Admin & Settings
Compliance Requirements
Compliance Requirements lists the qualifications each role must hold, such as worker screening or first aid. Administrators set them once, and any worker missing one, or holding one that has expired, is flagged non-compliant on their profile, on the staff list and when you roster them.
Step by step
- 1
Open Settings from the Admin section of the sidebar, then click Compliance Requirements in the list of settings sections.
- 2
Find the role's card: Support Worker, Support Worker (alt) or Office / Coordinator. Each card shows how many qualifications that role requires.
- 3
Type the qualification name in the box and pick a suggestion if one appears. Suggestions come from qualification names already used in Rostery.
- 4
Click Add, or press Enter. The requirement appears as a green chip and applies straight away, as there is no Save button.
- 5
Repeat for every check that role needs, such as NDIS Worker Screening or a First Aid Certificate.
- 6
Remove a requirement with the cross on its chip when the role no longer needs it.
- 7
Record each worker's qualifications with expiry dates on their staff profile. A qualification only counts while it is in date.
- 8
Check the Staff Compliance report before rostering somebody new, rather than after they are already on the roster.
The screen
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