- Wizer and Wizest version only -

Within HRWize, there is the ability to flag risks against employees who do not possess mandatory training qualifications or mandatory documents. 

Once mandatory courses or documents have been selected as required against an employee's job role, selecting the 'Risks' icon against an employee's file will display the individual risk matrix highlighting any risks to the companies' compliance. 

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Colour Coding Key

• Green - The document or training qualification is present and valid;
• Amber - The document or training qualification is present but the expiry date is within the next 3 months;
• Red - The document or training qualification is not present.

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Full Company Risk Matrix

A full company-wide view of all employee's risks can be viewed via:

Administration > HR > Risk Profile

This company-wide view will show you the risks associated with all employees with the additional option to filter the view by Manager, Job Title, Department, or Site by using the drop-down menus above the table. 

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Setting mandatory documents or training courses as required

Before these can be marked as required by particular job roles to populate the risk profile, you should make sure that the mandatory document type has been added to the system. This is done via:

Administration > HR > Data management > Mandatory documents > Mandatory documents

To view further information surrounding mandatory documents, click here.

Training courses will need to be added to the training course library via:

Training > Course Library 

Make sure you have the "Mandatory" option set to 'Yes' within the course information page. 

Once both of these are complete, you will need to edit the job role in:

Administration > HR > Job Roles

Here, you can select which courses or documents are required for the employee's job role. 

Once submitted, both the risk profile on the employee's file and the company risk profile will recognize that the system requires these documents or qualifications and update the display accordingly. 

To understand how to add job roles, click here.