An exciting update to our certification management create a task automatically for new and existing employees to upload proof of certification.
Whether onboarding new employees or for current team members, certifications remains a crucial part of effective compliance and staff management. With OneTeam360, you can populate a task to assign qualifying employees the responsibility to provide their certificates.
Make the adjustments to require certifications by navigating to the top right corner, expand the drop down, and click on System Management. From here, utilize the menu list to move to "Certificate Type Management". Edit a current certificate or add a new one and click the check box marked "Auto-Assign".
Now, when you onboard a new team member, they will automatically receive a task to upload proof of their certificate.
Additionally, utilize the Report tab and Certificate Report to view upcoming expirations.
Notes About This Feature:
1. Update your Configurations tab by scrolling down to the "Report Notifications". Within this area, you can update how many days out from expiration you would like to be notified of an expiring certificate as well as the time for the monthly Certificate Report to be released.
2. As an admin or manager, you will receive a task to review the certificate following a team member's uploading. Before you complete this task, you will navigate to the team member's profile to view the certificate. Then, navigate back to your task to confirm upload and move the team member over the the "completed" column. This will accept the certificate and complete your task.