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How to Check Employee Training or Certification Compliance


To verify whether individuals have a required training record or certification uploaded in the system, you can use the People section and review the training matrix for each person.

To review training:

  1. On the left column, go to People
  2. Click the Matrix tab at the top of the page.


Within the matrix, each requirement will display an indicator showing whether the relevant document or training record has been uploaded and is currently valid. When the requirement is met and the record is in date, it will be marked with a green tick.


If you need to review compliance for employees from a specific subcontractor, you can filter the People list by subcontractor.

To filter People by Subcontractor:

  1. Click Filters in the top right corner.
  2. Select the relevant company under the Subcontractors filter.
  3. This will display all employees associated with that organisation. You can then review the matrix to quickly identify which individuals have valid training records or certifications uploaded.


Using the matrix view together with filtering options makes it easier to review compliance for individual employees or for groups of workers belonging to a specific organisation.

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