How to use employee certification tracking organizer

Last updated: 2023-07-31

An overview of all professional or operator certificates and licenses

The certificate organizer is for tracking your employee's professional certificates, diplomas, professional exams, attestations, licenses, or other professional credentials. Ideal for an overview of operator certificates. For each record, you can save a scan of the relevant certificate or a certified copy of it and link it to an employee.

Basic types of certificates kept on file

  • Certificates
  • License
  • Qualifications

You can set up validity tracking for each certificate

  • Monitor the validity of a certificate, attestation, or professional examination
  • Who the certificate is issued to
  • Be notified of the expiration of a certificate

You store the following information for each professional certificate

  • The name of the professional certificate and the name of the employee (name on the certificate).
  • The issuer of the certificate
  • The expiry date of the certificate 

For each record, you can save a scan of the relevant certificate or its certified copy and associate it with a specific person. You can set up monitoring of its validity for each certificate.

organizer of employee certificates and licenses

Examples of employee certificates, licences or qualification


  • Lean Six Sigma
  • Certified Information Security Manager (CISM)
  • CISA Certification

IT certificates

  • Network administrators 
  • Certified Information Systems Security Professional (CISSP)
  • Database specialist

Healthcare certificates

  • Surgical technologist
  • Clinical lab technician
  • Pharmacy technician

Industry certificates

  • Crane operator
  • Welder
  • HVAC technician

Community and social services

  • Nursing home worker
  • Security guard
  • Social worker


  • High school teacher
  • Principal
  • Teacher


  • Chartered Professional Accountant (CPA) 
  • Auditor
  • Personal financial advisor


  • Attorney
  • Judge
  • Private investigator