Explore every SkillProof capability.

Staff records

Create and maintain personal, employment, role and organisational details for staff without treating every login account as a staff record.

Sites

Organise staff, requirements and reporting by active sites.

Departments

Group staff and management scope by department.

Manager hierarchy and scoped teams

Give managers access to assigned staff, departments or reporting lines without exposing unrelated teams.

Standard user roles

Owner, Admin/HR, Manager, Employee and Viewer roles provide different levels of access.

Custom role permissions

Override standard role capabilities with organisation-specific permission controls.

Employee self-service

Linked staff can see and act on their own training, evidence, activities, registrations and development workflows.

User invitations and access removal

Invite users, resend or cancel invitations, link staff portal access and remove access when required.

Staff lifecycle and leaver handling

Record staff status changes and use a governed review step when someone leaves.

Bulk staff import

Import staff and related structured data from CSV with validation and error records.

Portal branding

Apply organisation identity, logo and portal presentation settings.

Personal work profile

Let a linked staff user view their recorded work details, role, site, department and manager information.

Training library

Create, edit, categorise and archive training items that track completion, competency or attendance.

Training categories

Group and maintain training items in organisation-defined categories.

Role-based training requirements

Define required training by role template and apply it automatically to matching staff.

Targeted training assignment

Assign one or more training items to selected staff or organisational targets with a preview step.

Training completion records

Record completion, expiry, provider, reference and supporting notes for staff training.

Training expiry monitoring

Calculate due, expiring, overdue and evidence-related states from training rules and dates.

Training Matrix

Compare staff and requirements in a matrix with current compliance status.

Compliance dashboard

Summarise workforce compliance, priorities and key status indicators.

Action Centre

Bring overdue training, missing evidence and other current actions into one operational queue.

Compliance exceptions

Request, approve, reject and cancel time-bound exceptions with reasons and an audit record.

Scope: An exception records an organisation decision; it does not certify regulatory compliance.

Pathways

Create ordered routes across training, Activities, Sessions and Reviews. Required steps contribute to one tracked Pathway outcome.

Versioned Pathways

Publishing a changed Pathway creates a new internal version while existing awards retain the version satisfied.

Scope: Do not generalise this as full document version control across every SkillProof record.

Completion awards and proof events

Create an attributable completion award from satisfied activities or session outcomes and retain its proof source.

Scope: A SkillProof completion award is an organisation record, not an externally accredited qualification.

Personal training passport

Give linked staff a consolidated view of assigned training, completion dates, renewal dates, evidence status and next actions.

External completion feeds

Create named LMS, ESR, HR or provider sources. Repeatedly upload completion CSV feeds, match rows and review them before creating accepted proof.

Scope: The verified workflow is CSV feed import with manual review, not a live API integration or automatic trusted acceptance.

Evidence upload

Upload supporting evidence against training records and staff requirements.

Evidence document vault

Store and retrieve organisation-scoped evidence documents with record links and metadata.

Evidence requirements

Configure whether a training item requires evidence and reflect missing or pending proof in compliance status.

Evidence requests

Send a request for evidence and track it through submission and review.

Tokenised external evidence submission

Allow a recipient to respond to a specific evidence request through a controlled tokenised page.

Scope: Do not describe this as unrestricted public file sharing.

Evidence review queue

Review submitted evidence and approve or reject it with status and reviewer history.

Evidence status tracking

Distinguish missing, requested, uploaded for review, approved and rejected evidence states.

Personal certificates and evidence library

Let linked staff view approved evidence files and upload or replace proof for training that requires it.

External evidence location tracking

Record when an agency or external provider holds the evidence. Keep its name or reference with the staff or completion record.

Scope: This records the declared evidence location; it does not fetch or verify the external document automatically.

Activity library

Create and manage reusable organisation activities for checks, forms and sign-offs.

Configurable forms and checklists

Build activities with questions, choices, confirmations and structured response requirements.

Declarations, competency checks and manager sign-off

Configure internal declaration, competency and reviewer sign-off activities.

Targeted activity assignment

Assign activities to the intended staff without exposing them to unrelated users.

