How to Track Employee Compliance

Open the Employees page and select an employee.
Click the Competencies tab in their profile.
Click Add Item.
Select a Category from the dropdown — categories are sorted alphabetically.
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).
Click a row to select it, or double-click to select and proceed in one step.
Click Create to open the form.
Fill in the details — issue date, expiry date, alerts, custom properties — and click Save.

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.

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.

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.

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.

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.

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