Training Credentials in Tyfoom

Training Credentials in Tyfoom

Training Credentials let you record and track certifications, licenses, and any training your employees complete outside of Tyfoom. Common examples include CPR, OSHA courses, or forklift licenses.

1. Go to the Documentation tab

Setup starts with creating a training type. So first, go to the documentation tab.
Go to the Documentation tab

2. Select Training Credentials Types

And then click Training Credentials types.
Select External Training Types

3. Add New Training Type

And then click on ADD training type.
Add New Training Type

4. Add Type Details

Will you CPR certification as our example, in the name? Field type, CPR certification. And you can add an optional description.
Add Type Details

5. Enable Expiration Setting

Next, decide if this training expires. If it doesn't, leave it unchecked and you're done. Since CPR certifications do expire, we'll check the box.

Enable Expiration Setting

6. Set Expiration Period

Now we set a default expiration window. In this case, two years.

Set Expiration Period

7. Optional: Disable Push Notifications

If push reminders stay enabled, employees are notified automatically before their training expires at 90, 60, 30, and 7 days prior, unless it is renewed before then.

8. Create Training Type

Click create Training Credentials type when you're done.
Create Training Type

9. Access Training Credentialss

Now, we'll log a training record for an employee. Go to Training Credentialss.

Access External Trainings

10. Download, Import or One-by-one

On this page, you can choose to download current records, import new ones or add them one at a time.
Download, Import or One-by-one

11. Add Training Credentials Record

For this example, we'll just add a single record.
Add External Training Record

12. Enter Training Record Details

Add your record details, including optional notes and an attachment. The attachment could be the image of the certificate if you have one.

Enter Training Record Details

13. Select Applicable Employee

Select which employee you're adding this record to.

Select Applicable Employee

14. Create Training Credentials

When you're done click create Training Credentials.

Create External Training

15. Access Documentation Section

This page will give you a quick view of all your most recent Training Credentials records.

Access Documentation Section

If you have any questions, please contact us at customercare@tyfoom.com.