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Home > Workforce > How to Add and Assign Certificates
How to Add and Assign Certificates
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In Riskcast you can track safety, and other type of certifications for your employees. Below are the steps on how to create a new certificate type, and as well as how to add it to a person. 

 

Creating a Certificate Type 

 

1. Open the organization tab

2. From the organizations tab, open the certificates tab. This is where you can create the different certificates or other type of trainings that you'd like to track. You can also edit existing certificates from this view. 

3. To create a new one, click the green add button on the top right corner. 

4. First, select the category that it belongs to. There are 5 default categories available: compliance, operator, safety, security, and skills. 

5. Add the cert code, certificate number, and certificate agency. You can also detail wether or not it can expire and show up on timecards. Adding an expiration date will allow you to track when employees need to be retrained. 

6. Click save when complete. 

 

Assigning a Certificate to An Employee 

 

1. In order to assign to an employee, open the people  section and select the employee that you need to add a certificate for. 

2. Under employee info there's a tab called certificates. This is where you can add any certificates that are part of their training. Click on the green plus sign to add new cert. 

3. Select the certificate and add the received and expiration date. If the expiration type is auto calc, this date will be prefilled once you enter the received date. You can also add pictures of the training certificates as needed. Click save when complete. 

 

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