Auto-Assign Certificates for Events

Auto-Assign Certificates for Events

Overview

Auto-Assign Certificates automatically issue certificates to learners when they complete an event. This removes the manual work of certificate creation and ensures every learner receives recognition for their achievement immediately upon completion.

You can choose from standard certificate designs or use custom templates, and configure whether certificates expire or remain valid indefinitely.


Functionality Breakdown

How Auto-Assign Works

  1. Administrator enables auto-assign certificates on the event

  2. Learner attends and has attendance marked

  3. Event completes (session ends)

  4. Certificate is generated automatically with the learner's name and event details

  5. Learner is notified via email and in-app notification

  6. Certificate appears in the learner's profile and can be downloaded/shared

Certificate Options

Setting

Options

Setting

Options

Certificate Template

Standard variants or custom company templates

Expiration

Never expires, exact date, or dynamic period

Dynamic Periods

7 days, 30 days, 90 days, 6 months, 1 year, 2 years, 3 years, or custom

Certificate Variants

Learn Amp offers several standard certificate designs:

  • Professional styles suitable for formal training

  • Modern designs for general learning

  • Custom templates uploaded by your organisation

Expiration Settings

Type

Description

Use Case

Type

Description

Use Case

Never expires

Certificate remains valid indefinitely

General training, soft skills

Exact date

Expires on a specific date

Compliance with fixed renewal dates

Dynamic expiration

Expires X days/months/years after completion

Recurring certifications (e.g., annual safety training)


Pre-requisites

Feature Requirements

  • Certificates feature must be enabled for your company

  • For custom templates, templates must be uploaded in company settings

Role Requirements

Action

Required Roles

Action

Required Roles

Configure auto-assign certificates

Event creator, Admin, Owner, Curator, Learning Designer

View/download certificates

Certificate holder (learner)

View all certificates issued

Admin, Owner


Quick Start Guide

Enabling Auto-Assign Certificates

  1. Navigate to your event

  2. Click Edit to access settings

  3. Find the Certificates section

  4. Enable Auto-assign certificate on completion

  5. Select your Certificate Template (standard variant or custom)

  6. Configure Expiration settings:

    • Toggle on if certificates should expire

    • Choose expiration type (exact date or dynamic)

    • Set the expiration date or period

  7. Click Save

Choosing a Certificate Template

  1. In the certificate settings, click the Template dropdown

  2. Preview available options:

    • Standard variants show immediately

    • Custom templates (if available) appear at the top

  3. Select your preferred design

  4. The preview updates to show the selected template

  5. Click Save

Setting Dynamic Expiration

  1. Enable certificate expiration

  2. Select Dynamic expiration

  3. Choose a period (e.g., "1 year")

  4. Certificates will expire that period after each learner's completion date

For example, if set to 1 year:

  • Learner A completes on 1 March 2024 → expires 1 March 2025

  • Learner B completes on 15 June 2024 → expires 15 June 2025


FAQs

When exactly is the certificate issued?
Certificates are issued when attendance is confirmed and the event is marked complete. For automatic attendance, this happens shortly after the meeting ends.

Can learners download their certificates?
Yes, learners can download certificates as PDF from their profile or the certificate notification.

What information appears on the certificate?
Typically: learner name, event name, completion date, and expiration date (if applicable). Custom templates may include additional details.

Can I issue certificates for past events?
Auto-assign only works for future completions. For past events, certificates can be manually issued by administrators.

What happens when a certificate expires?
Expired certificates remain visible but are marked as expired. Learners may need to retake the training to receive a new valid certificate.

Can I change the certificate template after certificates have been issued?
Changes only affect future certificates. Already-issued certificates retain their original design.

Are certificates included in reports?
Yes, certificate data appears in learner profiles and can be included in various reports.

Can learners share certificates on LinkedIn?
Certificates include a unique verification URL that learners can share. LinkedIn sharing depends on your certificate configuration.


Troubleshooting

Issue

Solution

Issue

Solution

Certificate not issued after completion

Verify auto-assign is enabled. Check attendance was marked as "Attended".

Wrong certificate template used

Check the event's certificate settings. Changes only affect future issuances.

Certificate showing wrong expiration

Review the expiration settings on the event. Dynamic expiration calculates from completion date.

Custom template not appearing

Ensure custom templates are uploaded in company settings and active.

Learner didn't receive notification

Check the learner's email preferences. Verify their email address is correct.

Certificate not appearing in learner profile

Allow a few minutes for processing. If still missing, check the event completion status.