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⏰ Staff Expiry Report

Updated over 2 weeks ago

The Staff Expiry Report provides a full overview of all qualifications assigned to staff, based on what has been set up in Settings > Qualifications. It lists every qualification—regardless of whether an expiry date has been entered—making it easy to monitor compliance, training, and certification requirements across your workforce.

What is the Staff Expiry Report?

The Staff Expiry Report provides a complete view of all qualifications assigned to your workforce — not just those with expiry dates. It reflects every qualification you’ve configured in Settings > Qualifications, allowing you to see which staff members hold which credentials, even if no date is attached.

How to Use the Report

  1. Set Up Qualifications

    • Navigate to Settings > Qualifications and create all the licences, inductions, and certificates you want to track.

  2. Update Staff Profiles

    • Go to each staff member’s profile and add qualification data under the Qualifications or the Train Matrix section.

  3. Access the Report

    • From the main menu, go to Reports and select Staff Expiry Report.

  4. Review Staff Records

    • Use this report to check:

      • Who holds which qualifications

      • Which items are expired or missing

      • Where follow-up or renewal is needed


When to Use It

  • During compliance audits

  • When preparing for site mobilisation

  • For training gap analysis

  • To manage qualification renewals


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