How to Add Inductions to a Personnel Profile
This article explains how to add induction records to an employee profile in Cerely. Inductions are used to track site-specific requirements and ensure personnel meet compliance and access criteria before being rostered.
1. From the main menu in Cerely, select Personnel

2. Locate and select the employee you want to add an induction to

3. From the left-hand side menu within the employee profile, select Qualifications & Experience

4. At the top of the screen, choose Inductions from the menu

5. Select + Add to create a new record

6. Complete the following fields:
- Client – Select the client the induction is associated with
- Site Name – Select the site where the induction applies
- Induction Name – Select the relevant induction from the dropdown
- Personnel – Confirm the selected employee
- Induction Date – Enter the date the induction was completed

7. Set expiry details
Under Expiry, choose one of the following:
- Valid – Select the length from the drop down menu
- Custom Expiry Date – Enter a specific expiry date

8. Configure expiry rules
- Toggle Enforce Expiry on to prevent the employee from being rostered once the induction has expired
- Toggle Never Expires on if the induction does not have an expiry

9. Upload supporting documentation
Select Upload File to attach any supporting documents, such as induction certificates

10. Save the induction
Select Save to add the induction to the employee profile

The induction will now appear in the employee’s Qualifications & Experience section and will be used for compliance checks and rostering requirements.
Important
If Enforce Expiry is enabled, Cerely’s rostering algorithm will prevent the employee from being assigned to the site once the induction has expired.