Introduction to certificates
In Emply certificates can be assigned through existing templates, or uploaded through an external course.
A certificate template will typically include a certificate name, the name of the person achieving the award, signatures, date of completion, and potentially an effective and expiration date.
Certificates are part of the learning module, and are stored under Employees > Certificates. From here you can see which certificates that have been given, as well as archive them.
If the certificate belongs to an employee profile, the setting is active in the template, or if the certificate is uploaded through an external course.
Each certificate can in this overview gives you important details such as:
- Certificate (The name of the certificate)
- Employee (The employee that has achieved the certificate)
- Effective date (The date the certificate is valid from)
- Expiration date (When the certificate expires)
- Renewal (When a certificate should be updated)
- Created (Which date the certificate was given)
If you want to see how to create a certificate, please see this article: Create/edit learning certificate template.
Attaching certificates to Learning courses
Certificates are a part of the Learning module, therefore, in order to assign a certificate to an employee, you need to assign either an internal or external course.
When you create/edit a course in your Emply Learning module; e.g., an online course, you have the opportunity to attach a certificate which will be rewarded once a course is completed.
When creating the certificate in Emply, you have the opportunity to send an email with a certificate attached to it. In that way, when someone has completed a specific course, the system will make sure to send the certificate by email.
You enable this setting by going to Settings > Learning > Certificates > And then create/edit a certificate. From here you enable the: "Send email with certificate attached" button.
If the course is external instead, you will be able to either upload a certificate from your computer, or choose one from the templates you have available in settings.
Learn more about creating certificates in this article: Create/edit learning certificate template.
Continue to the following articles to learn more about how to create feedback forms and how to use them: