To manage the certification process for the case:
In the Leave Types section
Expand the chosen Leave Type
Choose the Certification tab - this will show any previously recorded certification periods
To add a new certification period to the Leave Type, click on Add Certification
Fill in the information for the certification period and click on Save
The certification period should now be displayed in the certification grid
Important Fields in this Section:
Certification Due Date – used to record the initial certification due date. This field is used to generate automated LeaveXpert tasks.
Revised Due Date – used to record a revised due date (e.g. due to receipt of an incomplete or insufficient certification)
- Received Status – options include Not Received, Received-Complete, and Received-Incomplete. This status field triggers various LeaveXpert tasks.