---
alias: user-guide-assign-employees-certification
description: "This documentation outlines assigning employees to certifications, managing states, and defining validity periods"
---

# Assign Employees To Certification

:lock: 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.

![assign_employees_to_certification_step_one][assign_employees_to_certification_step_one]

### 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](grant_certificationemployees.md) 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.  

!!! warning
	If a Validity Period is defined, it must be greater than the **Certification** Date.

![assign_employees_to_certification_step_two][assign_employees_to_certification_step_two]

[assign_employees_to_certification_step_one]: images/assign_employees_to_certification_step_one.png
[assign_employees_to_certification_step_two]: images/assign_employees_to_certification_step_two.png