Who is this article for?

Employees that need to generate a compliance report.

Manager or administrator access is required.

This article explains how to generate a compliance report for contractors or employees and review their compliance status using a traffic-light colour system.

1. Navigating to the contractors or employees page

To access the contractors or employees page:

1. Navigate to the Contractors or Employees tab at the top of the page.

2. Searching for an employee

To locate the employee:

1. Clear the search filters by clicking the Clear button.

2. Use the search function to find the employee.

3. Generating the compliance report

To generate the report:

1. Click the checkbox next to the employee's name.
2. Select Bulk Actions.
3. Click Compliance Report.

4. Select your required information.
5. Click Generate Report.

4. Reviewing the compliance report

The report downloads automatically. You can check each item's compliance status using the traffic-light colour system.