Getting Started
Certificates are a compliance paperwork item that businesses need to obtain from employees. A certificate is typically a type if certificate, licence, training, ticket or right to work document.
Your implementation manager will help you configure these certificates first time, but first you will need to decide what certificates you need, and how you want them configured.
You can download the certificate configuration template below
Need inspiration or samples? You can get ideas here
Configuration template explained
The following columns are required in order to configure your certificates
| Column Name | Required | Description | Sample |
|---|---|---|---|
| name | Required | This is the name of the certificate. It is recommended to use industry standards | CPR Certificate |
| attachment | Required | Do you wish to collect a pdf, jpeg, png of the certificate? | required |
| document number | Required | Do you wish to collect the document number of the certificate? | required |
| issue date | Required | Do you wish to collect the issue date of the certificate? | required |
| expiry date | Required | Do you wish to collect the expiry date of the certificate. | required |
| Instructions for employees | Required | These are instructions for the employee to guide them through the process of supplying the certificate information. You may link to external locations. | Please upload a copy of your CPR certificate. Where available please also provide the Certificate (Document) Number, Expiry Date (1 year from issue) and Issue Date. Please upload a copy of your CPR certificate. |
| Instructions for admins | Required | These are instructions for the admin to guide them through the process to verify the certificate provided is valid. You may link to external locations. | Please check that this certificate is valid.
If it is not, please 'Reject' and contact the person to try again. If it is, please 'verify' this certificate. |
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.