Certifications¶
When jobs require specific knowledge, it is necessary to track employee certifications to ensure the necessary knowledge and certifications are in place.
When jobs require specific knowledge, track employee certifications (e.g., classes, tests, seminars) to verify required skills. Odoo accepts any certification type without restriction.
Important
To add certifications to an employee profile, and to access the Employee Certifications report, the Surveys app must be installed.
View certifications¶
To view a full list of all employee certifications, navigate to .
All certifications appear in a list view, grouped by employee. Each certification entry displays the following:
Employee: the employee’s name, along with their avatar image.
Name: the title of the certification.
Validity Start: when the employee received the certification.
Validity End: when the certification expires.
Certification: the corresponding course in the Surveys app that was completed by the employee, if applicable.
The entries are also color-coded. Current certifications that are still valid appear in black, expired certifications appear in red, and certifications that are going to expire within the next 90 days appear in orange.
Important
Only certification records with the Display Type set to Certification on their certification form appear on the Employee Certifications report. All other certifications appear in the resume section of the employee form.
View certifications by expiration status¶
When managing a large number of employees with a variety of certifications, it can be difficult to determine which employees need to keep necessary certifications current in the default list view. In this scenario, it is beneficial to view the certifications by expiration status.
To do so, navigate to . Next, click the (Toggle Search Panel) icon in the search bar, then click Add Custom Group , revealing a drop-down menu. Click Expiration Status, then click away from the drop-down menu to close it.
After doing so, all the certifications are organized by status, starting with Expired certifications, then certifications that are Expiring soon (within the next 90 days), and lastly, certifications that are still Valid.
Filter certifications by expiration status to identify certifications expiring soon, and identify employees who must renew.
Log a certification¶
To log a certification for an employee, navigate to . Click New, and a blank certification form loads. Enter the following information on the form:
Title: Enter a short description for the certification in this field.
Employee: Using the drop-down menu, select the employee who received the certification.
Type: Using the drop-down menu, select the type of certification received. This field determines where on the employee’s resume the certification appears. To create a new Type, enter the type in the field, then click Create [type].
The default options are:
Experience: Select this option to have the certification appear in the Experience section of the Resume tab on the employee form. Experience entries are typically previous jobs or internships.
Education: Select this option to have the certification appear in the Education section of the Resume tab on the employee form.
Social Media: Select this option to have the certification appear in the Social Media section of the Resume tab on the employee form. Social Media entries typically relate to certifications relating to digital marketing, social media management, and specific trainings from social media platforms.
Internal Certification: Select this option to have the certification appear in the Internal Certification section of the Resume tab on the employee form. Internal certifications entries are tied to courses, training, or programs created by the company, that once completed, have a certification associated with it.
Completed Internal Training: Select this option to have the certification appear in the Completed Internal Training section of the Resume tab on the employee form. Completed internal training entries are typically associated with trainings created by the company, for company-specific processes. These do not result in any certifications, but are logged on the employee profile to indicate completed training.
Display Type: Select the visibility of the certification in this field. The default options are:
Classic: Select this option to have the certification appear in the Resume section of the employee form, and not appear on the Employee Certifications report.
Certification: select this option to have the certification appear in the Resume section of the employee form, and appear on the Employee Certifications report. Once this is selected, a Certification field appears beneath the Display Type field. Using the drop-down menu, select the corresponding Surveys app certification the employee took. This field only appears if the Surveys app is installed.
Course: Select this option to have the certification appear in the Resume section of the employee form, and not appear on the Employee Certifications report. Once this option is selected, a Course field appears beneath the Display Type field. Using the drop-down menu, select the corresponding eLearning course the employee took. This field only appears if the eLearning app is installed.
Description: Enter a description for the certification in this field.
Duration: Click into the first field, and a calendar pop-over window appears. Click on the start and end dates for the certification validity period. When the correct dates are selected, click Apply, and both fields are populated.
Note
Once a certification is logged for an employee, a new certification of the same type (i.e. Education or Internal Certification) can be added directly from the employee form, instead of the Employee Certifications dashboard.
In the main Employees app dashboard, click on an employee profile to open their employee form. In the RESUME tab, click the ADD button at the end of the corresponding certification line.
This ADD button only appears on employee profiles that already have a certification.
