Managing Qualifications via Compliance

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Qualifications can be managed on an individual’s profile. However, as a system administrator you can also have visibility over the status of mandatory qualifications across your business to ensure total compliance.

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To Manage Qualifications via Compliance

1. Navigate to Compliance >> Qualifications

2. The Qualifications Compliance Overview will be displayed.

• Total Compliance: A visual representation the number of mandatory qualifications set for employees against the number of employees with those mandatory qualifications currently met and recorded on their record.
• Total Non-Compliant: The number of employees that have not met the mandatory qualification requirements.
• Expiring Soon: The number of mandatory qualifications about to expire in the next month based on the expiry date.
• Awaiting Approval: The number of mandatory qualifications that have been added but are awaiting approval.

3. To manage the non-compliant qualifications filter the records to show all items where Status is Non Compliant or Awaiting Approval. Click on the relevant qualification name to view a list of all employees who are non-compliant.

4. Select the name of the employee whose record you would like to manage. This will take you through to the Qualifications tab on their profile.

Tip: For You can export all mandatory and non mandatory qualifications by selecting Export Qualifications in the top right of the qualifications compliance tab. For more information on managing qualifications for employees, see How to submit a mandatory qualification.