Certification Master

Created on Jan 16, 2025 | By Kalpesh Patel
Last Updated on Jan 16, 2025
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Certification Master

Introduction/Purpose:

The Certification Master module in the HRMS system is designed to manage and track employee certifications, ensuring that all required certifications are recorded, updated, and aligned with organizational requirements.

Purpose:

  • To maintain an organized record of all certifications required for employees, ensuring compliance and qualifications for specific roles.
  • To help manage certification renewals and expirations, ensuring employees remain compliant with industry standards and regulations.

Process Flow:

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How To Navigate:

To access Certification Master module in the HRMS system, follow these steps:

  • Click on the Menu Icon: Begin by clicking on the main menu icon, which is usually located at the top right corner of the screen. This will open the navigation panel that contains various sections of the HRMS system.
  • Click on Core Master: In the navigation panel, find the Core Master section, which is typically located on the left side of the menu. Clicking on this section will expand the available options under Core Master.
  • Find the Employee Setup Section: Once the Core Master section is open, locate the Employee Setup subsection. This section contains various transaction-related options, including employee master related processes.
  • Click on Certification Master: Finally, under the Employee Setup section, click on the Certification Master link. This will take you to the Certification Master listing page, where you can view, update, and manage Certification Master records.

Listing: 

The Certification Master Listing Page provides a comprehensive overview of all certifications managed within the HRMS system, offering efficient control and tracking. Below are the fields displayed on the page:

  • Name: Shows the name of the certification for easy identification and reference.
  • Code: Displays the unique identifier or code for each certification, allowing for efficient tracking.
  • Added By: Indicates the user who created or added the certification to the system.
  • Added Date: Reflects the date when the certification was created or added to the system.
  • Approval Status: Indicates whether the certification has been approved or is pending approval.
  • Status: Shows the current status of the certification, such as Active, Inactive, or Expired.
  • Action: Provides options to manage the certification, including:
    • Edit: Modify the details of the certification.
    • View Details: Access detailed information about the certification.

In Certification Master listing page the user can add perform following activities

  • Record Filter: Filter option allows users to filter the list of records based on visible columns
  • Show All Listing Columns: This option allows the user to clear all Filter and display all records on the Listing page.
  • Advance Search This option allows users to filter data with single or Multiple criteria in Column Name with options like
    • equal
    • Not Equal
    • Begins
    • Does Not Begin with
    • Ends With
    • Does Not End with
    • Contains
    • Does Not Contain 
  • Export Data: Selected Record, Current Page record or All records can be exported by users with listed Columns or All Columns to a spreadsheet or other file format for further analysis or reporting.
  • Hide/Show Column: This option allows users to customize columns by adding/removing columns to display from the Listing page.
    • In this option user have to select column which they want to view in the list , if the user uncheck/unselect all column then system will give error message that “Please check at least one column”
      • The user can view following action in this section
        • Ok  :-On clicking the “Ok” button, the user can submit the checked option, and based on the selection, the column will display to the user in the list.
        • Cancel :- On clicking this button the user can cancel the check column
  • Filter: Helps the user refine displayed data by applying specific criteria, making navigation and information retrieval easier.

Recording & Update: 

When adding a Certification Master, the following fields must be completed:

  • Name*: Enter the name of the certification to uniquely identify it (e.g., “Project Management Certification”).
  • Status: Select the current status of the certification (e.g., Active, Inactive, Expired) to reflect its operational state.

Actions: 

User can perform the following actions in the add new page 

  • Submit: Once all required information is entered, click Submit to save and approve the new  Certification record.
  • Discard: If you wish to cancel creating the program, click Discard to remove all entered information and exit.
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