Setting Up Required Staff Certifications

Roles: Owner, Director, Manager

Certification management sits with a wider group than most staff-related actions, including Manager, because keeping status current is day-to-day work that shouldn't have to wait on a Director's schedule.

The Certifications page starts with system-provided types already available, CPR and First Aid, alongside anything center-specific you add yourself: food handler cards, mandated reporter training, whatever your state or your own policy requires. Each type gets marked required or optional, with a warning window set for how many days before expiration you want to be alerted.

Required doesn't have to mean required for everyone. See Certification Exemptions for waiving a specific requirement for a specific person without touching it for anyone else.

Filling in status per staff member happens on the same page: issued date, expiration date, and any notes like a certificate number or issuing organization. Status tracking takes it from there automatically.