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Certificates

Certificates are a great way to share and display proven skills within your company. With flair, you can easily create them and add all relevant information such as the issuer and issue and expiration dates. You can also attach documents and files.

Adding a Certificate From the Employee Hub​

You can easily create and manage certificates in the Employee Hub, whether you're an employee or a manager.

Adding Certificates as an Employee​

Click on My Data in the Employee Hub and then select Certificates.

To add a certificate, click the New Certificate button.

Employees can upload certificates to the Employee Hub

You can now either create a name for your certificate or add a name that has already been added by another employee. Then you can enter the certificate issuer, issue date, and where applicable the expiration date. If the certificate has already been issued, you can upload it by file or enter a certificate URL.

Click Save Certificate and your certificate will appear in your Employee Hub.

Certificate saved in Employee Hub

Managing and Adding Certificates as a Manager​

Select My Team when viewing your Employee Hub in Manager mode. You can then click on the employee you want to add a certificate to. In the upper navigation bar, click on Certificates to manage an employee's certificates.

Managers can also check and upload employee certificates

By clicking New Certificate, you can add a certificate to an employee.

Uploading certificates in the manager view in the Employee Hub

You can now either create a name for your certificate or add a name that has already been added by another employee. Then you can enter the certificate issuer, issue date, and where applicable the expiration date. If the certificate has already been issued, you can upload it by file or enter a certificate URL.

Click Save Certificate and your certificate will appear in your Employee Hub.

Adding Certificates From Salesforce​

You can also add certificates to employees using the flair HR app in Salesforce. To do this, simply find an employee using the Search bar or through the Employees section of the navigation bar.

The employee certificates view in the flair HR app on Salesforce

Once you have found the employee, scroll down to the Employee Certificates tab and click New. There, you can add the details of the certificate and link to the certificate URL. Once you're finished, click Save.

Adding an employee certificate in the flair HR app on Salesforce

Commenting on Certificates​

As part of the flair Comments feature, colleagues can now send instant messages, documents, web links, and emojis, related to certificates.

To do this, visit the Certificates section via the My Data tab on the Employee Hub. Identify the Name of the certificate you wish to comment on and then click on the Speech Bubble icon.

This will open a Comments box where you can write an instant message to a colleague associated with the certificate.

Commenting on certificates

Certificate Approval Workflow​

Certificates uploaded by employees can now go through a manager-based approval process before being accepted. This ensures that certificates are reviewed and validated before they appear on an employee's profile.

How It Works​

  1. An employee uploads a new certificate via My Data > Certificates > New Certificate.
  2. The certificate is submitted for approval and the employee's manager receives a notification.
  3. The manager reviews the certificate details and attached documents.
  4. The manager can approve or reject the certificate.
  5. Once approved, the certificate appears on the employee's profile. If rejected, the employee is notified and can re-submit.

Setting Up Certificate Approvals​

To enable certificate approvals, an admin needs to configure an approval policy in Salesforce:

  1. Navigate to flair HR > Approval Policies in Salesforce.
  2. Create a new approval policy for the Certificate object.
  3. Set the approval type to Manager-based to route approvals to the employee's direct manager.
  4. Assign the policy to the relevant employee segments.

Viewing Approval Status in the Hub​

Employees can see the approval status of their certificates in the Certificates section:

  • Pending — The certificate is awaiting manager review.
  • Approved — The certificate has been accepted.
  • Rejected — The certificate was not accepted. The employee can review feedback and re-submit.
tip

Managers can also view and approve certificates from their My Team view, making it easy to process approvals alongside other team management tasks.