The compliance section of your staff personnel records, provides the space to record & report on key metrics for your staff collectively & individually.
Simply navigate to Personnel > Personnel Manager > open the staff members Personnel Record > Employment > Compliance.
👆 Click below to explore each type of compliance & associated reports/notifications...
| Professional Registration | Indemnity |
| Disclosure & Barring Service (DBS) | Performers Number |
| Dashboard, Reports & Notifications | Bulk Uploading Compliance Information |
Professional Registration
In this section you can record someone's professional body, reference number & related information.
Adding a new professional registration record
1. Click the green + button to add a new professional registration
2. Select your professional body from the drop-down menu & enter your unique number.
📚 Click here for guidance on including additional professional bodies in References Settings.
3. How to check the registration of an individual...
For both the General Medical Council (GMC) & General Pharmaceutical Council (GPC) you can click the check button to the right of the number field to examine the detail that is recorded for that person with the relevant professional body's database.
✅ Once you have clicked the check & update buttons, RotaMaster will check & update the information everyday.
❕ This only works for the GMC & GPC, other professional bodies will need to be checked & updated manually.
4. Enter the annual fee for the individuals registration.
5. You are then able to enter the renewal date for the professional registration & record that the date has been validated.
6. The last notes section is a free text box to add any additional & useful information.
Editing a Professional Registration record
Once you have added a professional registration to your member of staff, you can edit this at any time by first clicking the record you want to edit and then selecting the blue pen icon.
Deleting a Professional Registration record
If you wish to remove a professional registration record, you can select the record and click the red X icon.
Before being deleted you will be asked to confirm your decision...
Indemnity
This section provides the space to record a healthcare professionals indemnity cover.
Adding a new indemnity cover
1. Click the green + button to record someone's indemnity cover.
2. Select the company, aka. provider of the indemnity
📚 Click here for guidance on including additional companies in References Settings.
3. Enter the number that references specific indemnity documentation from your organisation.
4. Enter the number of shifts per week that this indemnity specifically is covering.
5. Add in the renewal date for the indemnity cover and record that the date has been validated.
6. Select your Membership Type, whether this is occurrence; claims or contractual/discretionary based.
7. Select who the payment of your indemnity is delivered by.
8. Record the annual fee for your indemnity cover.
9. The indemnity restrictions section is a free text box to add any additional & useful information.
Editing Indemnity Cover
Once you have added indemnity cover to your member of staff, you can edit this at any time by first clicking the record you want to edit and then selecting the blue pen icon.
Deleting indemnity cover
If you wish to remove indemnity cover, you can select the record and click the red X icon.
Before being deleted you will be asked to confirm your decision...
Disclosure & Barring Service (DBS)
This section provides space to record the result of someone's DBS check.
Adding a new DBS check
1. Click the green + button to record a new DBS check.
2. Select the type of DBS from the drop-down menu. These are configured in Personnel>Reference Settings
3. From the DBS certificate, enter the certificate number.
4. From the DBS certificate, enter the date of issue.
5. From the DBS certificate, enter the name of employer.
6. Depending on your policy, enter the renewal date and record that the date has been validated.
7. The comments section is a free text box to add any additional & useful information.
Editing a DBS Check
Once you have added a DBS check to your member of staff, you can edit this at any time by first clicking the record you want to edit and then selecting the blue pen icon.
Deleting a DBS check
If you wish to remove a DBS check, you can select the record and click the red X icon.
Before being deleted you will be asked to confirm your decision...
Performers List
This section provides space to record someone's performs number.
Adding & editing a new performers number
1. Click the blue edit pen to amend the individual's performers number.
2. Tick the performer's list box and enter the individual's performers number.
3. Enter the date that the performers number was verified.
4. Where relevant, enter the expiry date of the performers number.
Dashboards, Reports & Notifications
There are several ways to review & keep informed about the compliance information logged in your staff's personnel records, including an automated dashboard; instantly generated reports & configurable notifications.
👆 Click the links above to learn more about each within RotaMaster
Bulk Loading Compliance Information
Whether you are new to RotaMaster or have been using our workforce management software for years, there may come a time where you have a large amount of data to either update or add into your system.
Completing this manually can take valuable time away from your teams and opens up the opportunity for accidental error.
We could have the solution to save you time, money & enable your teams to explore more existing work & solve the bigger problems... Data Loaders. A data loader is a template that you populate with your necessary data, and we use to instantly add new or edit existing information, in RotaMaster.
📨 We have a variety of different data loaders and if you would like to learn more, please reach out to your account manager, or, contact our support team via help@rotamaster.co.uk