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How to Add Employee Qualifications and Experience to the System

Completing an employee’s Qualifications and Experience ensures that shift assignments comply with licensing requirements, enable skill-based rostering, and allow the system to trigger compliance warnings where appropriate. This helps ensure employees are only rostered to shifts for which they are qualified. 

        1. From the home screen in Cerely, click on the Personnel tab from the Cerely top main menu


        2. Select an employee from the list


         

        3. In the left-hand menu, click Qualifications & Experience



        4. Select the Licences & Functions tab


         

        Fields to be completed are as follows: 

        Field Description
        Current Licence Confirm the employee holds a valid licence
        State Select the state the licence applies to
        Licence Type Choose the relevant licence type from the dropdown
        Licence Number Enter the official licence number
        Functions on Licence List the endorsed functions (e.g. Crowd Controller, Security Officer)
        Expiry Date Select the licence expiry date
        Enforce Expiry Select Yes to restrict rostering if the licence is expired, or No to allow rostering with a system warning
        Unrestricted QLD only – Select Yes if the employee can work alone, or No if they must be rostered with someone holding an open licence
        Upload Licence File Upload a copy of the licence for compliance records

        Note: If Enforce Expiry is enabled, the employee will not be rostered once the licence has expired. If disabled, a system warning will display, but rostering will still be allowed. 

        Add Certificates, Site Inductions, and Industry Experience

        In the same section, you can continue adding additional credentials that contribute to shift eligibility and compliance:

        Add the following as needed:

        • Certificates (e.g., First Aid, Fire Warden, RSA)
        • Site Inductions (for specific client sites)
        • Industry Experience or specialised roles

        For each item, complete the following fields:

        Field Description
        Title / Description Enter the certificate, induction, or skill name
        Expiry Date Select when it expires, if applicable
        Enforce Expiry Select Yes to prevent rostering past expiry, or No to allow with warning
        Never Expires Select this if the credential does not expire (e.g. completed site induction)
        Upload Document Upload supporting documentation such as certificates or induction records

        These additional entries help the system to match employees to shifts based on required skills, compliance, and site-specific training.

        Once saved, this data will be referenced during rostering to ensure only qualified and compliant employees are assigned to shifts.