If you need to send notifications to your employees when certifications are about to expire, these are the steps to follow:
- On the main menu on the left-hand side of the StaffWizard page, under the 'Master Company Settings' tab, select the "General Settings" tab on the top of the panel that was displayed.
- On the left-hand side menu of the panel displayed, select the "Expired Certifications Notification Settings" tab. Here you can configure the time as well as how the notification of expired certifications will be sent. Once you are satisfied with the new configurations press the [Save Changes] button.
- Return to the main menu, and under the 'Employees' tab select the "Certifications" option. Here ensure that the certification you want the employees to have is active by going to the 'status' column.
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On the same 'Employees' tab, select the "All employees" option and select the employee that you need by using the filters or navigating the list.
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On the employee's profile, under the 'History' tab at the top of the panel, select the 'Certification' tab. Here you can add a new certification or modify the ones you already have.
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If a new certification is added or an old one is edited, the same pop-up window panel will appear, here you can edit the expiration date of a certification.
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Once you review that the information is correct you can hit the [Add] button at the end of the pop-up window.