Reading KPIs and signals
How each metric card is calculated and what a change in it actually means.
Metric cards
- Employees Needing Attention — employees whose credentials or requirements are not fully in order.
- Active Employees — employees who are not archived. This is also the count measured against your plan's employee limit.
- Credentials — active credential records across the company.
- Expiring Soon — credentials expiring within the next thirty days.
- Expired — credentials whose expiration date has already passed.
Requirement figures
- Missing Required Credentials — the number of required credential assignments with no matching credential on file.
- Employees Missing Requirements — the number of people with at least one such gap.
Interpreting movement
- Expired rising while Expiring Soon falls means renewals are being missed, not completed.
- Missing Required Credentials rising after a requirements change is expected — you just raised the bar.
- Employees Without Credentials staying high usually means onboarding records are not being entered.