Mandatory Licenses & Compliance Requirements for Job Sites

Adding Licenses & Compliance Requirements

Site mandatory compliances ensure that the right employees are assigned to shifts and that they have the licenses, training, and certificates needed to work at the site.

 

What are the site mandatory compliances?

site mandatory compliances work in two parts:

• Licenses & certificate Types- the mandatory licenses & certifications an employee must have to work on the job site

• Licenses & certificate Records - the license and certificate that are entered and applied to the employees.

If a site has mandatory compliances (licenses, certifications & training) and the employee doesn't have those compliances on record, the system will prevent the supervisor or admin user from scheduling the employee on the site.

If the area has more than one training module requirement, the employee needs all of them to be recommended in that area.

---

How to implement site mandatory compliances

There are 2 steps needed to create site mandatory compliances:

1. Define & create your company licenses & certifications

2. Define and add the Licenses & Certificates for the employees

3. Define the site's mandatory compliances 
   

4. Create your schedule

Creating Site Mandatory compliances & Licenses

Schedule

Once you add the required site compliances and if you try adding a new shift for a site where the employee does not have the required compliance, the scheduler will display an error and prevent you from adding the shift.

Note also that when adding a new shift, the system will also validate that the employee compliances are valid and not expired. 

• Related Articles

• Run Compliance Report

  Organisations can now run a compliance report on all the certifications that employees are currently holding. This allows them to identify employees certificates & Licenses that are expired or about to be expired. Report features: 1- Filter you ...

• Create & Define Certification & License Types

  When it comes to managing certifications and licenses within your organization, it is essential to create and define the various types accurately. Here are the steps to help you accomplish this: Identify the Certification and License Types: Determine ...

• How to Restrict Users to a Specific Set of Sites & Jobs

  You can configure ClickTime to give users access to a specific list of sites. Each user that is defined in WorkTimeManager can be assigned to have full access to all sites & jobs or to only have access to a particular set of sites & jobs. In order to ...

• How to add new sites

  See this video for how to create new site and define geofencing area where employees can clock in & out from. Below the video you will also find detailed step by step instruction on how to add new site. ...

• Site Coverage & Operating Hours Hours

  Coverage hours Some companies refer to this term as (Coverage hours) and others refer it as (Operating Hours), depending on your company and what you use it for. If you are contracted to provide a service for other companies, then (Coverage Hours) ...