How Do I Check Employee Compliance?
The system tracks and validates a wide range of employment-related training certificates and other documentation. It also records the completion of online courses on the dulann LMS. Using this information, it calculates each employee’s compliance status based on client-defined requirements.
Checking Employee Compliance in the System
- In the left-hand column, open the People module.
- Locate the employee by typing their name into the “Enter text to filter…” box above the People table (on the right-hand side). The list updates in real time as you type, narrowing down results until only the employee you’re looking for remains.
- In the All Documents column, you will see two numbers separated by a hyphen. These indicate the employee’s compliance level:
- Two green numbers → The employee has completed all required training, uploaded the necessary certificates, and is fully compliant.
- A red second number → The employee is not compliant because one or more required training documents are missing, unapproved, rejected, or expired.
- To view detailed information, click Matrix to switch from the general table view to the matrix view. Here you can scroll sideways to see all training assigned to the employee and their completion status.
- A green (or orange) check mark indicates the training is complete and valid, or the training document has been accepted and is in date.
Symbols Used in the System
- Grey circle with a question mark (?) → The requirement has been assigned, but no document has been uploaded or the online training has not yet been started.
- Yellow circle with an hourglass → The document has been uploaded but is pending approval before it counts toward compliance.
- Red circle with an “X” → The document has been rejected by an administrator and does not count toward compliance. The employee must upload an alternative document, which must then be approved.
- Red circle with a clock → The document has expired and is no longer valid. The employee must upload a current document, which will also require approval.
- Light blue circle with any of the above symbols → The requirement was previously assigned but has since been removed. These documents are not required for compliance.