Before You Start
You must have Admin access to create or edit a course, Development pathway, or session
At least one certificate template must be Active in Company > Company Templates
Certificates are attached in the Certificate Setup step of the learning item
Overview
You attach a certificate during the setup of a learning item, in the Certificate Setup step. The step is the same for courses, Development pathways, and sessions. Once enabled and a template is selected, the certificate is issued automatically when Talent completes the learning item. You can edit template content from Company Templates at any time.
Enable a Certificate
Create or edit a course, pathway, or session and go to the Certificate Setup step.
Under Certificate Details, turn on the toggle to enable learners to take a certificate when they complete the learning item.
📝 Note: The Certificate Setup step works the same way wherever it appears, so these steps apply to courses, pathways, and sessions alike.
Choose a Template
In the template list, find the template you want to use.
Select Use Certificate next to it. The selected template is marked Used.
To edit a template's content, select Manage Templates to open Company Templates.
💡 Tip: Customize the template in Company Templates before you attach it, so the certificate is ready when the first Talent completes the learning item.
How Certificates Are Issued
When a certificate is enabled and a template is selected, Talent receive the certificate automatically on completing the learning item, with their details filled in. No manual step is needed.
Finish
Select Next to continue to the Summary step, or Save as Draft to finish later.
Review and complete the learning item so the certificate goes live for Talent.
FAQs
Where do I attach a certificate?
Where do I attach a certificate?
In the Certificate Setup step when you create or edit a course, pathway, or session.
Is the step different for courses, pathways, and sessions?
Is the step different for courses, pathways, and sessions?
No. The Certificate Setup step is the same across all three.
How do I select a template?
How do I select a template?
Select Use Certificate next to the template. It is then marked Used.
When does Talent receive the certificate?
When does Talent receive the certificate?
Automatically when they complete the learning item, once a certificate is enabled and a template is selected.
Can I edit the certificate after attaching it?
Can I edit the certificate after attaching it?
Yes. Use Manage Templates to open Company Templates and edit the template content.