Setting up mandatory training

Defining a mandatory course

1. Growth > Learning & Development > Mandatory training.
2. Click Add course.
3. Fill in:
   • Course name — e.g. "Cyber security awareness"
   • Description — what employees need to learn
   • Validity period (months) — how long before re-take is required. Cyber awareness = 12, first aid = 36, fire warden = 12.
   • Applies to — all_employees / by_department / by_role. Pick the scope.
   • Department filter — if by_department, select which departments
   • Effective from — when the requirement starts (employees hired before this date are grandfathered unless you force re-training)
4. Save.

Recording completion

Per employee, add a training record matching the mandatory course name (see Adding a training record).

The system links the record to the course definition. Expiry = completion_date + validity_period.

Compliance check

Growth > L&D > Compliance shows per-employee:

• Compliant — all required courses completed and current
• Non-compliant — missing course(s) OR expired course(s)
• Missing — list of required courses with no current record

Filters: department, role, status (compliant / non-compliant / expired).

Dashboard widget

The HR dashboard has a "Training compliance" widget showing % compliant across the tenant. Drill in for the non-compliant list.

Audit prep

Useful for regulated sectors:

• Print the compliance grid as evidence
• Per-employee certificate downloads from the L&D tab
• Audit log captures every training record add/edit

See also

• Mandatory training FAQ
• Adding a training record