Team Human Resources Module

The configuration overview for HR administrators on the web portal. It starts with reading the training matrix, then defines what each role requires and sets up the certificates, expiry warnings and dependencies that make compliance checks run themselves.

In this part

• Read the training matrix (0:00). Employees down the side, qualifications across the top, each cell colour coded by expiry status.
• Analyse needs by role (0:25). The Training Needs Analysis Matrix, the Role Matrix of Required or Optional qualifications per role, and the PPE Register with expiry dates.
• Configure roles and induction (1:05). Enable Add Multiple Stages for Onboarding in Induction Settings, then attach training logs or licence competencies to each role.
• Set up training settings (2:00). Configure the licence forms, their fields and Expiry Warning (Days), then create certificates named identically to their training log form.
• Build certificate dependencies (3:10). Group certificates, tick Combine in Matrix to show a group as one column, and link one certificate to another where it depends on it.

Everything past chapter 2 changes configuration for the whole organisation, and global updates override all roles, so change a role rather than the global default. The PDF guide below has the screens for each step.