Adding credentials can be done anywhere we can pull up the staff card for an employee. This can be seen in our video walkthrough. Our step by Step instructions will be an example just from the staff page
Adding Credentials
1. Go to the Team page on left side of the screen
2. Locate the employee whose Credentials you want to input, then select their name
3. The employees Staff Card will then pop up. Under the Licenses and Certifications section click the + Add button
4. Enter the Name of the credential, upload a file, and input the Expiration date
5. Click Save, then you are all done!
View Expiring Credentials
1. Go to the Dashboard page on the left side of the screen, then go to the Outstanding Issues section
2. Click on the Expiring Credentials Tab, then select any individuals to see when their credentials are expiring
3. That will pull up the Credential Details where you can view the exact Expiration date
