Certification codes
Certifications can be used to:
- Represent milestones or qualifications that employees received, as well as the courses, credits, or Continuing Education Units (CEUs) required for initial receipt and renewal of the certification.
- Represent training that needs to be renewed on a regular basi,s as well as the renewal period.
- Track training that is not linked to specific courses.
If you are also using Sage HRMS, skills can be associated with the certification.
Specifying certification requirements
If the certification code specifies the number of courses, credits, and CEUs required to obtain a certification, Sage HRMS Train checks to see when an employee completes the necessary combination of courses and credits or the necessary combination of courses and CEUs.
Example: The Certification Codes Detail page for the CPR code shows three courses, nine credits, and nine CEUs for the initial certification. That means an employee must complete three courses for a total of at least nine credits or three courses for a total of at least nine CEUs. If an employee completes three courses for a total of only eight credits, they will not receive the certification.
If the certification code does not specify the number of courses, credits, or CEUs required to obtain a certification, Sage HRMS Train will show that an employee received the certification when they complete a single course associated with the certification.
Associating skills with certifications
If you are also using Sage HRMS, skills can be associated with the certification on the Associated Skills tab. When an employee receives a certification associated with a skill, the employee's Skills page in Sage HRMS is updated to include the skill:
- The Years Experience is calculated from the difference between the current date and the Originally Received date of the certification.
- The Comments displays the certification associated with the skill.
Note: If you delete a certification from an employee's Certifications page that was already received and the certification has a skill associated with it, the skill will not be removed from the employee's Skills page in Sage HRMS. You must manually remove the associated skill from the Skills page.
To add or edit a certification code
- Select Setup > Training > Training Setup > Certification Codes.
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On the Certification Codes page for Employer, select the employer (or Enterprise) whose certification code table you want to change.
The table on this page shows the codes and descriptions of certifications that are already set up for this employer.
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To add a new certification, click Add.
To change information about an existing certification, highlight the row with that certification and click More.
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On the Certification Codes Detail page:
For a new certification, enter the new Code and Description, and then enter information on the tabs.
For an existing certification, make your changes to the certification information on the tabs.
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Click
.If you added a new certification, it is added to the table on the Certification Codes page.
- If you changed a certification and are asked if the certification requirements apply to every employee with this certification, click Yes or No.
Tabs on the Certification Codes Detail page
Item |
Description |
---|---|
Courses (Initial) |
Type the number of courses required to initially receive the certification. |
Courses (Renewal) |
Type the number of courses required to renew the certification. |
Credits (Initial) |
Type the number of credits required to initially receive the certification. |
Credits (Renewal) |
Type the number of credits required to renew the certification. |
CEU (Initial) |
Type the number of CEUs (Continuing Education Units) required to initially receive the certification. |
CEU (Renewal) |
Type the number of CEUs required to renew the certification. |
Renewal Period |
Type the number of months in which the certification must be renewed. Example: If a certification must be renewed every year, type 12. |
Use this tab to link skills to a certification.
- Click the skill in the Available Skills list (on the left), which lists all the skills available in the Skills code table in Sage HRMS for the employer whose certification you are adding or editing.
- Click Select > to move that skill to the Selected Skills list (on the right).
- Repeat steps 1 and 2 for all skills that you want to select.
- Click or .