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Why use Certification & Courses Management?

Certification and course management ensures consistency and standardization across your organization in Cinode. It simplifies the maintenance and presentation of certifications and courses, supporting business growth. By managing them effectively, your company stays competitive, compliant, and aligned with industry standards.

Benefits of Certification and Course Management

Streamlined Compliance: Keep certifications and courses up-to-date and accessible to meet supplier and regulatory requirements.
Business Growth Support: Demonstrate expertise and qualifications to partners, enhancing collaboration and trust.
Efficiency in Management: Centralize data on certifications and courses, avoiding duplication or inconsistencies as they evolve.
Workforce Development: Use certifications and courses as strategic tools in growth plans, ensuring employees meet competency goals.
Proactive Planning: Set targets, track progress, and plan for renewals or new qualifications to meet business objectives.

Best Practices

Inventory existing certifications and courses: Review and clean up user-added items. Merge duplicates.
Control suggestions: Activate Only suggest the company’s approved certifications and courses under Administration > Process > Certifications.
Set a routine: Schedule monthly reviews to keep the catalog up to date.

How Cinode Simplifies Certification and Course Management

Catalog: Build and maintain a comprehensive catalog of certifications and courses relevant to your business.
Target Setting: Set and monitor targets for specific certification or course types.
User Management: Bulk update past certifications and courses, and streamline additions from the company’s catalog.
🟡 Integrated with Growth Plans: Link certifications and courses to development goals with a clear pipeline, enabling task creation and visualization in a Trello-like layout. (Coming soon)

Certification Settings

Only users with Admin permissions can manage the Certifications Catalog in your company's instance. The Certification Management add-on is also required.

Administration > Process > Certifications or courses
To add a new certification or courses, click +.
To update an existing one, click the three dots.

Company Catalog

Under the Company Certification (courses) tab, you can view and manage your company's certifications or courses. You can also see:

Total number of users in the organization with the certification
Target number of users requiring the certification
Target date to achieve the desired number of certified users

User Certifications or courses

Under the User Certifications or courses tab, you can view and manage your company's certifications. You can also merge certifications into a new certification or an already existing one.

Use the buttons in the bottom or the icons to the right.

Add a Certification or course to Your Profile

Navigate to Home > Profile or directly access a CV.
Use the table of contents to find Courses & Certifications.
Click + to add a new certification.
Select from the list, which is generated based on the company catalog
or
Enter free text and then click +

Control Suggested Certifications in User Profiles and CVs

Enable or disable company-approved certification suggestions across profiles and CV updates.

As an Admin, you can manage which certifications are suggested to users when they update their profiles or CVs. By toggling the Only suggest company-approved certifications setting, you ensure consistency across your organisation's certification records.

How it works with suggested certification or courses

When enabled, users will only see certifications from the company-approved certification catalogue when:

Adding or editing certifications in the Certifications and Courses block of their profile
Adding or editing certifications in a CV

Users can still manually enter certifications not listed in the catalogue. However, those manually added certifications will remain private and will not be visible to others unless added to the company catalogue by an Admin.

Toggling the "only suggested company-approved certifications"

Go to Administration > Process > Certifications.
Locate the toggle for Only suggest company-approved certifications in the upper right-hand section.
Click the toggle to enable or disable the setting.

Tips & Tricks

To maintain data quality and alignment across your organisation, it's recommended to keep this setting enabled and regularly update the company certification catalogue.

Certification and courses Report

Viewing and Managing Certifications or courses in Reports

Go to Reports > Competences > Certifications or courses tab.

The Reports section provides an overview of all certifications added to employee profiles in your organization. You can see:

All certifications and their associated employees.
The year certifications were obtained.
Options to export the report.

Clicking on a certification reveals additional details, such as expiration date, issuer, and code.

Choose between the company or courses certifications or others

Using the Filter Function

Search by Certificate: Identify employees with a specific certification.
Search by Employee: View all certifications an employee holds.
Filter by Teams: See certifications within a specific team.
Search by Year: Find certificates by the year obtained or check expiration status.
Export: Download the report as an Excel file.
Employee Profile: Click an employee's name to access their profile.

By filtering by a specific period, you can view certifications expiring within that timeframe. For example, the table below shows that within one year: