How Do I Set Up Employee Credentials and Certifications?

If you have access to the HR Staff menu, you can set up forms that employees can use to add credentials or certifications to their EWS profile by using the Personal>Certifications menu..

Note: The information available for credentials and certifications depends on how the credential settings are set up in HR Management and by the HR Staff in EWS. For information about setting up credentials in HR Management, see the HR Management User's Guide.

To add credentials and certifications to the employee profile pages, complete the following steps:

  1. Select HR Staff>Credential Settings.

Note: If you do not see the HR Staff menu, your user ID does not have appropriate security to complete this task. Contact your EWS system administrator to request a change to your security settings.

  1. Click New to add a credential type to the page.
  2. Select a Credential Type from the list. The values available in this list are defined in the Field Setup form in HR Management.
  3. Select a Column Name. The values in this list are derived from the database columns HR Management credentials table.
  4. Enter a Column Title. The title should represent the information you expect the employee to enter in the form column.
  5. Select a Column Type from the list:
    • Text
    • Date
    • ComboBox
    • CheckBox
  6. Enter the Row number where this information will be created on the form. The default value is 1.
  7. Enter the Column number where this information will be created on the form. The default value is 1.
  8. Enter an optional Mask Edit value. The Mask Edit value can be used to mask sensitive information, such as ID numbers or phone numbers.
  9. Click Update to save the form. EWS adds a row to the Credential Settings table with the values that you specified and the Credential Type is added to the list of available credentials in the Personal>Certifications>Add feature that is available to EWS users.