@@ -5,11 +5,12 @@ Certifications
55When jobs require specific knowledge, it is necessary to track employee certifications to ensure the
66necessary knowledge and certifications are in place.
77
8- Certifications include classes, tests, professional seminars, and more. There are no restrictions in
9- terms of what type of certification records can be added in Odoo .
8+ When jobs require specific knowledge, track employee certifications (e.g., classes, tests, seminars)
9+ to verify required skills. Odoo accepts any certification type without restriction .
1010
1111.. important ::
12- To access the *Employee Certifications * report, the **Surveys ** app **must ** be installed.
12+ To add certifications to an employee profile, and to access the *Employee Certifications * report,
13+ the **Surveys ** app **must ** be installed.
1314
1415View certifications
1516===================
@@ -28,18 +29,17 @@ following:
2829 the employee, if applicable.
2930
3031The entries are also color-coded. Current certifications that are still valid appear in black,
31- expired certifications appear in red, and certifications that are going to expire within the next
32- 90 days appear in orange.
32+ expired certifications appear in red, and certifications that are going to expire within the next 90
33+ days appear in orange.
3334
3435.. image :: certifications/certifications.png
35- :align: center
3636 :alt: The list of employee certifications.
3737
3838.. important ::
3939 **Only ** certification records with the *Display Type * set to *Certification * on their
4040 :ref: `certification form <employees/certifications-form >` appear on the :guilabel: `Employee
4141 Certifications ` report. All other certifications appear in the resume section of the
42- :doc : `employee form <new_employee >`.
42+ :ref : `employee form <employees/resume >`.
4343
4444View certifications by expiration status
4545----------------------------------------
@@ -49,19 +49,18 @@ determine which employees need to keep necessary certifications current in the d
4949this scenario, it is beneficial to view the certifications by expiration status.
5050
5151To do so, navigate to :menuselection: `Employees app --> Reporting --> Certifications `. Next, click
52- the :icon: `fa-caret-down ` :guilabel: `(down arrow ) ` in the search bar, then click :guilabel: ` Add
53- Custom Group `, revealing a drop-down menu. Click :guilabel: ` Expiration Status `, then click away from
54- the drop-down menu to close it.
52+ the :icon: `fa-caret-down ` :guilabel: `(Toggle Search Panel ) ` icon in the search bar, then click
53+ :guilabel: ` Add Custom Group :icon: ` fa-caret-down ` , revealing a drop-down menu. Click
54+ :guilabel: ` Expiration Status `, then click away from the drop-down menu to close it.
5555
5656After doing so, all the certifications are organized by status, starting with :guilabel: `Expired `
5757certifications, then certifications that are :guilabel: `Expiring ` soon (within the next 90 days),
5858and lastly, certifications that are still :guilabel: `Valid `.
5959
60- This view provides an easy way to see which employees have certifications that are going to expire
61- soon, to determine which employees need to take action to keep their certifications current .
60+ Filter certifications by expiration status to identify certifications expiring soon, and identify
61+ employees who must renew .
6262
6363.. image :: certifications/status.png
64- :align: center
6564 :alt: The list of employee certifications, grouped by status.
6665
6766.. _employees/certifications-form :
@@ -78,40 +77,61 @@ information on the form:
7877 certification.
7978- :guilabel: `Type `: Using the drop-down menu, select the type of certification received. This field
8079 determines where on the employee's resume the certification appears. To create a new
81- :guilabel: `Type `, enter the type in the field, then click :guilabel: `Create " type" `.
80+ :guilabel: `Type `, enter the type in the field, then click :guilabel: `Create [ type] `.
8281
8382 The default options are:
8483
8584 - :guilabel: `Experience `: Select this option to have the certification appear in the *Experience *
86- section of the *Resume * tab on the :doc: `employee form <new_employee >`.
85+ section of the *Resume * tab on the :doc: `employee form <new_employee >`. Experience entries are
86+ typically previous jobs or internships.
