Licenses

The Licenses button opens a screen to display all the licenses currently assigned to this employee. Authorized users can add, edit, or delete license records.

Note  

The licenses that are required for an employee are determined by the positions assigned to the employee. An employee must have all required licenses for a position in order to be scheduled (if the license validation is enabled in the Selection Style used by the scheduling process).

To view the details of an existing license record, click the card arrow to open it.

The following record input source icons may be displayed in the grid:

Download

This license was downloaded from a third-party system.

Manual

This license was manually entered in the employee record, or an existing record was manually updated.

Replication

This license was replicated from the Navigator HR system.

System

This license was automatically created by the system based on the employee meeting certain education qualifications.

Actions

The following Actions are available in the left pane:

Add

Click on the Add button to open a screen to configure a new record.

Delete Selected

To delete a license from the employee record, check the box to the left of the record and then select the Delete Selected button.

Note  

Licenses that were automatically generated by the system cannot be deleted.

The following topics are available in this chapter

Copy Obtained

Country

Effective Date

Expiration Date

License Code

Mandatory

Number

State/Province

Verification Comments

Verification Method

Verified

Verified By

Copy Obtained

Indicates whether a copy of the license is on file (Yes/No).

Country

The ID of the country issuing this license. This field can be completed if the employee received a license in a country other than the USA.

Effective Date

The date this license becomes effective.

Expiration Date

The date this license expires.

Note  

If a required license is expired, the employee is not eligible to be scheduled.

License Code

The identification code for this license. These values must be previously set up on the Licenses configuration screen.

Mandatory

Indicates whether this license is required for the employee. This setting is determined by the system, based on the license requirements of the employee's positions.

Note  

For more information on assigning license requirements to a position, see Configuration > Labor Distribution > Profile > Licenses.

Number

The identification number of this employee's license, if applicable.

State/Province

The two character ID of the state or province issuing this license, if applicable.

Verification Comments

Free-form text field for any comments regarding this employee license.

Verification Method

Indicates how the employee possession of the license was verified. Options include fax, email, phone, website, or system (for automatically generated licenses).

Verified

Indicates if the employee's possession of this license has been verified by an authorized person (Yes/No).

Verified By

The name of the person who verified the employee has this license. If this is an automatically generated license, this field value displays as System.