You can create certifications to manage candidate licensing and training requirements within Labourly.

Certifications include licensing and training qualifications specific to industry regulations.


NOTE:

Before creating a new certification, we recommend searching the existing certification library first. Labourly includes a pre-populated list of certifications and categories that can be reused and customized to fit your organization’s needs.

Candidates cannot upload certification files until certifications have been created.


To create a certification:

  • Go to Documents from the left-hand menu
  • Click Certificates
  • Click + Certificate

You will be presented with two options:

Select one or more from the list of pre-existing certificates and edit the content to your needs

OR

Create a new certificate from scratch



Choose how to create the Certification:


Option 1: Use an Existing Certificate

View steps
  • Use the search bar (Search through certificates) to find a specific certification. Enter the name of the certification, then select it by checking the box next to it.
  • You can also expand categories (e.g., Construction Safety, Fire Safety and Training) to browse available certifications.
  • Select one or more certificates from the list by checking the boxes next to them.

Before creating copies:

  • Assign to Candidates
    • All Candidates → The certification will be assigned to everyone
    • Tagged Candidates → The certification will only be assigned to candidates with specific tags
  • Requirement
    • Mandatory→ The certification is required
      • It will be assigned to the selected candidates (all or tagged)
      • Candidates must upload it, and missing files will be flagged
    • Suggested→ The certification is optional
      • It will appear in the candidate’s list
      • Candidates are not required to upload it

Click CREATE COPIES.


Option 2: Create a New Certificate

View steps

Click CREATE NEW.

Fill in the following fields:

  • Title → Enter the certification name
  • Description → Add a short explanation
  • Category → Select from the available category list or create a new one. see how to create category
  • Requirement
    • Mandatory→ The certification is required
      • It will be assigned to the selected candidates (all or tagged)
      • Candidates must upload it, and missing files will be flagged
    • Suggested→ The certification is optional
      • It will appear in the candidate’s list
      • Candidates are not required to upload it
  • Expiry Type
    • NO EXPIRY → Select this if the certification does not expire
    • USER GENERATED→ Select this if the certification expires
      • Candidates will be able to enter the expiry date when uploading the certification
  • Assign to Candidates
    • All Candidates → The certification will be assigned to everyone
    • Tagged Candidates → The certification will only be assigned to candidates with specific tags

(Optional) Click ADD ANOTHER.

Click SUBMIT.


Verify:

  • Return to the Certifications section
  • Confirm that the certification appears in the list



Your Certification database now has your custom list of Certifications that you can manage and customize.

If you require a certain certification from your Candidates, you can edit the certification and change the Requirement setting to Mandatory for all Candidates or only for Candidates with specific Tags.

See also: