Training and Certifications

HR tracks which training each employee has completed and alerts you when certifications are due for renewal.

Setting up courses

Define the training catalogue first — the courses and certifications relevant to your operation.

1. Go to HR → Settings → Courses.
2. Click Add Course.
3. Enter a name, description, and validity period (how long the certification lasts before renewal is required).
4. Save.

Recording a training completion

1. Open the employee's profile.
2. Go to the Training tab.
3. Click Log Training.
4. Select the course, enter the completion date, and optionally upload the certificate.
5. OpsOS calculates the expiry date automatically from the validity period.

Renewal alerts

When a certification is approaching its expiry date, HR surfaces it on the training dashboard. The default alert window is 30 days — configurable in HR → Settings.

Expired certifications are flagged in red. If a worker holds a certification required by a Planner policy, the Planner will also flag it when that worker is assigned to an affected shift.

Training dashboard

Go to HR → Training for an overview of:

• Upcoming renewals (sorted by urgency).
• Recently completed training.
• Employees with overdue renewals.

Filter by course, department, or date range to focus on what you need.