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Logic calculation in Check In

Further information on the logic used to calculate the compliance scores in Check In.

Written by Jordan Stokes

Check In provides key insights into compliance, learning, and overall performance through statistics. These figures are calculated using logic specific to your organisation’s compliance configuration. All statistics (excluding your team compliance) are generated monthly.

Understanding your team's compliance

Your team’s compliance statistics are determined using the below outline.

  • Compliance data is updated overnight.

  • Only mandatory training contributes to compliance. If learning is tracked by expiry or due date, that information must be included within the course settings.


Your teams compliance score calculation

The following exceptions aren't included in the total eligible users count for the compliance score calculations.

  • Grace period exclusion. Users currently within a grace period are excluded from the total eligible user pool entirely.

  • Absence reason exclusion. Users with an active absence reason are excluded from the total eligible user pool entirely.

  • Exemptions. Exempt users are counted as compliant.

  • Active users and content only. Only active users and active content are included in calculations. Inactive or archived users and content are excluded.

  • Self-registrations. Self-registered users are excluded from compliance calculations.

  • Cancelled records: Cancelled registration records are excluded.

📌 Note: The compliance score is learner-based and binary. A learner is either fully compliant or they're not. For example, if one user has completed 100% of their mandatory training and another has completed 80%, the compliance score would be 50% (1 out of 2 fully compliant learners).

The scores are based on top-level courses that are tagged as mandatory. If you have a course that is not mandatory, and the child modules within it are mandatory, those modules will not impact the compliance score.

The way mandatory training is configured in your site determines your team’s compliance score. The table below provides further details on the calculations behind the compliance score.

Compliance based on

Compliance percentage

Details

Due date

Number of completed mandatory courses/total number of mandatory courses.

  • 🔵 Blue: Newly assigned

  • 🟡 Amber: Due soon. Default is 7 days before due date if notice period isn't configured

  • 🔴 Red: Overdue

  • 🟢 Green: Completed

Certificate expiry date

Number compliant courses/total number of mandatory courses.

No Certificate previously obtained

  • 🔵 Blue: Not due

  • 🟡 Amber: Due soon

  • 🔴 Red: Overdue

Certificate previously obtained

  • 🟡 Amber: Expires soon. Default is 7 days if notice period isn't configured in My Team Activity and My Mandatory Training App

  • 🔴 Red: Expired

  • 🟢 Green: Compliant

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