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[IMP] Employees: Update certifications
closes #13196 X-original-commit: fe84fd6 Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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‎content/applications/hr/employees/certifications.rst

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@@ -5,11 +5,12 @@ Certifications
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When jobs require specific knowledge, it is necessary to track employee certifications to ensure the
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necessary knowledge and certifications are in place.
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Certifications include classes, tests, professional seminars, and more. There are no restrictions in
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terms of what type of certification records can be added in Odoo.
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When jobs require specific knowledge, track employee certifications (e.g., classes, tests, seminars)
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to verify required skills. Odoo accepts any certification type without restriction.
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.. important::
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To access the *Employee Certifications* report, the **Surveys** app **must** be installed.
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To add certifications to an employee profile, and to access the *Employee Certifications* report,
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the **Surveys** app **must** be installed.
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View certifications
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===================
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the employee, if applicable.
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The entries are also color-coded. Current certifications that are still valid appear in black,
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expired certifications appear in red, and certifications that are going to expire within the next
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90 days appear in orange.
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expired certifications appear in red, and certifications that are going to expire within the next 90
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days appear in orange.
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.. image:: certifications/certifications.png
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:align: center
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:alt: The list of employee certifications.
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.. important::
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**Only** certification records with the *Display Type* set to *Certification* on their
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:ref:`certification form <employees/certifications-form>` appear on the :guilabel:`Employee
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Certifications` report. All other certifications appear in the resume section of the
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:doc:`employee form <new_employee>`.
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:ref:`employee form <employees/resume>`.
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View certifications by expiration status
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----------------------------------------
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this scenario, it is beneficial to view the certifications by expiration status.
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To do so, navigate to :menuselection:`Employees app --> Reporting --> Certifications`. Next, click
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the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, then click :guilabel:`Add
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Custom Group`, revealing a drop-down menu. Click :guilabel:`Expiration Status`, then click away from
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the drop-down menu to close it.
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the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the search bar, then click
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:guilabel:`Add Custom Group` :icon:`fa-caret-down`, revealing a drop-down menu. Click
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:guilabel:`Expiration Status`, then click away from the drop-down menu to close it.
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After doing so, all the certifications are organized by status, starting with :guilabel:`Expired`
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certifications, then certifications that are :guilabel:`Expiring` soon (within the next 90 days),
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and lastly, certifications that are still :guilabel:`Valid`.
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This view provides an easy way to see which employees have certifications that are going to expire
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soon, to determine which employees need to take action to keep their certifications current.
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Filter certifications by expiration status to identify certifications expiring soon, and identify
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employees who must renew.
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.. image:: certifications/status.png
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:align: center
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:alt: The list of employee certifications, grouped by status.
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.. _employees/certifications-form:
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certification.
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- :guilabel:`Type`: Using the drop-down menu, select the type of certification received. This field
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determines where on the employee's resume the certification appears. To create a new
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:guilabel:`Type`, enter the type in the field, then click :guilabel:`Create "type"`.
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:guilabel:`Type`, enter the type in the field, then click :guilabel:`Create [type]`.
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The default options are:
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- :guilabel:`Experience`: Select this option to have the certification appear in the *Experience*
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section of the *Resume* tab on the :doc:`employee form <new_employee>`.
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section of the *Resume* tab on the :doc:`employee form <new_employee>`. Experience entries are
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typically previous jobs or internships.
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- :guilabel:`Education`: Select this option to have the certification appear in the *Education*
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section of the *Resume* tab on the :doc:`employee form <new_employee>`.
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- :guilabel:`Social Media`: Select this option to have the certification appear in the *Social
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Media* section of the *Resume* tab on the :doc:`employee form <new_employee>`. Social Media
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entries typically relate to certifications relating to digital marketing, social media
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management, and specific trainings from social media platforms.
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- :guilabel:`Internal Certification`: Select this option to have the certification appear in the
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*Internal Certification* section of the *Resume* tab on the :doc:`employee form <new_employee>`.
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Internal certifications entries are tied to courses, training, or programs created by the
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company, that once completed, have a certification associated with it.
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- :guilabel:`Completed Internal Training`: Select this option to have the certification appear in
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*Completed Internal Training* section of the *Resume* tab on the :doc:`employee form
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<new_employee>`.
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the *Completed Internal Training* section of the *Resume* tab on the :doc:`employee form
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<new_employee>`. Completed internal training entries are typically associated with trainings
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created by the company, for company-specific processes. These do not result in any
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certifications, but are logged on the employee profile to indicate completed training.
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- :guilabel:`Display Type`: Select the visibility of the certification in this field. The default
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options are:
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- :guilabel:`Classic`: Select this option to have the certification appear in the *Resume* section
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of the employee form, and **not** appear on the *Employee Certifications* report.
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- :guilabel:`Certification`: select this option to have the certification appear in the *Resume*
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section of the employee form, **and** appear on the *Employee Certifications* report. Once this
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is selected, a :guilabel:`Certification` field appears beneath the :guilabel:`Display Type`
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field. Using the drop-down menu, select the corresponding **Surveys** app certification the
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employee took. This field **only** appears if the **Surveys** app is installed.
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- :guilabel:`Course`: Select this option to have the certification appear in the *Resume* section
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of the employee form, and **not** appear on the *Employee Certifications* report. Once this
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option is selected, a :guilabel:`Course` field appears beneath the :guilabel:`Display Type`
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field. Using the drop-down menu, select the course the employee took. The course is created in
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the **Surveys** app.
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- :guilabel:`Certification`: Select this option to have the certification appear in the *Resume*
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section of the employee form, **and** appear on the *Employee Certifications* report. Once this
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is selected, a :guilabel:`Certification` field appears beneath the :guilabel:`Display
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Type` field. Using the drop-down menu, select the certification the employee took.
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field. Using the drop-down menu, select the corresponding **eLearning** course the employee took.
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This field **only** appears if the **eLearning** app is installed.
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- :guilabel:`Description`: Enter a description for the certification in this field.
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- :guilabel:`Duration`: Click into the first field, and a calendar pop-over window appears. Click on
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the start and end dates for the certification validity period. When the correct dates are
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selected, click :icon:`fa-check` :guilabel:`Apply`, and both fields are populated.
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.. image:: certifications/osha.png
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:align: center
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.. image:: certifications/cybersecurity.png
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:alt: A certification form filled out for an OSHA certificate for construction.
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.. note::
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Once a certification is logged for an employee, a new certification of the *same type* (i.e.
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:guilabel:`Education` or :guilabel:`Internal Certification`) can be added directly from the
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employee form, instead of the :guilabel:`Employee Certifications` dashboard.
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In the main **Employees** app dashboard, click on an employee profile to open their employee
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form. In the :guilabel:`RESUME` tab, click the :guilabel:`ADD` button at the end of the
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corresponding certification line.
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This :guilabel:`ADD` button **only** appears on employee profiles that already have a
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certification.

‎content/applications/hr/employees/certifications/cybersecurity.png

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‎content/applications/hr/employees/certifications/osha.png

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