Worker compliance

Record each credential's expiry and evidence, and read the compliance status.

Last updated · 10 November 2026

The Compliance tab is the credential register for a support worker. Keep it current and check the requirements for the supports the worker delivers. It appears for support workers only.

1Record the actual expiry for this credential in its own row.
2Attach corresponding evidence to the correct credential, rather than a general personnel document.
3NDIS worker screening cannot be marked Not required for a support worker.
Jordan fictional credential rows show expiry dates and separate evidence controls; no certificate is attached and screening cannot be marked Not required.

The register

The tab is one Compliance register table. Edit the expiry/completion, evidence and applicable Not required controls in their rows; credential names are fixed. There is no separate add or edit form: prepare the relevant row changes, then select Save compliance.

Column	What it holds
Compliance item	The credential’s name. It dims when the row is marked not required.
Expiry / completion	An expiry date for dated credentials, or a completion selector for NDIS modules. Disabled once Not required is ticked.
Evidence	The certificate file (PDF, image, Word or text). The saved file’s name shows here; the X clears or deletes it.
Not required	A tickbox for a check that does not apply to this worker.

Note

There is no status column, and no “Verified” date under a row. Dated credentials use their expiry and NDIS modules use completion, so it is shown where it is useful: as a pill on the profile header, and as the Compliance filter on the Workers register. The register itself stays as one clean line per credential.

The credentials

Each support worker has a row for NDIS worker screening, Working with Children Check, Police check, First aid, CPR, Driver licence and Vehicle insurance, plus a row for Nursing registration and NDIS modules (and any extra type already on the worker).

Watch out

NDIS worker screening cannot be marked “Not required” for a support worker. Its tickbox is simply locked. The reason, “NDIS worker screening is required for support workers and cannot be marked not required”, is carried as the tickbox’s accessible label for screen readers, so there is no hover tooltip to read it from.

What the statuses mean

Dated credentials are worked out from their expiry:

Current: more than 30 days left.
Expiring: valid, but 30 days or fewer left, so it is time to renew. Exactly 30 days out already reads Expiring.
Missing: no expiry recorded, or the date has already passed.

The worker’s overall compliance reads as Complete, Partial or Not Set on the profile header. Any item that is missing, expired or expiring also raises its own pill there, for example “Police check: expiring in 12 days”, and feeds the Compliance filter on the register, so you can see who needs attention before rostering. The Blocked filter is separate from these calculated expiry states; this editor does not offer a Blocked status selector.

Note

Nursing registration is only needed by workers who deliver Community Nursing supports, so it is not counted toward the overall Complete / Partial / Not Set status: leaving it blank never marks a worker incomplete. It matters at rostering instead: publishing a nursing shift against a worker with no current nursing registration is blocked until one is recorded here.

Complete means the required records are populated. It can still appear with an expired or expiring credential, so read every named alert and check the actual expiry before rostering.

Saving, and removing evidence

Select Save compliance to record your changes. It stays disabled until at least one row changes, and the whole tab is read-only for a role without Workers edit access, with the banner “Read-only. Your role cannot save compliance decisions.”

Deleting a saved evidence file asks first, with a Delete evidence dialog warning “Permanently delete [credential] evidence. This cannot be undone.” It names the credential, not the file you uploaded: deleting the file attached to a police check reads “Permanently delete Police check evidence. This cannot be undone.”

Record NDIS module completion

In the NDIS modules row, use the Expiry / completion column to choose Not Completed, In progress or Completed. There is no expiry date for this row. Attach the relevant evidence if needed, then select Save compliance.

Workers can read their own records in Settings > Compliance on mobile. They cannot change dates, evidence or completion from the phone. Home highlights records that need attention so they can follow up with the office.

NDIS modules is Completed with its three available states; Save compliance is disabled because no edit is made. — 1NDIS modules record completion rather than an expiry date.
2Choose the actual completion state, not a placeholder expiry.
3Save becomes available after an actual row edit; this unchanged example is not saved.
The open completion menu shows three module states. No change is selected, so Save compliance remains disabled.

Enter an expiry step by step

Open Workforce > Workers, select the support worker and choose Compliance.
Find the credential by its Compliance item name before editing. In that row, select its expiry date or Select date. Move to the month and year shown on the actual credential and choose the day. Selecting a day closes the picker.
Use Browse in that same row to attach the corresponding evidence. For NDIS modules, select the completion state instead of a date.
Select Save compliance and check the saved date or completion state and the profile’s readiness summary.

For example, when renewing CPR, change the CPR row to the expiry printed on the renewed credential and choose its matching evidence file in that same row. Do not change First aid just because the certificates were issued together. Reopen Compliance after saving and check both the expiry and evidence name. Choosing a file or date prepares a change; Save compliance records it.

Do not mark an item Not required to work around missing evidence. Use it only when the requirement does not apply. To correct a mistaken expiry, open the same row, select the right date and save again. A credential entry does not itself establish that a worker is qualified for every support or can cover the proposed shift’s availability.

If a row save or evidence upload fails, earlier rows may already have saved. Reopen Compliance and compare each changed expiry, completion state and evidence filename before retrying. Do not assume a multirow save was entirely rolled back.