The Employee Qualification Report can be accessed by going to the 'Reports' homepage, and finding it 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 be added to this report, you need to have added qualifications by going to: Business settings -> Payroll settings -> Qualifications.
Then, go into each employee file and adding any available and relevant qualifications that apply.
Once in the report screen you are able to filter by:
- Qualification type
- Status: Qualified, Active, Expired, Unqualified
- As at date
- Default locations
- 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 that 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