Deltek Talent Management

Using the Help Search

Contents of the Add/Update Certifications Screen

The Add/Update Certification screen displays the following fields.

Contents

Field	Description
Acronym (if any)	Enter an abbreviation for the certification (for example, CPR for cardiopulmonary resuscitation).
Certification For	Select whether the certificate is for a Course or a Learning Path.
Course Name	This appears if you selected Course in the Certification For field, Click Select Course to search for the individual courses that an employee must complete to earn the certification.
Learning Paths	This appears if you selected Learning Path in the Certification for field. The left field lists all of the learning paths created for your organization. In the drop-down field, select the learning paths that an employee must complete to earn the certification. To select a learning path, click the learning path and use the right arrow to move it to the field on the right. When adding learning paths to certifications, it is important to note the following conditions: If the certification is still in Draft status, then you can only add learning paths that are in Draft or Open status. An Active certification cannot have a Draft learning path as its objective. This means that you will not be able to change the certification Status from Draft to Active unless the learning path Status is also Active.
Name	Enter the name of the certification (for example, Cultural Sensitivity).
Description	Enter a description for the certification.
Certification Should Expire After a Specific Amount of Time	Leave this check box unselected to indicate that a certificate has no expiration date. Select this check box to indicate that a certification has an expiration date.
Valid for (Days)	Enter the number of days that the certification is valid from the date it was earned. This field appears only if the Certification Should Expire After a Specific Amount of Time check box is selected.
Issued by (Default)	Enter the name of the entity that issues the certification. This could be the name of your company or of a particular department or business unit.
Required to Perform Job Duties	Select this option if employees need this certification to perform their job duties. In general, this option would not apply to all employees in a company, because people with different jobs would not need the same certifications. Therefore, it makes sense to use the Required to Perform Job Duties setting for certifications that are associated with specific job titles, organizations, or companies. To make this association, you must associate the courses that make up the certification with the specific job title, organization, or company.
Number of Days to Notify Before Expiration	Enter the number of days before the certification expires that email reminders are first sent. For example, enter 30 to start sending reminders 30 days before the certification expires. The default value in this field is based on the value indicated in the Expiring Certification Notification Period setting on the System Settings > Certifications screen.
Frequency (Days) of Reminders Before Expiration	Enter the number of days between email reminders before the certification expires. For example, enter 2 to send a reminder every other day before the certification expires. The default value in this field is based on the value indicated in the Expiring Certification Reminder Frequency setting on the System Settings > Certifications screen.
Number of Days to Notify After Expiration	Enter the number of days after the certification expires that email reminders are sent. For example, enter 30 to stop sending reminders 30 days after the certification expires. The default value in this field is based on the value indicated in the Stop Expired Certification Reminders setting on the System Settings > Certifications screen.
Frequency (Days) of Reminders After Expiration	Enter the number of days between email reminders after the certification expires. For example, enter 1 to send a reminder every day after the certificate expires. The default value in this field is based on the value indicated in the Expired Certification Reminder Frequency setting on the System Settings > Certifications screen.
Reminder Notification Recipient	Select the people who should receive reminders: the employee, the employee’s manager, and/or the administrator. To select a role, click the role and use the right arrow to move it to the field on the right.
Archive Date	Enter a date in this field to specify the end-of life (EOL) or sunset date for the certification. The date must be on or after the current date. This warning message displays when you set the archive date to the current date: “This certification (including its archive date) may be modified up to the days before the specified date. Once the date has passed, this Certification will be archived. WARNING: Certification archival is permanent; certifications cannot be altered after they are archived. Do you wish to continue?” Clicking Yes automatically archives the certification and returns you to the certifications management page. Clicking Cancel closes the dialogue box and retains you in the Edit Certification page.
Publication Date	This field is populated only if the status of the certification is active. It displays the date and time when the Status of the certification is set to Active.
Published By	This field would only reflect once the status of certification is active. The value is based on the user who set the status of the certification to ‘Active’ This field is populated only if the status of the certification is active. It displays the user ID who set the Status of the certification to Active.

