This is a step-by-step guide on how to add compliances on the global setting so it reflects on the Staff Profile section. This way, you can request it from your staff members.
NOTE: This requires Admin access.
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Go to Organization > Company
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Click Skill Matching
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Click Compliance/Renewals
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Click Add new
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Add the Compliance Name/Description. If the compliance needs to be renewed, add in the Reminder field the number of days for the reminder notification to show on the app and on the Dashboard.
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Click on the Critical tick box if the compliance needs to be monitored as a critical compliance. Click on Show to Customer if you want the compliance shown in the Customer portal.
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Go to Organization > Staff > Licences / Compliances to show the added compliance.
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Click Request Compliance to request the compliance from staff members.
Example: Requuesting a newly added compliance
