Rostery

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. 1

    Open Settings and click Compliance Requirements.

    Compliance Requirements, step 1
  2. 2

    Add each document or check your organisation requires.

  3. 3

    Say whether it is mandatory and how long it is valid for.

  4. 4

    Save. Workers missing a required item now show in the compliance report.

  5. 5

    Check the report before rostering somebody new rather than after.

The screen

Compliance Requirements in Rostery
Compliance Requirements as it appears in Rostery.

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