Grant Certification to Employee#

Certification.Grant

Overview#

This operation grants a specific Certification to one or more Employees, causing the Employees to possess the Certification.

Preconditions#

• One of these three statements must be true:
  • The user must belong to the Owner Role of the Certification.
  • The user is Manager of the user to whom the Certification is being granted and the Certification has the property Is Manager Grant Allowed set to true.
  • The user is the Employee to whom the Certification is being granted and the Certification has the property Is Self Grant Allowed set to true.
• The Certification must have the property Allow Manual Grants set to true.
• User Certification state must be Assigned, In Progress or Expired.

Sequence of Steps#

To grant one or more Certifications to a specific Employee, open the page of the Employee, navigate to the Certifications section of the page, select the Certification to be granted, and select the Grant button.

Step 1: Details#

1. Confirm the Certification to be granted to the Employee.
2. The Planned Date will be set but it can be edited.
3. Select the Certification Date, which can be before or after the Planned Date.
4. Set if the Employee is a Trainer or Trainee.
5. 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.
6. Optionally enter a remark for the grant.
7. Select Grant to complete the operation.