Relatório Único’s Annex C is a mandatory report in Portugal that organizations must submit yearly. They must specify all the continuous training that their employees have taken during the year.

Currently, many companies compile, file, and submit it manually, which can be prone to errors and lead to data inconsistencies and operational inefficiencies.

How to fill Annex C Relatório Único in Factorial

Step 1: Activate Relatório Único’s setting

1. In the sidebar, go to Training
2. Click the gear icon in the top right corner
3. Enable Annex C of Relatório Único
4. Click Save changes

Step 2: Fill information for a training action and sessions

1. In the sidebar, go to Training
2. Open a training
3. Open the Course settings by clicking the three dots (…) at the top
4. Go to the Annex C of Relatório Único section
5. Fill in the form and click Save 

   

6. Go to the Training groups tab
7. Choose a session
8. Click on the three dots (…) at the left of the session bar
9. Click on Edit
10. Scroll down to Training schedule (Annex C of Relatorio Único) and select a value
    • During working hours
    • Outside working hours
    • Mixed, during and outside working hours
11. Click Save

Step 3: Update employees’ information

1. Go to the Participants tab
2. Click on an employee profile
3. Go to the Personal details tab
4. Scroll down to Retirement regime applied
5. Select the requested pension scheme for the Annex C of the Relatório Único
6. Click Submit

Step 4: Export an Excel file

1. In the sidebar, go to Training
2. Click the three-dot button (…), and then click Export courses

   

3. Select the information you want in your export, including the Export type (Relatório Único) and the time slot (From / To) 

   

    

4. Click Export
5. Go to My documents
6. Select the export and click Download