Defining Certifications

Managers first define the certifications relevant to their organization (e.g., Food Handler's Permit, First Aid, Forklift License).

  1. Go to Settings → Certifications.
  2. Tap Add Certification and enter a name.
  3. Optionally set whether the certification has an expiry date.
  4. Save. The certification is now available to assign to employee profiles.

Assigning Certifications to Employees

  1. Go to Team → tap the employee's name.
  2. Tap Certifications on their profile.
  3. Add the certification and enter the expiry date if applicable.
  4. Save. The employee's profile now shows this certification as active.

Requiring Certifications on Shifts

When creating a shift, managers can specify required certifications. Only employees holding those certifications will see the shift in their feed and be eligible to claim it.

Expiry Alerts

When an expiry date is set, ShiftFlex sends a notification to the manager 30 days before expiry. Expired certifications are flagged in the employee profile and highlighted in the shift assignment flow to prevent non-compliant scheduling.

Frequently Asked Questions

Does ShiftFlex enforce certification requirements for shifts?

Yes. Shifts can have required certifications. Only employees who hold valid (non-expired) certifications see the shift in their feed and can claim it.

How do managers add certifications to employee profiles?

In Team Management, open the employee profile → Certifications → Add Certification. Set an expiry date if applicable.

Does ShiftFlex alert managers when certifications expire?

Yes. ShiftFlex sends a manager notification 30 days before a certification expires. Expired certifications are flagged in the profile and shift assignment flow.