Create, issue, track and securely store all of your vital work compliance requirements in one spot. With a broad range of smart features and automated alerts, managing certificates, licences, tickets, visas and training completion will be a breeze. Let’s get you going!
Bundles automate compliance by assisting with the following;
- Managing paperwork requirements as people move in and out of different jobs / roles.
- Managing paperwork requirements for industry compliance, such as NDIS, construction tickets, etc
- Managing employment or policy compliance
- Monitoring missing or expired paperwork
- Streamlined process for filling in compliance gaps
Getting started
To create or access a bundle, navigate to the Settings section of the left hand menu and then click on Bundles.
There is no hard and fast rule about how to structure your bundles, so in this section we will provide some direction that will help you determine what works best for your business.
Sample Bundle’s for compliance
NDIS Compliance
Understand if all your support, direct and clinical staff are complaint to work
Set this up by;
Templates: Creating bundles for your different staff groups, such as “Direct”, “non-Direct”, “Clinical” etc. Add in the paperwork requirements for each staff group. Sample below:
People: Add in all relevant people to each bundle. A single person can be a part of one or more of these staff groups
Company policy compliance
Understand who has and who has not acknowledged important company policies
Set this up by;
Templates: Adding all your important company policies into the bundle
People: Add all you people into the bundle
Construction ticket and site compliance
Understand if all your workers are able to work in particular trade roles or sites
How to get it set up:
Templates: Create paperwork requirement for each trades or site type. For example, a forklift driver might need; Induction card, electrician licence, working at heights licence, high risk work licence.
People: Add in the relevant people who work in these positions or sites to get an overview of their compliance; what is missing, expired, or valid.
Monitoring compliance
To understand at a glance how your bundle compliance is tracking, simply visit the bundles page and hove your mouse over a ‘Bundle Summary’ bar.
If you want to drill in and review which people have compliance gaps;
- click into the bundle by clicking on its name.
- Click on the people tab
To drill down even further and review compliance gaps on an individual;
- click on their name
- review their compliance gaps.
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.