Setting up the People: Certification extension

Setting up the People: Certification extension

This guide shows you how to switch on the People: Certification extension so you can record and track certifications for employees and candidates. For what the extension does and why you'd use it, see People: Certification extension: track credentials and expiry dates.

Install and enable

  1. Go to Settings → Marketplace Extensions.
  2. Find the People: Certification card (search for "certification" if it's quicker), and click it to review the details and required permissions.
  3. Click Install to add it to your system.
  4. Click Enable to switch it on. There are no settings to fill in, so it activates immediately.

Settings

There's nothing to configure — once enabled, a certifications section appears on each employee and candidate profile, ready to use. You'll find the People area under Settings → People (platform/settings/people) if you want to confirm the extension is active.

Using it day to day

Open any employee or candidate in the People area and you'll see their certifications. From there you can:

  • Add a certification record with the issuing body, credential name, issue date, and expiry date.
  • Set the verification status as you confirm each credential is genuine.
  • Watch expiry dates so you can prompt people to renew before a certification lapses.
  • When you hire a candidate, their certifications transfer automatically to the new employee profile.

Tip: record the expiry date even for certifications that rarely change — it's the simplest way to make sure a renewal never slips through the cracks.

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