Certificates confirm a learner has completed specific training and allow them to showcase their accomplishments. There are three different kinds of certificates you can grant your learners.
- The default certificate
- The default certificate with custom colors and simple images
- An advanced custom certificate
The third option allows you to create a fillable PDF form and use tokens or variables that automatically populate training details for individual certificates, such as the learner's name, the course title, and the date. Advanced Custom Certificates can be activated on the academy level for all courses, learning paths, and events. Specific certificates can also be used for individual courses.
Note:
Only academy administrators can set up advanced custom certificates.
Activate Advanced Custom Certificates in your Academy
Navigation: UKG Learning > Academy Workspace > Training Admin > Certificates
- Select the radio button for Advanced custom certificate.
You can also find this option on a per-course basis while managing a course under Certificate on the right.
Select the Course, Learning Paths, or Events sub-tab, and then Advanced Custom Certificate.
Create an Advanced Custom Certificate
Advanced custom certificates use uploaded PDF forms, and must be generated using a PDF editor of choice, like Adobe Acrobat, Sejda, or DocFly. (UKG is in no way affiliated with these companies, and they have been included here as suggestions only. As always, use due diligence and do your own research when it comes to the tools you use.)
Create the framework of your certificate using whatever tool you'd like — Microsoft Word, Adobe Illustrator, or the like. We, for example, downloaded a Microsoft supplied template, and edited it in Word). When ready, export the document as a PDF.
Within your PDF editor (We are using Adobe Acrobat here), you will need to edit the document as a PDF form, specifically. Add fields to the form, and label them with the various options supplied in this token list. How this is done will vary from editor to editor.
Note:
Tokens will need to match exactly.
If the 'PREFERRED_NAME' token is selected, this will pull both the preferred name and the user's last name. If preferred name is null, it will automatically pull the user's legal name, first name and last name.
Save the PDF.
Upload the Certificate
On the Certificates page, select the Upload file button, and choose your saved PDF.
You can upload different certificates for the various languages available in your academy. After upload, select the language associated with each certificate, as well as which will be considered the default if a specific language option is not available for a particular learner.
When awarded to the learner, the certificate's fields will be populated with the appropriate information.
Add Academy Custom Fields
To enhance the flexibility of your certificates, you can use any custom fields that you have added to your academy, in addition to the default token options. When including these custom tokens, please ensure they are formatted in the same manner as the default tokens — in all upper-case letters with underscores used to separate spaces. For example, the custom field "Hiring date" should be written as HIRING_DATE.
It is also important to verify that the appropriate 'Show on user's profile' option is enabled for the custom field. To check this, navigate to the Admin tab, select Academy Settings, and then go to the Custom Fields section. If this setting is not enabled, the custom field will not be populated on the certificate.
Note:
Advanced Custom Certificates can be set up in either landscape or portrait orientation.