Certificate

access level data processor (full access), certificate specialist (full access), payroll advisor (view only) module data dashboard in this area, users can view, manage, and process certificate requests submitted by customers through the client portal and mobile apps this tab provides a central location to handle all certificate related activities when a customer needs proof of insurance or a certificate for compliance purposes , their request will appear in this workspace for processing ⚠️ warning the customer's status needs to be active to request a certificate through the mobile app (peoplematic) the system will automatically check the customer's status if it is not active, the system will not allow the customer to request a certificate certificate types there are two types of certificate requests that appear in this list wos – waiver of subrogation wos requests now get charged through the client portal and mobile app automatically and won't display on the dashboard unless the payment has been approved read more on this topic on waiver of subrogation (wos) automation article and internal coi and wos requests poi/coi – proof of insurance / certificate of insurance poi/coi requests most poi/coi requests are automatically processed by the system (only cs is not automatic; it has to be uploaded manually) the number next to the tab name indicates how many pending certificate requests are currently in the system ⚠️ warning if there is a discrepancy (for example, an error) or if the customer adds instructions or notes when submitting their request, the task will be added to the manual list and automatically assigned to the certificates department for completion filtering options by default, only new and in progress tasks are displayed you can use the filters to view additional statuses or search directly by customer for detailed information on how to use the filters, please refer to the data dashboard overview article ✅ always check the notes & activities section before processing a request, as it may contain important context or special instructions preview request pop up when opening a certificate request, you can review the submission details provided by the customer start processing select the "mark in progress" button to update the status and begin processing the request attempt automation select the "attempt automation" button to auto fill the certificate information a pop up will appear showing the prefilled certificate fields carefully review the information for any mispellings or errors if the certificate has already been issued, scroll down and upload the existing file to avoid duplication click submit the email will be sent to the client and certificate holder (if selected) with the uploaded certificate if it hasn't been issued, select submit , and the system will automatically generate and send the certificate to both the certificate holder and the customer ⚠️ warning automation does not function for cornerstone customers you must manually upload the certificate when received automation is available only for compeo and peopaygo customers relabeling a request inside the pop up, you can also mark a request as "wos" if it was mislabeled during submission by default, disabled for coi/poi requests reject a request next to the attempt automation or upload cert button, users have access to the "reject" button when rejecting a request, a pop up will appear asking for the reason for rejection available rejection reasons duplicate request received standard certificate request received, needs a waiver of subrogation endorsement license edit – carrier approval required special edit – verbiage not acceptable – carrier approval required test (it/pms) – used for internal testing incomplete address certificate holder name – incomplete ⚠️ warning the selected reason will be included in the rejection email sent to the customer please choose carefully! managers can add additional rejection reasons by navigating to the configuration tab within the data dashboard notification emails certificate completed once a certificate is completed, an email notification is automatically sent to both the certificate holder and the customer (see preview below ) certificate rejected when a certificate request is rejected, an email is sent only to the customer , detailing the reason for the rejection (see preview below ) next steps read on internal coi and wos requests and waiver of subrogation (wos) automation articles read on the next workspace in data tabs called employee onboarding to continue your journey 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels