Certificate Overview
Keeping track of certificates and courses can be a time-consuming task. Certificate Overview simplifies the process and minimizes the risk of missing expiration dates or renewals. This feature helps ensure your company remains compliant with all necessary requirements.
An add-on to the Personnel hub
Certificate Overview makes it easier to keep track on which employees need to renew their certificates or training records, and when renewals are due.
Personnel module homepage with the Certificate Overview add-on
Key Features & Benefits
Centralized Certificate Tracking
Get a complete, searchable, and filterable overview of all employees and their active or expired certificates. Ideal for audits, resource planning, and daily operations.
Built-in Validity and Renewal Logic
Certificate validity is automatically set based on predefined company rules—helping ensure compliance and simplifying the renewal process.
Powerful Search and Filtering
Search by employee, category, and subcategory—even across multiple fields at once. Perfect for planning staffing for projects or compliance checks.
Individual Employee Profiles
Open an employee’s profile to see all their certificates and training records in one place. Add new certificates directly from the same view.
Add and Manage Certificates with Ease
Add certificates with key details such as category, subcategory, reference number, date, validity, comments, and file attachments. Easily update or remove entries.
Role-based Access Control
HR personnel can create and manage certificates. A dedicated PCC access group allows other users to view all registered certificates without editing rights.
Overview of certificates & training records
Within Certificate Overview, you can filter by different categories and subcategories. This makes it easier to identify which employees have the necessary qualifications for specific jobs and tasks.
List view of certificates and training records for all employees
Individual overview
Each employee may have multiple certificates and training records. A full overview of an employee’s certifications can be accessed by clicking on their profile in the list view. You can also upload new or updated training records directly to their profile.
Detailed view of an individual employee’s certificates and training records
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