Tests and assessments

Deliver structured internal assessments with questions, submissions and recorded results.

Assessment review

Review a submission and record the decision or outcome under controlled permissions.

Assessment version preservation

Create a replacement assessment version while retaining historic submissions against the version completed.

Scope: Do not generalise this as universal document version control.

Session Types

Define reusable session formats, training links and completion behaviour.

Session event scheduling

Schedule dated events with trainer, audience, location or online meeting link and capacity.

Session audience rules

Limit discoverability and booking to relevant sites, departments, role templates or invited staff.

Session invitations, booking and capacity

Invite or book staff, allow controlled self-booking, enforce capacity and record cancellations.

Session calendar invitations

Send calendar-compatible invitations and updates that link recipients back to the governed SkillProof session record.

Scope: This is email/calendar-invite delivery, not a two-way Google or Microsoft calendar integration.

Attendance recording

Record full, partial or missed attendance independently from competency outcome.

Trainer outcome and completion proof

Record trainer competency outcomes and use them as governed completion evidence when configured.

Scope: Outcome meaning is defined by the organisation's training item and Pathway, not external accreditation.

Policy library

Create governed policy records with an uploaded document, metadata and current publication state.

Policy ownership, review and expiry metadata

Record policy owner or author, publication, review and expiry dates, and organisational scope.

Policy audiences

Target policies to relevant staff using organisation audience rules.

Policy acknowledgements

Record staff acknowledgement against a specific policy version and show current, pending and previous counts.

Scope: An acknowledgement is not a legally defined electronic signature or proof that content was read and understood.

Policy-linked activities

Use an activity, check or declaration as a governed completion step for a policy.

Policy audit log

Show policy changes, document access and governance actions in a policy-specific history.

Policy archive and reactivation

Archive or reactivate policy records without deleting their retained history.

Policy version history

Publish replacement policy versions, retain document history and preserve version-linked acknowledgement records.

Scope: When re-read is required, previous acknowledgements are superseded and pending acknowledgements are created for the current audience. Linked activities are pointed at the new version.

Standard UK registration and check types

Track configured UK professional registers, memberships, licences and workforce checks without claiming live regulator integration.

Scope: Registers are organisation-maintained records; there is no automatic regulator verification.

Professional registration records

Record identifiers, dates, status and structured details against staff profiles.

Registration attachments

Attach supporting evidence to a professional registration record.

Registration checks and review

Record internal verification checks and review employee-submitted registration details.

Scope: This records a human check; it is not automated verification against a regulator database.

Registration renewal reminders

Identify expiring or overdue registrations and send contextual renewal reminders.

Custom registration types and fields

Define organisation-specific registration types and structured fields.

CPD records

Record structured continuing professional development activity against a linked staff profile.

CPD categories and cycles

Organise CPD records by category and apply organisation CPD cycle settings.

Role-scoped finance CPD summaries

Keep retail investment adviser, pension transfer specialist and applicable long-term insurance distribution CPD records in separate role-scoped summaries.

Scope: The firm decides which roles apply. SkillProof records hours and evidence; it does not assess competence or certify regulatory compliance.

Personal CPD view

Linked users can view and add their own CPD records. Authorised managers keep separate organisation and managed-team views.

Multiple CPD schemes per person

Create organisation-defined schemes or use optional sector templates. Assign multiple effective-dated schemes per person, track progress and allocate learning explicitly.

Scope: Sector templates are optional. An authorised user decides applicable schemes and selects any permitted reuse. SkillProof does not infer eligibility across schemes.

Competence and supervision workflow

Record competence standards, supervisors, assessments, supervision levels, formal decisions, reassessment dates and supporting evidence in one staff timeline.

Scope: The organisation defines the standard, decides competence and remains responsible for the suitability of its assessment and supervision arrangements.

Consumer Duty staff review

Bring selected staff training, assessments, evidence and follow-up actions into a controlled Consumer Duty workforce review.

Scope: This covers workforce evidence only. It excludes product, complaints, fair-value and other customer-outcomes data. It does not prove Consumer Duty compliance.

CPD evidence and reminders

Link evidence to CPD records and remind staff where supporting evidence is needed.

