Configure Advanced Custom Certificates

Certificates confirm a learner has completed specific training and allow them to showcase their accomplishments. There are three different kinds of certificates you can grant your learners. 

  • The default certificate
  • The default certificate with custom colors and simple images
  • An advanced custom certificate

The third option allows you to create a fillable PDF form and use tokens or variables that automatically populate training details for individual certificates, such as the learner's name, the course title, and the date. Advanced Custom Certificates can be activated on the academy level for all courses, curricula (learning paths), and events. Specific certificates can also be used for individual courses.

Only academy administrators can set up advanced custom certificates.

Navigation: UKG Pro LearningAdminYour AcademyCustom Certificate
UKG Pro LearningTrainingCourses > locate course listing > Manage Custom Certificate

  1. At the Choose A Certificate Type field, select the radio button for Advanced Custom Certificate.
  2. Select the CoursesCurricula, or Events tab (this step is not necessary if you are creating an advanced custom certificate for a specific course within that courses's Course Management settings).
  3. Create the framework of your certificate using whatever tool you'd like; for example, Microsoft Word, or Adobe Illustrator. This is where you can add custom images and your static text.
  4. Export the document form as a PDF. Advanced custom certificates use uploaded PDF forms, and must be generated using a PDF editor. The editor you use is up to your discretion. Adobe Acrobat, Sejda, or DocFly are some programs that support this. UKG is in no way affiliated with these companies and provides their names only as examples. Check with your organization to see if they have a preferred tool for creating and editing PDF files.
  5. Within your PDF editor, edit the document as a PDF form, specifically. Add fields to the form, and label them with the options supplied in this token list.
    Example: Adding fields in Adobe Acrobat with the Field Properties box
    • Tokens need to match exactly.
    • If the 'PREFERRED_NAME' token is selected, this will pull both the preferred name and the user's last name. If the preferred name is null, it will automatically pull the user's legal name, first name, and last name.
    • Along with the default token options, you are also able to use any custom fields you've added to your academy. Make sure these tokens are added in the same format as the default tokens — all upper-case with underscores used to indicate spaces. For example, hiring date would be HIRING_DATE.
  6. Save the PDF.
  7. On the Certificates page, select the Upload file button, and choose your saved PDF.
  8. (optional) You can upload different certificates for the languages available in your academy. After upload, select the language associated with each certificate, as well as which will be considered the default if a specific language option is not available for a particular learner.

When awarded to the learner, the certificate's fields will be populated with the appropriate information.



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