Checklist by role
Configure this list in the onboarding document checklist, so each new trainer uploads the right certificates before joining, and existing staff can see anything missing from their own file on the mobile app without waiting for HR to ask them.
- Trainers: fitness certification, specialty certificates, CPR and first aid card
- Group instructors: format certifications and CPR card
- Pool staff: lifeguard certificate and medical fitness
- Front desk and advisors: ID and education proof
- Everyone: Aadhaar, PAN, bank proof, appointment letter, nominee details, photographs
Verify certifications
Fitness certificates are easy to fake with a template. Check each one with the issuing body's online verification where it exists, note the date, and mark it verified or rejected in ZeniaHR. Ask for the original at joining and hand it back the same day. A trainer whose certificate cannot be verified should not take clients until it is sorted out.
Expiry dates and reminders
Enter the expiry date every time a certificate or CPR card is uploaded. Trainers see pending items in their required-document checklist in My Self-Service, so they know a new CPR card is due before HR has to chase them. Go through the document reports monthly, and roster any trainer with a lapsed CPR card away from solo floor duty until the renewal is uploaded.
Privacy for trainers and members
Trainer files include ID numbers and bank details, and pool staff files may hold medical records. Give club managers a role scoped to their own studio, with salary, bank and contact fields masked. Documents open through links that expire after a short time, which keeps certificates off personal phones and staff WhatsApp groups.
How to set it up in ZeniaHR
- List required documents per role in the onboarding checklist, including CPR cards and lifeguard certificates.
- Upload current certificates for every trainer with their expiry dates.
- Verify each certificate with the issuer and mark it verified or rejected.
- Give club managers a role scoped to their studio, with salary and bank fields masked.
- Review document reports monthly and chase renewals through self-service.
Read more about employee documents in ZeniaHR.
Roles this applies to
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Which documents should a gym keep for trainers?
The fitness certification and any specialty certificates, a current CPR and first aid card, ID and address proof, PAN, bank proof, the appointment letter, nominee details and photographs. Pool staff add a lifeguard certificate and medical fitness, and every certificate should carry an expiry date.
How can a gym check if a fitness certificate is genuine?
Use the issuing body's online verification or registry where it exists, or write to the institute with the certificate number. Note the date and who checked it, mark the document verified, and see the original at joining. Do not let a trainer take clients until the check is complete.
What should a gym do when a trainer's CPR card expires?
Enrol the trainer in a renewal course straight away and keep them off solo floor duty until the new card is uploaded. Tracking expiry dates and reminding trainers a month ahead avoids the gap altogether.