Credentials overview
What a credential record represents, how it relates to credential types, and where credentials appear.
A credential is a specific license, certification, or training record held by one employee. It is the unit of evidence ComplyNestly tracks.
Credential vs. credential type
- A credential type is a catalog entry — the kind of thing you track, such as OSHA 10.
- A credential is one employee's actual instance of that type, with its own number, dates, and document.
Mapping a credential to a catalog type is what lets ComplyNestly match it against a requirement. A credential recorded as Custom / Other is stored and tracked for expiration, but it does not satisfy a requirement for a catalog type.
Where credentials appear
- The Credentials page, listing records across the company.
- The Credentials section of each employee's profile, with archived records shown separately.
- The Compliance Matrix, as the cell that satisfies a required credential type.
- Reports, reminders, Action Center items, and Renewal Autopilot tasks.