Update Employee Certificate/License Held screen

To access this screen: Click the Staff icon on the toolbar, then click Add or Change. Select the Certificates/Licenses tab, then click Add Certificate/License Held or Change.

Use this screen to enter the details of a particular certificate or license held by and employee.

• Certificate/License Type

  This is the type of certificate held by the employee. Click the lookup button to select a certificate type from the Browse Certificates/Licences screen.

   

  If the certificate type does not currently exist, click Add on the Browse Certificates/Licences screen to add the certificate type and endorsements.

• Expiry Date

  This is the date the certificate expires, if any. Click the calendar lookup button to set a date.

• Certificate/License Number

  This is the certificate or license's ID number, eg the driver's license number.

• Renewal Applied For Date

  This is the date a renewal was applied for, if applicable. Click the calendar lookup button to set a date.

• Suspended From Date

  Some types of certificates (for example, driver's licenses or welder's licenses) may be suspended for a time. If this is the case, enter the From Date. Click the calendar lookup button to set a date.

• Suspended To Date

  This is the date the certificate is suspended to (if applicable). Click the calendar lookup button to set a date.

• Change Date

  This is the date this change was made. Click the calendar lookup button to set a date.

• Comments

  Any notes about the certificate or license can be added here.

• Endorsements

  Any endorsements that have be added to the certificate or license held by the employee.

• Other Endorsements

  Lists all the endorsements that can be added to this type of certificate or license.