For qualifications you record certificates with or without an expiry date. Head office decides which ones exist; the partner keeps them for their team; employees submit their own certificates.
Qualification types (head office)
In the browser, open “Menu” → “Team” → “Staff”, then “Qualifications” under “Tools” and “Manage qualifications”. As head office, you find the page under “Menu” → “All settings” → “Qualification types”.
Tap “New qualification type”, or “Edit” for an existing one.
Enter “Name”, “Description” and “Valid (months)” (empty = no limit), plus “Minimum per location” and the roles under “Required for”.
If needed, choose a course under “Academy course counts as proof”. Turn on the notice in the rota so you see when nobody with the qualification is scheduled in a shift.
Tap “Save”.
Preset types include health instruction under § 43 IfSG (the German Infection Protection Act), first aider, fire warden, hygiene training, allergen training and occupational safety briefing. Switch off a type that already has certificates instead of deleting it. Head office only sees figures per location, never names.
Record or submit a certificate
Employer: “Record certificate” in the person's file. Employees: “Submit certificate” under “My personnel file” (browser) or “My certificates” in the profile (app).
Choose the “Qualification”, enter “Obtained on” and optionally “Valid until” (empty = calculated) or “No expiry”.
Enter who it was “Issued by” and upload the certificate under “Proof (photo or PDF)”.
Tap “Save”.
The employer checks submitted certificates under “To check” with “Confirm” or “Reject” (with a reason). The “Location qualifications” overview shows “valid”, “expiring”, “expired”, “missing” or “being checked” for each person. There is a reminder 30 days before expiry.
Notice in the rota
If the rota notice is turned on for a qualification (preset for first aider), the rota shows “Shift qualifications” above the grid when nobody with a valid certificate is scheduled in shifts. It is only a notice and does not block anything.