How To Efficiently Manage Your Documents With flair

Certificates

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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

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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.

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.

Managing and Adding Certificates as a Manager

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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.

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

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

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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.

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.

Commenting on Certificates

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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.