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Track Employee Certifications

For: Trainer, Manager | Tier: Standard and Pro

This guide walks you through viewing certification status across your organization and adding external certifications that employees earned outside of SafePath.

Viewing Certifications​

  1. Go to SafePath in the main navigation
  2. Click Certifications
  3. You see all certifications across your organization, with columns for employee name, certification type, status, issue date, and expiration date
  4. Use the status filter to narrow your view:
    • Active — Currently valid certifications
    • Expiring Soon — Certifications expiring within 90 days
    • Expired — Certifications that have already lapsed
  5. Use additional filters for site, employee, or certification type to find what you need

Adding an External Certification​

Employees often hold certifications earned outside of SafePath — forklift licenses, CPR/First Aid cards, HAZWOPER certificates, and more. To add one:

  1. On the Certifications page, click Add Certification
  2. Select the employee from the dropdown
  3. Enter the certification type (e.g., "Forklift Operator License")
  4. Enter the issuing organization (e.g., "National Safety Council")
  5. Set the issue date
  6. Set the expiration date (if applicable)
  7. Upload supporting documentation if available (scanned certificate, photo of the card, etc.)
  8. Click Save

The certification now appears in the employee's record and is tracked for expiration just like auto-generated certificates.

Setting Up Expiration Alerts​

SafePath automatically sends alerts before certifications expire. Notifications are sent at:

  • 90 days before expiry
  • 60 days before expiry
  • 30 days before expiry

Alerts go to both the employee and their manager or trainer. No additional setup is required — expiration alerts are active for any certification with an expiration date.

Tips​

  • Check the Certifications page monthly. A quick review of the "Expiring Soon" filter helps you plan renewal training before deadlines arrive.
  • Add all external certifications. The more complete your records, the easier it is to respond to audit requests and OSHA inspections.
  • Keep supporting documents attached. If an inspector asks for proof of a forklift certification, having the scanned document in SafePath is faster than searching through filing cabinets.