In this video, we will show you how to add any (optional) certificate information to your employees' profiles in Ximble. To set up this option, navigate to the „Employees“ section, choose a user profile you wish to configure, and click on the „Certifications“ tab.
You will see a list of all current certifications for this user as well as their date of expiration. Admins and supervisors will be notified via email 30 days prior to the expiration date for all employee certificates. To add a new certificate, click on „Add Another Certification“, enter the name for this certificate, choose a date of expiration and save your settings.
If you wish to delete any of the current certifications, simply click on the X mark next to it, and that's it.
On top of just assigning certificates to your staff members and receiving expiration notifications, you’ll also be able to monitor the expiration of certificates in the Reports section, through the Employee Certificates report.