Certificações

When jobs require specific knowledge, training, or certifications, it is necessary to track employees’ certifications to ensure they are properly trained and that the necessary documentation is 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.

Importante

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

Create certifications

No certifications are preconfigured in Odoo’s Employees app; therefore, all certifications must be added to the database. To create a certification, navigate to the Employees app ‣ Configuration ‣ Skill Types. Click the New button in the upper-left corner, and a blank Skill Types form loads.

Insira as seguintes informações no formulário:

• Skill Type: Enter the type of certification being added. This acts as the category, and individual certifications are nested beneath it.

• Color: Click on the existing color to view the available colors. Click the desired color to select it.

• Certification: Click the toggle to indicate the skill is a certification. The toggle turns green when it is active.

• Skills: Click Add a line and enter the Name for the specific certification.

• Levels: Click Add a line, and enter a Name and Progress percentage (0-100) for each level. Set a Default Level by clicking the toggle on the desired line (only one level can be selected).

Example

A United States-based company requires its employees to complete various OSHA training and certify that the training is complete.

The company creates a new skill type and enters OSHA Training in the Skill Type field.

The various courses are entered in the Skills section, including OSHA 3115 - Fall Protection, OSHA 3095 - Electrical Standards, and more.

There is only one level in the Levels section, Certified, which is set to 100%.

Ver certificações

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

All certifications appear in a list view, grouped by certification type. Each certification entry displays the following:

• Employee: The employee’s name, along with their avatar image.

• Certification: The name of the certification.

• From: When the employee received the certification.

• To: The date the certification expires. If the certification has no expiration date, Indefinite appears in this field.

Importante

Only skill type records with the Certification toggle set to active appear on the Certifications report. All other certifications appear in the resume section of the employee form.

Exibir certificações por status de expiração

Ao gerenciar um grande número de funcionários com uma variedade de certificações, pode ser difícil determinar quais funcionários precisam manter as certificações necessárias atualizadas na visualização de lista padrão. Nesse cenário, é vantajoso visualizar as certificações por status de expiração.

To do so, navigate to the Employees app ‣ Learning ‣ Certifications. Next, clear the default Type grouping in the search bar. Next, click the (Toggle Search Panel) icon, then click Custom Group , to reveal a drop-down menu. Click Validity Stop, then click away from the drop-down menu to close it.

After doing so, all the certifications are grouped by expiration month, in descending order, with the oldest at the top.

The entries are color-coded. Current certifications that are still valid appear in black, expired certifications appear in gray, and certifications that are going to expire within the next 90 days appear in orange.

Dica

The time frame can be set to either Year, Quarter, Week, or Day. To change the presented time frame groups, click the search bar, then click Validity Stop , and select the desired time frame.

Registrar uma certificação

To log a certification for an employee, navigate to the Employees app ‣ Learning ‣ Certifications. Click New to load a blank certification form. Enter the following information on the form:

• Employee: Select the employee who received the certification using the drop-down menu.

• Category: Click the type of certification received.

• Skill: Select the specific certification received. The presented options change if the Category is changed.

• Skill Level: If the selected certification has a set of skill levels, those levels appear in this section. Click on a level to select the level achieved from the certification.

• Validity: Set the validity start and end dates in the two fields. The current date is populated in the first field, and indefinite is populated in the To field, by default.

Once all the fields are configured, click the Save button. The certification is logged for the employee, and appears on the Certifications report and the employee record.

Certifications Report

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

Todas as certificações aparecem em uma visualização de lista, agrupadas por funcionário. Cada registro de certificação exibe o seguinte:

• Employee: The employee’s name, along with their avatar image.

• Certification Type: The skill type configured for the certification. This can be thought of as the certification category.

• Certification: The name of the certification.

• Validity Start: When the employee received the certification.

• Certification Level: The level the employee achieved for the certification. This is determined by the configured levels on the skill type.

• Current Level: The corresponding percentage for the Certification Level the employee achieved.

Importante

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.