This article will cover scheduling dates directly from the Staff Information section.
First click on the name of the staff, then open up the Dates tab for that staff as shown below.
Next, enter in the dates and click 'Save Changes' at the bottom of the screen to ensure your dates will remain. Once this is done, click the blue schedule button to add the dates to the Scheduler screen.
After click the blue button, the popup below will appear. From here just add in a reminder date, reminder type, when this gets repeated, and an end date.
A week before is the most used reminder for this task.
A lot of the certifications recur yearly so that is the most used option in this dropdown.
Once everything is entered click 'Schedule'. These events will now appear on the Scheduler screen under the category 'HR Dates'. You will have the option to filter on this category specifically.