Qualifications export: columns, layouts and dates

The export tab gives you a CSV of your staff qualifications for your own records, an auditor, a client or your HR or payroll system.

How to export

1. 1Step 1: Open the staff list and select the export tab.
2. 2Step 2: Under Layouts, select Download next to Standard for the default columns, or next to a layout you saved.
3. 3Step 3: Or, under Choose columns, tick the columns and set their Order (left to right in the file), choose Dates (YYYY-MM-DD or DD/MM/YYYY) and Rows (Required or held, Held only or Required only), then Download CSV.

Save a layout

1. 1Step 1: Set the columns and options.
2. 2Step 2: Enter a name under Save as a layout and select Save layout.
3. 3Step 3: Later, select Edit to change it (Save changes), Start from this to begin a new one from it, or Delete.

Columns include name, first and last name, email, employee number, registration or licence number, position, role type, qualification and its code, number, issuer, completed on, expires on, status, required, who checked it on the register and when, who recorded it, and whether a certificate is on file.