How to Set Up Certification Categories and Notifications

Step 1: Adding Certification Categories 

1. From your company dashboard, click Setup in the navigation bar and select Staff Certification Category Setup. 
2. 1Core provides a default list of certification categories. You can create new categories as needed. 
3. To add a new category, click the Add New Category button. 
4. Enter the certification category name and specify if an expiry date applies. 
5. For example, if the Food Handler Certification expires every two years, select Yes for expiry date. 
6. To add custom fields for more specific information, click Add Custom Fields. 
7. Select the type of field and provide the prompt staff will see. Mark it as mandatory if required. 
8. Click Save to add the new certification category. 

Step 2: Setting Up Automated Expiration Reminders 

1. Under Staff Notification Setup, click Setup Now. 
2. Determine when staff should receive notifications about certificates due to expire. 
3. Add additional reminders as needed and specify the schedule. 
4. To delete a reminder, click the minus button next to it. 
5. Set up alerts for expired certifications or missing uploads. 
6. Select Weekly or Daily notifications as preferred. 
7. Save your changes to activate the reminders. 

Step 3: Configuring Staff Portal Permissions 

1. Click on Role Management in the navigation bar. 
2. In the Staff section, click Edit under Permission. 
3. Determine if staff can view and/or add certifications from their portal account. 
4. Tick the checkbox under Add to allow staff to add certifications. 
5. Save your changes. 
6. Decide which roles can access the Staff Certification module. 
7. For example, allow the payroll administrator role to view Staff Certification by selecting Edit under Permissions and choosing Yes. 
8. Save the changes to apply the permissions. 

Click here for the next video in this series which explores how to upload certificates.