Qualifications on a staff file
Record each person's certificates with their expiry, see what has expired or is missing, and record renewals.
Qualifications are the same list Staff Scheduling checks shifts against. Staff keeps the certificate with each, its reference and issuer, and who checked it.
Record a qualification
- Open the person's file.
- In Qualifications, choose Add qualification.
- Choose the qualification, its issue and expiry dates, and attach the certificate if you have it.
Leave the expiry empty and it is worked out from how long the qualification is valid for. A person can add their own on My file; it shows as Not checked until a manager opens it and chooses Mark checked.
What needs you
Qualifications in the navigation lists, by person, everything expired, expiring in your reminder window, not checked, or missing: a qualification a person's positions need, or one everyone needs. From there, mark one checked, record a renewal or remind the person.
Renew keeps one record per person and qualification. It takes the new dates and certificate, and keeps the old certificate as a document titled with the qualification and the date it expired.
People are reminded before a qualification expires, at the days set in Settings, Reminders, and on the day. Managers get the weekly digest.
The team's qualifications
Settings, Qualifications lists them. For each, set how long it is valid for, whether everyone needs it, and the positions that need it.
If something in Staff does not work as described, Contact support.
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