diff --git a/content/applications/hr/employees/certifications.rst b/content/applications/hr/employees/certifications.rst index f05608b5a1..b4a48208d3 100644 --- a/content/applications/hr/employees/certifications.rst +++ b/content/applications/hr/employees/certifications.rst @@ -5,11 +5,12 @@ Certifications When jobs require specific knowledge, it is necessary to track employee certifications to ensure the necessary knowledge and certifications are in place. -Certifications include classes, tests, professional seminars, and more. There are no restrictions in -terms of what type of certification records can be added in Odoo. +When jobs require specific knowledge, track employee certifications (e.g., classes, tests, seminars) +to verify required skills. Odoo accepts any certification type without restriction. .. important:: - To access the *Employee Certifications* report, the **Surveys** app **must** be installed. + To add certifications to an employee profile, and to access the *Employee Certifications* report, + the **Surveys** app **must** be installed. View certifications =================== @@ -28,18 +29,17 @@ following: the employee, if applicable. The entries are also color-coded. Current certifications that are still valid appear in black, -expired certifications appear in red, and certifications that are going to expire within the next -90 days appear in orange. +expired certifications appear in red, and certifications that are going to expire within the next 90 +days appear in orange. .. image:: certifications/certifications.png - :align: center :alt: The list of employee certifications. .. important:: **Only** certification records with the *Display Type* set to *Certification* on their :ref:`certification form ` appear on the :guilabel:`Employee Certifications` report. All other certifications appear in the resume section of the - :doc:`employee form `. + :ref:`employee form `. View certifications by expiration status ---------------------------------------- @@ -49,19 +49,18 @@ determine which employees need to keep necessary certifications current in the d this scenario, it is beneficial to view the certifications by expiration status. To do so, navigate to :menuselection:`Employees app --> Reporting --> Certifications`. Next, click -the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, then click :guilabel:`Add -Custom Group`, revealing a drop-down menu. Click :guilabel:`Expiration Status`, then click away from -the drop-down menu to close it. +the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the search bar, then click +:guilabel:`Add Custom Group` :icon:`fa-caret-down`, revealing a drop-down menu. Click +:guilabel:`Expiration Status`, then click away from the drop-down menu to close it. After doing so, all the certifications are organized by status, starting with :guilabel:`Expired` certifications, then certifications that are :guilabel:`Expiring` soon (within the next 90 days), and lastly, certifications that are still :guilabel:`Valid`. -This view provides an easy way to see which employees have certifications that are going to expire -soon, to determine which employees need to take action to keep their certifications current. +Filter certifications by expiration status to identify certifications expiring soon, and identify +employees who must renew. .. image:: certifications/status.png - :align: center :alt: The list of employee certifications, grouped by status. .. _employees/certifications-form: @@ -78,40 +77,61 @@ information on the form: certification. - :guilabel:`Type`: Using the drop-down menu, select the type of certification received. This field determines where on the employee's resume the certification appears. To create a new - :guilabel:`Type`, enter the type in the field, then click :guilabel:`Create "type"`. + :guilabel:`Type`, enter the type in the field, then click :guilabel:`Create [type]`. The default options are: - :guilabel:`Experience`: Select this option to have the certification appear in the *Experience* - section of the *Resume* tab on the :doc:`employee form `. + section of the *Resume* tab on the :doc:`employee form `. Experience entries are + typically previous jobs or internships. - :guilabel:`Education`: Select this option to have the certification appear in the *Education* section of the *Resume* tab on the :doc:`employee form `. + - :guilabel:`Social Media`: Select this option to have the certification appear in the *Social + Media* section of the *Resume* tab on the :doc:`employee form `. Social Media + entries typically relate to certifications relating to digital marketing, social media + management, and specific trainings from social media platforms. - :guilabel:`Internal Certification`: Select this option to have the certification appear in the *Internal Certification* section of the *Resume* tab on the :doc:`employee form `. + Internal certifications entries are tied to courses, training, or programs created by the + company, that once completed, have a certification associated with it. - :guilabel:`Completed Internal Training`: Select this option to have the certification appear in - *Completed Internal Training* section of the *Resume* tab on the :doc:`employee form - `. + the *Completed Internal Training* section of the *Resume* tab on the :doc:`employee form + `. Completed internal training entries are typically associated with trainings + created by the company, for company-specific processes. These do not result in any + certifications, but are logged on the employee profile to indicate completed training. - :guilabel:`Display Type`: Select the visibility of the certification in this field. The default options are: - :guilabel:`Classic`: Select this option to have the certification appear in the *Resume* section of the employee form, and **not** appear on the *Employee Certifications* report. + - :guilabel:`Certification`: select this option to have the certification appear in the *Resume* + section of the employee form, **and** appear on the *Employee Certifications* report. Once this + is selected, a :guilabel:`Certification` field appears beneath the :guilabel:`Display Type` + field. Using the drop-down menu, select the corresponding **Surveys** app certification the + employee took. This field **only** appears if the **Surveys** app is installed. - :guilabel:`Course`: Select this option to have the certification appear in the *Resume* section of the employee form, and **not** appear on the *Employee Certifications* report. Once this option is selected, a :guilabel:`Course` field appears beneath the :guilabel:`Display Type` - field. Using the drop-down menu, select the course the employee took. The course is created in - the **Surveys** app. - - :guilabel:`Certification`: Select this option to have the certification appear in the *Resume* - section of the employee form, **and** appear on the *Employee Certifications* report. Once this - is selected, a :guilabel:`Certification` field appears beneath the :guilabel:`Display - Type` field. Using the drop-down menu, select the certification the employee took. + field. Using the drop-down menu, select the corresponding **eLearning** course the employee took. + This field **only** appears if the **eLearning** app is installed. - :guilabel:`Description`: Enter a description for the certification in this field. - :guilabel:`Duration`: Click into the first field, and a calendar pop-over window appears. Click on the start and end dates for the certification validity period. When the correct dates are selected, click :icon:`fa-check` :guilabel:`Apply`, and both fields are populated. -.. image:: certifications/osha.png - :align: center +.. image:: certifications/cybersecurity.png :alt: A certification form filled out for an OSHA certificate for construction. + +.. note:: + Once a certification is logged for an employee, a new certification of the *same type* (i.e. + :guilabel:`Education` or :guilabel:`Internal Certification`) can be added directly from the + employee form, instead of the :guilabel:`Employee Certifications` dashboard. + + In the main **Employees** app dashboard, click on an employee profile to open their employee + form. In the :guilabel:`RESUME` tab, click the :guilabel:`ADD` button at the end of the + corresponding certification line. + + This :guilabel:`ADD` button **only** appears on employee profiles that already have a + certification. diff --git a/content/applications/hr/employees/certifications/cybersecurity.png b/content/applications/hr/employees/certifications/cybersecurity.png new file mode 100644 index 0000000000..d8a5f5e528 Binary files /dev/null and b/content/applications/hr/employees/certifications/cybersecurity.png differ diff --git a/content/applications/hr/employees/certifications/osha.png b/content/applications/hr/employees/certifications/osha.png deleted file mode 100644 index 601463b618..0000000000 Binary files a/content/applications/hr/employees/certifications/osha.png and /dev/null differ