Understanding Subcontractor eLearning progress, needs and record status
Who is this article for?Administrators who want to learn about Subcontractor eLearning progress.
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This guide outlines how to review and manage subcontractor e-learning progress, outstanding training needs, record status, conversion rates, and competency records within your organisation's system. It provides step-by-step instructions on accessing these critical data points, interpreting the information, and leveraging it to ensure compliance, track performance, and optimise your subcontractor workforce management.
1. Subcontractor eLearning progress
If Lucidity Induction is part of the organisation's system configuration, the Subcontractors' induction course progress can be shown on the Employees Dashboard. The Course Progress indicator displays the number of completed eLearning courses and total number of required courses as a fraction.
Total number of courses
For self-registered Lucidity Induction users, the total number of courses is the grand total of courses manually selected through the Course Groups (pick your journey learning) plus any course groups set as mandatory (for example Company Wide inductions).
For Lucidity HR users, the total number of courses is the grand total of Lucidity Competency Needs where the need has an associated Lucidity Induction course.
Total number of completed courses
For both self-registered Lucidity Induction users and Lucidity HR users, this is the grand total of all completed eLearning courses specified as a Need.
Note: In this example, we can see all five Subcontractors have been converted to Lucidity HR users.
2. Subcontractor outstanding needs and record status
If Lucidity Competency is part of the Organisation's system configuration, the Subcontractors' Outstanding Needs can be displayed on the Contractor Employees dashboard. This is especially useful when combined with the Using Lucidity to Manage Contractor Onboarding feature.
Outstanding Needs is the total number of Lucidity Competency records pending submission, these needs include eLearning not yet completed as well non-eLearning needs, such as Licenses, Certifications and Qualifications.
3. Subcontractor conversion
Subcontractors must be converted to Lucidity HR users before Outstanding Needs can be shown. Record Status provides a quick view to see the overall expiry status of all records listed under a Subcontractor.
- If this shows "Current", it means all active Lucidity Competency records for this user are up-to-date (All records have at least 31 days until expiry or the competency has no expiry).
- If this shows "Expiring", it means one or more active Lucidity Competency records for this user are due to expire within 30 days.
- If this shows "Expired", is means one or more active Lucidity Competency records for this user have passed the expiry date.
4. Archived competency records
Archived competency records are hidden by default and do not contribute to the overall Record Status. To view Archived records, switch to Lucidity Competency and use the filters to show archived records.
5. Link to Lucidity Competency
If Lucidity Competency is part of the organisation's system configuration, the contractor's employees (subcontractors) required tickets, licenses and inductions can be managed. Business requirements can be set, and subcontractors can be asked to complete the organisation's online Induction and Safety training. The following diagram is a sample process that illustrates the different Lucidity Software applications that can be utilised to manage subcontractors.