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Credentials

Use the Credentials pages to establish and view settings, assignments, deployments and reports that summarize credential status and non-compliant shifts. Credential information can be added in Employee information and displays in the Employee portal in Settings. Use Credentials to do the following:

  • Establish a qualification, training class, or certification and require it for a station.

  • Assign the qualification, training class, or certification to employees who possess the appropriate qualification, training, and certification.

  • Track the status of the qualification, training class, or certification and monitor effective dates.

  • Maintain information for each type of qualification, training, and certification.

  • Import and export credential information from and to external sources.

  • Set enforcement levels and effective schedule range checks on a location-by-location basis.

  • Run schedules using Auto Fill. If credentials are required, only employees who possess the required credentials are automatically assigned to shifts.

  • Clear non-compliant shifts using the tool provided.

Important: Credentials are established and managed at the organization level. To do so, you must have Credential role permissions enabled.

Example:

Refer to the following How To's.