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.

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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. 

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