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How to Add Licenses to Employee Profiles
How to Add Licenses to Employee Profiles

Save employee professional licenses to their employee profile

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

The Fingercheck HR module enables you to securely store employees' professional licenses for your records. You can effortlessly add and store employee license data on Fingercheck's secure cloud servers.

The employee profile serves as an effective means to tracking licenses held by employees. Employee profiles include many options for tracking HR items such as the types of licenses issued, their issue and expiration dates. Within the HR section of the employee profile, you can input company licenses presently issued to the employee.


Add a License Types to your company

A License Type is the organization or professional authority that provides the accreditation for the employee to hold a license.

  1. Log in to your Fingercheck account as an Administrator.

  2. Select SETUP > System Lookups.

  3. Locate Licenses1 code and click the pencil icon to edit.

  4. Click Add to enter a new License Type.

  5. Enter the License details:

    1. Code: type of license would be the generic description such as food, first aid, financial, payroll, etc..

    2. Description: more descriptive identifier of the license such as, ServSave, American Red Cross, FINRA, American Payroll Association (APA), etc..

  6. Click Apply.

  7. Click Save.


Add a License Certificate

A License Certificate is the the type of license that the employee holds.

  1. Log in to your Fingercheck account as an Administrator.

  2. Select SETUP > System Lookups.

  3. Locate Licenses2 code and click the pencil icon to edit.

  4. Click Add to enter a new License Certificate.

  5. Enter the License details:

    1. Code: type of license would be the generic description such as food, first aid, financial, payroll, etc..

    2. Description: more descriptive identifier of the license such as, ServSave, American Red Cross, FINRA, American Payroll Association (APA), etc..

  6. Click Apply.

  7. Click Save.


Add your employee’s license details

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab, and click an employee's name or number to open their profile.

  3. Click HR.

  4. Select License.

  5. Click Add.

  6. Enter the details for the Add Employee License:

    1. Type: select the type of License.

    2. Certificate: Select the specific license or certification issued.

    3. Issue date: enter the date the employee was issued the license.

    4. Expire date: enter the date the license will expire.

    5. License number: enter the license number issued to the employee.

    6. Include in notification: check this box to receive a notification when the license expires. enter the date the employee graduated or anticipated graduation date, if available.

    7. Note: enter relevant information about the license.

  7. Click Save.


Create employee license custom report

  1. Log in to your Fingercheck account as an Administrator.

  2. Hover over the REPORTS tab.

  3. Select Company.

  4. Click Custom+.

  5. Scroll through the reports or enter license in the search field.

  6. Click Select to select the EmpLic report.

  7. Enter Code

  8. Select the Default Export Type from the dropdown menu.

  9. Click Start.

  10. Drag and drop employee and license details that should be included in the report.

  11. Click Save Report.

For more details on creating custom reports with Fingercheck, check out How to Create a Custom Report


View employee license custom report

  1. Log in to your Fingercheck account as an Administrator.

  2. Hover over the REPORTS tab.

  3. Select Company.

  4. Click the Custom tab.

  5. Click Run Report for the Employee License report.

  6. Select employees.

  7. Click Preview or Download to view details of the Employee License report.


Thank you for using Fingercheck. If you have any questions on this article's topic, you can reach out to our team at 1-800-610-9501, or use the chat option below.

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