Introducing the Certifications feature, which allows you to efficiently track and manage the certifications of your team members and workers within your company account.
How to create a Certification?
Log into the Raken Web App.
Click the Company tab located on the left side of your screen.
Within this menu, select the option for Certifications.
To create a new type of certification, select Types and click the green box labeled + New Type.
In the box that appears enter in the name of the Type and its description.
Click the orange Save button.
To view and complete the certification that you had created, go to the Certifications section directly below the Types section.
Click the green box labeled + New Certification.
Select the Certification type that you had just created and provide a name for the certification.
Click the orange Save button.
How to apply Certifications to employees?
Employee Level
Log into the Raken Web App.
Click the Team tab located on the left side of your screen.
Select the name of the person for which you would like to add a certification.
Click the option labeled Certifications on the left side of the page.
Click the orange + Certification to add a new certification to the employee.
In the page that appears select the certification, date of expiration and a description for that certification.
Attach any supporting documents if desired by either dragging the file to this menu or clicking the "paper clip" icon next to Description.
Click the orange Save button.
Applying Certifications in Bulk
Log into the Raken Web App.
Click the Company tab located on the left side of your screen.
Within this menu, select the option for Certifications.
Once you click this section a subsection to edit your Certifications will be available.
Select the certification for which you would like to apply to multiple employees.
Click the Employees button found on the left side of the page.
Click the orange Assign button found in the top right corner of the page.
Select those employees that you would like to mark as certified.
Click the orange Continue button at the bottom of the page.
For each employee enter in the expiration date of the employees certification.
Click the orange Save button.
Certification Reporting
Log into the Raken Web App.
Click the Projects tab on the left side of your screen.
In the Projects menu, click the blue Reports button located on the top right.
Of the options presented select the option labeled Certifications.
Run a report once or schedule it to run and share it automatically.
Select the project or projects for which you would like the report.
Specify the timeframe for the report.
Specify the report recipients.
Click the Send button.
Frequently Asked Questions (FAQs):
Are certifications only available to the account admins or to everyone?
Answer: Everyone
Are the worker certifications available for both team members and workers?
Answer: Yes, you can upload certifications for both team members and workers.
Requirements
Please verify that you have the Performance plan. If you need to upgrade your Raken account, feel free to contact us!
More Questions?
Feel free to email us or call us at +1 866-438-0646.
We're always glad to answer your questions!