認證¶
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.
当工作需要特定知识时，可追踪员工的认证（如课程、测试、研讨会），以验证所需技能。Odoo 不受限制地接受任何认证类型。
重要
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 . Click the New button in the upper-left corner, and a blank Skill Types form loads.
請在表單中輸入以下資訊：
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%.
查看认证¶
To view a full list of all employee certifications, navigate to the .
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.
重要
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.
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。
要执行此操作，请前往 。接下来，清除搜索栏中默认的:icon:oi-group 类型`分组。接着点击 :icon:`fa-caret-down (切换搜索面板) 图标，再点击 自定义分组 以展开下拉菜单。选择 有效期截止，然后点击菜单外区域关闭下拉菜单。
操作完成后，所有证书将按到期月份降序分组排列，最旧的证书位于顶部。
条目采用颜色编码。当前有效的认证以黑色显示，已过期的认证以灰色显示，而将在未来90天内到期的认证则以橙色显示。
小訣竅
时间维度可设置为 年、季度、周 或 日。要更改显示的时间分组，请点击搜索栏，然后点击 有效期至 ，并选择所需的时间维度。
记录认证¶
要为员工登记证书，请前往 :menuselection:`员工应用程序 –> 学习 –> 证书`点击 :guilabel:`新建`以加载空白证书表格。在表格中填写以下信息：
员工：请通过下拉菜单选择获得该认证的员工。
类别：点击您获得的*类型*认证。
技能：选择已获得的具体认证。当 类别 发生变更时，显示的选项将随之改变。
技能等级：若所选认证包含*技能等级*体系，该等级将在此处显示。点击等级即可选择该认证中已达成的等级。
有效期：在两个字段中分别设置生效日期和到期日期。默认情况下，第一个字段会自动填入当前日期， 至 字段则默认为 无限期。
所有字段设置完成后，点击 :guilabel:`保存 ` 按钮。该认证将被记录到员工信息中，并显示在*认证*报表和员工档案里。
认证报表¶
如需查看全体员工的认证汇总报表，请依次进入 。
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：
Employee: The employee’s name, along with their avatar image.
认证类型：为该认证配置的*技能类型*，可视为认证的*类别*。
Certification: The name of the certification.
有效期开始：员工获得该认证的日期。
认证等级：员工在该认证中达到的等级，由*技能类型*上配置的等级决定。
当前等级：员工所获 认证等级 对应的百分比。
