Use a compliance position to monitor a personnel’s compliance to a role requirements set in the skills matrix.  This information is for internal competency management, personnel have no visibility of their compliance percentage in their own Skills Passport.

For more information about compliance positions, see Compliance Position Overview.

Assign a Compliance Position to Individual Personnel

Navigate to Personnel on the left hand navigation bar. Click the All My Personnel dropdown and select the appropriate Resource pool (e.g. Project A). 

Click on the ellipsis icon (...) for the personnel you like to assign the compliance and select Assign Compliance Positions.

Select the appropriate Skills Matrix (if there is more than one).

Click on the position you like to assign (e.g. Boilermaker). Click Next to continue. Note: You can ADD or REMOVE assigned positions to your personnel, simply tick or untick the position.

To notify the impacted personnel, click the Notify button. Alternatively, you can click Don’t Notify.  For more information, please refer to Compliance Position Notification.

Check the status of the position assignment by clicking on the personnel’s name.  Then, scroll down on the personnel profile view. You can also assign a position by clicking on Assign.  Then, follow steps 3 to 4 outlined above.

The level of compliance for each position is reflected in the percentage. Click on the % to open a detailed list of the required certificates, and the current status of each one.  ✔ Green tick: certificate is uploaded and verified. ✔  Red tick: certificate is uploaded and verified, but the validity period set in the matrix has lapsed. It can also indicate a certificate that has expired.  ✔  Orange tick: certificate is uploaded and verified, but will expire soon ✖  Red x: certificate is not uploaded, is not verified, has expired, or has been rejected.

Assign a Compliance Position to Multiple Personnel

Select the personnel you want to assign the position and click More. 

Select Assign Compliance Positions and follow the steps 3 to 4 outlined above.

Updated 12 May 2025 00:38