​Creating Credential Types

Here you will create the types of credentials that you want to track on employees.

1. Select Menu > Admin > HR Setup > Credential Types
2. Select
3. Complete the window that opens (example below):
   
4. Select .

Select to return to the list of credential types.

Assigning and Tracking on Employees:

1. 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.