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Finance | Project Operations, Human Resources, ...
Suggested Answer

How Certificate Renewal works

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Posted on by 20

Hello Team 

Request you please confirm how the certificate renewal works and how can the end date be populated in certificates from course completion

Thanks in Advance 

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Nitish,

    This can be achieved by setting a time limit on HR Parameters. For detials please see the screenshot below-

    pastedimage1595578290805v1.png

    Once you specify a time limit here, this setup starts notifying manager about the records that are going to expire in next 15 days

    So for ex, Josephine - the manager sees a tile below on My Team tab

    pastedimage1595578554499v2.png

    when he drills down he sees a detailed view-

    pastedimage1595578596047v3.png

    where as for an employee him/herself, it shows as below-

    pastedimage1595578730715v4.png

    1. First one tells employee about the certificate that's gonna expire in 8 days , and

    2. Talks about an expired certificate

    So, basically whenever the Renewal flag is raised in the setup against any certificate, it starts showing up on Manager screen like below-

    pastedimage1595579072144v5.png

    I hope this helps!

  • qianwang Profile Picture
    7,168 on at

    Hi Nitish,

    For the certificates which require renewal, you can check the Professional certificates form and update it manually.

    In addition, a certificate transferred from a course only acquires the end date of the course as its start date.

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