Managing Course Certifications: For Managers

Managers can set up course certifications to recognize and track employee training completion. Follow these steps to add a certification to a course:

Step 1: Access Course Management

1. Log in to your manager dashboard
2. Navigate to Courses or Learning Management section
3. Select Manage Courses or Course Settings
4. Locate the course you want to add a certification to, or create a new course

Step 2: Select the Course

1. Click on the course title to open course details
2. Look for the Certification Settings or Certification tab
3. If not visible, select Edit Course to access advanced settings

Step 3: Enable Certifications

1. Find the option to Enable Course Certification or Add Certification
2. Toggle the certification feature ON
3. Confirm that automatic awarding is enabled (this awards certificates automatically upon course completion)

Step 4: Configure Certification Details

1. Enter the Certificate Title (e.g., "Advanced Sales Techniques Certification")
2. Add a Certificate Description explaining what the certification represents
3. Set Completion Requirements:
   • Specify minimum score threshold (e.g., 80% or higher)
   • Indicate which modules are required vs. optional
   • Define any assessment criteria

Step 5: Customize Certificate Appearance (Optional)

1. Upload your Organization Logo or Branding Elements
2. Select a Certificate Template from available designs
3. Add any Custom Text or Acknowledgments
4. Preview the certificate to ensure it looks professional

Step 6: Set Manager Visibility

1. Configure Manager Notification Settings:
   • Enable notifications when team members complete the course
   • Choose whether managers receive post-course feedback
2. Set Visibility Permissions:
   • Decide if managers can see individual completion dates and scores
   • Configure whether certifications are visible to team dashboards

Step 7: Enable Sharing Options

1. Ensure PDF Download is enabled so employees can download certificates
2. Enable Verification Links to allow employees to share proof of certification
3. Configure Public Verification settings if external stakeholders need to verify credentials

Step 8: Test & Publish

1. Click Preview to see how the certification will appear to employees
2. Review all settings one final time
3. Click Publish or Save Settings to make the certification active
4. Optionally, send a test notification to verify the setup works correctly

Step 9: Monitor Certifications

1. Return to the course dashboard regularly
2. View Certified Employees or Certification Reports
3. Track:
   • Number of employees certified
   • Completion and certification dates
   • Average scores and performance trends
4. Use this data to assess training effectiveness and team readiness

Step 10: Provide Feedback

1. Access individual employee records for completed courses
2. Review and add Manager Feedback on their performance
3. Acknowledge achievements with team members
4. Use certification data in performance reviews and development discussions

Best Practices for Managers Setting Up Certifications

💡 Be Clear About Requirements

• Clearly communicate the certification requirements to your team
• Ensure employees understand what score or completion level is needed

💡 Choose Meaningful Certifications

• Set up certifications only for courses critical to your business or role
• Avoid over-certifying courses that don't require formal verification

💡 Communicate the Value

• Explain to your team how certifications will be used
• Share how they support career development and visibility
• Recognize and celebrate certified team members

💡 Use Data for Development

• Review certification reports to identify skill gaps across your team
• Use this information to recommend additional training
• Discuss certifications during performance reviews and one-on-ones

💡 Keep Certifications Current

• Periodically review certification requirements
• Update requirements as business needs change
• Archive outdated certifications to maintain relevance

Accessing Your Certificates & Accomplishments

View All Your Certifications

1. Navigate to your Profile
2. Select Certificates & Accomplishments
3. Browse your complete collection of earned certifications
4. Use filters to sort by date, course category, or status

What You'll See

• Certificate name and course title
• Date earned
• Organization badge
• Completion status
• Quick action buttons (Download, Share, View Details)

Tips for Maximizing Your Certifications

📌 Complete Courses Strategically

• Prioritize courses that align with your current role and career goals
• Mix foundational and advanced certifications for comprehensive skills

📌 Keep Your Certifications Updated

• Regularly review your Certificates & Accomplishments section
• Share recent achievements with your manager during one-on-ones

📌 Leverage Verification Links

• Use shareable links in your email signature or LinkedIn profile
• Send links to managers or recruiters to instantly verify your credentials

📌 Combine with Performance

• Certifications are most valuable when paired with demonstrated on-the-job application
• Share how you've applied learnings from certified courses in your daily work

📌 Plan for Continuous Learning

• Use your certification history to identify skill gaps
• Enroll in related courses to build specialized expertise