Toast Payroll: Set Up Certifications and Licenses

In this Article:

• Create Certifications
• Add a Certification or License for an Employee

Create Certifications

Prior to adding certifications for individual employees, you will need to set up the certification types:
 

1. To set up certifications in Toast Payroll, navigate to Documents > Certifications.
2. A current list of certifications will display here. To add a new certification, select Add New on the right-hand side of the page.
   
   
   
   
3. Complete the following fields and select Save:
   1. Description: Name the certification
   2. Type: Certification, License, or AED
   3. Renewal Frequency: Enter a value here
   4. Tracked By: Select Hours or Credits
   5. # Required: Enter the number of hours required to complete the certification
   6. Is Active: Allows the certification to be active in the system for managers to add to employee profiles

Add a Certification or License for an Employee

Once you've created a certification type, you can add a certification to an employee. Locate their profile in Toast Payroll and select Profile > Training.

The employee’s current certifications will display (if any have already been added). The certification title, whether it has been completed, issue date, expiration date, and the total amount of hours will also show up.
 

To add a new certification, select the Add button on the right-hand side. You’ll want to complete the following fields on this page:
 

• Name: Select the name of the certification (this field will populate based on certifications added in the above steps)
• Is complete?: Select Yes or No depending on if this is the case. If No is selected, the last four options will be removed.
• Documents: This is optional, but you may upload documents related to the employee’s certification
• Certificate number: This is optional, but can be used for record-keeping purposes
• Alert Date: When the manager should be alerted about the certification
• Issue Date: When the certification was issued
• Expire Date: When the certification will expire

Adding certifications to an employee's profile, even when completed, does not notify the employee. If you'd like to notify an employee about a pending certification, send them an .

This content is for informational purposes and is not intended as legal, tax, HR, or any other professional advice. Please contact an attorney or other professional for advice.