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Contents of the Add/Update Certifications Screen

The Add/Update Certification screen displays the following fields.

Contents

Field	Description
Acronym (if any)	Enter an abbreviation for the certification (for example, CPR for cardiopulmonary resuscitation).
Certification For	Select whether the certificate is for a Course or a Learning Path.
Course Name	This appears if you selected Course in the Certification For field, Click Select Course to search for the individual courses that an employee must complete to earn the certification.
Learning Paths	This appears if you selected Learning Path in the Certification for field. The left field lists all of the learning paths created for your organization. In the drop-down field, select the learning paths that an employee must complete to earn the certification. To select a learning path, click the learning path and use the right arrow to move it to the field on the right. When adding learning paths to certifications, it is important to note the following conditions: If the certification is still in Draft status, then you can only add learning paths that are in Draft or Open status. An Active certification cannot have a Draft learning path as its objective. This means that you will not be able to change the certification Status from Draft to Active unless the learning path Status is also Active.
Name	Enter the name of the certification (for example, Cultural Sensitivity).
Description	Enter a description for the certification.
Certification Should Expire After a Specific Amount of Time	Leave this check box unselected to indicate that a certificate has no expiration date. Select this check box to indicate that a certification has an expiration date.
Valid for (Days)	Enter the number of days that the certification is valid from the date it was earned. This field appears only if the Certification Should Expire After a Specific Amount of Time check box is selected.
Issued by (Default)	Enter the name of the entity that issues the certification. This could be the name of your company or of a particular department or business unit.
Required to Perform Job Duties	Select this option if employees need this certification to perform their job duties. In general, this option would not apply to all employees in a company, because people with different jobs would not need the same certifications. Therefore, it makes sense to use the Required to Perform Job Duties setting for certifications that are associated with specific job titles, organizations, or companies. To make this association, you must associate the courses that make up the certification with the specific job title, organization, or company.
Number of Days to Notify Before Expiration	Enter the number of days before the certification expires that email reminders are first sent. For example, enter 30 to start sending reminders 30 days before the certification expires. The default value in this field is based on the value indicated in the Expiring Certification Notification Period setting on the System Settings > Certifications screen.
Frequency (Days) of Reminders Before Expiration	Enter the number of days between email reminders before the certification expires. For example, enter 2 to send a reminder every other day before the certification expires. The default value in this field is based on the value indicated in the Expiring Certification Reminder Frequency setting on the System Settings > Certifications screen.
Number of Days to Notify After Expiration	Enter the number of days after the certification expires that email reminders are sent. For example, enter 30 to stop sending reminders 30 days after the certification expires. The default value in this field is based on the value indicated in the Stop Expired Certification Reminders setting on the System Settings > Certifications screen.
Frequency (Days) of Reminders After Expiration	Enter the number of days between email reminders after the certification expires. For example, enter 1 to send a reminder every day after the certificate expires. The default value in this field is based on the value indicated in the Expired Certification Reminder Frequency setting on the System Settings > Certifications screen.
Reminder Notification Recipient	Select the people who should receive reminders: the employee, the employee’s manager, and/or the administrator. To select a role, click the role and use the right arrow to move it to the field on the right.
Archive Date	Enter a date in this field to specify the end-of life (EOL) or sunset date for the certification. The date must be on or after the current date. This warning message displays when you set the archive date to the current date: “This certification (including its archive date) may be modified up to the days before the specified date. Once the date has passed, this Certification will be archived. WARNING: Certification archival is permanent; certifications cannot be altered after they are archived. Do you wish to continue?” Clicking Yes automatically archives the certification and returns you to the certifications management page. Clicking Cancel closes the dialogue box and retains you in the Edit Certification page.
Publication Date	This field is populated only if the status of the certification is active. It displays the date and time when the Status of the certification is set to Active.
Published By	This field would only reflect once the status of certification is active. The value is based on the user who set the status of the certification to ‘Active’ This field is populated only if the status of the certification is active. It displays the user ID who set the Status of the certification to Active.