Monitoring Training Expiry and Reporting

2 min read

Table of Contents

Steps to Monitor Training Expiry:
Steps to Generate Training Activity Reports:
Important Notes:
Conclusion:

HRSimplified allows HR teams to monitor certificate expiry dates and generate reports on training activities, such as training spend, course completion, and certification status. This guide will cover how to track expiry dates and run reports to ensure compliance.

Screen of HRSimplified Training expiry matrix showing all employees and certifications and their status.

Steps to Monitor Training Expiry: #

1. Access HR Admin Reporting #

Go to HR Administration from the left-side menu.
Select Reports and then navigate to the Training Reports section.

2. Generate Certificate Expiry Reports #

In the Training Reports section, you can generate a report showing certificates that are approaching expiry.
Choose the time frame (e.g., certificates expiring in 30, 60, or 90 days).
Run the report to see which employees need recertification, allowing you to take proactive steps to renew the training.

3. Track Expired and Upcoming Certifications #

The report will list all expired certificates and those that will expire soon. You can filter the report to focus on specific types of certifications (e.g., safety, compliance).
Use the report to schedule renewal courses or send reminders to employees whose certificates are about to expire.

Steps to Generate Training Activity Reports: #

1. Training Spend Reports #

In the Training Reports section, generate a Training Spend Report to review how much has been spent on training courses over a selected period.
You can filter by service provider, employee, or department to track training expenses.

2. Employee Training Completion Reports #

Generate an Employee Training Completion Report to track which employees have completed their assigned or recommended courses.
The report will show which employees have yet to complete their training, helping HR ensure full compliance with mandatory courses.

3. Training Requests and Approvals #

You can also generate a report showing employee training requests and which courses have been approved or denied.
This is useful for monitoring employee development and ensuring that training aligns with performance review recommendations.

Important Notes: #

Expiry Alerts: The system will alert HR administrators when certificates are nearing expiry, ensuring timely recertification or renewals.
Training Spend Tracking: Monitoring training spend helps manage budgets and assess the return on investment (ROI) for employee development.
Completion Compliance: Ensuring employees complete assigned training is critical for maintaining compliance with internal policies or external regulations.

Conclusion: #

The reporting features in HRSimplified provide HR with robust tools to monitor certificate expirations, track training completion, and manage training budgets. With timely alerts and comprehensive reports, HR can ensure employees remain certified and compliant.