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  2. Engagement, Rewards & Recognition

Certificates

Certificates in Rosterfy are available to acknowledge your users for successfully completing Training, participating in Events, completing Role Offers, or for providing ad hoc rewards.

 


Certificates

Certificates in Rosterfy are available to acknowledge your users for successfully completing Training, participating in Events, completing Role Offers, or for providing ad hoc rewards. Certificates can also be manually allocated to a user by an admin either in bulk or in the user profile.

Certificates can be designed to reflect your organisation's branding, providing a quick and automated method to reward your users. Users can easily access and download these certificates from the Volunteer Portal.

 


Creating a Certificate

To create a certificate follow these simple steps:

  1. Navigate to Users > Rewards & Recognition.
  2. Select the Certificates tab.
  3. Click Create.
    The Create Certificate screen will be shown, 
  4. Complete the applicable fields:
    Name: This will be visible to the user the certificate is allocated to.
    Portal Label: This is only visible on the admin console.
    Paper Size: A4 or A3
    Orientation: Portrait or Landscape
    Background Image: It is recommended to have the image dimensions align with the paper size and orientation. 
    Add Text: You can add text to the certificate, including mail merge tags to add system and custom user attributes.
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    Once text has been added to the Certificate Editor you can customise the font, colour, size and alignment.
    Image of the content editor
    Can also add additional images or merge tags in the Certificate Editor.
  5. Click Save.

Note: The Is Default checkbox is optional and will make this certificate the default option.

 


Viewing Certificates

All certificates have been consolidated into the My Certificates section within the Rewards tab on the volunteer Portal, to enhance accessibility.

This new organisation ensures that users can easily view their certificates, while also continue to view certificates earned through participation in Events or Role Offers, within the corresponding landing pages.

Certificates - My Certificates-png

Once the certificate is saved, you can download a preview of the certificate. The certificate will appear on the completed section or if allocated manually in the Rewards section to be downloaded

Event certificate

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Training Certificate

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Reward assigned certificate

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