Creating a Certification or Reminder
1. From the Gearwheel Menu, go to Employee Reminders & Certifications
2. From the Certification page, press Create a Reminder to add custom reminders
3. Add certifications to the appropriate locations or departmets
Applying Certification Date or Anniversary to Employees
1.Edit employee, and select their Employee Reminders & Certifications tab
2. Enter Certification Start Date, and Expiration Date. Or, in the event of an Anniversary, use the Interval as the entry.
Viewing Approaching Dates and Receiving Alerts
Running a Report
From Reports, Select Reminders and Certifications
Enter dates and criteria for search, and Run Report
Setting Alerts
To set alerts for approaching expirations, go to a manager's Admin Alerts
Choose preference for Dashboard, Text, or Email