available for employee assignments.

Practical tips

• Keep codes short and consistent.
• Use names employees recognize.
• Avoid changing codes after use.

Frequently asked questions

Can I change a certificate code later?

You can, but avoid it after assignments exist.

How many certificate types can I create?

There is no practical limit for normal use.

Can I delete a certificate type?

Yes, if it is no longer used by employee certificates.

Related articles

• Certificates
• Assign certificates to employees
• Link certificates to skills