Trainee's Certifications page

To open this page Select Training > Tasks > View/Edit Trainee, find the student, select Training, and then click Certifications.

This table on this page shows:

Certifications that the student received.
Certifications required for the student’s job that might not have been received yet.

In order to use certifications effectively, it is important to understand how they are tracked.

Tracking receipt of certifications

Some certifications require completion of a specific course. For example, a student must take a course called Cardiopulmonary Resuscitation in order to receive CPR certification. When a student completes the course, their Certifications page will show that they received CPR certification.

Some certifications require completion of a certain number of courses rather than a specific course. For example, a certification called Executive Development requires completion of three courses. Your employer offers five courses associated with the certification. When a student completes three of those five courses, their Certifications page will show that they have obtained the Executive Development certification.

Some certifications require completion of a certain number of credits or CEUs (Continuing Education Units) instead of courses. You can track these certifications by indicating how many credits or CEUs each course is worth. For example, a certification called Bank Operations Diploma requires completion of six credits. Your employer offers three courses associated with the certification and each is worth three credits. When a student completes two of these courses, their Certifications page will show that they have obtained the Bank Operations Diploma certification.

Tracking renewal of certifications

Some certifications must be renewed on a regular basis. A certification may require a specific number of courses, credits, or CEUs for renewal. You can track certification renewals by specifying the renewal period and indicating how many courses, credits or CEUs are required for renewal.

For example, a certification called Hazardous Waste Handling requires completion of six CEUs for renewal and has a renewal period of 12 months. That means a student who has already received the certification must complete an additional six CEUs every 12 months in order to maintain the certification. If Mary Jones received (or renewed) the Hazardous Waste Handling certification on 1/1/20, every time she completes a course associated with the certification after 1/1/20, the CEUs provided by the course will count toward renewal of the certification and will be tracked on her Certifications page.

To add a new certification

Select Training > View/Edit Trainee.
Find a trainee.
On the Training toolbar, select Training > Certifications.
On the Certification page, click Add.
On the Certification tab, select the certification you want to add to the student . You can select it either by its code or description.
Enter the remaining information on the Certification, Requirements, and User Defined tabs.
When you are finished entering information, click Apply and then OK to save the certification information.

Tabs on the Certifications detail page

Certification tab

Items on the tab
Item	Description
Certification Description	Displays the description of the certification. If you select another certification description, the Certification Code is also updated.
Certification Code	Displays the certification code. If you select another certification code, the Certification Description is also updated.
Job Requirement	If the certification is a job requirement, Sage HRMS Train displays the job title responsible for the requirement. If the certification is a job requirement for the entire employer, the employer name is displayed. If the certification is not a job requirement, No is displayed.
Required	If the certification is required for the student’s job, select Yes. Otherwise, select No.
Automatic Update	If you want Sage HRMS Train to automatically calculate the Originally Received, Last Received, and Expires dates based on when the student completes the certification requirements, select Yes. Otherwise, select No.
Originally Received	Displays the date the student originally received the certification. If you selected Yes for Automatic Update, Sage HRMS Train calculates this date automatically. If you selected No for Automatic Update, enter the date.
Last Received	Displays the most recent date that the student was certified. If you selected Yes for Automatic Update, Sage HRMS Train calculates this date automatically. If you selected No for Automatic Update, enter the date. (which must be after the Originally Received date).
Renewal Period	Type the number of months the certification lasts.
Expires	Displays the date the certification expires. Sage HRMS Train automatically calculates this date from the Last Received date and the Renewal Period. If you selected No for Automatic Update, you can change this date.
Days Left	Displays the number of days before the certification expires, which Sage HRMS Train automatically calculates.
Date Required	Displays the date the certification is required if this certification is a job requirement.

Requirements tab

Note: The items marked with an asterisk (*) in the following table originate from the Certification code table.

Items on the tab
Item	Description
Requirements for Initial Certification	Courses: Displays the number of courses required to initially receive the certification. Credits: Displays the number of credits required to initially receive the certification. CEU*: Displays the number of CEUs required to initially receive the certification.
Requirements for Certification Renewal	Courses: Displays the number of courses required to renew the certification. Credits: Displays the number of credits required to renew the certification. CEU*: Displays the number of CEUs required to renew the certification.
Completed Since Last Certification	Courses: Displays the number of courses the student completed toward the certification since the last received date. Sage HRMS Train automatically updates this when a student completes a course. Credits: Displays the number of credits the student completed toward the certification since the last received date. Sage HRMS Train automatically updates this when a student completes a course. CEU: Displays the number of CEUs the student completed toward the certification since the last received date. Sage HRMS Train automatically updates this when a student completes a course.