Creating and Adding Credentials to Employees

Creating and Adding Credentials to Employees

The first step is to create the credentials. This is done by using your full navigation menu in the upper left hand corner of your screen and going to Settings > HR Setup> Credential Types



Once on the Credential Types page you will click Add New to create a new credential. 



Now you will create the credential by giving it a name under the Type field. You will also want to select what should be collected/required when creating this credential. For example, on a Driver's License, you would want issued and state. If there is something that you need to collect that isn't listed you can use the custom field 1-5 to create them. 



When completed you will hit Save in the upper right hand corner. 

To add your created credential to your employee, you will use full navigation in the upper left hand corner again. Navigate to Team > Learning > Credentials.

 

Once on your Credentials page, you will click Add New.



This will bring up the Add New Credential Box. Choose your employee and credential type that you want to add. 



This will bring up your collect/required boxes that you selected when you created the credential.  After filing them out, click Save.



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