Manage Employee Certifications

Linarc's 'Certificates' feature enables streamlined issuance and management of employee certifications for company-led training programs, including safety management, equipment handling, and specialized workshops.

• Company administrators can efficiently upload issued certificates to the Linarc platform, ensuring secure, centralized record-keeping and easy access. 
• Employees can view their certifications directly from the 'My Profile' page on both the web console and mobile app.
• Managers can reference these certifications when assembling project teams and assigning crew members, ensuring each project is staffed with the right expertise.

This guide provides step-by-step instructions for company administrators to issue and upload employee certifications to the Linarc platform.

The Certificates Module

• Ensure that you are on the 'Employees' module of the company admin console. 
• Click 'Employees' on the top of your company admin console to return to the Employees module from any other module
• Click 'Certificates' on the left

The screen shows the list of certifications issued to your employees, with thier details:

The 'Default View' shows all the standard columns. However, you can customize the table by removing the columns you don't want to see, by right-clicking on the column header and deselecting the columns, and re-arranging the columns in the order you want to view. See Customize Columns in List Views for more details. Following is the list of all possible columns: 

• Company – The organization responsible for conducting the program and issuing the certificate. Typically,, your organization.
• Certificate Type – The classification of the program for which the certificate was granted.
• Issued By – The authority or individual who issued the certificate, typically the administrator responsible for uploading it.
• Issued to User – The name of the employee who received the certificate.
• Issued On – The date the certificate was officially awarded.
• Expires On – The expiration date of the certificate, marking the end of its validity period.
• Attachment – Click the paperclip icon to download a copy of the certificate.
• Actions – Provides options to edit the certificate details or remove it from the system.

Search and filter options:
Use the 'Search' box located at the top left to find any entry using any value from the table as search criteria.
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table.
Use the links below to learn more about these:
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views

Upload Employee Certificates

Prequisite - Ensure that the PDF version of the issued certificate is generated and readily available for uploading to the employee’s record.

• Open the 'Certificates' screen in the Employees module of your company admin console
• Click 'Add Certificate' at the bottom

A new row gets added to the list to add details of the employee and the new certificate. The mandatory fields are highlighted in red:

Enter the Certificate Details:

• Certificate Type – Choose the appropriate program classification from the drop-down menu.
• Issued to User – Select the employee receiving the certificate from the drop-down list.
• Issued On – Pick the issuance date using the calendar tool.
• Expires On – Set the certificate’s expiration date using the calendar tool.
• Click the 'Save' icon in the 'Actions' column to add the record.

Next Step: Upload the Certificate

Once the entry is saved, a paperclip icon will appear in the Attachment column. Click the icon and select the certificate file from your local device to complete the upload.

• Repeat the process to add more certificates.

Save the Certificates List as an Excel File

• Click the button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping.

• By default, the filename is set to the current date, but you can customize it by entering a preferred name in the text box.
• Click 'Direct Download' to save the file on your device.