Certifications

When jobs require specific knowledge, it is necessary to track employee certifications to ensure the necessary knowledge and certifications are in place.

Certifications include classes, tests, professional seminars, and more. There are no restrictions in terms of what type of certification records can be added in Odoo.

Important

To access the Employee Certifications report, the Surveys app must be installed.

Consulter les certifications

To view a full list of all employee certifications, navigate to Employees app ‣ Reporting ‣ Certifications.

Toutes les certifications apparaissent dans une vue liste, groupées par employé. Chaque entrée de certification affiche les éléments suivants :

• 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.

Consulter les certifications par statut d’expiration

Lors de la gestion d’un grand nombre d’employés avec diverses certifications, il peut être difficile de déterminer quels employés doivent maintenir à jour les certifications nécessaires dans la vue liste par défaut. Dans ce scénario, il est utile de consulter les certifications par statut d’expiration.

To do so, navigate to Employees app ‣ Reporting ‣ Certifications. Next, click the (down arrow) 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.

This view provides an easy way to see which employees have certifications that are going to expire soon, to determine which employees need to take action to keep their certifications current.

Enregistrer une certification

To log a certification for an employee, navigate to Employees app ‣ Reporting ‣ Certifications. 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.

  • Education: Select this option to have the certification appear in the Education section of the Resume tab on the employee form.

  • Internal Certification: Select this option to have the certification appear in the Internal Certification section of the Resume tab on the employee form.

  • Completed Internal Training: Select this option to have the certification appear in Completed Internal Training section of the Resume tab on the employee form.

• 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.

  • 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 course the employee took. The course is created in the Surveys app.

  • 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 certification the employee took.

• 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.