Attach Certifications to a Cost Code (Web)

You can require certifications at the cost code level to ensure that only qualified employees are able to clock time to specific types of work.

This article explains how to:

Before You Begin

Certifications must exist in the Certification Management list before they can be assigned to a cost code
You must have permission to Manage Cost Codes and Manage Certifications
Certification requirements will be enforced when employees attempt to clock in to the cost code

Use this method to require certifications for a specific cost code.

Go to Management Lists
Click Cost Codes
Select the cost code you want to update
Click the Certifications tab
Click New Requirement
Select a Certification from the dropdown menu
- If the certification you need is not listed, click Manage
- This will open the Certification Management list, where you can create a new certification
After selecting the certification, click Submit

The certification is now required for that cost code.

Employees must have the required certification to clock time to the cost code
If an employee does not have the certification, they will be prevented from clocking in
Certification requirements will appear under the Certifications tab for the cost code

Certifications are pulled from a centralized certification list
Adding a requirement does not assign the certification to employees—it only enforces the requirement
Employees must have an active certification to meet the requirement
Multiple certifications can be required for a single cost code

The certification must first be created in the Certification Management list. Click Manage from the dropdown to add a new certification.

They will not be able to clock time to that cost code until the certification is added to their profile.

Yes. You can add multiple certification requirements to a cost code.