Manage training compliance

Before you start

Check jobs, requirements, courses, and skills. Only active requirements for an applicable job enter the calculation. You need administrative access to training settings.

Manage training compliance

1. Open Training compliance.
2. Filter by company, office, team, job, area, plan, or status.
3. Review each person and requirement.
4. Open a gap to inspect available evidence.
5. Remove individual filters to widen the view.

Issues update when the requirement is met again or no longer applies.

Interpret compliance statuses

• OK: a valid completion exists and its evidence is current.
• Pending: the requirement applies but is not yet evidenced.
• Expiring soon: evidence is inside its renewal period.
• Expired: evidence is no longer valid.
• Missing position: Talento cannot determine requirements without an applicable position.

Open details before acting: related learning may not satisfy the required course or may have expired.

Turn a gap into a plan action

1. Open the gap and select Add to plan.
2. Choose the correct annual plan.
3. Review the course, person, and proposed audience.
4. Complete planning in Training plans.

Creating an action does not meet the requirement. Compliance changes after a valid, current completion.

Export compliance evidence

1. Apply the scope and filters you need.
2. Open the compliance evidence report.
3. Check people, requirements, statuses, and evidence.
4. Print or export within your authorised scope.

See Analyse team training for print and export limits.

Common problems

• Missing position appears: assign the applicable position before interpreting requirements.
• A completion does not satisfy it: check course, outcome, date, and validity.
• The status does not update: check that the requirement is active and the evidence belongs to the person.
• People are missing from export: review filters and authorised scope.