Certificate Management enables administrators to manage, track, and follow up on employee certifications in a structured and efficient manner.
Here's how to get started!
Create a Certificate
Start by clicking Create in the top right corner to create a new Certificate.
From here you can fill in the name, category, description and validity of the Certificate.
Save, and now you have a certificate you can add to Learning Paths and Events.
Add your Certification to Content
Find the Path or Event you need to add the certificate to
Make sure it is editable
Go to settings
Go to Certificates
Click the + to add it
Publish the content for it to show for users.
In the pop-up, you can also decide to add a downloadable certificate that users can access after it is issued.
There are a few templates to choose from, but you can also create your own. See how here🎨
Certificate Management Overview
With Certificate Management, admins can:
View all certificates, including:
Certificate name
Category
Expiration period or status (Valid, Expired, Expiring Soon)
Number of users who have acquired it
Use filters to narrow down certificate lists by:
Department
Job profile
Status
Category
Duration
Click into each certificate to:
View the full list of users who hold it
See each user’s acquired date, expiry date, and certificate status
Track how the certificate was acquired (Learning Path, Event or Journey)
Send manual reminders to individual users or in bulk
Export data related to the certificate
Overview widgets and data insights
The certificate overview also includes widgets and stats such as:
Total issued certificates
Total users with valid certificates
Total users with certificates expiring within 30 days
Total users with expired certificates
Managing Certificates in user profiles
Each user profile contains a Certificates section if enabled on your platform. This provides an overview of the certificates the user holds, their validity, and the source.
Admins can also add certificates manually to a user’s profile. This is useful for tracking external certifications completed outside of Learningbank.
To add a certificate manually you must follow these steps:
Create the certificate if it does not already exist
Open the user’s profile
Go to Certificates → Add Certificate
Select the relevant certificate
Add a custom acquired date
(Optional) Upload a PDF version of the certificate
The certificate will then be tracked alongside other certificates issued through Learningbank.
Issuing certificates
Certificates are issued upon completion of a Learning Path or Event.
Once a user completes the full Learning Path or Event, the certificate will be automatically issued to their profile under the Certificates tab.
Note: Certificates are only issued when all steps in the Learning Path or Event are completed.
Good to know💭 Certificates are no longer issued from modules.
Previously issued module-based certificates will still be visible on user profiles during a grace period to ensure a smooth transition.
Going forward, all certificates must be created and issued through Learning Paths.
This change provides better structure, stronger compliance tracking, and ensures certificates reflect full learning journeys — not just individual modules.
When adding a certificate to already live Learning Paths, you may want users who have already completed them to also receive the certificate. This can be done by following these steps:
Go to your Learning path and republish it. Once you click the publish button, a pop-up will ask you if users who have already completed it should gain the certificate. Put a check mark here, and then the system will look back and give these users a certificate.
Two conditions must be met:
Learning must be completed within the last 5 years
Learning must be currently assigned to the user
Sending certificate reminders
Go to Certificates
Click on the certificate you want to manage
In the user overview, locate the user you want to remind
Click the mail icon next to their name to send the reminder
Tips for effective use
Use categories to group certificates by topic (e.g. Safety, Compliance, Product Knowledge)
Combine with Recurring Learning Paths to ensure ongoing validity
Send reminders proactively to avoid compliance gaps
Use filters to target certificate follow-ups by role or location
FAQ
Q: I used to use certificates on modules, but now I cannot find the ones that caused users issues earlier.
A: There are two places you can find issued certificates, and the route to finding them depends on which one you need -> Learning path/Event Certificate or Module Certificate (old).
Learning path and Event Certificates are found by -> User profile -> Certificates
Module Certificates are found by -> User profile -> Achievements -> Certificates
Q: How do I make sure that the user who has already completed the content gets the certificate?
A: If you republish the path, and choose that users who have completed it before the certificate existed should still get it, then it will be assigned to the user as long as they are still assigned the content.