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Manage employee certificates

In this article you'll learn how to view, download, and add certificates for employees, as well as send certificate upload reminders.

Written by Franzi Schuetzer

This article covers how to work with employee certificates in Training Tracker. You'll find instructions for viewing and downloading existing certificates, uploading new certificates with required information, and sending reminders to employees when certificates need to be updated.


1. 1. View and download a certificate

  • Use the certificate status filters (Planned, Ongoing, or Completed) or tags for your search, or click on the magnifying glass to enter an employee’s name

  • In the employee row, click on the desired certificate of the respective employee

  • In the document preview that opens, click on DOWNLOAD on the right under Actions



2. Add a new certificate

  • Click on UPLOAD CERTIFICATE

  • Select the document from your computer or via drag-and-drop

  • Mandatory: enter the validity date of the certificate, the category/tag, and the employee

  • Click on UPLOAD



3. Send reminder

When you want an employee to upload a current certificate, you can send them a reminder.

  • Find the line with the employee and their current uploaded certificate

  • Click on the three-dot-menu at the end of the line

  • Click Send reminder

The employee will receive an email where he will be lead to the certificate upload section within Kenjo.

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