Opening and closing checklists
Turn paper checklists into repeating tasks that are assigned to the shift and recorded when completed.
Read moreKeeping track of staff training and certificate expiry dates
An expired food hygiene or first aid certificate is easy to miss until an inspection. Orbis Shift Operations keeps skills and certificates with each staff record and reminds you before they run out.
The problem
Why this is hard without the right tool
Certificates live in a filing cabinet or a spreadsheet nobody checks. Expiry dates pass unnoticed, and when a shift needs a qualified person on site, no one is sure who that is.
How Orbis Shift helps
Step by step
This use case uses Orbis Shift Operations, the add-on to Orbis Shift Core.
- 1
Define the skills you care about
Create skills and certificates such as food hygiene level 2 or first aid, and say whether they need evidence and an expiry date.
- 2
Record them for each person
Add issue and expiry dates and upload evidence, which is stored securely and verified by a manager.
- 3
Get reminders before expiry
Reminders go out at the intervals you choose, for example 90, 30 and 7 days before a certificate expires.
- 4
Plan shifts with the right cover
Set staffing requirements so each shift has the people and skills it needs.
Features used
- Skills & certificates (Operations)
- Staffing requirements (Operations)
- Staff management
Questions
Frequently asked questions
Evidence files are stored privately for your business and can only be opened by people with access to that staff record.
Staff can submit certificates with evidence, and a manager verifies or rejects them.
Related
More use cases
Shift handovers
Pass on what the next shift needs to know and see that they have read it.
Read more
Making clock-ins trustworthy
Check that staff clock in at the venue, by themselves, with optional location, kiosk and photo checks.
Read moreTry it with your own team
Start a 7-day free trial, or book a demo and we'll set it up around how you work.