Trainers & companies

Manage your trainers

Create your trainer records, employees or contractors, fill in the NDA and reach the 'Complete' status.

Updated on June 14, 2026 Read: 5 min

The Trainers page centralizes your organization’s instructors: both employees and external contractors.

Prerequisites

  • Admin role.

1. Two trainer types

  • Employee : internal instructor.
  • Contractor : external instructor.

Both require at least a first and last name. You can filter the list by search (name, email) or by type.

2. Create a trainer record

Click New trainer and fill in:

  • First name and last name
  • Email (sends an access invitation), phone
  • Specialty and daily rate
  • Trainer type (employee / contractor)

Tip: creating a record with an email sends an access invitation automatically. The trainer can then fill in their own NDA and upload their CV and diploma.

3. Fill in the NDA

The activity declaration number (11 digits) is required for Qualiopi indicator 21. On the trainer record, a green “NDA filled in” or amber “NDA missing” badge shows the state at a glance.

4. The ‘Complete’ status

A trainer is Complete when their five key fields are filled in: email, phone, specialty, daily rate and NDA. This badge helps you spot the records to finalize before an audit.

Important: the compliance dashboard lists all trainers whose file is still incomplete. Check it regularly and resolve gaps before your audit.

What’s next?

Frequently asked questions

What is a trainer's NDA?
The NDA is the activity declaration number (11 digits) of the trainer. It is not a confidentiality agreement. It feeds Qualiopi indicator 21.
When is a trainer 'Complete'?
When their five fields are filled in: email, phone, specialty, daily rate and NDA. Otherwise an amber 'Incomplete' badge flags it.
Can a trainer update their own NDA?
Yes. The trainer can enter or update their NDA from their own profile. An admin can also do it from the trainer record.
What happens if I create a trainer record without an email?
The record is created without an access invitation. The trainer won't have a Certeef account and won't be able to sign in. Add an email later to send the invitation.

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