Qualifications

Some shifts can only be worked by people with the right qualification: a first aid certificate, medication training, a forklift or driving licence. Weqly keeps track of who holds what and until when, and stops a schedule change that would put someone on a shift they’re not qualified for.

Creating qualifications

1. Click your profile picture → Workspaces.
2. Click the three dots next to the workspace → Settings.
3. In the Qualifications section, click New qualification.
4. Give it a Name and a Color, then click Create.

Click an existing qualification to rename or recolour it. Deleting one removes it from everyone who holds it and from every shift that requires it. Only admins and owners can manage qualifications.

Recording who holds what

1. Go to the Users page and click the person.
2. Under Qualifications, click Add qualification and pick one.
3. Set Valid until if it expires. Leave the date empty if it never does.
4. Click Save Changes.

The date you set is the last day it counts. From the next day, Weqly treats the qualification as expired, so a certificate that runs out mid-month stops covering shifts on the right day without anyone having to remember.

Requiring a qualification on a shift

When you create or edit a shift, a recurring rule or a template, use Requires to pick the qualifications it needs. Whoever works it must hold all of them on the day the shift starts.

Requirements travel with the shift: a shift made from a template, or an occurrence of a recurring rule, requires the same qualifications as its source.

What happens when you schedule

• On the Manage grid, a shift given to someone without the qualification shows a Compliance warning naming what’s missing.
• When you save, Weqly stops and lists who is Missing a required qualification. To save anyway, enter an Override reason and choose Save anyway. The reason is recorded with your changes.
• Saving a single shift outside the Manage grid, for example from the schedule, is refused instead. Assign it from the Manage grid if you need to give a reason.
• Weqly only checks shifts whose person, day or requirements your changes touch. A shift that was already fine stays fine when you edit something else.

Open shifts and trades

People can’t pick themselves onto work they aren’t qualified for:

• Open shifts only appear for people who hold every qualification the shift requires. See Open shifts.
• A shift trade is refused if either person would receive a shift they aren’t qualified for. See Shift trades & drops.

Need help?

Reach our support team at help@weqly.com. We’re happy to help.