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Sample Insurance Head Office - enrol staff in bulk, track legal compliance and certificate expiry.
Compliance
27%
Valid or expiring certificates against required courses
Staff on record
5
Reminders due
4
Expiring within 90 days or expired
Seats
7 / 25
Used / purchased
Compliance matrix
Download CSV| Employee | Role | Office Ergonomics (DSE) | Manual Handling | Patient Handling |
|---|---|---|---|---|
| Johan van Wyk | Supervisor | In progress | In progress | Not trained |
| Priya Dlamini | Nurse | Not trained | Valid 2028-08-11 | Expiring 2026-11-09 |
| Naledi Adams | Operator | Expiring 2026-11-03 | Expired 2025-11-19 | In progress |
| Zanele Mahlangu | Driver | In progress | In progress | Not trained |
| Fatima Ndlovu | Clerk | Not trained | Valid 2028-07-24 | Expired 2026-10-22 |
Bulk enrolment
Expiry reminders
Sending switch OFFReminders are drafted 90, 60 and 30 days before expiry. In this preview nothing is sent - drafts only.
- Naledi Adams - Manual HandlingExpired2025-11-19
- Fatima Ndlovu - Patient HandlingExpired2026-10-22
- Naledi Adams - Office Ergonomics (DSE)Expiring2026-11-03
- Priya Dlamini - Patient HandlingExpiring2026-11-09
Reports
| Course | Enrolled | In progress | Completed | Valid certificates |
|---|---|---|---|---|
| Office Ergonomics (DSE) | 3 | 2 | 1 | 1 |
| Manual Handling | 5 | 0 | 3 | 2 |
| Patient Handling | 3 | 1 | 2 | 1 |
Exports feed the client's Workplace Skills Plan / Annual Training Report and B-BBEE skills development evidence (training spend must be verified by the client's verification agency).