Collect the evidence required for the role and location.
KNOW WHAT NEEDS REVIEW
Keep evidence close to staffing decisions.
Bring worker documents, expiry reviews and recorded clearance into the workflows used to prepare bookings.
What your team can review
- Review DBS, right-to-work and professional registration evidence.
- Track recorded document and training expiry dates.
- Identify clearance blockers before confirming staffing.
- Retain review and audit records for authorised teams.
How the workflow fits together
Review and record the decision with its supporting documents.
Resolve blockers before releasing an eligible worker to a confirmed assignment.
Set the right expectations
Stored evidence supports your governance process. A dashboard or course certificate does not itself prove legal compliance or practical competence.
Workspace access depends on your role, authorised locations and agreed setup.
Connect the rest of your workforce
Bank staffing
Organise approved workers and review internal cover before moving a vacancy to external suppliers.
Explore Bank staffing →Rota & scheduling
Bring shift planning, recurring patterns and recorded staffing requirements into one reviewable workflow.
Explore Rota & scheduling →Workforce reporting
Use recorded staffing, attendance and commercial information to review activity across authorised locations.
Explore Workforce reporting →