8787 - :guilabel: `Education `: Select this option to have the certification appear in the *Education *
8888 section of the *Resume * tab on the :doc: `employee form <new_employee >`.
89+ - :guilabel: `Social Media `: Select this option to have the certification appear in the *Social
90+ Media * section of the *Resume * tab on the :doc: `employee form <new_employee >`. Social Media
91+ entries typically relate to certifications relating to digital marketing, social media
92+ management, and specific trainings from social media platforms.
8993 - :guilabel: `Internal Certification `: Select this option to have the certification appear in the
9094 *Internal Certification * section of the *Resume * tab on the :doc: `employee form <new_employee >`.
95+ Internal certifications entries are tied to courses, training, or programs created by the
96+ company, that once completed, have a certification associated with it.
9197 - :guilabel: `Completed Internal Training `: Select this option to have the certification appear in
92- *Completed Internal Training * section of the *Resume * tab on the :doc: `employee form
93- <new_employee>`.
98+ the *Completed Internal Training * section of the *Resume * tab on the :doc: `employee form
99+ <new_employee>`. Completed internal training entries are typically associated with trainings
100+ created by the company, for company-specific processes. These do not result in any
101+ certifications, but are logged on the employee profile to indicate completed training.
94102
95103- :guilabel: `Display Type `: Select the visibility of the certification in this field. The default
96104 options are:
97105
98106 - :guilabel: `Classic `: Select this option to have the certification appear in the *Resume * section
99107 of the employee form, and **not ** appear on the *Employee Certifications * report.
108+ - :guilabel: `Certification `: select this option to have the certification appear in the *Resume *
109+ section of the employee form, **and ** appear on the *Employee Certifications * report. Once this
110+ is selected, a :guilabel: `Certification ` field appears beneath the :guilabel: `Display Type `
111+ field. Using the drop-down menu, select the corresponding **Surveys ** app certification the
112+ employee took. This field **only ** appears if the **Surveys ** app is installed.
100113 - :guilabel: `Course `: Select this option to have the certification appear in the *Resume * section
101114 of the employee form, and **not ** appear on the *Employee Certifications * report. Once this
102115 option is selected, a :guilabel: `Course ` field appears beneath the :guilabel: `Display Type `
103- field. Using the drop-down menu, select the course the employee took. The course is created in
104- the **Surveys ** app.
105- - :guilabel: `Certification `: Select this option to have the certification appear in the *Resume *
106- section of the employee form, **and ** appear on the *Employee Certifications * report. Once this
107- is selected, a :guilabel: `Certification ` field appears beneath the :guilabel: `Display
108- Type ` field. Using the drop-down menu, select the certification the employee took.
116+ field. Using the drop-down menu, select the corresponding **eLearning ** course the employee took.
117+ This field **only ** appears if the **eLearning ** app is installed.
109118
110119- :guilabel: `Description `: Enter a description for the certification in this field.
111120- :guilabel: `Duration `: Click into the first field, and a calendar pop-over window appears. Click on
112121 the start and end dates for the certification validity period. When the correct dates are
113122 selected, click :icon: `fa-check ` :guilabel: `Apply `, and both fields are populated.
114123
115- .. image :: certifications/osha.png
116- :align: center
124+ .. image :: certifications/cybersecurity.png
117125 :alt: A certification form filled out for an OSHA certificate for construction.
126+
127+ .. note ::
128+ Once a certification is logged for an employee, a new certification of the *same type * (i.e.
129+ :guilabel: `Education ` or :guilabel: `Internal Certification `) can be added directly from the
130+ employee form, instead of the :guilabel: `Employee Certifications ` dashboard.
131+
132+ In the main **Employees ** app dashboard, click on an employee profile to open their employee
133+ form. In the :guilabel: `RESUME ` tab, click the :guilabel: `ADD ` button at the end of the
134+ corresponding certification line.
135+
136+ This :guilabel: `ADD ` button **only ** appears on employee profiles that already have a
137+ certification.
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