Assign Employees To Certification#

Certification.AssignEmployees

Overview#

This operation is used to associate Employees to a Certification, meaning that the Employee should obtain this Certification.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The Certification to be assigned must exist and be Active.
• The Certification must have the property Allow Manual Grants set to true.
• The selected input list of Employees must match any of the following conditions:
  • User is member of the Owner Role.
  • Current user is the same Employee in the Certification.

Sequence of Steps#

Step 1: Employees#

1. Select the Employees to be assigned to the Certification from the left grid. Employees can be filtered by Team, Manager or by a simple name filter. Selecting the Employee will add them to the list of selected Employees in the right side of the screen.
2. Select Next to define the Certification details.

Step 2: Certification#

1. A planned date can be defined if the Certification will be achieved at a point in the future and the state should be Assigned.
2. If the Employee already has the Certification, the state can be set to Active by setting the Granted flag. This will set the Certification Date to the present date and time. You can also do this directly by using the Grant Certification to Employees operation.
3. You can set the Employee as a Trainer or Trainee.
4. The validity date is determined by the Certification validation date. However, if the Employee is set as Trainee the validation date is determined by: Certification Date + Training Maximum Duration.
5. Optionally enter a remark for the assignment.
6. To save time and effort, edited values for the current Employee can be easily copied to all the other Employees listed in the dialog by selecting Copy to All Employees.
7. Select the Assign button to complete the operation.