How do I Renew Employee Certificates?

Roles: Administrator & Employee | Interface: Web

This feature allows you to efficiently renew certificates, such as driver's licenses and First Aid certificates, ensuring compliance and safety within your organization.

Instructions:

• Select Alerts on the web platform. It will redirect you to the notification centre screen.

• In case you encounter many alerts, you can click on "More filters" and only filter by "Employee certificate" to easily locate the employee certificate-related alerts only.
• Locate the certificate which is "Due to Expire". Click on the three dots and select "Renew Certificate".

• Fill out the details (like Certificate Number, Issue Date, Expiry Date and comments (Optional))

• Add an attachment/s (if any), name it and click on "Renew".

• Select "Cancel" to return to the previous screen. Opt for "Renew" to update your certificate; the current certificate will be archived and the alert will disappear automatically.

• The renewed certificate will be accessible in the "Employee" Tab. When you select a specific employee, the right panel will appear with more details about the employee. Scroll down to the very bottom and click on "Certificates" to access the uploaded document.

If you want to know more about creating employee certificate templates, please read "How do I create Employee Certificate Templates?"

If you want to know more about assigning employee certificates, please read "How do I Assign Employee Certificates to Employees?"