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How to manage a staff member's qualifications

Qualifications with expiry dates can be attributed to staff profiles to enable them for restricted shifts for a limited period of time.

Updated over a year ago

Step 1: Select a Staff Member from the Staff Page

Navigate your way to the staff page from the top menu.

Step 2: Open the Staff Member's Qualification Tab

After you select a staff member, click on the staff member you wish to edit.

Step 3: Right-Click and Select 'Add New'

  • Right click the grey header in the Qualification tab and click 'Add New' from the popup menu.

  • Select which qualification you'd like along with any important details including the qualification expiry date.

    • New qualifications can be created for your company by admin level users via the Admin page.

Step 4: Attempt to Assign the Staff Member to a Restricted Shift

  • After adding a required qualification, you should be able to assign the staff member to any shift that requires that qualification.

Qualification Types

Note that there are different kinds of qualifications with varying behaviours.

  • A standard qualification is one that you will need to associated with a task i.e. each staff member assigned to work a task MUST have all related qualifications in date to work.

  • An RTW qualification is like a Visa, which only apply if a staff member has been given one i.e. if a staff member has been given a RTW qualification it must be in date for them to be assigned to a shift.

  • RTW qualifications can be set with Working Time Limits applying limits to the number of hours associated staff can work within a given day, week, or month.

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