Setting Up Required Staff Certifications

Roles: Owner, Director

Deciding which certifications are required is a policy call, so it lives on the Certification Settings tab, separate from the day-to-day Certifications tab where a Manager fills in individual staff records. Setting up types is Owner/Director only; recording a status for a specific person isn't.

Certification Settings 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 — a Manager can do this part, on the regular Certifications tab.

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