[IMP] Employees: Update certifications

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 <employees/certifications-form>` appear on the :guilabel:`Employee
    Certifications` report. All other certifications appear in the resume section of the
-   :doc:`employee form <new_employee>`.
+   :ref:`employee form <employees/resume>`.
 
 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 <new_employee>`.
+    section of the *Resume* tab on the :doc:`employee form <new_employee>`. 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 <new_employee>`.
+  - :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 <new_employee>`. 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 <new_employee>`.
+    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
-    <new_employee>`.
+    the *Completed Internal Training* section of the *Resume* tab on the :doc:`employee form
+    <new_employee>`. 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.