---
title: How to Track Employee Compliance
description: How to Track Employee Compliance
---

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# How to Track Employee Compliance

## The Compliance tab tracks licences, certifications, training records, and other compliance items for each employee.

#### **How to Add a Competency**

1. Open the **Employees** page and select an employee.
2. Click the **Competencies** tab in their profile.
3. Click **Add Item**.
4. Select a **Category** from the dropdown — categories are sorted alphabetically.
5. Choose a **Competency Template** from the table. The table shows each template's **name**, **description**, and which default fields are enabled (**Issue Date**, **Expiry Date**, **Alerts**, **File**).
6. Click a row to select it, or **double-click** to select and proceed in one step.
7. Click **Create** to open the form.
8. Fill in the details — issue date, expiry date, alerts, custom properties — and click **Save**.

---

#### **How to Attach Files**

- **Drag and drop** a file directly onto any file field — the upload dialog opens with the file already selected.
- Alternatively, click the **Upload** button to choose a file from your device.
- This works on both the **Edit Competency** form and the **Bulk Upload** modal.

---

#### **How to Sort the Competency List**

- Click any column header to sort by that column.
- **Multi-level sorting:** click a second column to sort by it while keeping the first column as a tie-breaker. For example, sort by **User** then by **Status** to see employees grouped alphabetically within each status. Up to three sort levels are supported.
- Click the same column again to reverse the sort direction.

---

#### **How to Manage Competencies**

- The competency table shows each item's **employee**, **template**, **category**, **issue date**, **expiry date**, **days remaining**, and **status**.
- Click the row menu (**…**) to **View**, **Edit**, or **Archive** an item.

---

#### **Understanding Status**

- A coloured dot on the employee list shows each employee's overall compliance status at a glance.
- Items nearing expiry trigger alerts based on the alert settings you configure.

---

#### **Tips**

- Set up **Competency Templates** first in **Organisation View \> Competency Templates**.
- Use **Organisation View \> Competency Review** to review competencies across all employees at once.
- Templates and categories are sorted **alphabetically**, making it easy to find what you need.

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