Access and manage certificates and permits in HR Hub
This article explains how to access and manage Certificates and Permits in HR Hub. You'll learn how to add, edit, activate, and inactivate certifications or permits for your employees. Using this module keeps licenses and permits secure, current, and easy to track.
You can decide whether each item requires a number, an expiry date, or a file upload, and attach a sample image to guide staff. Follow the steps below to support your compliance efforts and organized.
1. Accessing certificates & permits
1.1 Tabs and Navigation
1.1.1 Click HR Hub in the top menu, then select Certificates & Permits from the dropdown.
1.1.2 Use the Active / Inactive toggle in the top right to switch views. Use the search field to filter items.
2. Adding a certification or permit
2.1 Create New Certification
2.1.1 Click the + icon next to the page title CERTIFICATIONS & PERMITS.
2.1.2 Enter the Certification Name and optional Description in the Create New Certification modal.
2.1.3 Toggle the requirements you need to green:
- Requires Number (e.g., certificate or license number)
- Requires Expiry Date
- Upload Document Required
2.1.4 Add a Sample Template Image (optional) by dragging a file into the uploader or clicking to browse.
2.1.5 Click ADD CERTIFICATION. A confirmation appears and the item shows under Active.
3. Editing, deactivating, or activating items
3.1 Row Actions
3.1.1 In Active, click the pencil icon to edit an item.
3.1.2 In Active, click the red x to move the item to Inactive.
3.1.3 In Inactive, click the green + to activate and return the item to Active.
