Overview
The Certificates area in Salus Desktop is where you manage every worker certification for your company in one place. You can create and upload certificates, approve the ones your workers submit, organize them by type and provider, set up expiry reminders, and share certificates with people outside Salus.
This matters because accurate certificate data drives your compliance reporting. When certificates are approved and assigned to the correct type, you can trust every certificate report you run and quickly see who is certified, who is expired, and who is missing a required certification.
Use this area when you need to add certificates on behalf of a worker, review certificates your workers uploaded from Salus Mobile, set up the certificate types your company tracks, or manage expiry notifications.
The Certificates tabs
The Certificates page is organized into seven tabs across the top: Dashboard, Approved, Unapproved, Notifications, Types, Providers, and Shared Links. Each tab handles a different part of certificate management.
Dashboard
A fixed overview of your certificate data at a glance. The Dashboard shows three renewal counters for certificates expiring within 30, 60, and 90 days, a Required Certificates chart showing the share of workers who do and do not hold required certifications, and an Employees Without Certificates chart broken down by certificate type.
Use the Dashboard to spot upcoming renewals and gaps in coverage before they become a problem.
Approved
The default view when you open Certificates. It lists every certificate that has been approved and is included in your reporting. Each row shows the worker, certificate type, status, provider, whether the certificate is required, the issue date, and the expiry date. Status values include Certified, Expired, and Not Certified.
From this tab you can filter by Site, Worker, Status, Type, Provider, and Expiry Date, switch between Grid and Table views, click Export to download the list, and click Create Certificate to add a new one.
Tip: Certificates you create or upload as an admin are set to Approved automatically. They appear here right away.
Unapproved
Lists certificates that workers uploaded from Salus Mobile and that have not been approved yet. The tab shows a count badge so you can see how many certificates are waiting for review.
Approving a certificate vets it, assigns it a certificate type, and moves it into the Approved tab so it counts toward your reporting. Until a certificate is approved, it is not included in certificate reports.
Note: Worker uploads always land in Unapproved first. Reviewing this tab regularly keeps your reporting accurate and ensures no certification is missed.
Notifications
Set up automated email reminders for upcoming certificate expiries. A notification sends an email 30 days before a certificate expires, so you can renew it before it lapses. Create your expiry notifications on this tab.
Types
Certificate types are company-specific names you create to group certificates, for example a fall protection ticket or a first aid certification. Types standardize your data so every certificate report shows accurately who has and who does not have a given certification.
Note: Create your certificate types before adding certificates. Every certificate must be assigned a type, so setting up types first makes adding certificates faster.
Providers
Providers are the training providers or certifying entities responsible for issuing certifications. Add providers here to track who delivered the training and when. Unlike types, a provider is optional when you create a certificate.
Shared Links
Share certificates with people outside Salus by creating custom certificate links. This is useful when a general contractor, client, or auditor needs to see certifications but does not have a Salus account.
Adding certificates
There are two ways to add a certificate from Salus Desktop, depending on whether you have a copy of the original certification.
Upload Certificate
Adds a certificate using an image of the physical card or paper certification issued to the worker.
Use it when: the certification came from a third party and you have a photo or scan of the card or document.
Create Digital Certificate
Salus generates a certificate image for you, so no photo of a physical card is needed.
Use it when: the training was conducted internally and there is no physical card or paper certification to attach.
Both options are available when you click Create Certificate. Certificates added this way are approved automatically.
What happens next
Certificates you create or upload as an admin appear in the Approved tab immediately and are included in your certificate reporting. Certificates uploaded by workers from Salus Mobile appear in the Unapproved tab and stay there until you approve them.
Once a certificate has an expiry date and a matching notification, Salus emails a reminder 30 days before it expires. Approved certificates with their status, type, and expiry date feed directly into the Salus certificate reporting platform.
Frequently Asked Questions
I do not see the Certificates area. Why?
The Certificates area is for admins. Confirm you have Full Access or Site Access permissions. Workers manage their own certificates from Salus Mobile, not Salus Desktop.
Why is a certificate in the Unapproved tab?
Certificates uploaded by workers from Salus Mobile always start in Unapproved. They stay there until an admin reviews them, assigns a certificate type, and approves them.
Do unapproved certificates count in my reports?
No. Only approved certificates are included in certificate reporting. Approving an unapproved certificate moves it into your reporting.
Do I have to set up certificate types first?
Yes. Every certificate must be assigned a type, so create your certificate types before you start adding certificates.
Is a provider required when I add a certificate?
No. A provider is optional. Types are mandatory, but you can add a certificate without selecting a provider.
When should I upload a certificate versus create a digital one?
Upload a certificate when you have an image of a physical card or paper certification, usually from a third party. Create a digital certificate when there is no physical card to attach, usually for training conducted internally.
How do expiry notifications work?
On the Notifications tab you can set up an automated email that sends 30 days before a certificate expires, giving you time to renew it.
Can someone outside my company view a certificate?
Yes. Use the Shared Links tab to create a custom link you can send to people who do not have a Salus account, such as a general contractor or auditor.
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