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How to add a certification or card for an employee

How to add a certification or card for an employee. Owner / Administrator, Office Manager and Safety Inspector can add them.

The steps, written out

  1. Open Certifications and press Add certification (or press it on the employee's profile).
  2. Choose the Employee and the Certification (both required).
  3. Fill Card / certificate #, Issuer, Issued and Expires. Leave Expires blank if the card never expires.
  4. Optionally take or upload a Card photo, then press Save.

Tip

You can replace the photo later on the certification page (Replace photo), or use Edit and Archive there.