How do I configure certifications for my workforce?
Contents
Adding Certifications to RIVET Database
Attach Certifications to Worker Profile
Bulk Certification Image Uploader Tool
Adding Certifications to RIVET Database
Note: Adding certifications is permission protected. Only users with an Admin permission level are able to add certs to the RIVET database.
Navigate to Manage Organization in the upper right
Choose "Certifications" from the menu on the left side of the page
Click "Add" in the upper right to add a new certification type
Attach Certifications to Worker Profile
Click the workers name to access the Baseball Card
Click the pencil icon to open the Edit Worker modal
Select "Certifications" from the overhead menu
Search for the certifcation(s) you're looking to add to the workers profile
Bulk Attach Certifications
If multiple workers receive a cert on the same day, you can attach that cert to all of their profiles at the same time.
Navigate to the Workforce Table view
Check the boxes next to the workers you'd like to attach the certification to
Click "Bulk Actions" to access the drop down
Select "Apply a certification"
Bulk Certification Image Uploader Tool
Upload multiple pictures of certifications and attach them to workers simultaneously
Navigate to the Workforce Table view
Select "Upload Multiple Certifications" in the upper left
Select the picture files from your computer
Choose to attach all pictures to one worker or each picture to separate workers
Tip: You can clone, crop, rotate or delete by using the icons below the images.
Certifications View
Navigate to the Workforce Table view
Click "Views" in the upper left to access the dropdown
Select "See certifications"
Tip: Create a Custom view of certifications from the Workforce Table. Learn more here.
Expiring Certifications on Dashboard Summary
Navigate to the Dashboard view
Navigate to the Summary page from the header menu
Certs expiring within the date range selected at the top of the page will be listed under Certifications on the right
Expiring Certifications Report
Receive an email every Monday at 8:00 AM EST with a list of certs expiring in the next 30 days
Admin users, navigate to Mange Organization in the upper right
Select "Certifications" from the menu on the left
At the bottom of the page, select users that should receive this automated email
Add external email addresses as needed
