Introduction to Certificates
Understand what Certificates does, when to use it, and what you manage with it.
Certificates is the HR feature for managing employee certifications and qualifications.
You use it to record which certificates employees hold and when they expire.
What you do with Certificates
create certificate types for your organization
assign certificates to employees
add certificate numbers, start dates, and expiry dates
store certificate files as attachments
let employees view certificates in the mobile app
Why teams use Certificates
Keep compliance visible.
Track renewals on time.
Store proof in one place.
Give employees access to their own documents.
How the flow works
Activate the feature.
Create your certificate types.
Assign certificates to employees.
Add documents and dates.
Monitor expiry and review status.
What you need first
access to the OutSmart BackOffice
rights to manage HR settings or employee data
the correct package or active Power-Up
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