Maintain Certifications

18 steps

Workday

This job aid provides step-by-step instructions for managing certifications in Workday, including how to add, edit, and remove records to ensure employee information remains accurate and up to date.

**Considerations** • Regularly review certifications to ensure they remain current and relevant • Remove outdated, expired, or duplicate records to maintain data accuracy • Certifications support professional growth by validating skills and ensuring credentials stay current and aligned with industry standards **Security Roles:** Employee as Self

Adding a Certification

From the Workday home page, click the **Profile** icon in the top-right corner. Select **View Profile**, then navigate to **Career** and click the **Certifications** tab. If you do not see **Career** on the left side of the worker profile, click **More** to expand the menu options. Please note that items displayed in this panel may vary based on your level of access in Workday.

Click the **Add** button at the bottom of the page.

Add button circled on the Certification tab of the Career page.

In the **Certification** field, enter the certification name and press Enter to display results, or select the appropriate option from the drop-down list.

Certification field outlined on the Add Certification window.

• **By Issuer**: Displays a list of certification issuers. After selecting an issuer, you can choose from the certification associated with that issuer. • **By Country Region**: This option is not currently used by W&M; no results will display when selected. • **Global**: Displays the full list of available certifications. • **All**: Displays the full list of available certifications.

Certification field dropdown options displayed.

If the certification is **not** listed: • Select **If you cannot find the certification, check here** option to manually enter the certification details • **Issuer**: Enter the name of the issuing organization • **Name**: Enter the certification name

"If you cannot find the certification, check here" checkbox circled.

- In the **Certification Number** field, enter the certification number, if applicable. - In the **Issued Date** field, enter the date manually or select it from the calendar. - In the **Expiration Date** field, enter the date manually or select it from the calendar. - In the **Attachments** section, upload supporting documentation, if applicable. - (Optional) Enter any relevant details in the **Comments** field. - Click **Submit** once all required information has been completed.

Add Certification fields, Attachment section, and Submit button displayed.

Editing a Certification

From the Workday home page, click the **Profile** icon in the top-right corner. Select **View Profile**, then navigate to **Career** and click the **Certifications** tab. If you do not see Career on the left side of the worker profile, click More to expand the menu options. Please note that items displayed in this panel may vary based on your level of access in Workday.

Locate the certification you want to update. Click the **Edit** icon located next to the certification record

A certification displayed on the Certification table. The Edit button on the row is outlined.

Update the necessary fields (e.g., Certification Name, Issuer, Certification Number, Issued Date, Expiration Date.)

Fields displayed on the Edit Certification window.

Add or update **Attachments** and **Comments**, if applicable.

Click **Submit** once all updates have been completed.

Removing a Certification

From the Workday home page, click the **Profile** icon in the top-right corner. Select **View Profile**, then navigate to **Career** and click the **Certifications** tab. If you do not see Career on the left side of the worker profile, click More to expand the menu options. Please note that items displayed in this panel may vary based on your level of access in Workday.

Locate the certification you want to remove. Click the **Remove** option next to the certification

A certification displayed on the Certification table. The Remove button on the row is outlined.

Confirm the removal when prompted

Fields displayed on the Remove Certification window.

Click **Submit** to finalize the removal

Contact [askHR@wm.edu](mailto:askHR@wm.edu) with questions.

Maintain Certifications

18 steps

Workday

This job aid provides step-by-step instructions for managing certifications in Workday, including how to add, edit, and remove records to ensure employee information remains accurate and up to date.

Adding a Certification

Click the **Add** button at the bottom of the page.

In the **Certification** field, enter the certification name and press Enter to display results, or select the appropriate option from the drop-down list.

Editing a Certification

From the Workday home page, click the **Profile** icon in the top-right corner. Select **View Profile**, then navigate to **Career** and click the **Certifications** tab. If you do not see Career on the left side of the worker profile, click More to expand the menu options. Please note that items displayed in this panel may vary based on your level of access in Workday.

Locate the certification you want to update. Click the **Edit** icon located next to the certification record

Update the necessary fields (e.g., Certification Name, Issuer, Certification Number, Issued Date, Expiration Date.)

Add or update **Attachments** and **Comments**, if applicable.

Click **Submit** once all updates have been completed.

Removing a Certification

From the Workday home page, click the **Profile** icon in the top-right corner. Select **View Profile**, then navigate to **Career** and click the **Certifications** tab. If you do not see Career on the left side of the worker profile, click More to expand the menu options. Please note that items displayed in this panel may vary based on your level of access in Workday.

Locate the certification you want to remove. Click the **Remove** option next to the certification

Confirm the removal when prompted

Click **Submit** to finalize the removal

Contact [askHR@wm.edu](mailto:askHR@wm.edu) with questions.