How to Add Certifications and Certificates

How to Add Certifications and Certificates

Adding a New Certification

Certifications are a way to track any type of training that expires. Follow these steps to set up a new Certification.

  1. Go to the Documents Tab
  2. Click on Certifications
  3. Click on the blue "Add Certification" button
  4. In the Pop-up, name the certification and enter a description. Click Save
Now that the certification has been created, you can add this certification to different users.

Adding a Certificate to a User

Two Methods

One at a Time

  1. Go to the Documentation Tab
  2. Click on Certificates
  3. Click on the blue "Add Certificate" button
  4. In the Pop-up, select the certification you want to add.
  5. Enter the completion and expiration date and notes.
  6. If you have an image or PDF of the certificate, you can upload it (this will make it viewable for the user on their device).
  7. Select the employee (or employees).
    1. Note: You can only upload an image or PDF for one user using this method. If you select multiple employees, the image or PDF will be available to all of them.
  8. Click Save. They will now appear in the list of Certificates.

Importing a CSV

You can easily upload multiple certificates at once by uploading a CSV file with all the information. Note: you are not able to upload images or PDFs for users with the CSV. That can be done one by one for each employee after the certificate details have been added.
  1. Go to the Documentation Tab
  2. Click on Certificates
  3. Click on the Import CSV button
  4. From this page you can download the CSV Template
  5. Enter all the details on the template
  6. Save the file. Choose and upload the file
  7. Click Save. All certificate details on the template will now appear in the list of certificates
If you have any additional questions, please reach out to us at customercare@tyfoom.com.

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