When viewing reports, you’ll notice percentages shown for each column. These percentages represent overall compliance and are calculated using specific criteria.
The system calculates compliance as if using this formula:
Adds together all the Amber and Green cells.
Amber means the learner is still compliant because they’re in their refresher period.
Green means the learner has fully completed the training and is compliant.
Adds together all the Red, Amber, and Green records.
Red means overdue (not compliant).
Amber and Green as above.
This total represents all staff who are actively required to complete the training.
Divides the number of compliant records (Amber + Green) by the total number of active records (Red + Amber + Green).
What’s not included?
The system ignores staff with:
White cells – no training required for their role.
Grey cells – in their completion period (new starters).
Blue cells – roles like BANK, LTS (Long term sick), MAT (Maternity leave)
Manually calculate the percentages
Add up the total number of staff included in the column (excluding those on Long-Term Sick, Maternity Leave, in their completion period, or renewal period).
Add up the number of staff who are overdue.
Divide the number of overdue staff by the total number of included staff.
Multiply this number by 100 to get the overdue percentage.
Subtract the overdue percentage from 100% to get the overall compliance percentage.
Example
5 overdue staff members ÷ 41 overall staff showing for this column X by 100 = 12.2%
100% - 12.2% = 87.8% Overall percentage