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
- Open Certifications and press Add certification (or press it on the employee's profile).
- Choose the Employee and the Certification (both required).
- Fill Card / certificate #, Issuer, Issued and Expires. Leave Expires blank if the card never expires.
- 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.