Rostery

People

Staff Documents

Staff profile → Documents6 steps
Written by Fahid Safdar, Founder & Product, Rostery · Checked

The evidence behind a worker’s qualifications: screening checks, police checks, first aid and CPR certificates, licences, insurances, contracts and right-to-work documents. Expiry dates recorded here are what drive the compliance warnings.

Step by step

  1. 1

    Open the worker and click the Documents tab.

    Staff Documents, step 1
  2. 2

    Upload a file, or drag it onto the panel.

    Staff Documents, step 2
  3. 3

    Choose the category — the assistant usually works out what the document is from its contents.

  4. 4

    Check the expiry date it has read, or type it. This is the field that matters.

  5. 5

    Save.

  6. 6

    Documents nearing expiry appear on the dashboard and in the compliance report, so nobody has to remember.

The screen

Staff Documents in Rostery
Staff Documents as it appears in Rostery.

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