The Employee Qualification Report can be accessed via the 'Reports' tab on the payroll dashboard > under the 'Employee' heading.
This report is a handy way to keep track of what qualifications your employees hold, and any qualifications that have expired.
For qualifications to appear in this report, you need to firstly add the qualification to the business. You can do this from the payroll dashboard > Payroll Settings tab > Qualifications (under the pay run settings heading). See here for more detailed instructions.
Then you will need to add the available qualification to the relevant employee's files. See here for more detailed instructions.
You can then filter the report using the following settings:
- Qualification type;
- Status: Qualified, Active, Expired, Unqualified;
- As at date;
- Employee Default Location; and
- Group the results by Qualification type or Employee Default Location.
The results will display like the one below if you have chosen to group them by location:
Or like this, if you have chosen to group them by qualification:
Note - when a qualification expires, it will display in red.
These reports can be exported via Excel, CSV, or PDF
If you have any questions or feedback, please let us know via firstname.lastname@example.org