Appraisal and review workflow

Schedule and progress an appraisal through preparation, feedback, meeting record, confirmation and sign-off steps.

Custom review templates

Create reusable review templates with sections and questions.

Staff review preparation

Let the staff member complete structured preparation before the review meeting.

Colleague feedback

Collect optional or required colleague feedback as part of a configured review workflow.

Review meeting record and sign-off

Record meeting outcomes, staff confirmation and manager sign-off in sequence.

Scope: Sign-off is an internal workflow record, not a legally defined electronic signature.

Annual objectives

Create staff or self-owned objectives with start, target and completion state.

Development actions

Record agreed development or support actions with ownership and progress.

Items to discuss and linked records

Optionally link relevant CPD, objectives, training, evidence or registration records to a review discussion.

Finance assurance pack presets

Prepare defined adviser competence, CPD and SPS, Conduct Rules, supervisor, Consumer Duty and regulatory-change evidence packs from authorised SkillProof records.

Scope: Packs reflect the SkillProof records and scope selected. They do not certify compliance or include information held elsewhere.

Compliance calendar

Show training dates, evidence actions, sessions, registration renewals and development events in one calendar.

Manual and bulk reminders

Send individual or bulk reminders for current compliance actions.

Automated reminder workflows

Run configured pre-expiry and follow-up reminder workflows with duplicate-send safeguards.

Acknowledge and snooze reminders

Allow a linked staff user to acknowledge or snooze a current reminder workflow.

Reminder history

Retain reminder workflow events and delivery context for review.

Reminder templates and test email

Edit reminder message templates, reset them and send a controlled test email.

Email delivery retry and suppression controls

Let authorised administrators inspect failed operational email and retry eligible messages or resolve suppressions.

Scope: Do not promise delivery to invalid, blocked or suppressing mailboxes.

Compliance reporting dashboard

Report current compliance position, action counts, due states and workforce coverage.

Report filters and saved views

Filter operational views by relevant organisational dimensions and retain saved view preferences where supported.

Scope: Do not imply a general-purpose business-intelligence report builder for every data field.

Compliance trends and charts

Show organisation-level compliance trends and visual summaries.

Training gap report

Identify gaps between staff requirements and current training evidence.

Temporary workforce report

Report relevant training and evidence status for temporary or external workforce records.

Spreadsheet and CSV exports

Export matrix, staff, training and report data for controlled offline analysis.

Scheduled report exports

Schedule CSV report delivery to configured recipients and retain run history.

Audit Pack

Generate a structured evidence pack from selected SkillProof records and filters.

Scope: The pack supports audit preparation; it does not guarantee an audit outcome or replace professional judgement.

Organisation audit trail

Retain attributable events for important organisation and compliance workflow changes.

14-day free trial

Start a plan-selected 14-day trial without entering card details.

Published plan pricing

Starter is £49/month or £490/year; Growth £129/month or £1,290/year; Professional £299/month or £2,990/year; Enterprise is custom.

Included and expandable staff capacity

Starter includes 50 staff, Growth 150 and Professional 300. Add-ons raise their limits to 100, 250 and 500. Enterprise is unlimited when agreed.

Staff add-on packs

Add capacity in packs of 10 for £10/month or £100/year within the plan maximum.

Site add-on capacity

Add active-site capacity for £10/month or £100/year per site within the plan maximum.

Subscription checkout and billing portal

Create Stripe checkout sessions, open the customer billing portal and record subscription state when the live environment is configured.

Scope: Availability depends on correctly configured Stripe and deployment environment settings.

Plan changes and cancellation

Apply same-interval upgrades immediately, schedule downgrades and interval changes for renewal, or request cancellation with capacity guardrails.

Scope: Upgrades can be prorated immediately. Downgrades and interval changes take effect at renewal with no mid-period refund. All changes are subject to billing state, usage and permissions.

Editable sector starter setups

Apply an editable sector starting point containing example training, role, requirement, category and professional-record structures.

Scope: Starter content is not regulatory advice, certification or a guarantee of completeness.

