Adding Trainings and Certifications to an Employee

This document outlines step by step, how to add trainings or certification tracking to individual employees.

  1. 1. Login to your account and in the search bar type in "Training/certification" and select the option in the image below

    Login to your account and in the search bar type in "Training/certification" and select the option in the image below

  2. 2. This opens up a report view of all trainings or certifications you are tracking for each employee

    This opens up a report view of all trainings or certifications you are tracking for each employee

  3. 3. Click on add new to add a new training or certification tracking

    Click on add new to add a new training or certification tracking

  4. 4. Fill out the pop up box that appears and click on Add

    Fill out the pop up box that appears and click on Add

  5. 5. Click on Add

    Click on Add

  6. 6. Now you have added the new training or certification to the employee

    Now you have added the new training or certification to the employee

  7. 7. To add a history of this training or certification for this employee click Add History

    To add a history of this training or certification for this employee click Add History

  8. 8. Fill out the the applicable information in the pop up box.

    Fill out the the applicable information in the pop up box.

  9. 9. Click on Add to start tracking historical and/or future dates for this training or certification on this individual employee

    Click on Add to start tracking historical and/or future dates for this training or certification on this individual employee