A credential record in ComplyNest tracks a specific certification or clearance for an individual staff member. Each record includes the credential type, issue date, expiration date, and an optional uploaded certificate.

How to Add a Credential

  1. Go to Staff Training and open the staff member's profile.
  2. Click the Credentials tab.
  3. Click Add Credential.
  4. Choose the credential type from the dropdown.
  5. Enter the issue date and expiration date.
  6. Upload the certificate or clearance document.
  7. Click Save.

Common Credential Types

  • CPR Certification
  • First Aid Certification
  • Pediatric First Aid
  • Criminal Background Check
  • Child Abuse Registry Clearance
  • Sex Offender Registry Check
  • Mandated Reporter Training
  • Food Handler or Food Safety Certification
  • Custom credential (any other certification your state requires)
When you upload a certificate, it is also saved to the Document Vault so you can access it from both the staff profile and the central document library.