Here you will create the types of credentials that you want to track on employees.
- Select Menu
> Admin
> HR Setup > Credential Types
- Select
- Complete the window that opens (example below):
- Select
.
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Assigning and Tracking on Employees:
- Select Menu
> Team
> My Team > Employee Information
2. Select the appropriate employee
Locate the “Credentials (Ex: Driver License)” widget, on the HR tab:
3. Select
4. A pop-up will open, select the correct credential type:
5. Select .
6. Complete the credential information:
7. Select .
8. Once saved, additional notes and supporting documents can be added.
9. Select to return to the list of credential types.