1. From the main menu in Cerely, select Personnel
2. Locate and select the employee whose certificate you want to edit
3. From the left-hand side menu within the employee profile, select Qualifications & Experience
4. At the top of the screen, select Certificates from the menu
5. Find the certificate you want to update in the list
6.Click the Edit pencil icon under actions
7. Update certificate details
In the pop-up window, update any of the following fields as required:
| Field | Description |
|---|---|
| State | Update the state where the certificate was issued |
| Certificate Type | Select or update the certificate type from the dropdown menu |
| Certificate Number | Edit the certificate reference number |
| Expiry Date | Update the expiry date if required |
| Enforce Expiry | Toggle on to prevent rostering if the certificate expires |
| Never Expires | Toggle on if the certificate does not have an expiry |
| Upload Certificate | Upload a new file or replace the existing certificate document |
8. Select Submit to apply the updates
The certificate has now been updated and will reflect the latest information in the employee’s Qualifications & Experience section.
Important
If Enforce Expiry is enabled, any updates to the expiry date will immediately impact rostering eligibility where the certificate is required.