Admin & Settings
Compliance Requirements
Settings → Compliance Requirements5 steps
What every worker must hold before they can be sent to a shift — screening checks, first aid, insurances. Setting them here is what makes the compliance reports and the expiry warnings mean something.
Step by step
- 1
Open Settings and click Compliance Requirements.

- 2
Add each document or check your organisation requires.
- 3
Say whether it is mandatory and how long it is valid for.
- 4
Save. Workers missing a required item now show in the compliance report.
- 5
Check the report before rostering somebody new rather than after.
The screen

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