The Employee Certification Manager allows you to define all of the certifications that are required to be on file at your school for ALL employees. Once defined, SchoolLeader will track expiration dates of certifications to ensure that all employees are in compliance.
To access the Employee Certification Manager, click on Employees, then Employee Certification Manager.
To add a certification, type in the next available row designated with an '*'. You MUST complete one row before moving on to the next row.
To change a certification, type over the selected certification description.
To delete a certification, click in the 'gray area' of the row you want to delete. The row will become 'highlighted'. Now click on the DELETE key on your keyboard.
If you accidentally 'blank out' a certification and you can't close this window, click on the ESC key on your keyboard.
Once you are done, you can click on the 'X' in the upper right hand corner of the Certification Schedule window to close this window. If any changes have been made to the Certification Schedule, you will be receive a SchoolLeader message stating that 'All Employee Certifications will now be refreshed'. Click on OK.
Type in the name of the certification. There are no limits to the amount of certifications that can be tracked.
When initially setting up your schedule, you need to identify when these certifications are due based upon the employee start date.
if certifications must be completed before the employee begins employment, then enter a '0' in the year and a '0' in the month.
if certifications must be completed within 3 months of the employee start date, then enter a '0' in the year and a '3' in the month. You can use any combination of years and months to reflect the certification due date.
When you have completed entering the certifications, close this window, and you will receive a prompt that states that all of the employees certification requirements will now be updates. Click on OK, and SchoolLeader will automatically update your individual Employee Certifications.