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How to add employees to a certification

Learn how to add and manage multiple employees to a certification.

How to add employee to HelloCert

  1. In the left-side toolbar, click on APPS.
  2. In the drop-down menu, hover over HELLOCERT and click on TRACKED ITEMS. 
  3. Select the certification that you want to add staff to. 
  4. In the top-right corner, click on ADD STAFF. 
  5. In the drop-down menu in the pop-up box, select the employee you wish to add and click SAVE. 
  6. Under the DETAILS tab, select the STATUS of the certification from the drop-down menu.
  7. In the FROM field, select the start date for the status of the certification.
  8. In the FOR drop-down menu, select the number of days the certification applies to the employee. 
  9. Add any NOTES regarding this certification for this specific employee. 
  10. Click on the DOCUMENTS tab, on the left side, click the PLUS icon to add any relevant documents. 
  11. Click on the DETAILS tab and click the green SAVE icon in the bottom-right corner of the pop-up box.