认证

当工作需要特定知识时，有必要跟踪员工的认证情况，以确保必要的知识和认证到位。

When jobs require specific knowledge, track employee certifications (e.g., classes, tests, seminars) to verify required skills. Odoo accepts any certification type without restriction.

重要

To add certifications to an employee profile, and to access the Employee Certifications report, the Surveys app must be installed.

查看认证

要查看所有员工认证的完整列表，请前往 员工应用程序 ‣ 报告 ‣ 认证。

所有证书都显示在列表视图中，按员工分组。每个认证条目都会显示以下内容：

• 员工：员工姓名及其头像。

• 名称：认证标题。

• 有效期开始：员工收到认证的时间。

• 有效期结束：认证过期时。

• 认证：员工在 调查 应用程序中完成的相应课程（如适用）。

条目也用颜色编码。当前仍然有效的证书显示为黑色，过期的证书显示为红色，将在未来 90 天内过期的证书显示为橙色。

重要

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.

按过期状态查看认证

在管理大量持有各种证书的员工时，很难在默认列表视图中确定哪些员工需要保持必要证书的最新状态。在这种情况下，按过期状态查看证书是有好处的。

To do so, navigate to Employees app ‣ Reporting ‣ Certifications. 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.

之后，所有认证将按状态排列，首先是 失效 认证，然后是即将 失效 的认证（未来 90 天内），最后是仍然 有效 的认证。

Filter certifications by expiration status to identify certifications expiring soon, and identify employees who must renew.

记录认证

要记录员工的认证，请前往 员工应用程序 ‣ 报告 ‣ 认证。点击 新建，将加载空白的认证表单。在表格中输入以下信息：

• 标题：在此字段中输入认证的简短描述。

• 员工：使用下拉菜单，选择获得认证的员工。

• 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].

  默认选项为：

  • 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.

  • 教育：选择此选项，证书将显示在 员工表格 的 简历 标签的 教育 部分。

  • 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.

• 显示类型：选择该字段中认证的可见性。默认选项为：

  • :guilabel:经典`：选择此选项，认证将出现在员工表单的*简历*部分，而**不**出现在*员工认证*报告中。

  • 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.

• 描述：在此字段中输入认证描述。

• 持续时间：点击第一个字段，弹出日历窗口。点击认证有效期的开始和结束日期。选择正确的日期后，点击 :icon:`fa-check :guilabel:`应用`，两个字段都会填充。

注解

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.