Financial advice starter setup

Apply an editable finance starter setup for adviser, mortgage, pension-transfer, insurance-distribution, compliance, supervision, support and senior-manager roles. It includes linked training and professional-record templates.

Scope: The starter setup is not regulatory advice. It does not guarantee every item applies or that the firm's configuration is complete.

SkillProof Consultancy subscription

Create a separate Consultancy workspace with its own trial, subscription, team and client-connection allowances.

Scope: Client organisations keep their own plans, billing, users and data. A Consultancy subscription does not grant client access automatically.

Client Portfolio

Give authorised Consultancy users one place to see assigned client connections, access status and high-level portfolio attention indicators.

Scope: Portfolio summaries do not show employee names, training titles or evidence across clients. Detailed records stay inside the opened client workspace.

Client-owned connection approval

Invite a client Owner to approve or reject the requested Consultancy access scope before a connection can become active.

Scope: The invitation alone grants no access. The client must have a usable SkillProof organisation and approve the exact scope.

Scoped delegated client access

Let a client approve View only or Manage records access, with policy management requiring a separate explicit approval.

Scope: Delegated users cannot access client billing, ownership, user administration, organisation settings, destructive deletion, restricted certification decisions or regulatory decisions.

Secure client workspace switching

Open an approved client in an explicit delegated context. A persistent indicator identifies the client and returns to the Consultancy workspace.

Scope: Every request rechecks the Consultancy account, client connection and user grant. A stored session value alone never grants access.

Consultancy team and client assignments

Manage Consultancy Owners, Administrators and Consultants, then restrict each Consultant to the client connections explicitly assigned to them.

Scope: A team role alone does not grant client access. The user needs an active connection assignment plus an enabled, unrevoked grant.

Consultancy billing and client capacity

Manage monthly or annual Consultancy billing, included clients and users, additional-client quantities and the Consultancy billing portal.

Scope: Checkout return pages do not grant paid access. Subscription and additional-client capacity change only after verified Stripe events.

Consultancy access reviews and revocation

Schedule reviews of delegated client access. Stop access when a grant, connection, client entitlement, trial or Consultancy account becomes invalid.

Scope: The review helps govern access. Clients remain responsible for reviewing and revoking third-party access when circumstances change.

Consultancy access audit history and emails

Record Consultancy connection and access events and send operational emails for invitations, approvals, rejections, access changes and account status.

Scope: An email delivery result does not prove the recipient read or acted on it. Server-side records continue to control access.

Partner Hub

Give approved Referral and Implementation Partners a workspace to review referral activity, named support contacts and commission status.

Scope: Access requires SkillProof approval, an active partner account and an organisation Owner or Administrator login. It does not grant access to referred client organisations.

Referral registration and tracking

Register referral opportunities, track review status and record partner-visible updates without storing referred client staff records in the referral form.

Scope: Referral follow-up remains controlled by SkillProof review. The form must not include client staff records or sensitive workforce data.

Partner commission statements

View issued commission statements, eligible revenue totals and payment status for qualifying cleared subscription revenue.

Scope: Statements depend on signed partner terms, eligible revenue and SkillProof issuance. Payment timing follows the partner agreement.

Organisation-scoped data isolation

Scope protected data operations to the current organisation and enforce role and data-access guards.

Scope: Do not turn implementation evidence into an unqualified security certification claim.

Workspace module controls

Enable or disable available workspace modules and review types within the boundaries of the current plan.

Scope: A workspace toggle cannot unlock a feature excluded from the current plan.

Regulatory Monitor

Check selected official websites daily. Send reviewed updates to authorised people and record decisions, assigned work and supported changes.

Scope: It is enabled separately for each organisation. It monitors selected websites, not every rule, and an authorised person must review updates. It gives no legal advice and makes no unapproved changes.

Per-user display preferences

Let every authenticated user save their theme, text size, sidebar and navigation-style preferences.

Regional and time settings

Set organisation time-zone and regional behaviour used by dated records, sessions and reminders.

Workspace search

Search permitted staff and records from the shared application header while respecting organisation scope.

Scope: Results remain permission and organisation scoped; this is not external or full-document content search.