Speaker 1: Hello and welcome, in this video I am going to present a simple and effective process to track and report on compliance training in your company using a simple excel file. If you use this method, you can take control of tracking compliance training in your company within 15 minutes. Compliance training is extremely important in any organization. This is the mandatory training that educates the employees on the laws, regulations and company policies that apply. It is very important to create a safe and respectful workplace while at the same time making sure that the company and its employees are in compliance legally. You want to make sure that all the employees take the required compliance training on time. Now here is the process, first define the list of trainings that each employee needs to take in your organization. In this example, I have defined 10 such trainings and I have also mentioned when each of these training needs to be completed by. For example, the workplace safety training needs to be completed by the 30th day of employment for each employee. So you can customize this according to your company's requirements. Once we have the trainings defined, when a new employee starts employment at your company, you will just enter the basic information, employee ID, employee name and the start date of the employee. Now the template allows you within a couple of clicks to generate a due dates list and this can be exported to PDF and given to the employee. Really simple to create, but super effective in making sure that all the employees from day one know exactly which trainings need to be finished and by when. This will go a long way to prevent non-compliance. When you provide the due dates to the employee, ask the employee to provide back the list of dates when they are planning to take these trainings. So essentially like they are scheduling themselves to take these trainings. So you receive those dates and you will enter them in the template. It's going to take only a few seconds for an employee because all you have to do is to just type in the dates when the employees scheduled to do the training. Very simple data entry, saves you a lot of time. At the same time, it is effective to prevent non-compliance. For example, if I'm entering a date, which is after the due date for that specific employee, the template immediately shows that to me in a different color, which immediately tells me that I need to take some action. I need to work with the employee to reschedule the training so that the employee can finish it before the due date and be compliant. Prevention is always better than cure. You want to make sure that you prevent non-compliance instead of having to deal with it after it's happened. When the employee reschedules it, basically updates the date, you can update the date in this template. Again, it's going to take only a few seconds to update the date. Now let's say the employee completes the training as scheduled. Then as time goes by, the status of the employee in the template will automatically update. It will automatically say this employee is compliant because all the trainings have been completed, all the dates have passed, and they are within the due date, so compliant. The status update, fully automated. Now you don't have to do anything. You can just come in and see which employees have completed, and you can issue a completion certificate to those employees with just a couple of clicks. Within your employee ID, the certificate, it's automatically generated, and you can export it and send it as a PDF to your employee, at the same time storing it for your own records in a folder. This is really effective in having a proper documentation of the compliance training completed by the employee. If all the employees schedule their trainings and complete them on time, great, things are so much easier. However, in reality, there may be a few employees who have not scheduled their trainings yet. There is a really simple way in this template to filter to specific employees who need to schedule their trainings. You can also filter based on the due dates. Look at employees whose due dates are coming soon, identify them if they have not scheduled their trainings yet, and then reach out to them and remind them about their upcoming compliance training deadlines. This will make sure that the employees are taking the time to schedule their trainings and complete them, once again, leading to prevention of noncompliance, which is our ultimate goal here. If in your company you have a lot of employees, a lot of departments, and a lot of different locations and managers, then the dashboard in the template will allow you to gain insights into any specific teams or locations or departments where there are any issues of noncompliance. You can easily drill down and identify those areas so that you can work with those teams and improve compliance. On top of this, the template produces this automated compliance training dashboard, which has the overall compliance KPIs for the whole company with the ability to drill down by department location or manager or other attributes. All of these at your fingertips, only one or two clicks away at any point of time. As I promised you at the beginning of the video, you can take control of tracking compliance training in your company within 15 minutes after downloading this template. Download the template, simplify your process and save time immediately. Our templates are backed by 100% satisfaction guarantee. We have a dedicated support portal which has detailed step-by-step tutorial on how to use the template. If you still have questions, please reach out to us at support at inzara.com. Please check out our collection of human resources templates. I'll put links to both the product page and the HR templates in the video description below. Thank you very much for watching. I'll see you all in another video soon.