Certification reporting | HR Web Platform

Certifications act as proof of attainment, and allow you to see what training, licences, qualifications and checks your employee has received. Certifications can also form a requirement for certain roles, such as a security guard needing a security licence or a child care worker needing a certificate 4 in childcare.

The Certifications Reporting feature allows you to see how your employees are progressing with their assigned certifications, understand what is overdue, and when their manager approved their submission. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.

Helpful Hint

Contractors are included with Certification Reports, and can be sorted via the Personnel Type filter.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Managers         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Create a certification report

Important

Certifications assigned to pending employees do not show in the Certification report.

  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view the certifications based on status, click on the relevant section of the Certifications graph.
  5. Click the Filter button to refine your search.
  6. Choose from the following filters:
    • Show terminated personnel.
    • Show archived certifications.
    • Personnel type.
      • Employees.
      • Contractors.
      • All.
    • Personnel.
    • Certification Type.
      • Check.
      • Licence.
      • Qualification.
      • Training.
    • Certification name.
    • Mandatory.
      • Mandatory.
      • Optional.
    • Teams.
    • Locations.
    • Employing Entity
    •  Status.
      • Active.
      • Declined.
      • Expired.
      • In review.
      • Outstanding.
  7. Click the Search button.

Daily activities

View a certification

Important

Certifications assigned to pending employees do not show in the Certification report.

  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view the certifications based on status, click on the relevant section of the Certifications graph.
  5. Click the Filter button to refine your search.
  6. Choose from the following filters:
    • Show terminated personnel.
    • Show archived certifications.
    • Personnel type.
      • Employees.
      • Contractors.
      • All.
    • Personnel.
    • Certification Type.
      • Check.
      • Licence.
      • Qualification.
      • Training.
    • Certification name.
    • Mandatory.
      • Mandatory.
      • Optional.
    • Teams.
    • Locations.
    • Employing Entity
    •  Status.
      • Active.
      • Declined.
      • Expired.
      • In review.
      • Outstanding.
  7. Click the Search button.
  8. Click the View button.

Data management

Download your certifications report

Important

Certifications assigned to pending employees do not show in the Certification report.

  1. Click the   Reports menu.
  2. Click the Compliance tab.
  3. Click the Compliance Reports box.

    Helpful Hint

    You will now see an overview of the five different areas of compliance reporting.

  4. To view the certifications based on status, click on the relevant section of the Certifications graph.
  5. Click the Filter button to refine your search.
  6. Choose from the following filters:
    • Show terminated personnel.
    • Show archived certifications.
    • Personnel type.
      • Employees.
      • Contractors.
      • All.
    • Personnel.
    • Certification Type.
      • Check.
      • Licence.
      • Qualification.
      • Training.
    • Certification name.
    • Mandatory.
      • Mandatory.
      • Optional.
    • Teams.
    • Locations.
    • Employing Entity
    •  Status.
      • Active.
      • Declined.
      • Expired.
      • In review.
      • Outstanding.
  7. Click the Search button.
  8. Click the Download CSV button.

Author recommended

So you have now run a certification report and you are now wondering, what next can I do. There are two recommendations I would make on this front, and they are:

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