License, Permits, and Certificates

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Any license, permit, or certificate that a person has can be tracked in PeopleWerksHR.  Generally, these are required for certain  employment and have an expiration date associated with them.

By tracking them in the system, you can easily run expiration reports and send out correspondences to people notifying them of upcoming expirations.  There is a special feature of PeopleWerksHR whereby you  can set up automatic notifications that would be generated for you.  See Scheduled Notifications for more information.

The General Permits/Certificates/Operational Licenses are tracked in the top portion of the screen.  Examples of these are RN, OT, PT  licenses and commercial driver’s licenses.

The General Licenses and Certifications generally related to education are tracked in the bottom portion of the screen.

For Ohio users, there is an external integration with ODE to keep the active education license and permit information updated on a weekly basis in PeopleWerksHR.  The external integration must be assigned in the System Integration section of the personnel record and the State ID must be entered in the person’s Name & ID section.  When entering a new person, you can click on the Add Education Credential button and the information will be imported.

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