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
Note that when a qualification expires, it will display in red.
These reports can be exported via Excel, CSV, or PDF.
You can easily access the report filter and download button whilst scrolling through the report via a sticky filter, without having to scroll back to the top of the page. The sticky filter buttons will appear on the top right-hand side of the report when you scroll down the report:
Using this sticky filter, you can choose to change the filter parameters by clicking on the 'Filter' button and making the changes then clicking the 'Update' button. You also have the option to clear the filter completely to default by clicking the 'Clear filters' option at the bottom right-hand side of the sticky filter.
If you have any questions or feedback, please let us know via firstname.lastname@example.org