Solutions Credentialing

Gate the shift before an unqualified worker reaches the floor.

A credential that expired last Tuesday doesn't announce itself — the shift gets rostered, worked, and paid anyway. Smartta checks eligibility at the moment of assignment, flags what's expiring, and gates what's already lapsed.

Contact Sales See the eligibility check

Checked at rostering, shift start, and payroll recognition · evidence of qualification per shift.

Credentialing view

Tomorrow's roster

5 open

✓

Required registration check

Current, role-matched, site-eligible

Pass

Expiring certification

4 upcoming — renewal paths routed

Flag

Role mismatch exception

1 open — assignment held until resolved

Gate

↳

Decision evidence

Check and any override recorded per shift

Recorded

Shift assignment

Held until the lapsed credential is resolved or overridden by named authority.

Held

An expired credential discovered at rostering is a swap. Discovered after an incident, it's liability.

The problem

The credential register and the roster don't talk.

Qualifications live in one system, shifts in another. Between them sits a manual check that happens sometimes, at some sites, when someone remembers — and an exposure that compounds every time it doesn't.

Expiry is invisible at the moment it matters.

The registration lapsed between roster publication and shift start. Nothing in the rostering tool knows, nothing in payroll cares — the work happens anyway.

Manual checking doesn't scale.

Spreadsheet audits and expiry-date eyeballing across sites and agencies miss exactly the cases that matter — and consume hours every week doing it.

"Was the worker qualified?" needs an answer.

After an incident or at audit, the question is specific: was this person eligible for this work on this day? Without a per-shift record, the answer is a search party.

The governed check

Eligibility checked where the decision happens.

Smartta runs the credential check inside the workflow — at rostering, at shift start, and at payroll recognition — with the same pass, flag, or gate boundary as every other workforce decision.

✓

Pass — current and role-matched

Current, role-matched, site-eligible. The assignment proceeds, evidence written.

Flag — expiring or pending renewal

The shift proceeds with the renewal path routed to the right person, weeks ahead of the lapse.

Gate — lapsed, missing, or mismatched

The assignment holds until resolved — or overridden by named authority, with the reason attached.

↳

Evidence written per shift

Every check — and every override — is recorded against the shift it governed.

Most checks pass silently. Your team only sees the eligibility decisions that need them.

The plan

Three steps to safer workforce decisions.

Map the risk

Identify where decisions move between roster, time, HR, payroll, credentialing, and care systems.

Here: where eligibility is decided — rostering, shift start, payroll recognition.

Control the decision

Configure checks that pass, flag, or gate high-risk workforce decisions before they move downstream.

Here: assignments checked the moment they're made; lapsed credentials held.

Prove the outcome

Keep decision evidence ready for payroll review, compliance checks, incident response, and operational governance.

Here: the check, the credential state, and any override — per shift, on record.

Evidence

When someone asks who was qualified, the answer is already there.

After an incident or at audit, "was this person eligible for this work on this day?" should be a lookup — not a search party.

Question Source Result Proof

Was the worker qualified for this shift? Register + roster Pass Registration current, role-matched

Is anything about to lapse? Credential register Flag 4 renewals routed, owners named

Can the assignment proceed? Assignment gate Gate Held until resolved or overridden

Who approved the exception? Evidence ledger Ready Named authority, timestamp, reason

What's at stake

The right person, doing the right work, under the right authority — with the record to prove it.

For staffing teams

Eligibility answered at assignment time — no side-system lookup, no relying on memory.

For operators

Expiries become renewal workflows weeks ahead — not floor incidents on the day.

For reviewers

"Was the worker qualified for this shift?" — answered per shift, with the check and any override on record.

Workforce eligibility

See where eligibility slips through.

A short review of how credentials, rosters, and payroll connect today — and where checking eligibility at assignment would remove exposure, rework, and audit scramble.