Certificate Management allows admins to manage, track, and follow up on employee certifications in a structured and efficient way. This feature is especially useful in industries such as retail, hospitality, logistics, and manufacturing, where proof of training and compliance is critical to daily operations.
🧾 What Certificate Management Overview includes
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 or Journey)
Send manual reminders to individual users or in bulk
Export data related to the certificate
👤 Managing certificates in user profiles
Each user profile contains a Certificates section. This provides an overview of the certificates the user holds, their validity, and 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:
Go to Admin → Certificates and create the certificate if it doesn’t already exist
Open the user’s profile
Navigate 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.
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.
How to assign a certificate to a Learning Path:
Go to Learning → Learning Paths
Select the relevant Learning Path or create a new one
Go to Settings, navigate to the Certificate section
Select the certificate you want to issue when the Learning Path is completed
Save your changes
Once a learner completes the full Learning Path, 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 are completed.
📤 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
📊 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
🔧 Access and availability
Certificate Management is part of the Culture package.
If you don’t have access to this feature yet, please reach out to your CSM or Learningbank contact to learn more and explore upgrade options.
Once enabled, users will see their certificates directly in their profile under the Certificates tab (previously located under Achievements).
💡 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