License, Permits, and Certificates

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.

Why is the education license information not up to date?

For Ohio users whose education license information is automatically updated each week in PeopleWerksHR from ODE, there are a few possible reasons for the data not being up to date.

  • Is the State ID correct?  Check that their State ID has been entered and is correct.  Check the Name and IDs section of the Name & Demographics tab of the personnel record to edit the State ID in the Edit Name-IDs window.
  • Is the external system integration assignment set for the ODE License system?  Check the System Integration tab of the personnel record.
  • Has the person’s license been recently issued within the last week or two?  PeopleWerksHR only receives the database from ODE once per week and it is processed on Monday nights. If the license was renewed or issued after the cutoff time, it will appear in PeopleWerksHR the following week.
  • Only active license information is imported into PeopleWerks.  If a license has expired for someone and there is no new record to bring in from the ODE database, then the license information in PeopleWerksHR remains.  You can run a report to look for all expired licenses.