Certificates
Make roles require certificates such as food safety, allergen training or a license. Crew can only claim shifts when their certificates are checked and valid on the day.
Set up certificates (managers)
- Go to More → Stores, roles and rules → Certificates.
- Add a certificate, for example "Food safety level 2", and how many months it stays valid (optional).
- Choose which roles it's Needed for.
Add a certificate (crew)
- Go to Me → Skills and certificates.
- Pick the roles you can work, then add the Issued on and Expires on dates from your certificate.
- Tap Send for checking. A manager checks it before it counts.
Checking certificates (managers)
Certificates waiting for you are under Approvals → Certificates. Approve or reject each one.
How certificates affect shifts
Someone qualifies for a shift when they hold its role and every certificate that role needs is valid on the shift date. Crew who don't qualify still see the shift and exactly what's missing, but can't claim it or take it in a swap. A certificate that expires before the shift date stops counting automatically, and people are warned before theirs expire.
Frequently asked questions
What happens when a certificate expires?
It stops qualifying for shifts dated after the expiry, and the person is warned ahead of time.
Can crew see shifts they aren't qualified for?
Yes, with what's missing. They can filter to "Only shifts I can claim".