Certificates is where you create, upload, and manage certificates for all workers on the platform. As a Company Admin, you can manage certificates on behalf of workers. Workers can also upload their own certificates directly, but those submissions require your review before they appear in reporting.
Use Certificates to track compliance status across your workforce, monitor upcoming renewals, and ensure every worker holds the certificates your company requires.
Certificate Status
When certificate types are marked as required, the Approved tab displays a table listing every required certificate type for each active worker. Each worker appears once per required certificate type, with a status against each entry.
Note: For this reporting to work, certificate types must be created and assigned to all certificate entries.
The three status values are:
- Certified — the worker holds a current, valid certificate.
- Not Certified — the worker does not hold a certificate for this type.
- Expired — the worker's certificate has passed its expiry date.
Tabs
The Certificates screen is organized into seven tabs. Each tab covers a different part of certificate management.
Dashboard
The Dashboard gives you an at-a-glance view of certificate compliance across all active workers. It shows:
- A summary of how many workers hold required certificates and how many don't.
- Renewal panels showing the number of certificates expiring within 30, 60, and 90 days.
- Visualizations breaking down certificate requirements and gaps by certificate type.
Approved
The Approved tab lists every worker against every required certificate type. If three certificate types are required, each worker appears three times — once per type — with a status shown for each. This tab is the primary view for tracking workforce-wide compliance.
Unapproved
The Unapproved tab holds all certificates uploaded directly by workers through the Salus mobile app. These certificates require your approval before they appear in the Approved tab and are included in reporting.
You can review and approve certificates individually, or use Bulk Approve AI to approve multiple certificates at once based on Rosie's AI review results (see below).
For full details on the approval workflow, see Certificate Approvals.
AI Review and Bulk Approve AI
Feature access: AI Certificate Review is available to a limited number of customers. Contact Salus to enable it for your account.
When AI Certificate Review is enabled, an AI Review column appears in the Unapproved tab. Rosie automatically reviews certificates in the background and assigns one of three statuses:
- Pass — Rosie reviewed the certificate and is confident the data is accurate. These certificates can typically be approved without manual review.
- Review — Rosie reviewed the certificate but was not confident enough to verify the data. This may be due to an unclear image, incomplete information, or a certificate name that doesn't clearly match an existing type. These certificates should be reviewed manually before approval.
- N/A — Rosie did not complete a review. This applies to all certificates uploaded before the feature was enabled. These require manual review.
Note: Rosie does not approve certificates automatically. All approval decisions remain with the Company Admin. Provider is not considered as part of the AI review.
To approve all certificates marked Pass at once, click Bulk Approve AI in the top-right corner of the Unapproved tab. You will be prompted to confirm the action, including the number of certificates it will affect. Certificates marked Review or N/A are not affected and remain on the list for manual review.
For full details on AI review statuses and how Rosie processes certificates, see AI Certificate Review.
Notifications
Add email addresses to a notification list to receive automatic alerts 30 days before any certificate on the platform is due to expire.
Types
Types is where you define which certificates your company administers. Each certificate type establishes a standardized name that the platform uses for reporting. You can mark any type as required.
When workers upload certificates through the Salus mobile app, you manually assign a type to each submission. This ensures consistent naming across all certificate records.
Providers
Add certificate providers to a list. Once added, providers can be assigned to individual certificates. This allows you to report on certificate providers when needed.
Shared Links
Create shareable links to send a group of worker certificates to people outside the Salus platform. You can filter the shared data by site, certificate type, and worker.
Frequently Asked Questions
A worker uploaded a certificate, but it's not showing in the Approved tab. Why?
Certificates uploaded by workers land in the Unapproved tab first. They only move to the Approved tab after a Company Admin reviews and approves them.
A worker doesn't appear in the Approved tab at all. What's wrong?
The Approved tab only populates when certificate types are marked as required and assigned to certificate entries. Confirm that at least one required type is configured under the Types tab.
What does Bulk Approve AI actually do?
It approves all certificates currently marked with an AI Review status of Pass in the Unapproved tab. Certificates marked Review or N/A are not affected. You will see a confirmation prompt before anything is approved.
Some certificates in the Unapproved tab show an AI Review status of N/A. Why?
N/A means Rosie did not review the certificate. This applies to all certificates uploaded before AI Certificate Review was enabled on your account. These certificates require manual review.
I don't see the AI Review column or the Bulk Approve AI button. How do I get access?
AI Certificate Review is available to a limited number of customers. Contact Salus to enable it for your account.
Who receives expiry notifications?
Only email addresses added to the notification list in the Notifications tab. Notifications are sent automatically 30 days before a certificate expires. Workers do not receive notifications unless their email is on that list.
Can I share certificates with someone who doesn't have a Salus account?
Yes. Use the Shared Links tab to generate a shareable link. You can filter the link by site, certificate type, and worker before sharing it.
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